Course 01 · Firm Operating System
AI-First Accounting Firm
Rebuild the firm around software, AI staff, workflow ownership, and review systems.
One-time purchase
$39
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What this course covers
The foundation course for the Academy. Across seven lessons, Chris walks through what an accounting firm needs to become now that AI exists — a smaller human team, a stronger software backbone, AI handling real production, and humans focused on review, judgment, and advice.
You will see how the economics change when production cost falls, how to treat AI as staff that prepares work for your review, and how Tax Planner Pro, LedgerHQ, Dark Lion, and AI agents connect into one operating system.
What you leave with
A practical operating blueprint for running an accounting firm with AI inside real workflows.
Included with the course
- Full video lessons taught from real firm workflows
- Module resources, worksheets, and implementation notes
- A concrete next step for your firm after every module
- Lifetime access after you open the course — no subscription required
Syllabus
7 modules
Preview the full module list here. Lessons, implementation notes, and downloads open inside the Academy after you get started.
- 01
The AI Reset in Accounting
Why AI changes production, client expectations, pricing pressure, and the role of professional judgment inside the firm.
23 min
- 02
The New Firm Economics
How lower production cost, higher standardization, and cleaner systems can change pricing, margin, staffing, and owner time.
25 min
- 03
AI as the Staff Accountant
How to think about AI as the production layer that prepares work for accountant review.
19 min
- 04
Tax Planning as the First Value-Add
Why tax planning is the first natural advisory bridge after compliance work becomes more efficient.
43 min
- 05
AI-Assisted Bookkeeping with LedgerHQ
How AI-assisted bookkeeping gives current data a home and turns monthly close into advisory visibility.
~30 min
- 06
Optional Service Lines and the Sentinel Model
How tax, bookkeeping, planning, and wealth can fit together without forcing every firm into the same service mix.
~30 min
- 07
The Software Operating System
How Tax Planner Pro, LedgerHQ, Dark Lion, and AI agents become an operating system instead of disconnected tools.
~30 min
Ready when your firm is.
Get started free, preview the Academy, and buy this course when it matches the problem in front of you.