Course 04 · LedgerHQ Workflows
Intro to Our Bookkeeping Process
Screen the right clients, set scope, and close tax-ready books without turning every client into custom work.
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$59
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What this course covers
Chris's firm runs bookkeeping for roughly 200 clients with two people. This course explains the operating model: which clients fit, the engagement rules, and how work moves through a month and a year.
The thesis is simple: agents do the work, humans only see exceptions. You build the automated month, the review-close-deliver standard, and the year-end handoffs into tax — the theory the LedgerHQ deep dive builds on.
What you leave with
Fit rules, engagement scope, monthly review standards, and year-end rhythm.
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
9 modules
Preview the full module list here. Lessons, implementation notes, and downloads open inside the Academy after you get started.
- 01
The Operation at a Glance
See the full bookkeeping operating model before going deeper into client fit, engagement rules, profitability, systems, monthly close, and year-end lifecycle.
17 min
- 02
The Right Clients
Define which bookkeeping clients fit the model before pricing, workflow, staffing, and software decisions get distorted.
17 min
- 03
Who Doesn't Fit
Identify the client patterns that break bookkeeping delivery: missing access, messy scope, weak responsiveness, and custom-work expectations.
17 min
- 04
Our Engagement Rules
Turn bookkeeping from a vague service into an operating agreement with scope, access, communication, review, and exception rules.
17 min
- 05
The Profitability Philosophy
Protect bookkeeping margin through fit, standardization, cadence, review, and clear exception handling instead of just working faster.
18 min
- 06
Think in Systems
See bookkeeping as a system of inputs, queues, checks, review gates, client exceptions, and recurring outputs.
18 min
- 07
The Automated Month
Build the monthly rhythm for bank feeds, statements, coding, exceptions, reconciliation, review, and close readiness.
18 min
- 08
Review, Close, and Deliver
Move from prepared books to reviewed books, closed periods, client-ready reports, and documented follow-up.
18 min
- 09
Year-End and the Client Lifecycle
Connect monthly bookkeeping to year-end tax, planning, renewals, upgrades, exits, and the broader client lifecycle.
18 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.