LedgerCraft Academy
Every Course. Every Lesson. Free.
All 10 LedgerCraft Academy courses and 76 lessons, right here, in the order we recommend. Every video from our YouTube channel sits next to the lesson it goes with. No signup, no paywall.
109free training
videos
videos
10complete courses,
all free
all free
76step-by-step
lessons
lessons
1:1strategy session
with Chris Ragain
with Chris Ragain
Course 1
AI-First Accounting Firm
Why AI resets the accounting business, and the operating model that replaces it.
7 lessons, free3 extra videos
Why the Old Bookkeeping Model Has to Change
Lesson 2: The New Firm Economics
Lesson 3: AI as the Staff Accountant
Intro to AI Agents for Bookkeepers
From Doer to Orchestrator
Lesson 4: Tax Planning as the First Value-Add
Lesson 5: AI-Assisted Bookkeeping with LedgerHQ
Lesson 6: Optional Service Lines and the Sentinel Model
Lesson 7: The Software Operating System
Course 2
100K to $1.5M Roadmap
What the firm looks like at $100K, $250K, $400K, $1M, and $1.5M, and how to reach each stage.
6 lessons, free
Lesson 1: The Full Firm Blueprint
Lesson 2: The $100K Firm
Lesson 3: The $250K Firm
Lesson 4: The $400K-$600K Firm
Lesson 5: The $1M Firm
Lesson 6: The $1.5M Firm
Course 3
Pricing, Packaging, and Offer Design
The offer ladder, bookkeeping packages, scope control, proposals, and engagement letters.
9 lessons, free1 extra video
Lesson 1: Why Old Pricing Breaks
Lesson 2: The Core Offer Ladder
Lesson 3: Bookkeeping Packages
Bookkeeper Pricing: The 3 Packages Every Bookkeeper Can Offer
Lesson 4: Tax Prep and Planning Packages
Lesson 5: Advisory and Full-Service Package
Lesson 6: Implementation Fees and Scope Control
Lesson 7: Price Sheets and Renewal Rhythm
Lesson 8: Engagement Letters
Lesson 9: Answering the Skeptic
Course 4
Intro to Our Bookkeeping Process
How our bookkeeping operation runs: the right clients, engagement rules, the automated month, and close.
9 lessons, free3 extra videos
Lesson 1: The Operation at a Glance
Lesson 2: The Right Clients
Lesson 3: Who Doesn’t Fit
Lesson 4: Our Engagement Rules
Lesson 5: Profitability Philosophy
Lesson 6: Think in Systems
Lesson 7: The Automated Month
An Accountant’s Daily Routine Across Every Company
The Complete Bank-Feed Lifecycle
Lesson 8: Review, Close, and Deliver
Why Is June’s Gross Margin Down? Ask Your Books
Lesson 9: Year-End and Lifecycle
Course 5
LedgerHQ and AI Bookkeeping Deep Dive
Run the books in LedgerHQ with Tally, from setup and migration to reconciliation and month-end.
7 lessons, free20 extra videos
LedgerHQ Software Demo, Part 1
LedgerHQ Software Demo, Part 2
LedgerHQ Software Demo, Part 3
LedgerHQ Bookkeeping Software Demo, September 2026
Lesson 1: Set Up a New Client
Set Up a New Client in LedgerHQ
Connect a Bank or Credit Card with Plaid
Lesson 2: Bring Over a QuickBooks Client
Bring Over a QuickBooks Client to LedgerHQ
Migrating from QuickBooks Online to LedgerHQ
Move a QuickBooks Online Company into LedgerHQ with Its Full History
Build a Company’s Books from Bank CSVs with Tally
Lesson 3: Run the Daily Coding
Run the Daily Coding in LedgerHQ
Fast Coding in LedgerHQ
Code and Post a Bank Transaction
Lesson 4: Read the Work Queue
Read the Work Queue in LedgerHQ
Lesson 5: Statements and Reconciliations
Statements and Reconciliations in LedgerHQ
LedgerHQ: AI Bank Reconciliations
Bank Reconciliation from Statement to Zero, by Hand and with AI
Lesson 6: Put Tally to Work
Put Tally to Work in LedgerHQ
LedgerHQ Muse: 15 Bookkeeping Use Cases
Lesson 7: Close the Month and Deliver
Close the Month and Deliver in LedgerHQ
Course 6
The Client Onboarding Experience
From handoff to active client: welcome, portal, collecting information, proposal, and billing.
4 lessons, free5 extra videos
Lesson 1: The Onboarding System
Lesson 2: Handoff, Welcome, Portal
Answering Our Questions
Uploading Bank Statements
Reading Your Financial Reports
Managing Your Billing
Your Bank Connections
Lesson 3: Collecting Information
Lesson 4: Proposal and Billing
Course 7
Building a Tax Planning Practice
Build a year-round tax planning practice: the calendar, projection cycles, and advisory.
5 lessons, free
Lesson 1: Why Tax Planning Practices Fail
Lesson 2: Annual Calendar and Activation
Lesson 3: Midyear Projection Cycle
Lesson 4: Fall Strategy Cycle
Lesson 5: Advisory and Client Responsibility
Course 8
Form 1040 and Tax Projection Fundamentals
Read a tax return and build current-year projections, starting from zero tax knowledge.
13 lessons, free
Lesson 1: What a Tax Return Actually Tells You
Lesson 2: The Shape of the 1040
Lesson 3: Wages, Investments, and Retirement Money
Lesson 4: Business and Rental Income
Lesson 5: From the Books to the Tax Return
Lesson 6: Why the Same Dollar Saves Different Amounts
Lesson 7: Credits and the Family Return
Lesson 8: What Something Actually Cost (Basis)
Lesson 9: What Happens When Something Gets Sold
Lesson 10: State Taxes and the Multistate Client
Lesson 11: Building the Current-Year Projection
Lesson 12: Pricing a Decision With and Without
Lesson 13: Managing the Payment Side
Course 9
The Top 25 Tax Planning Strategies
The 25 tax planning strategies we use most, in countdown order.
8 lessons, free
Lesson 1: The Countdown Begins
Lesson 2: Retirees, Rentals, and the Household Payroll
Lesson 3: Big Deductions on Demand
Lesson 4: Bracket Control
Lesson 5: The Owner’s Benefits Stack
Lesson 6: Family and Equipment Playbook
Lesson 7: The Entity System
Lesson 8: Retirement Plan Selection
Course 10
The Complete Tax Planning Strategy Library
Strategies 26 through 50 for exits, equity compensation, giving, investors, and families.
8 lessons, free
Lesson 1: The Library Opens
Lesson 2: Exits and Deals
Lesson 3: The Equity Compensation Shelf
Lesson 4: Giving and Legacy
Lesson 5: The Investor Shelf
Lesson 6: Family and Benefits
Lesson 7: Credits and the Drawdown
Lesson 8: The 2026 Personal Deduction Stack
New series
Bookkeeper Marketing
Starting from zero: pick your niche, get in front of business owners, and turn that attention into clients. New lessons as they’re released.
4 lessons, free