Our Programs

Three focused paths. Real financial context.

Each Ledgerly program addresses a distinct area of personal or business finance — with content specific to Thailand and a structure that builds understanding session by session.

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Methodology

How our programs are structured

Every Ledgerly program follows the same core design principles — though the content and format varies to suit the subject matter.

Sequential Building

Each session builds on the previous one. Complex concepts are only introduced once simpler foundations are in place.

Your Own Documents

Where appropriate, participants work with their own financial data — making the learning directly applicable rather than hypothetical.

Small Cohorts

Group sizes are capped at 12. Questions receive proper attention, and discussions stay substantive rather than general.

Annual Review

All materials are reviewed each year against current Thai Revenue Department guidance and relevant legal frameworks.

Program 01

Business Financial Literacy

฿14,000 5 sessions · 3 weeks

Designed for small business owners and entrepreneurs who want to engage more confidently with their own financial statements, understand cash flow dynamics, and make more informed decisions around pricing and tax. The curriculum draws entirely from Thai business contexts, and participants are encouraged to bring their own financial documents to relevant sessions.

By the end of the program, participants typically have a clearer picture of how their business generates and uses cash, where pricing decisions affect margins, and what their accountant is telling them — in their own language rather than someone else's jargon.

What the program covers

Reading and interpreting financial statements
Cash flow management and forecasting basics
Pricing strategy and margin analysis
Tax obligations for Thai SMEs — overview
Toolkit of tracking and planning templates

Program includes

All session materials, a comprehensive spreadsheet toolkit, and 30-day email follow-up support after program completion.

Enquire About This Program

Sessions

Weeks

≤12

Per Cohort

Sessions

Weeks

≤12

Per Cohort

Program 02

Tax Planning Education

฿8,500 4 sessions · 2 weeks

A program that addresses one of the most common sources of anxiety among Thai business owners and working professionals: understanding the tax system. The goal is not to turn participants into tax agents — it is to help them understand their obligations clearly, reduce the dread that often surrounds tax season, and become more informed clients for their accountants.

Sessions cover the key structures under the Thai Revenue Code, including personal income tax bands, corporate obligations, VAT registration thresholds, and filing procedures. Content is drawn from current Revenue Department guidance and updated each year.

What the program covers

Personal income tax structure and rate bands
Deductions, allowances, and how to use them
Corporate income tax obligations for SMEs
VAT considerations and registration thresholds
Filing procedures and planning calendar

Program includes

All session materials, a comprehensive reference guide to Thai tax obligations, and 30-day email follow-up support.

Enquire About This Program

Program 03

Estate & Succession Planning Seminar

฿16,500 2-day intensive + private session

This seminar is designed for individuals and families who are beginning to think seriously about wealth transfer, inheritance, and how to structure their affairs for the people who come after them. It is one of the more sensitive programs we offer — and we approach it accordingly.

Content covers the fundamentals of Thai succession law, the practical considerations around will preparation, how trust structures work in a Thai legal context, insurance as a planning instrument, and the communication frameworks that help families discuss these topics without conflict. The program includes a private one-hour follow-up session at no additional cost.

What the seminar covers

Thai succession law — key structures and implications
Will preparation — what to consider, what to avoid
Trust structures under Thai law
Insurance as a wealth transfer tool
Family communication frameworks for sensitive conversations

Program includes

All seminar materials, a private one-hour follow-up session, and 30-day email support. Sessions are held in a confidential setting with a maximum of 8 participants.

Enquire About This Seminar

Full Days

+1hr

Private Session

≤8

Per Cohort

Program Comparison

Which program is right for you?

Use this overview to identify which program fits your current situation. If you are still uncertain, reach out and we can help.

Feature	Business Finance	Tax Planning	Estate & Succession
Best suited for	Business owners, entrepreneurs	Individuals, SME owners	Families, individuals with assets
Price	฿14,000	฿8,500	฿16,500
Duration	5 sessions / 3 weeks	4 sessions / 2 weeks	2-day intensive
Max group size	12	12	8
Take-home toolkit
Private follow-up session
30-day email support
Works with your own documents

All programs are conducted in English with bilingual reference annotations where relevant to Thai terminology.

Shared Standards

What applies across all three programs

Participant confidentiality

Personal and business data shared during sessions is treated with complete discretion. We do not discuss participant details outside of the session itself.

Annually updated materials

Program content is reviewed each year against current Thai Revenue Department guidance and the Civil and Commercial Code. What you receive is current.

Education, not advice

Our facilitators explain and illuminate. They do not provide financial, tax, or legal advice. We are transparent about this distinction from the first session.

30-day follow-up support

Questions that arise after you return to your own financial documents can be sent to our team by email for 30 days after your program ends.

Thailand-grounded content

No adapted international materials. Every case study, reference, and exercise is drawn from the Thai context — law, practice, and real business situations.

Conducted in Bangkok

All sessions take place at our Lumpini office. The location is central, accessible, and arranged for small-group learning rather than lecture-style delivery.

Not sure which program to choose?

Tell us a little about your situation and we will let you know honestly which program — if any — addresses what you are looking for.

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