Bankruptcy Training for Accountants & Bookkeepers
A bankruptcy petition is mostly a financial statement in legal clothing — and you already speak the language.
Of all the professions that learn bankruptcy petition drafting, accounting professionals may have the biggest head start. A Chapter 7 or Chapter 13 petition is built from income, expenses, assets, and liabilities — organized into schedules, reconciled, and reported accurately. If you keep books, prepare financial statements, or work in tax, you already do the hard part every day.
What's left is learning the bankruptcy-specific forms and rules: the official schedules, the means test, exemptions, and how the pieces fit together into a court-ready petition. That's exactly what this training covers, step by step on video, with a hands-on workbook built from de-identified real client data.
Finish the training, pass the included exams, and you're a certified Bankruptcy Petition Specialist™ — able to draft petitions remotely for bankruptcy attorneys nationwide, as a standalone business or alongside your existing bookkeeping or accounting practice.
Who This Training Is For
- ✓Bookkeepers who want to add a specialized, higher-value service to their practice
- ✓CPAs and staff accountants looking for flexible, project-based income outside the 9-to-5
- ✓Tax professionals whose clients in financial distress already come to them first
- ✓Anyone with a numbers-and-documents background who wants remote, deadline-driven work that pays per project
No prior legal or bankruptcy experience is required. All materials are downloadable or accessed online — you can start training today.
Why accounting professionals pick this up fast
The heart of every bankruptcy petition is financial: schedules of assets and liabilities, income and expense statements, and a means test that is essentially an income analysis. Accounting professionals routinely tell us the material feels familiar from day one — the training simply maps skills you already have onto the official bankruptcy forms, then adds the legal context around them.
What's Inside the Training
Everything you need to draft accurate, court-ready Chapter 7 and Chapter 13 petitions.
Chapter 7 and 13 Training Videos
More than two dozen high-definition, over-the-shoulder video lessons walking you through every form, schedule, and section of both the Chapter 7 and Chapter 13 petition.
Hands-On Training Workbook
Draft your first bankruptcy petition using de-identified real client information, then compare your work against the fully completed petition. Developed by a Certified Bankruptcy Petition Specialist™.
Chapter 7 and 13 Certification
One registration for each of the Chapter 7 and Chapter 13 Bankruptcy Petition Specialist™ certification exams is included with enrollment — a credential that verifies your skill to attorneys nationwide.
Plus These Valuable Bonuses
Included with your enrollment — resources that accelerate your launch and grow your income.
- ✓The Complete Guide to Starting a Bankruptcy Docs Service — 600+ pages covering every step from day one to your first paying client.
- ✓100+ Bankruptcy Motions, Pleadings, Letters, and Affidavits — Ready-to-use legal documents — you'd pay $30,000+ for a firm to draft these.
- ✓130+ Bankruptcy Petition Training Collection — Real, filed Chapter 7 and Chapter 13 petitions ready to study and import into Best Case.
- ✓Bankruptcy Attorney Marketing List — Over 2,400 bankruptcy attorneys — skip the guesswork of finding prospects.
- ✓Business Plan and Marketing Materials — The actual business plan a student used to build a six-figure business in year one.
Turn Your Financial Skills Into a Legal-Industry Specialty
The bankruptcy forms are new. The numbers behind them aren't.
Enroll NowFrequently Asked Questions
Do I need legal experience?＋
Does accounting or tax knowledge actually help?＋
Can I offer this alongside my existing practice?＋
Who do I draft petitions for?＋
How long does it take to complete?＋
What software do I need?＋
We are a bankruptcy petition training organization and do not develop, sell, or provide bankruptcy petition preparation software.
For many years, our training programs have taught students how to draft bankruptcy petitions using the free downloadable demo version of Best Case Bankruptcy software by Stretto, one of the most widely used bankruptcy petition preparation platforms among bankruptcy law firms. We are not affiliated with Stretto and do not receive compensation from them.
Stretto now also offers a cloud-based version of Best Case Bankruptcy that runs through a web browser. While the cloud edition is convenient because it can run in a web browser on any computer operating system, it includes a limited free trial period, whereas the traditional desktop edition, which installs on a Windows computer (or can run on a Mac computer using software such as Parallels), continues to provide a demo environment for learning purposes for as long as it is installed.
We encourage students to use the desktop edition while completing our training courses so that they can practice drafting the forms, schedules, and other components of a bankruptcy petition in an environment similar to what many bankruptcy law firms use.
Later, when accepting paid work drafting bankruptcy petitions for attorneys, you will use the software that the attorney or law firm is licensed for and uses, which they will provide you access to.
While each major bankruptcy software platform takes a slightly different approach to completing the forms and schedules of a bankruptcy petition, they all complete the same standardized bankruptcy forms and schedules. Our training courses teach you the petition process itself — which applies across all bankruptcy software products.
More questions? Visit our full FAQ page →
Everything You Need — One Price.
No Upsells. No Hidden Fees.
The financial skills you already have, certified for the bankruptcy industry.
After enrolling, you'll complete a brief member agreement, then receive immediate access
to the full course in our private member portal — ready to start the moment you sign in.
Questions? Contact us — we're ready to help.