Case overview
The Prosperity Society, initiated by RNW CPAs, is a cutting-edge educational platform designed to provide tax strategies, deductions, and financial planning knowledge not just to their existing client base of over 500 but to a global audience. Targeting business owners and high-net-worth individuals, the platform aims to streamline client education and broaden financial literacy across borders.


The Brief
Faced with the task of repeatedly addressing the same questions from their clients, RNW CPAs sought to develop an accessible online platform. The requirement was for a multi-tiered subscription service that could deliver a variety of courses and content, including live streams and in-person events, tailored to diverse user needs while ensuring secure transactions and interactive engagements.
The challenge was to construct an interactive online learning environment capable of serving not only RNW CPAs’ existing 500+ clients but also an international audience. The platform required capabilities for different subscription levels, secure payment integrations, and comprehensive content delivery including live streams and in-person events.




Our Approach
Our solution was to design and develop a custom course website with advanced functionalities. This included login capabilities that allow for different access levels depending on the subscription tier, ensuring a personalized experience for each user. We integrated a robust payment system to smoothly handle the transactions associated with a wide range of subscription options. To engage subscribers and promote the courses, we leveraged the Ghost Zero app to deploy targeted email marketing campaigns. Furthermore, we took charge of content creation across multiple formats: producing educational courses, crafting social media content, and managing both live stream and in-person event recordings.
Custom Course Website
We designed and developed a website equipped with sophisticated login mechanisms and various access levels for different subscriber tiers, ensuring a personalized user experience.
Integrated Payment Solutions
A seamless payment system was implemented to facilitate the handling of subscriptions ranging from $250 to $500 per year, enhancing the ease of transactions for users.
Robust Email Campaigns and Content Production
Using the Ghost Zero app, we launched targeted email marketing campaigns to foster engagement and retention. Additionally, we took charge of all content creation, from course materials to social media videos and comprehensive coverage of live events.
Creating a rich content portfolio
Included producing courses, social media clips, and recording as well as livestreaming events.


The Results
The results were transformative. The platform has garnered over 110 paying subscribers, each contributing an annual subscription fee between $250 and $500. This not only generated significant revenue but also confirmed the market’s demand for specialized financial education. Content engagement metrics indicated high interaction levels, validating the quality and relevance of the material provided. Initial advertising efforts have been promising, with continuous optimization processes in place to further enhance effectiveness. Additionally, we are exploring the potential of conversational AI to boost lead conversion and improve user interactions, aiming to set new standards in educational technology.
Through strategic planning, technical expertise, and creative content solutions, The Prosperity Society has become a cornerstone resource for financial education, setting a benchmark for online learning platforms and showcasing our ability to deliver complex, user-centric projects. Interested in exploring similar transformative solutions? Contact us today to discuss your project needs.