February 13, 2024

S3 Ep11 - Online Courses and Community for Accounting Firms with Jaclyn Anku

1 hour

Our guest this week is Jaclyn Anku, here to talk all things online courses, education and community for accounting firms.

We cover:

[20:17] Jaclyn’s intro and backstory

[32:29] The opportunity for accounting firms to add education and community revenue streams

[38:20] Should the ‘expert’ also create the course content or should you split this role?

[39:55] How to get started creating educational content. What should you start with?

[45:46] Why Intuit is investing in partner training for CAS (Client Advisory Services)

[50:49] Is Community Building a top of funnel activity to drive leads or is it a retention strategy to build relationships with clients

Jaclyn is small business and accounting community enthusiast who has spent more than 10 years developing scalable, compelling initiatives at leading SaaS companies, honing her ability to drive a dual bottom line. When she’s not busy creating programs that educate, motivate, and break the mold, you can find Jaclyn around the Bay Area with her husband and two beautiful girls. You can connect with Jaclyn on Linkedin.

This episode of the podcast is brought to you by Teamup: Hire top Filipino accountants without ongoing BPO fees.

The Lifestyle Accountant Show is a podcast that helps today’s accounting firm leaders build successful businesses while living healthy, happy lives hosted by Meryl Johnston.

For more information or to get in touch with us, head over to our website lifestyleaccountant.co.

...more

View all episodes

By Lifestyle Accountant

66 ratings