Professional Services Marketing Case Study
Counted Your money matters
Highlights
Industry

Professional Services

Location

Australia

Audience

Multiple Audiences, B2B, B2C

Problem

Generational business change and company merger

Solution

Naming, Branding, Website, Collateral

Outcome

Winning client praise and leading the local market

Rundown

When a storied accounting and financial advisory firm in Australian town Toowoomba underwent a merger after three decades serving the local community, they tapped our talent for a new name, brand, website and marketing activation.

With new offices in a prominent and exclusive historical address, the company sought to communicate its core values about relationships and people in a way the competition could never touch.

Insight

Local towns are about relationships, and businesses thrive when they put people first.

That’s never more true than with accounting and advisory firms. Much more than just tax, local accountants provide advisory based on relationships spanning generations.

Business advice, investment structures, superannuation and retirement—the work of Counted was woven through the lives of its community. Our job was to communicate those core human dimensions, while cementing Counted’s place as the premier advisory firm in town.

Execution

After a deep briefing handled delicately during a time of merger transition, first came the name—Counted. Originating in a client idea, our brand team tested and articulated the very conceptual name. The core concept execution—With us, you’re counted—explained the name and centred the client in the brand story. Secondary straplines like Your money matters further developed the strong moral dimension to the brand’s work planning people’s wealth and lives.

The visual brand used refined typography and an earthy, modern take on traditional financial colour palettes to communicate sophistication, trust, and the premier market position of the brand. Refined line elements affirmed a touch of luxury alongside the human messaging—a very powerful combination for matters of wealth and family.

The website centred on human stories, with clients interviewed and case studies developed that reflected the decades of work and warmth from Counted’s team, always tying into the firm’s service areas.

Bespoke photography and video with distinct local elements emphasises regional industries and genuine characters from the town. Hero videos developed from the brand story further spoke to the importance of trust in Counted’s worldview. Brandmark animations added a subtle dynamism to the refined, human experience online.

Marketing activation included campaigns in local media, obligatory client letters becoming personal points of connection, and experiential activation in newly refurbished offices.

Response

“We got the brand and website to immediately win people over in matters of money and trust”.

Shane Wilson
Director, Counted

Human stories at the centre.

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