Case Study – Professional Services

How Latitude Accountants Grew Revenue By 35% By Showing Up Consistently On Social Media With Plann

Latitude Accountants is a boutique chartered accounting practice based in Sydney. With a team of 20 dedicated professionals, the firm specializes in empowering startups and SMEs to navigate the complexities of financial management, taxation, and business growth.

Led by John Saade, the practice’s mission is clear: to help small businesses thrive with quality advice and tailored expertise. With big ambitions to expand their client base, Latitude Accountants turned to Plann to support their next phase of growth with a refreshed social media strategy that would reach and attract new clients.

Building a High-Performing Social Media Strategy

From generating 300 leads to securing 100 new signups, our social media strategy isn’t just a trend—it’s a testament to the transformative impact of digital marketing.


Team Latitude Accountants

In 2023, the Latitude Accountants team overhauled their entire marketing strategy to focus on the power of social media marketing. Along with hiring a new social media coordinator and collaborating with external content creators, the team brought in the right tools to bring their growth and engagement strategies to life.

With Plann’s Strategy Planning Tools, the team developed tailored content pillars aligned with key business goals. From sharing expert accounting advice to addressing client objections, Plann’s customizable content themes and drag-and-drop brand building blocks made it easy to go from idea to execution and build a content plan in minutes.

Proactively Planning For Success

To bring their social media strategy to life, Latitude Accountants leveraged Plann’s all-in-one visual planner and content calendar to gain visibility across their entire social media presence.

With the goal of sharing up to five posts per week and cross-posting across multiple social media platforms (including Instagram, TikTok, Facebook, and YouTube), Plann’s unified content planner made it easy to curate cohesive, visually appealing content at scale.

Growing Organically With Instagram Reels

Instagram Reels proved a primary content format, offering huge organic reach opportunities for the firm. With the ability to auto-post Reels through Plann, the team was able to shoot, produce and schedule social-ready videos sharing expert insights, behind-the-scenes moments and even relatable, humorous Reels to grow their account on autopilot.

With Plann, we’ve been able to double down on video content and reach relevant new audiences. We even scored a $60k client through a referral sparked by an Instagram Reel.


Team Latitude Accountants

Latitude Accountant’s Top Tips For Businesses on Social Media

Ready to grow your social media presence as a service-based business? Discover the team’s top tips for elevating your social media presence to win business and build brand awareness:

  • Develop a regular posting schedule that you can maintain for the long term to ensure you’re remaining top-of-mind with current and potential clients.
  • Leverage a mix of content themes to ensure you find what works best for your business, whether that’s BTS posts or humorous trending Reels.
  • Don’t be afraid to take the plunge! With the right support and tools in your corner, you can use social media as a way to drive business expansion and boost client retention.


Latitude Accounting


  • Professional Services

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