The Company

Frank Gramlich is a CPA with more than twenty years across public accounting, banking, and risk management. He opened Xavier Financial Services in 2024 to do the part of the job he thought was going missing. Not just filing a return in April, but helping a business owner understand what the numbers are saying the rest of the year. The firm works with business owners and families across Broward and Palm Beach County. Small business accounting, tax preparation and planning, fractional CFO work, risk management, and forensic accounting. Frank calls his process The Financial Control System™. Five steps. Assess, organize, monitor, plan, then use what you learn to grow. His line is that most businesses do not have a revenue problem, they have a control problem. Clients tend to arrive when something already feels off. Books behind, an IRS notice that has been sitting too long, a tax bill that landed like an ambush. One client came to him facing a $75,000 tax bill on the sale of her home. They reconstructed thirty years of improvement records and cut it to $30,000. Frank is Co-Chair of the Atlantic Chapter of the Florida Institute of Certified Public Accountants. Every client who has rated him has given him five stars. The expertise was never the question.

The Solution

What we did

1. Authority Audit™Scored the firm on all six factors and named twelve specific trust leaks. Positioning came back strongest at 58. Experience came back weakest at 47. The audit set the baseline everything else is measured against.
2. Named the methodThe audit found a specialist reading as a generalist. TW3 Marketing named and packaged The Financial Control System™, then put it on the website, the Google Business Profile, and the LinkedIn profile so the difference finally had a name a prospect could repeat.
3. New websiteLaunched 16 April 2026. One clear headline in place of five competing calls to action, a chat widget, conversion tracking, and structured data built so answer engines can read the page. Ten pages that say something, in place of 1,800 that did not.
4. Content in Frank's voiceThree articles written for Frank and about his practice. Introducing Frank Gramlich, Why Hire A CPA, and Common Tax Mistakes Small Business Owners Make. Between them they drew 129 unique readers in the first four and a half months.
5. GoHighLevel buildMoved the entire business onto one system. Frank and his assistant now run client work, follow up, and marketing from the same place instead of from memory.
6. AutomationsMonthly action notices, birthday and anniversary reminders, and tax estimate notices now go out on their own. For a firm this size, that is the difference between staying in touch and meaning to.
7. PipelineBuilt a pipeline Frank and his assistant can both follow, so every piece of client activity sits in one view and nothing waits on a person who forgot.
8. Google Business Profile rebuildRewrote the description, set the categories, and built out services, products, and a question and answer library, so the profile carries the same story as the site instead of a different one.
9. LinkedIn rebuildScored the profile at 45 out of 100 and rewrote ten sections. Frank has published the new headline and About, both of which now lead with the control problem, name his method, and carry a real dollar result.
10. Social media programRolling out now. Written specifically for Frank and his market, which is the whole point after 1,800 posts that were written for nobody.
11. Ninety day re-auditEvery TW3 Marketing client is scored again on the same six factors every ninety days. The number either moved or it did not, and that decides what the next quarter is for.

What we learned

• Volume is not expertise. Eighteen hundred syndicated posts did less for Frank's authority than three pages written in his own voice.
• A perfect rating nobody sees is not proof. Nine five star reviews lost to firms carrying seventy eight, and none of those firms did better work.
• Speed is a trust signal before anyone reads a word. Ten seconds on a phone tells a visitor the firm is smaller than it is.
• Traffic came first. Conversion is the next job. Fourteen hundred and fifty people found the new site in the quietest months of the year, and turning more of them into booked calls is what the next ninety days are for.