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The Xavier Perspective

A CPA's lessons from building a business while helping others run theirs.

What It Actually Takes to Have a Good Q4

What It Actually Takes to Have a Good Q4

What It Actually Takes to Have a Good Q4 Frank Gramlich, CPA
Published on: 27/07/2026

Q4 readiness starts in August. The firms that are ready started before the pressure arrived.

Tax PlanningSmall Business Growth Business Development Practice Management
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The Follow-Up List Is Where the Money Lives

The Follow-Up List Is Where the Money Lives

The Follow-Up List Is Where the Money Lives Frank Gramlich, CPA
Published on: 20/07/2026

The follow-up gap is where deals die. Here's how XFS closed it with the right team and tools.

Business Development Client Relationships Practice ManagementCRM & Technology
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