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Human errors in financial data cost US businesses over $3 trillion every year
Take the Lomo AI Readiness Assessment and receive a custom breakdown of where AI systems can reduce manual work, improve report accuracy, increase client retention, and create more operational leverage across your firm in Miami.
Built on
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New client inquiries, proposals, and consultation requests often go unanswered during peak periods. AI agents respond instantly, ensuring no potential client slips through the cracks.
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Data entry, expense tracking, tax preparation, and report generation consume valuable staff hours weekly. AI agents run all of these processes seamlessly, freeing up your team's time for strategic work.
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Follow-ups on tax documents, quarterly check-ins, and financial advice can fall behind when workloads are heavy. AI agents manage outreach and reminders, ensuring clients always feel prioritized.
A personalized report built from your responses, showing where AI can create the most value in your business.
Your overall score and what it means.
See how you compare to similar companies.
Strategy, Data, Talent, Infrastructure, Culture, and Execution.
Your highest-leverage workflows and agent ideas.
Where to start and which agents to build first.
A practical roadmap for the first quarter.
Why now
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Human errors in financial data cost US businesses over $3 trillion every year
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Of finance organizations have fully deployed AI in their operations as of January 2026
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AI agents reduce manual workload by up to 60% while companies report 78% improved operational efficiency
Our AI Readiness Assessment identifies the workflows in your accounting firm that are most ready for AI, from client onboarding and tax preparation to financial reporting, audit support, expense tracking, and operations.
2 questions. Your number in 10 seconds.
Question 01 / 02
What we'd build
Four examples of AI operations we'd install inside a firm. Tap any card to see how it runs.
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How we work with accountants
We embed a fractional AI team inside your firm in Miami to build, deploy, and operate the systems identified above. 90 day cycles with measurable outcomes.
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Two weeks. We map your workflows, identify the highest ROI AI opportunities, and deliver a prioritized deployment roadmap. Four hours of your time.
See how the Sprint works02
A fractional Chief AI Officer plus implementation team inside your firm. We build the systems, train your people, and run them until they compound.
See how Transformation works03
Structured AI fluency programs built for accountants. Your team learns to operate and extend the systems we deploy, not rent them forever.
Training programsOther markets
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Start with a 3 minute AI audit, or book a strategy call with our team. We will walk through which use cases make the most sense for your firm in Miami specifically.