Lomness CPA, led by founder Katie Lomness, expanded its advisory services using Ready to Advise to support growth and deliver greater client value. As the firm prepared to take over a practice without established advisory offerings, it faced the challenge of scaling services while maintaining quality and efficiency. By adopting an innovative, AI-powered solution, Lomness streamlined advisory delivery, improved workflows, and empowered its team to better guide small business clients on key financial decisions. This transformation enabled the firm to enhance client education, strengthen service capabilities, and position itself for continued growth in an evolving advisory landscape.

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