Accounting Firm Automation that earns back your team's time.
Custom systems built around how your practice actually operates. Free your CPAs from repetitive admin so you can take on more clients without growing headcount.
We build systems that allow firms to grow by maximizing their employees' time, freeing up capacity to add new clients.
I started SmartFirm because I saw too many accounting firms losing their best people to repetitive admin work. When you work with us, you work directly with me. I learn your practice, your goals, and the specific bottlenecks slowing your growth.
Every system we build is tailored to how your firm actually operates, not a template applied to your problem.
Katie Steele / Founder
Three areas of work, each built around how your firm operates today.
We don't ship a product. We engineer the operational and growth infrastructure that lets your practice scale on its own terms.
- 01
Streamlined Operations
Process engineering that takes repetitive admin off your team's plate. Document collection, client intake, handoffs, and status updates run on systems instead of staff time, so your CPAs get back the hours they were spending on tasks that don't need a human.
Learn how - 02
Marketing Built for Accounting Firms
SEO, content, and lead nurture designed for how prospective clients actually search for an accountant. Qualified prospects find you first, and follow-up runs without anyone manually chasing it.
Learn how - 03
Technology That Fits Your Practice
CRM integration, technology selection, and consulting on the tools worth adopting. We extend what you already use rather than replace it, and we don't ship anything your team won't actually use.
Learn how
Common questions
What is SmartFirm?
SmartFirm is a business process engineering firm focused exclusively on accounting practices. We help CPAs, bookkeepers, and tax professionals streamline operations, modernize their technology, and build marketing systems that attract better clients.
How quickly can we launch?
Most firms are up and running within 14 days. The exact timeline depends on the scope of your project, but we prioritize fast, phased launches so you can start seeing results quickly.
Do you work with firms of all sizes?
Yes. We work with solo practitioners, small teams, and multi-partner firms. Our systems are designed to grow with your practice as you do.
What makes you different from general agencies?
We focus exclusively on accounting firms. That means we understand your workflows, your compliance requirements, your seasonal rhythms, and the tools your team uses every day. Beyond marketing, we engineer the operational systems and infrastructure that let your firm run more efficiently. Everything we build is tailored to how accounting practices actually operate.
What does onboarding look like?
Onboarding typically includes a discovery call, a review of your current systems, a strategy session, a build phase, and a guided launch. We handle the heavy lifting so you can stay focused on your clients.
How involved do I need to be?
After initial setup, most firm owners invest about two hours per month reviewing reports and providing feedback. We handle the day-to-day execution so your time stays focused on billable work.
Ready to grow your firm?
Book a discovery call and we'll walk through where your practice is losing time today and what it would take to get that capacity back.