Firm Automation & Consulting for Accountants
SmartFirm is the leading automation consulting firm for accountants that helps you get cleaner workflows, faster responses, and hours back each week to focus on real client work.
Built By People Who Understand Your Business
SmartFirm was founded by Katie Steele and Brian Hellewell, CPA (Inactive) who bring 20+ years of experience in IT strategy, financial systems, and business optimization. Katie has spent over two decades transforming businesses—from turning around struggling hospitality brands to implementing enterprise-scale systems. Brian, a former SpaceX product manager, specializes in modernizing accounting firms with secure, scalable technology that integrates seamlessly with accounting tools.
Unlike agencies that dabble in every industry, we only work with accounting firms. We understand your metrics, your seasonality, and what it takes to scale from $400K to $1M+ without burning out your team.
Why We Work Exclusively With CPAs
Complete Marketing Solutions for Accountants, CPAs, and Bookkeepers
The foundational marketing infrastructure every accounting firm needs to attract, convert, and retain high-value clients.
Why SmartFirm is Different
Most agencies treat accounting firms like any other client. We don't.
Accounting Firms Only
We don't serve restaurants, dentists, or SaaS companies. Just CPAs, accounting firms, and bookkeepers. We understand busy season, utilization rates, and the compliance-to-advisory shift.
We speak your language
Done-For-You Execution
We build your marketing infrastructure together during setup, then run everything for you. After onboarding, your team invests ~2 hours monthly while we handle the rest.
Reclaim your time for billable work
Quality Client Focus
We help you attract $5K-$15K advisory clients, not $500 tax-only leads. Our strategies target CFO-level decision makers who value expertise over cheap compliance.
Higher revenue per client
Built Around Your Chaos
Tax season, audit deadlines, quarterly close—we get it. Our systems work 24/7 whether you're buried in extensions or enjoying a slower summer. Setup happens on your timeline.
Marketing that works when you can't
Real Metrics That Matter
We track CAC (Client Acquisition Cost), LTV (Lifetime Value), and utilization rates—the same KPIs you use to run your firm. No fluffy vanity metrics.
Data you actually understand
Advisory-First Targeting
Our strategies position you for high-value advisory work, not $500 tax-only clients. We target CFO-level decision makers who need ongoing strategic guidance.
Attract clients worth 10x more
Transform Your Firm in 30 Days
Launch-ready marketing that starts working from day one
One-time setup fee
- Professional website (launch-ready)
- Google Business Profile optimization
- Yext business listing management (200+ sites)
- Automated lead follow-up system
- Client communication workflows
- Review generation system
- 30-day white-glove implementation
Growth Add-Ons & Custom Solutions
Already have your marketing foundation in place? Add ongoing content creation, social media management, paid advertising, or custom solutions tailored to your firm's growth goals.
Available Services:
Not sure what you need? Book a Free Call