Automation for Accounting Firms That Actually Scales
Automation for accounting firms is how SmartFirm.io helps CPAs eliminate manual work, streamline client onboarding, and scale without adding headcount.
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.