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Katie Steele, Founder of SmartFirm

Founder

Katie Steele

Katie Steele is the founder of SmartFirm, an automation and AI partner built exclusively for accounting firms. She works directly with CPAs, bookkeepers, and tax professionals to design the workflow automation, AI adoption, and marketing systems their practices run on. Her focus is practical: helping firms reduce the repetitive admin that drains their best people, and put new technology to work on the tasks that actually matter, without long, disruptive projects.

Areas of focus

  • Accounting firm automation
  • AI for accounting firms
  • Workflow automation
  • Practice management technology
  • Marketing for accounting firms