# SmartFirm

> SmartFirm helps accounting firms adopt automation and AI to cut manual work and grow without adding headcount. We work exclusively with CPAs, bookkeepers, and tax professionals (typically 5 to 25 staff), designing AI training, workflow automation, and marketing systems around how each firm actually operates. Founder: Katie Steele.

## Start here
- [Home](https://smartfirm.io/): What SmartFirm does and who it is for.
- [Free diagnostic](https://smartfirm.io/diagnostic/): Identifies the highest-value automation and AI opportunities for a specific firm.
- [Contact / consultation](https://smartfirm.io/accounting-firm-automation-consultation/): The first call is discovery; pricing follows in a written proposal.

## AI services
- [AI Training for Accounting Firms](https://smartfirm.io/services/ai-training-for-accounting-firms/): A fixed-scope program that teaches a team to use AI (Claude, ChatGPT, QuickBooks Online AI) on real work, with client-data guardrails.
- [AI Roadmap](https://smartfirm.io/services/ai-transformation-roadmap-for-accounting-firms/): For firms unsure where AI fits; a short engagement that produces a prioritized, plain-language AI plan.
- [AI Process Optimization](https://smartfirm.io/services/ai-process-optimization-for-accounting-firms/): A focused sprint that turns one bottleneck into an action plan.

## Common questions (answer pages)
- [Is it safe to use AI in an accounting firm?](https://smartfirm.io/faq/is-it-safe-to-use-ai-in-accounting-firms/): Yes, with guardrails; how to protect client data and choose tools.
- [How do I get my team actually using AI?](https://smartfirm.io/solutions/get-your-accounting-team-using-ai/): Why adoption stalls and how to fix it.

## Guides
- [Why Accounting Firms Buy AI Tools and Never Use Them](https://smartfirm.io/blog/why-accounting-firms-buy-ai-tools-and-never-use-them/)
- [What Is Accounting Firm Automation?](https://smartfirm.io/blog/what-is-accounting-firm-automation/)
- [Accounting Firm Automation Costs](https://smartfirm.io/blog/accounting-firm-automation-costs/)
- [All guides](https://smartfirm.io/blog/)

## Other services
- [All services](https://smartfirm.io/automation-and-marketing-services-for-accounting-firms/)
- [Solutions by challenge](https://smartfirm.io/solutions/)
- [By firm type](https://smartfirm.io/industries/)

## About
- [Katie Steele, Founder](https://smartfirm.io/about/katie-steele/): Author of SmartFirm's guides; works directly with accounting firms on automation and AI.
- [About SmartFirm](https://smartfirm.io/about/): SmartFirm's story, founder, and how the firm works with accounting practices.