Katie Steele

Hi! I'm Katie, Founder & CEO of SmartFirm.io where we help Accounting firms, CPAs, Bookkeepers, and tax-prep professionals improve their operations without needing to hire more staff. I've spent the last 15 years as a management consultant, specializing in business process reengineering and small & medium business turnaround. One of my favorite projects was taking a failing golf course from $2.1 Million in annual revenue to $3.9M in one year, while cutting staff turnover by 92%. I also spent 3+ years leading Microsoft Dynamics 365 implementations, helping to identify ways to optimize the processes and train the staff. Along the way I learned that automating a broken system just speeds up the train wreck. This is why SmartFirm focuses on identifying which processes are broken an...