Tampa, FL
direct: 813-278-1140
mobile: 513-806-5135
office: 813-658-5875
[email protected]
Mundelein College (Loyola University) – BBA Accounting
CPA – Illinois (inactive)
KPMG Peat Marwick
Omega Legal Systems (now Aderant)
SurePoint Technologies
With over a decade of experience spanning both public and private accounting, Mary discovered her professional sweet spot in the accounting software space—where technical precision meets human connection. As an extroverted data enthusiast, she thrives on helping busy, overwhelmed law firm personnel make sense of their data and reclaim valuable time in their day.
Mary believes that data matters and should serve a purpose: to reveal truths, answer critical questions quickly, and empower decision-makers with confidence. Whether she’s building queries, analyzing trends, or designing tailored reports, her mission is always twofold—maximize efficiency and instill trust in the results by presenting them in a way that is appropriate to the audience.
Known for her thoughtful curiosity, attention to detail, and uncanny ability to catch a typo from across the room, Mary brings both rigor and passion to her work. Each of Mary’s experiences adds depth to her perspective and ability to uncover the stories within the data that are actionable.
KNOWN FOR: Asking questions and then listening to understand the real problem at hand, being thorough and meticulous, and quickly spotting typos and other anomalies.
BLOCKS SHE’S BEEN AROUND: Both the western and eastern shores of Lake Michigan; Fort Worth, TX; Phoenix/Scottsdale, AZ; Lake Chapala, MX; and Bentonville, AR.
MOST PEOPLE DON’T KNOW: She spent a semester on a college bowling team and a few misspent years as a dental hygienist.
WHEN NOT WORKING: She’s bingeing on true crime, trying out new recipes, lifting weights, playing Wordle on the daily, writing quirky haiku, and composing music.
QUOTE: “Don’t be afraid; just click it and see what happens.” –Mary Steele