Business Details
21 Years
experience
Trusted Profit First Certified Bookkeeping Services
Sooter Consulting is a Profit First Certified firm dedicated to transforming financial management for small and mid-sized businesses. With over 20 years of combined experience, our team specializes in bookkeeping, financial reviews, and business consulting that prioritize profitability and cash flow clarity. We empower professional service providers through strategic cash management, industry-specific insights, and actionable financial reporting. Our Profit First methodology structures finances into dedicated accounts for profit, taxes, and operating expenses, ensuring sustainable growth.As a certified QuickBooks ProAdvisor, we deliver tailored training and reporting solutions that align with individual business needs. Our commitment to transparency, integrity, and operational excellence has helped clients reduce debt by 15% and expenses by 55%. We serve Silicon Valley and beyond, combining technical expertise with personalized support to turn financial challenges into opportunities for long-term success.
Services
Compliance Bookkeeping
Financial Review
Business Consulting
Controller Services
Payroll Management
Details
- Year established: 2005
Highlights and features
- We offer 20+ years of experience in Profit First certified accounting and business consulting.
- Our team provides actionable financial insights tailored to professional service providers' unique challenges.
- We guarantee a structured Profit First methodology that builds profitability into every transaction.
- Our services include free profitability assessments and customized cash flow management strategies.
- We maintain transparency through accurate reporting and objective financial reviews.
Associations and certifications
- Profit First Professionals
What people say
Expertly manage quickbooks
Timely and supportive
Exceeded expectations
Reduced debt by 15%
Reduced expenses by 55%
Services
Compliance Bookkeeping
Our Compliance Bookkeeping service ensures accurate financial tracking, proper expense categorization, and detailed report analysis. We maintain precise records for tax compliance, conduct regular financial reviews, and offer optional payroll services to streamline operations for small to mid-sized businesses.
Financial Review
The Financial Review service provides custom bookkeeping evaluations, Profit First cash flow management, budget forecasting, and tax planning strategies. We help businesses gain financial clarity through comprehensive reporting and proactive cash management solutions tailored to their specific needs.
Business Consulting
Our Business Consulting service offers industry-specific financial analysis, marketing ROI tracking, and boundary-setting best practices. We provide QuickBooks training and strategic guidance to help entrepreneurs make data-driven decisions that support long-term profitability and growth.
Controller Services
Controller Services include accounts payable/receivable management, customized financial reporting, and process implementation for operational efficiency. Acting as a fractional CFO, we deliver structured financial roadmaps and optional payroll oversight for growing businesses seeking advanced financial management.
Profit First Coaching
Profit First Coaching establishes dedicated accounts for profit, taxes, and expenses using Target Allocation Percentages. We teach business owners to prioritize profitability through cash flow forecasting, tax planning, and strategic fund allocation that ensures financial stability and growth.
People
Donna Lim
President & CEO
Donna Lim founded Sooter Consulting in 2005 with a B.S. in Business Management. As a QuickBooks ProAdvisor with 20 years of accounting experience, she specializes in Profit First methodologies and has grown the firm to serve over 50 clients in Silicon Valley.
Bretney Brazil
Accounting Supervisor
Bretney Brazil brings business administration expertise and 5+ years of bookkeeping experience to Sooter Consulting. A domestic violence survivor, she combines resourcefulness with American Institute of Professional Bookkeeping certification to deliver exceptional financial solutions for clients.
Questions
What is Profit First Certified bookkeeping?
Profit First Certified bookkeeping structures finances into dedicated accounts for profit, taxes, and expenses using Target Allocation Percentages to ensure businesses prioritize profitability in every transaction.
How does Sooter Consulting help small businesses?
We provide cash flow management, financial reviews, and business consulting tailored to professional service providers, helping clients reduce expenses by 55% and improve financial decision-making.
What services do you offer?
We offer Compliance Bookkeeping, Financial Reviews, Business Consulting, Controller Services, and optional Payroll Management using Profit First methodologies to ensure financial clarity and growth.
How are you different from traditional accountants?
Unlike traditional accrual accounting, we focus on cash-based Profit First strategies that prioritize profitability, offering actionable insights through customized reporting and strategic financial planning.
Do you work with remote clients?
Yes, while based in Silicon Valley, we serve clients nationwide through virtual consultations, remote bookkeeping services, and online financial reporting tools.
