Business Details
21 Years
experience
Profit First Certified Bookkeeping & Business Consulting
Sooter Consulting is a Profit First Certified firm dedicated to transforming financial management for small and mid-sized businesses. Founded in 2005, we specialize in bookkeeping, business consulting, and financial reviews that prioritize profitability and cash flow clarity. Our team of certified professionals brings decades of combined experience in accounting and strategic financial planning, serving professional service providers with fluctuating incomes. We distinguish ourselves through a unique Profit First methodology that structures finances into dedicated accounts for profit, taxes, and expenses, ensuring sustainable growth.Our commitment to transparency, integrity, and client empowerment has earned us a reputation as a trusted partner in Silicon Valley and beyond. With a focus on practical cash-based insights over traditional accrual accounting, we help clients navigate financial challenges and achieve long-term success.
Services
Profit First Certified Bookkeeping
Business Consulting
Financial Review
Compliance Bookkeeping
Controller Services
QuickBooks Training
Tax Planning
Cash Flow Management
Budgeting & Forecasting
Payroll Services
Details
- Year established: 2005
Highlights and features
- We are Profit First Certified with nationwide recognition.
- 20 years of progressive experience in accounting and business operations.
- Tailored strategies for professional service providers with fluctuating incomes.
- Free profitability assessment and strategic guidance included.
- Commitment to transparency, integrity, and client-centric financial solutions.
Associations and certifications
- Profit First Professionals
What people say
Saved me hours
Exceeded expectations
Stress-free finances
Expert bookkeeping
Profitability improvements
Services
Profit First Certified Bookkeeping
Our Profit First Certified Bookkeeping service structures finances into dedicated accounts for profit, taxes, and expenses. This method ensures profitability is prioritized in every transaction. We provide accurate financial tracking, budgeting, and reporting tailored to small businesses seeking sustainable growth through cash-based insights.
Business Consulting
Business Consulting at Sooter Consulting focuses on strategic financial planning and operational efficiency. We offer industry-specific analysis, marketing ROI tracking, and boundary-setting frameworks to help clients make data-driven decisions. Our Profit First expertise guides businesses toward long-term profitability and financial stability.
Financial Review
The Financial Review service evaluates bookkeeping practices, cash flow management, and tax strategies. We deliver customized recommendations to optimize financial health, including budgeting, forecasting, and proactive tax planning. This service is ideal for businesses needing clarity without ongoing monthly support.
Controller Services
Controller Services act as a fractional CFO, providing accounts payable/receivable management, customized financial reports, and process implementation. We help growing businesses establish efficient workflows and structured financial roadmaps to support scalability and operational excellence.
Compliance Bookkeeping
Compliance Bookkeeping ensures accurate financial tracking and adherence to tax regulations. Our services include expense categorization, report analysis, and optional payroll management. This package is designed for businesses requiring regular financial oversight to maintain compliance and prepare for tax season.
People
Donna Lim
President & CEO
Donna Lim founded Sooter Consulting in 2005 with a passion for accounting and client empowerment. Holding a B.S. in Business Management, she has 20 years of experience in administrative and accounting work, transforming the firm into a reputable Silicon Valley practice serving over 50 clients.
Bretney Brazil
Accounting Supervisor
Bretney Brazil brings 5+ years of business operations experience and a Bachelor of Arts in Business Administration to her role. A former small business owner and domestic violence survivor, she specializes in payroll processing, financial reporting, and resource optimization for Sooter Consulting's clients.
Questions
What is Profit First Certified bookkeeping?
Profit First Certified bookkeeping structures finances into dedicated accounts for profit, taxes, and expenses, ensuring profitability is prioritized in every transaction.
How can Sooter Consulting improve my business's cash flow?
We implement Profit First cash flow management strategies, budgeting frameworks, and customized financial reviews to optimize cash flow and reduce expenses.
Do you offer services for businesses outside Silicon Valley?
Yes, we serve small and mid-sized businesses nationwide through virtual consulting and bookkeeping solutions.
What industries do you specialize in?
We specialize in serving professional service providers with fluctuating incomes, including consultants, insurance agents, and independent professionals.
Can you help with QuickBooks training?
Yes, as Advanced Certified QuickBooks ProAdvisors, we provide training in basic to advanced accounting functions tailored to small business needs.
What sets Sooter Consulting apart from traditional accountants?
Our Profit First methodology focuses on cash-based insights and strategic profitability over traditional accrual accounting, with a client-centric approach to financial empowerment.
