Business Details
21 Years
experience
Trusted Profit-First Accounting in Santa Clara
Sooter Consulting brings clarity and control to cash flow for small to mid-sized businesses. Founded in 2005, our Profit First Certified team specializes in bookkeeping, financial reviews, and business consulting tailored to professional service providers with fluctuating incomes. We combine 20+ years of industry expertise with practical cash-based insights to prioritize profitability and sustainable growth. Our approach emphasizes transparency, operational excellence, and strategic risk-taking to help clients navigate financial challenges confidently.With a focus on cash flow management, budgeting, and tax planning, we empower business owners to make data-driven decisions that align with long-term goals. Our team of certified professionals delivers personalized solutions through free profitability assessments, customized reporting, and ongoing financial education. We serve clients in Santa Clara and surrounding areas, offering compliance bookkeeping, payroll services, and fractional CFO support to streamline operations and maximize profitability.
Services
Bookkeeping
Financial Review
Business Consulting
Compliance Bookkeeping
Profit First Coaching
Cash Flow Management
Tax Planning
Budgeting
Payroll Services
Controller Services
Details
- Year established: 2005
Highlights and features
- We offer 20+ years of Profit First Certified accounting expertise
- Our team provides tailored cash flow management strategies for fluctuating incomes
- We implement dedicated Profit First account structures for guaranteed profitability
- We deliver transparent financial reporting with no hidden agendas
- Our free profitability assessment identifies immediate cash flow improvements
Associations and certifications
- Profit First Professionals
What people say
Expert financial insights
Time-saving services
Profitability improvements
Clear reporting
Strategic guidance
Services
Bookkeeping
Our Profit First Certified bookkeeping services ensure accurate financial tracking and reporting. We categorize expenses, manage accounts payable/receivable, and provide detailed report analysis to help businesses maintain compliance while gaining actionable financial insights for strategic decision-making. Our team handles payroll processing and tax preparation to streamline financial operations.
Financial Review
Comprehensive financial reviews assess your business's financial health through cash flow management and budgeting strategies. Our Profit First approach establishes dedicated accounts for profit, taxes, and expenses while providing industry-specific analysis and ROI tracking for marketing investments to optimize financial performance.
Business Consulting
Strategic business consulting services focus on sustainable growth through financial planning and operational improvements. We offer QuickBooks training, industry benchmarking, and boundary-setting frameworks to help business owners make data-driven decisions that align with long-term profitability goals and cash flow management objectives.
Compliance Bookkeeping
Our compliance bookkeeping package maintains accurate financial records for tax readiness while offering optional payroll services. Regular financial reviews and report analysis ensure businesses meet regulatory requirements while gaining insights into cash flow patterns and expense management through Profit First methodologies.
Profit First Coaching
Profit First Certified coaching implements cash management systems that prioritize profitability. We help businesses establish Target Allocation Percentages, set up dedicated bank accounts, and develop tax-saving strategies while providing ongoing support to maintain financial discipline and achieve sustainable growth through structured financial planning.
People
Donna Lim
President & CEO
With 20 years of accounting experience, Donna founded Sooter Consulting in 2005. She holds a B.S. in Business Management with Accounting emphasis and is a QuickBooks ProAdvisor. Her leadership focuses on empowering clients through financial clarity and Profit First methodologies.
Bretney Brazil
Accounting Supervisor
Bretney brings 5+ years of business operations experience and a Bachelor of Arts in Business Administration. As a domestic violence survivor, she combines resilience with financial expertise to deliver resourceful solutions for clients' accounting needs.
Questions
What is Profit First accounting?
Profit First is a cash management system that prioritizes profitability by structuring finances through dedicated bank accounts for profit, taxes, and expenses. This approach ensures businesses maintain financial discipline and sustainable growth.
How do your bookkeeping services differ from traditional accounting?
We focus on cash-based insights rather than accrual accounting, emphasizing immediate profitability through regular financial reviews, proper expense categorization, and strategic cash flow management tailored to small businesses.
What industries do you serve?
We specialize in working with professional service providers like insurance agents and consultants who face fluctuating incomes, providing customized financial solutions that address unique cash flow challenges and growth opportunities.
Do you offer payroll services?
Yes, we provide optional payroll processing as an add-on service including employee payment management, paid time off tracking, and compliance with labor law classifications for both hourly and salaried employees.
How can financial reviews benefit my business?
Our financial reviews identify cash flow patterns, optimize budgeting strategies, and provide industry-specific analysis to help business owners make informed decisions that improve profitability and long-term financial stability.
