About Us
About Sooter Consulting
At Sooter Consulting, we’re not your typical accounting firm. We foster a culture where courage, curiosity, and creativity are at the heart of everything we do. Here, bold ideas aren’t just welcomed. They’re celebrated. We encourage both our team and our clients to take risks, learn from experience, and push the boundaries of what’s possible to drive growth and success.
Our expertise lies in serving professional service providers, such as insurance agents and consultants, who face fluctuating incomes and unique financial challenges. Understanding these dynamics, we equip our clients with the Profit First tools and strategies they need to thrive — even in uncertain economic conditions.
Instead of relying on traditional accrual accounting, we focus on practical, cash-based insights that clarify rather than complicate. Our goal is to empower our clients with financial clarity and actionable insights, allowing them to manage cash flow confidently and reach their financial goals.
We’re More than Number-Crunchers
We’re a diverse team of continuous learners, financial strategists, and “data detectives,” each bringing complementary skills, a collaborative spirit, and even a touch of humor to every client interaction. Our unique approach ensures that each client benefits from a big-picture perspective that’s both comprehensive and refreshingly straightforward.
Meet our team and see how we can help turn your financial challenges into sustainable success!
Our Lead Consultants
It’s no secret that Donna LOVES money…but the extraordinary thing is that she loves other people’s money as much as her own! With an entrepreneurial spirit, 20 years of professional experience and a lifetime of fiscal problem-solving, her passion for accounting is deeply unstoppable and vastly contagious. Since the inception of Sooter Consulting, Inc. in 2005, Donna has cultivated her business from a humble beginning of two clients to a thriving and reputable Silicon Valley accounting firm serving over 50 diverse business owners and counting.
Qualification Highlights: B.S. – Business Management, Accounting Emphasis, QuickBooks Desktop ProAdvisor & Online Advanced ProAdvisor, 20 years of progressive experience in administrative and accounting work.
Motivating Force: The clients! Having the ability to enable clients to accomplish their goals and dreams
In Three Words: Honest, Direct, Sassy
Certifications
It The only thing that Bretney loves more than a good challenge – is a DIY (Do-It-Yourself) project! As a highly self-motivated, self-reliant and resourceful bookkeeper, Bretney is also a lifelong learner with experience as a fellow business owner and an educational foundation in Business Administration & Professional Bookkeeping. As a domestic violence survivor her ability to overcome some of life’s greatest adversities through consistency, resourcefulness and the courage of conviction is among what makes her an invaluable asset to our team and our clients.
Qualification Highlights: Bachelor of Arts, Business Administration (Ashford University), Member of the American Institute of Professional Bookkeeping, Former Small Business Owner & 5+ of years experience in Business Operations, payroll processing, monthly and annual report production, accounts payable & accounts receivable.
Motivating Force: The deliberate intention of maximizing available resources to implement advantageous solutions.
In Three Words: Independent, Meticulous, Resourceful
Certifications
Our Approach: Profit First
At Sooter Consulting, we know that true financial success comes when profitability is prioritized. As a Profit First Certified firm, we’ve embraced the Profit First methodology — a cash management system designed to help businesses shift from merely covering expenses to strategically focusing on profit and cash flow.
Using the Profit First Cash Management System, we help businesses structure their finances by setting up dedicated bank accounts for profit, taxes, operating expenses, and owner compensation. This approach ensures that profitability is built into each transaction. With Target Allocation Percentages (TAPs), we guide your business to allocate funds effectively, minimizing surprises at tax time or during slow seasons.
Our method allows you to pay yourself first, take control of your cash flow, and secure your financial future. If you’re looking for a smarter, sustainable, and profit-focused way to grow your business, Sooter Consulting is here to help you put profit first every step of the way.
Empowering Financial Success with Profit First Principles
Our values are the cornerstone of our mission to drive financial success for small and mid-sized businesses. As a Profit First Certified firm, we bring a distinctive approach to bookkeeping the Profit First way, ensuring transparency, integrity, and excellence in every client relationship.
We believe in fostering a culture of bold growth, encouraging both our team and our clients to embrace challenges, take calculated risks, and learn from experience. Our services focus on professional service providers with fluctuating incomes, understanding the unique business challenges they face and providing targeted solutions in cashflow management, budget preparation, and profitability assessments.
With our expert guidance in financial planning, cash management, and business consulting, we empower clients to achieve their financial goals and navigate uncertainty with confidence, knowing that sustainable growth and long-term success are at the heart of everything we do.
Transparency and Integrity
Bold & Courageous Growth
Operational Excellence
Excellence in Service
Generosity and Contribution