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Mastering Profit First: Lowering Expenses and Gaining Financial Control for Small Businesses

Mastering Profit First: Lowering Expenses and Gaining Financial Control for Small Businesses

by Donna Lim | Apr 1, 2022 | Profit First

Note from Donna…. The activity of “doing” Profit First can be a scary thing. Most people can get the 5 basic bank accounts set up. Some can even get the 2 holding accounts at a separate bank. If it was only these few steps that made up this lifestyle, I’d say everyone...
Implementing Profit First: The Four Core Principles for Financial Stability

Implementing Profit First: The Four Core Principles for Financial Stability

by Donna Lim | Mar 29, 2022 | Profit First

Note from Donna… Progress is being made on my Profit First Certification adventure. I have created my 5 bank accounts (smaller Plates), started with the allocations and I have a set rhythm for them. I decided to have a bit of a different cycle than the 5th/20th. I’m...
The 4 Core Principles of Profit First: Building Financial Habits for Success

The 4 Core Principles of Profit First: Building Financial Habits for Success

by Donna Lim | Mar 16, 2022 | Profit First

It is well documented that reducing your plate size will reduce the amount of food you eat and help you lose those unwanted pounds. As a way of life, I serve myself on the smallest plates we have in the house and when we are out, I often ask for a to-go container as...
Diving Headfirst into Profit First: Transforming Your Business Finances

Diving Headfirst into Profit First: Transforming Your Business Finances

by Donna Lim | Mar 1, 2022 | Profit First

Note from Donna…. In 2019 and 2020 I did a series on Mike Michalowicz’s book Profit First At the time it was because many of my clients were reading the book and asking me questions. It was natural to do a series on the book. What I didn’t see coming was that I would...
Stress-Free Tax Season: Simplify Your Year-End with Professional Bookkeeping

Stress-Free Tax Season: Simplify Your Year-End with Professional Bookkeeping

by Donna Lim | Jan 13, 2022 | Taxes

I hope this note finds you healthy and safe. Happy New Years and Happy tax season. My team is busy finishing 2021 for our clients. Soon they will be ready to tackle 2022. How about you? Are you putting the finishing touches on your 2021 books? Do you need some help?...
Holiday Wishes from Sooter Consulting: Reflecting on Blessings and Togetherness

Holiday Wishes from Sooter Consulting: Reflecting on Blessings and Togetherness

by Donna Lim | Dec 14, 2021 | News and Updates

Happy Holidays – Merry Christmas! At this time of year, I like to ponder the many blessings that have come to me. Although this has been an extremely difficult year for me and my family, I have come up with some true blessings. Blessing for the team around me....
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