Business Planning - Sooter Consulting

Meals Are Now 100% Deductible

by Donna Lim | Jan 12, 2021 | Business Planning, Taxes, Tips and Tricks

Happy New Years! Whether 2020 was good to you or was less than hoped and expected, the year has passed, and we are on to 2021. May this New Year bring you an abundance of joy, happiness, and prosperity. Changes to the tax code are inevitable in December. For example,...

Annual Business Goal Setting: Clockwork Program Insights – Part 2

by Donna Lim | Sep 21, 2020 | Business Planning

As most of you know, September is a planning month for me. In my last blog post and newsletter I shared my process for planning the financial aspects of my business. This time I’d like to go into the other types of goals I have for my business. Again, I hope this...

Annual Business Goal Setting: Strategies & Reflections – Part 1

by Donna Lim | Sep 4, 2020 | Business Planning, Small Business, Tips and Tricks

It’s that time of year when I start to reflect on what we’ve accomplished this year and how far we are from our goals. I created and set most of our 2020 goals up last fall long before the Covid pandemic. Like most of you, I have had to adjust my goals to fit...

Fix This Next: Building a Legacy with the Fifth Level Principles

by Donna Lim | Aug 22, 2020 | Business Planning, Small Business

Community Continuance – Do you clients defend, support, and help your business? Let’s face it, we have a highly charged society at the moment. Emotions and tensions are high. Let say you have some false things written about your company and it hits Facebook and goes...

Fix This Next: Fourth Level, Making an Impact with Stewardship and Mission

by Donna Lim | Aug 7, 2020 | Business Planning, Small Business, Tips and Tricks

A few nuggets from the chapter and then we will dive into the 5 core needs of level four – Impact. Mike says, “The impact you want to make is important, but you can’t pull it off until you have all of the base levels humming.” This is true and I do see clients jumping...

Fix This Next: Third Level, Building Order and Redundancy for a Self-Sustaining Business

by Donna Lim | Jul 9, 2020 | Business Planning, Organize

I’ll begin with two quotes from the book that really resonated with me. “You are not a business owner if the business owns you.” And “Stop doing for your business, and start designing your business to run without you, permanently.” That is the goal – isn’t it. To have...