Profit First - Sooter Consulting

From Growth to Autonomy

by Larissa Summers | Oct 24, 2025 | Profit First

From Growth to Autonomy: How to Build a Business That Grows Without You Earlier this month, we talked about what it takes to build a team that runs without you — the systems, the trust, and the mindset shift required to step out of daily operations. Now, as October...

Stop Overbuilding: Why a Smaller Financial Toolbox Grows Profit Faster

by Larissa Summers | Aug 8, 2025 | Profit First

Small Plate Theory: Building More With Less If you’ve ever run a job site, you know this feeling: You’re halfway through a project, and something’s off. Your gut says, “We need one more trip to Home Depot.” But what if you waited? What if you figured it out with...

Embracing the Profit First Mindset: Get Comfortable Being Uncomfortable

by Larissa Summers | Jul 11, 2025 | Profit First

If you’re a business owner in a captive industry—think insurance agents, realtors, or immigration attorneys—you’ve likely faced the frustration of having limited control over your pricing. You’re not alone. At Sooter Consulting, we work with business owners just...

How to Clean Your Books for Better Cashflow Forecasting: A Step-by-Step Guide for Small Business Owners

by Larissa Summers | Jun 27, 2025 | Profit First

Let’s be honest: most small business owners didn’t start their business because they love bookkeeping. And yet, messy books can quietly sabotage your ability to grow, plan, or even stay afloat. So, where do you start when your finances have been running on vibes and...

Do I need the 5 Profit First accounts?

by Donna Lim | May 30, 2025 | Profit First

The Profit First System is designed to align with natural human behavior – we tend to spend what we see available. The purpose of separating funds into different bank accounts is to ensure that profit, owner’s pay and taxes are prioritized before expenses. For many...

Profit First Helps You Make the Tough Decisions – Without the Guesswork

by Donna Lim | May 15, 2025 | Profit First

So, you’ve read the book and started implementing Profit First. You’ve set up your bank accounts and decided on your allocation percentages. That’s a great start – but it’s only the beginning of the process. And you have a few tough choices to make, but Profit First...