Empowering Business Owners to Reach Their Full Potential
At Sooter Consulting, Inc., we're not just your average accounting firm. We're a team of dedicated professionals passionate about helping small to mid-sized businesses achieve their financial goals. Our mission is to provide clarity and understanding of financial numbers, empowering business owners to make informed decisions and drive growth.
Our Story
Founded in 2005 by Donna Lim, our president and CEO, Sooter Consulting, Inc. has grown from a humble beginning of two clients to a thriving and reputable Silicon Valley accounting firm serving over 50 diverse business owners. Our team of experts, led by Donna, comprises continuous learners, accounting adventure-seekers, and data detectives who work together to deliver a cohesive and multi-faceted, big picture perspective to every client.
Our Services
We offer a range of services designed to help businesses implement efficiencies, save time, and actualize growth objectives. Our services include:
- Bookkeeping: Our team of experts will manage your books, providing monthly financial reports and end-of-year summaries, giving you a clear picture of your business's financial health.
- Live Accounting: We'll help you implement efficient accounting systems, streamlining your financial operations and ensuring compliance with tax laws and regulations.
- Business and Financial Consulting: Our consultants will work closely with you to identify areas for improvement, develop strategies for growth, and provide guidance on financial decision-making.
Our Expertise
We specialize in serving various industries, including:
- Real Estate Professionals
- Medical Professionals
- Legal Professionals
- Construction/Trades
- Insurance Agents
Why Choose Us?
At Sooter Consulting, Inc., we're committed to helping business owners gain clarity and confidence in their financial decisions. Our team is dedicated to providing personalized service, expertise, and support to help you achieve your business goals. Schedule a free Clarity Call today and discover how we can help your business thrive.
Overall Experience
The reviewer, Zach Smith, has had a very positive experience with Donna Sooter's bookkeeping services. He has been using their services for several years and is extremely satisfied with the results.
Key Strengths
The reviewer praises the professionalism and efficiency of the bookkeeping firm, highlighting the timely notice they receive every month when their books are finalized. They also appreciate the neat and tidy organization of their chart of accounts.
Staff Performance
Kathy, the bookkeeper, is specifically mentioned for doing an excellent job with their account. The reviewer is impressed with her work and feels confident in her abilities.
Recommendation
Zach Smith highly recommends Sooter Consulting, describing them as professional, straight-shooting, and one of the best bookkeeping services he has ever encountered.
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