Welcome to Sooter Consulting

We are a Virtual bookkeeping firm that helps businesses maximize their time.  We can help you get back to doing what you do best – your business. 

Bookkeeping is a necessity for processing taxes. It is our mission to show that the information obtained from the books is far more valuable through out the year than at tax time.  It’s there for the taking …it’s rich with information and trends about your business.  Let us show you how it can be a road map to your success. 

  • Donna's story
  • Donna's Bio
  • Mike's Bio

I love money and numbers! My love for money started when I worked at a large non-profit company.  My job was to help design and implement a department where all the money would be processed through.  At the time they hired me, each branch was responsible for collecting payments from program participants.  The challenge was that the program directors were busy running the program. The result was a large age receivable report and a shortage of cash to run the program. I can not begin to express the thrill that ran through me as I was able to bring down the numbers on the Accounts Receivable report resulting in an increase in cash. 

My last position at that non-profit organization was most definitely my favorite.  The increase awards in Grants and Contracts gave way to a need for an administrator to manage the funds received.  I loved depositing large checks and tracking the expenses to make sure the funds were used correctly.  My accounting knowledge increased greatly during this time and my love affair with financial statements began.  There is a structure for money and if you treat it right; it will treat you well. 

Life is a great adventure full of twists and turns.  My life made a huge turn in 2005 when my kids became teenagers.  Suddenly the job I loved was in full competition for my need to be home in the afternoon.  I began looking for options that would balance work and home life. I realized that business owners are not unlike busy program directors who get involved in their business.  Tracking revenue and expenses is not their priority.  Since it is my passion, I knew that I could help.  I could make a big impact on their life.  I knew I had to be apart of that. 

I left that non-profit and started my business with just two clients.  Today, I work with over thirty clients helping them realize their dreams.  I love money – no matter who it belongs too. 

 

Donna loves money; even if it’s not her money. She enjoys showing clients how a small change here or there can affect how much money they get to keep in their pockets. A simple solution like using their debit card rather than a credit card can reduces costs and increase profits.

Guided by an entrepreneurial spirit, Donna offers over 20 years of process experience in administrative and accounting work. In 2005, she founded Sooter Consulting after recognizing the need small business owners have in understanding managerial accounting.

Under Donna’s leadership Sooter Consulting has grown to one of the fastest growing outsource accounting and administrative firms in Santa Clara County.

In her prior positions, Donna worked in a large worldwide non-profit organization where she helped track income and expenses for local programs. She has also earned a BS degree in Business Management where she graduated top of her class. She is involved in her community through her local Chamber of Commerce and other national organizations.

Donna lives with her husband of 21 years and her two children. She believes that laughter is the best cure for any ailment. When Donna is not working with a client, she can be found reading, playing board games or walking a long the shore.

Mike Sooter
IT Director

Mike has a real love for technology. He joined Sooter Consulting in 2008 to manage the installation and architect of a Citrix server. He believes in the secure sharing of information. He now manages all things technical for Sooter Consulting.

In prior positions, Mike worked in large manufacturing companies providing them with EH&S services. As he saw the market changing he started and has now earned a BS degree in IT Management with an emphasis in website design. He graduated top of his class in 2009.

Mike lives in the bay area with his wife of 21 years and their 2 children. He believes that it is not money that makes you wealthy but the relationships that you have. When Mike is not working he can be found on FaceBook or playing board games with family and friends.

Testimonials

Katy Kao, Cartridge World
“Being a new business owner, I really needed help with my Books; I am so lucky to have found Sooter Consulting! They were able to complete my 2007 Books on time and UNDER budget! When it comes to finances, trust is definitely important and Sooter Consulting is someone I truly trust. They’re very easy to work with and is always quick to respond to any questions I may have. I highly recommend them if you need any bookkeeping done.”
Laura Peterson, State Farm
“I have been using Sooter Consulting as my bookkeeper for almost two years. They understand my needs as a business owner and has made a significant difference in the way my business is run from a financial stand point. Since working with them, I have more piece of mind not just at tax time- but throughout the year. I highly recommend them!”
Dorothy Ponton, Samaritan Health Center

“In the ten years I've been in business, I've hired four bookkeepers.

Sooter Consulting stands out to me for exemplary service attitude, subject matter expertise, and use of technology to simplify processes.

I would recommend them highly.”

Features:

We offer in the moment bookkeeping with support through out the month to help you stay on-top of your business.

Set Up and Training:

intuit logo

Sooter Consulting has set up 100’s of QuickBooks files.  With over 10 years of accounting experience, you can be assured your file is being created by one of the best in the bay area.  Once your file is created, we can either provide you with full service bookkeeping or train you on how to handle your own books.