About

"The way a team plays as a whole determines its success. You may have the greatest bunch of individual stars in the world, but if they don't play together, the club won't be worth a dime."

 

~ Babe Ruth

If you picture an accounting office with quiet, conventional workspaces and employees with unconditionally compartmentalized roles – you probably haven’t been to Sooter Consulting, Inc. With a firm belief that our greatest strengths lie within each other, our team members aren’t just ‘number-crunchers’; we are continuous learners, accounting adventure-seekers and data detectives. With complementary skill sets, harmonized communication and even a quirky sense of humor (or two!) in the bunch – the result is a cohesive and multi-faceted, big picture perspective delivered to every client. Learn about the Sooter Consulting team below! 

Donna Lim

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President & CEO

It’s no secret that Donna LOVES money…but the extraordinary thing is that she loves other people’s money as much as her own! With an entrepreneurial spirit, 15 years of professional experience and a lifetime of fiscal problem-solving, her passion for accounting is deeply unstoppable and vastly contagious. Since the inception of Sooter Consulting, Inc. in 2005, Donna has cultivated her business from a humble beginning of two clients to a thriving and reputable Silicon Valley accounting firm serving over 50 diverse business owners and counting.  

 

Qualification Highlights: B.S. – Business Management, Accounting Emphasis, QuickBooks Desktop ProAdvisor & Online Advanced ProAdvisor, 20 years of progressive experience in administrative and accounting work. 

 

Motivating Force: The clients! Having the ability to enable clients to accomplish their goals and dreams

 

In Three Words: Honest, Direct, Sassy 

Phone: 408-413-0911 ext 7002

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Cheri Bayless

Operations Manager

From the moment Cheri saw her first financial statement, she knew it was her destiny to help business owners turn their dreams into a reality. With a natural aptitude towards numbers and a thirst for knowledge, Cheri uses her 30+ years of financial experience to think outside of the box when facing new challenges. Her diverse experiences give her the ability to understand, support, and encourage growth among our team and our clients.

 

Qualification Highlights: B.S. – Accounting and Finance, Accounting Emphasis, 15 years in Small Business Leadership Role, 30 years of progressive experience in administrative and accounting work.

 

Motivating Force: 'That AHA! moment - When I see the person I am working with physically relax because they no longer feel overwhelmed.'

 

In Three Words: Confident, Empathetic, Innovative

Phone: 408-413-0911 ext 7008

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Lisa Taulman

Team Captain

When Lisa told us that she loves and has the patience for assembling IKEA furniture, we knew we hit the jackpot. Why? Because if she can handle successfully putting together furniture, we know we can trust her to tackle large and complex organizational projects. With a passion for taking on new opportunities, Lisa uses her 20+ years of bookkeeping experience and "go-getter" attitude to bring value to our clients' days.

Qualification Highlights: AIPB Certified Bookkeeper, Certificate in Business Finance for Non-Finance Personnel, Expert in Construction Accounts Receivable Management, 20 years of progressive experiences in administrative and accounting work.

Motivating Force: Clearly communicating accurate financials.

In Three Words: Detailed, Caring, Creative

Phone: 408-413-0911 ext 7003

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Bretney Moysset

Accountant III

The only thing that Bretney loves more than a good challenge – is a DIY (Do-It-Yourself) project! As a highly self-motivated, self-reliant and resourceful bookkeeper, Bretney is also a lifelong learner with experience as a fellow business owner and an educational foundation in Business Administration & Professional Bookkeeping. As a domestic violence survivor her ability to overcome some of life’s greatest adversities through consistency, resourcefulness and the courage of conviction is among what makes her an invaluable asset to our team and our clients.

Qualification Highlights: Bachelor of Arts, Business Administration (Ashford University), Member of the American Institute of Professional Bookkeeping, Former Small Business Owner & 5+ of years experience in Business Operations, payroll processing, monthly and annual report production, accounts payable & accounts receivable.

Motivating Force: The deliberate intention of maximizing available resources to implement advantageous solutions.

In Three Words: Independent, Meticulous, Resourceful

Phone: 408-413-0911 ext 7009

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