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 Sooter-Lim

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

Cheri Bayless

Controller

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

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 mother, wife and 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), Current Student & 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

Donna Dale McCrickard

Accountant II

When it comes to being an accountant, Donna can't imagine what her career would be like without a little southern hospitality. That's because for her, accounting is more than looking at the numbers - It's about building trusting relationships with clients. With an eye for seeing the missing puzzle pieces, Donna uses her 20+ years of bookkeeping and payroll experience to help clients see the full picture. Her years of on-the-job training allow her to excel in understanding the needs of our team and of any client.

 

Qualification Highlights: Business Administration, Accounting Software Implementation Specialist, 20 years of progressive experience in bookkeeping and payroll work.

 

Motivating Force: 'Relieving even a small amount of a business owner’s stress makes me feel like I'm truly making a difference.'

 

In Three Words: Creative, Dedicated, Easy-Going

Phone: 408-413-0911 ext 7003

Michele Nakamura

Accountant III

You know how everyone has “that thing” they do?! Michele’s thing is… numbers! She’s dedicated her career to financial statement preparation, account analysis, and revenue tracking across diverse industries, including visual communications, human resources and software solutions. With experience watching businesses grow, change and adapt to new technologies, her flexibility and love of learning are virtually contagious!

 

Qualification Highlights: BA Degree (Economics) from UCLA, QuickBooks Online Advanced Certification, Systems Conversion Experience. The most important three ‘R’ words in her life are reconciliations, reviews & reports.

 

Motivating Force: The knowledge that accuracy in data is really what makes the world go ‘round – for businesses of all statuses and sizes, and even for my daughter’s Girl Scout Troop.

 

In Three Words: Adaptable, Detail-Oriented, Dependable.

Phone: 408-413-0911 ext 7005

Address

5201 Great America Pkwy
Suite 320
Santa Clara, CA 95054

Email

Phone

Fax

(408) 852-0146

© 2020 Sooter Consulting Inc. | Website created by Joni Stoll Design.