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About Sooter Consulting
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At Sooter Consulting, we’re not your typical accounting firm. We foster a culture where courage, curiosity, and creativity are at the heart of everything we do. Here, bold ideas aren’t just welcomed—they’re celebrated. We encourage our team and clients alike to take risks, learn from experience, and push the boundaries of what’s possible to drive growth and success.
Our expertise lies in serving professional service providers, such as insurance agents and consultants, who face fluctuating incomes and unique financial challenges. Understanding these dynamics, we equip our clients with the Profit First tools and strategies they need to thrive—even in uncertain economic conditions. Rather than relying on traditional accrual accounting, we focus on practical, cash-based insights that clarify rather than complicate. Our goal is to empower our clients with financial clarity and actionable insights, allowing them to manage cash flow confidently and reach their financial goals.
At Sooter Consulting, we’re more than number-crunchers. We’re a diverse team of continuous learners, financial strategists, and “data detectives,” each bringing complementary skills, a collaborative spirit, and even a touch of humor to every client interaction. Our unique approach ensures that each client benefits from a big-picture perspective that’s both comprehensive and refreshingly straightforward. Meet our team and see how we can help turn your financial challenges into sustainable success!
"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
Meet Our Team
Profit First Approach: Sooter Consulting
At Sooter Consulting, we know that true financial success comes when profitability is prioritized. As a Profit First Certified firm, we’ve embraced the Profit First methodology—a cash management system designed to help businesses shift from merely covering expenses to strategically focusing on profit and cash flow.
Using the Profit First Cash Management System, we help businesses structure their finances by setting up dedicated bank accounts for profit, taxes, operating expenses, and owner compensation. This approach ensures that profitability is built into each transaction. With Target Allocation Percentages (TAPs), we guide your business to allocate funds effectively, minimizing surprises at tax time or during slow seasons.
Our method allows you to pay yourself first, take control of your cash flow, and secure your financial future. If you’re looking for a smarter, sustainable, and profit-focused way to grow your business, Sooter Consulting is here to help you put profit first every step of the way.
Want to Learn More About Profit First?
Download the First 2 Chapters
How We Have Helped Our Clients
Sooter Consulting is an amazing partner to have for making your business profitable! They challenge you to take the appropriate steps to improve margins and operating costs while applying Profit First principles in a meaningful way! Our business reduced debt by 15% and reduced our expenses by 55% by working with Sooter! I am forever grateful to their assistance!
Jennifer Crandall