"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


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

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


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

Phone: 408-413-0911 ext 7006


Morgan Erickson

Accountant III

If someone were forced to choose between trying the hottest new food spot or analyzing spreadsheets, most people probably wouldn't choose the latter. But with Morgan, we're confident that her love of numbers would at least make it a tough decision. With a dedication to finding the right answer no matter how complex the problem, Morgan uses her 11+ years of accounting experience and highly analytical mindset to deliver timely and accurate results to our clients.


Qualification Highlights: Accounts Reconciliation Expert, Skills in Budget and Forecasting, Cash Flow Analysis, and QuickBooks, 11 years of progressive experience managing accounting functions.


Motivating Force: Solving complex puzzles


In Three Words: Independent, Direct, Authentic

Lisa T - Headshot.jpg

Lisa Taulman

Team Captain

Bio coming soon.

Phone: 408-413-0911 ext 7003