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!
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: My clients! I love when a client tells me that I have clarified their financial position and enabled them to accomplish their goals and dreams.
In Three Words: Honest, Direct, Sassy
Life is a balancing act…and according to Kathy – accounting is the ultimate art of alignment! Kathy brings over 30 years of accounting and bookkeeping experience to the Sooter Consulting, Inc. team. Resolving imbalances, tackling tough transactions and setting the stage for her clients to achieve their goals is all in a day’s work.
Qualification Highlights: B.S. – Business, Accounting Emphasis, Masters of Business Administration (MBA) plus three decades of continued growth and accumulated knowledge in all aspects of bookkeeping and accounting.
Motivating Force: There is nothing more rewarding than knowing that the work that I do can serve as the foundation for someone to achieve their goals.
In Three Words: Organized, Analytical, Passionate
What do jig-saw puzzles and accounting have in common? Allison! That’s right, if there are a million pieces that need to add up into one big (and efficient!) picture, Allison is the data detective you need. With two decades experience in administrative work, insurance and auditing, she has provided firm financial support to entrepreneurs and international corporations alike. Her adventurous spirit, love of travel and background in Kung Fu and meditation empower her in approaching all that she does with perspective, determination and calm composure.
Qualification Highlights: 20+ Years Financial, Insurance & Administrative Experience. Previous companies include Travelers Property Casual, KPMG & many successful entrepreneurs. Highly-skilled in client services, customer needs assessment, data analysis and audits.
Motivating Force: Knowing that my passion has the ability to be someone else’s solution.
In Three Words: Strategic, Open-Minded, Inventive
The thrill of the chase IS possible in bookkeeping, and Andrea has shown us how. As a steadfast analyst on a constant quest for knowledge, Andrea continuously adds to her firm finance foundation by answering the questions that have yet to be asked. No one loves a challenge like Andrea… and with diverse accounting, auditing and financial reporting experience, she genuinely thrives on the unexpected each day. Even when our clients approach us with uncertainty, Andrea charts the course and sees it through.
Qualification Highlights: B.S. Business Administration, Finance & Accounting. 10+ years comprehensive, multi-faceted, small and large business experience in accounting, auditing and financial analysis.
Motivating Force: The ability to turn a little problem into a lot of peace of mind with a custom blend of experience and innovation.
In Three Words: Adaptable, Detail-Oriented, Dependable.
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
Every business has growing pains… Michele has experience crafting accounting solutions that aren’t the one size that fits all, but the size that fits today AND tomorrow. From creating reporting tracking strategies to participating in systemwide technology conversions, she’s proven herself an absolute analyst and solution-seeker. Monthly closes, quarterly reviews and year-end audits are pretty much a part of her DNA… and we like it that way.
Qualification Highlights: BA Degree (Economics), QuickBooks Level 1 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 her daughter’s Girl Scout Troop.
In Three Words: Adaptable, Detail-Oriented, Dependable.
With 15 years in financial management, a career in lending/underwriting and a love for climbing mountains… you just might consider Rhoda one of our bravest team members. As an avid, lifelong learner, Rhoda is always adding tools to her ever-growing toolbox. She brings comprehensive experience in all aspects of finances and payroll, a well-established technical aptitude and exceptional communication command to our team. We consider her keen eye for detail, unstoppable determination and resilient attitude as huge benefits to her colleagues and clients alike (t doesn’t hurt that she makes her own chocolate either…).
Qualification Highlights: B.S. Degree (Business Administration), 10+ Years’ Experience in QuickBooks (Including QuickBooks Pro & QuickBooks For Non-Profits), Compliance/Lending/Underwriting Course Education. Ability to master any new software/database she comes across (advanced aptitude in two dozen programs and counting).
Motivating Force: Establishing Consistency & Ease That Business Owners Can Count On
In Three Words: Reliable, Methodical, Attentive.
What do you call someone who thrives amidst the number crunching chaos of the Sooter Consulting Team? Someone who grows in every task and never shies from a good challenge?! We call her Amanda, and you may know her as our Office Administrator & Social Media Coordinator! Growing up in a large family with 7 siblings has taught Amanda the rarity of peace that quiet can bring. As a contemplative digital artist and steadfast administrative task master, our Sooter Consulting staff & clients benefit from Amanda’s ever-growing skill set and ongoing dedication.
Qualification Highlights: AA Degree: Studio Arts (Gavilan College), Continuing Education: Current Attendee (SJSU). Celebrating 2 years and counting as the Sooter Consulting Office Administrator, Social Media Coordinator… and whatever else we need!
Motivating Force: Finding every opportunity to learn, resolve & connect (both people & projects!).
In Three Words: Thoughtful, Attentive, Persistent.