With over 20 years of experience and a passion for Profit First, I help owners understand their money, str I've spent more than 20 years helping business owners understand their money, improve profitability and build stronger businesses. My specialty is working with Insurance Agency Owners. Over the years, I've learned something important: A successful business isn't always a healthy business. I've worked with Insurance Agents who generate impressive commissions but wonder where all their money goes. business owners who have built successful businesses but still feel like everything depends on them. I've worked with owners who have built business but sadly don't feel closer to the life they want. Sound Familiar? At Sooter Consulting we focus on three areas:
Financial Health - Understanding how money flows through the business, improving profitability, building reserves, and making financial decisions with confidence. Operational Health - Creating Efficient processess, clear responsibilities, and cross trained teams so the business doesn't depend on any one person to keep moving. Strategic Health - Helping owners define what they want their lives to look like and creating a business that supports those goals. Sometimes my job is to help owners see an opportunity worth pursing. Other times, it's helping them recognize that a good idea isn't always the right idea at this moment.
