Donna Lim: Journey with Profit First and Insurance Agents

Show Summary: In this episode of the Grow My Accounting Practice podcast, Donna Lim shares her powerful journey with Profit First and how it transformed both her business and the insurance agents she serves. Once a reluctant accounting firm owner who found the profession “boring and sterile,” Donna realized her deeper calling was to support business owners. That mission drove her to embrace discomfort and growth—even when it meant raising prices and losing clients. But what she gained was far more valuable: clients who were willing to do the work and pay what she was truly worth. Donna’s story is one of courage, challenge, and learning to own both the wins and the hard lessons. Donna also dives into what makes her work with insurance agents so impactful. By truly understanding their industry and the trajectory of their processes, she customizes her approach to meet their unique needs. She talks about the importance of transparency—with clients and her team—and how shedding the wrong employees and clockworking her business helped her achieve more with fewer people. Her story is packed with lessons for accountants and bookkeepers who want to serve with purpose, step into growth, and guide their clients to real financial transformation.   Website: www.sooterconsulting.com LinkedIn: https://www.linkedin.com/in/donnasooterlim/ Facebook: https://www.facebook.com/sooterconsulting https://www.facebook.com/donna.sooter   Corporate Partner: People Processes - http://www.peopleprocesses.com/   Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!