Shows
Keep More Money with Kimberly Tara, CPA CTC140. Employee or Contractor? What you need to know about taxes & the IRS crackdown on proper classificationIn this episode of Keep More Money, Kimberly Tara, CPA, CTC addresses the challenges women business owners face with taxes and business finances while sharing her own experiences of balancing a growing business with family life. Kimberly discusses the critical differences between W2 employees and 1099 contractors, highlighting the tax implications and IRS rules associated with each. She emphasizes the importance of proactive tax strategy and proper classification to avoid costly mistakes. The episode aims to empower business owners and freelancers to take control of their financial decisions, minimize tax burdens, and build lasting wealth.Want to subscribe...
2025-11-0329 minKeep More Money with Kimberly Tara, CPA CTC139. Tax WINS that could be yours tooIn this episode, Kimberly Tara, CPA CTC, shares real-life examples of 6 tax wins that have significantly reduced client's tax liabilities and achieved financial clarity and confidence. She shares that you, too, can use these strategies to WIN BIG! The year is almost over and now is the time to take action.Connect with Kimberly on Instagram: @kimberlytaracpa
2025-10-2020 minKeep More Money with Kimberly Tara, CPA CTC138. 4 Reasons Community is the Secret to SuccessIn this episode of the 'Keep More Money' podcast, Kimberly emphasizes the importance of community for women business owners aiming to stay on top of their finances and grow their business. Kimberly shares insights from her own recent mastermind retreat and shares personal stories to illustrate that being part of a community can save time and money, provide accountability, create opportunities, and help think bigger. Want to subscribe to the newsletter? Click here! Connect with Kimberly on Instagram: @kimberlytaracpa
2025-10-1326 minKeep More Money with Kimberly Tara, CPA CTC137. The #1 Reason You’re Overpaying in TaxesIn this episode of 'Keep More Money,' Kimberly Tara, CPA and certified tax coach, addresses the common issue of business owners overpaying taxes She discusses how many CPAs focus on compliance and volume rather than proactive tax strategy, which results in missed opportunities to save money. Listen to hear the eight key points to evaluate whether your current tax support is adequate, or not. Kimberly encourages listeners to re-evaluate their current CPA services now while it's not tax season.Connect with Kimberly on Instagram: @kimberlytaracpa
2025-09-2923 minKeep More Money with Kimberly Tara, CPA CTC136. Embarrassed about your tax situation? This episode is for you!In this episode of the 'Keep More Money' podcast, Kimberly Tara, CPA CTC, discusses the challenges women business owners face with managing their finances and taxes. She emphasizes the importance of overcoming fear and embarrassment associated with financial management, sharing stories and insights from her experiences talking with hundreds of women business owners. Kimberly provides practical steps to help you take control of your tax situations, improve your financial strategies, and ensure you receive adequate support from your CPA. Connect with Kimberly on Instagram: @kimberlytaracpa
2025-09-2223 minKeep More Money with Kimberly Tara, CPA CTC135. How Wealthy Women Think Differently About TaxesIn this episode, Kimberly dives into how women business owners can take control of their finances and stop overpaying in taxes. She outlines three critical mindset shifts that differentiate wealthy women: viewing taxes as a strategic opportunity, educating themselves to make confident financial decisions, and investing in long-term support. By embodying these shifts, women can transform from being reactive to proactive in their wealth-building journey. Kimberly also introduces actionable strategies like optimizing entity structure, employing children for tax benefits, and using retirement planning to achieve immediate and future savings.Want to subscribe to the newsletter? Click here!
2025-09-1526 minKeep More Money with Kimberly Tara, CPA CTC134. Why You're Paying Too Much in Taxes (and How to Stop)In this episode of the 'Keep More Money' podcast, Kimberly Tara, a CPA and certified tax coach, shares essential tax strategies specifically for profitable women business owners. She aims to help women reduce financial stress, keep more of their hard-earned money, and create lasting wealth. Kimberly discusses why traditional tax preparation is often insufficient, stressing the importance of proactive, creative tax strategies. She highlights four main reasons why women overpay in taxes: working with reactive accountants, improper quarterly tax estimates, following bad advice, and lack of financial education. Throughout the episode, Kimberly shares client success stories and emphasizes the...
2025-09-0828 minKeep More Money with Kimberly Tara, CPA CTC133. Letting Go to Make Space for What Matters Most This SummerIn this season finale of the CEO Moms Building Wealth podcast, I asked a group of powerhouse women one simple question: “What are you letting go of this summer?” Their answers were inspiring, honest, and so relatable. From releasing hustle culture and self-doubt to redefining routines and boundaries, these moms are choosing peace, presence, and joy. I’m kicking it off by sharing what I’m letting go of too—trying to do a million things at once. This is your reminder that doing less can actually mean living more. Tune in and let this be the encouragement you need to sl...
2025-05-3018 minKeep More Money with Kimberly Tara, CPA CTC131. Business Growth & Sibling Chaos as an Entrepreneur Mom with guest Meagan WilliamsonIn this honest and hilariously relatable episode, Kimberly sits down with Pinterest expert and entrepreneur Meagan Williamson for a candid conversation about the realities of raising kids while running a business. From sibling slap fights and family dinner non-negotiables to organized chaos and mom guilt, this episode will have you nodding, laughing, and feeling seen. Meagan and Kimberly talk openly about parenting values, whether gentle parenting actually works, CEO flexibility, and the emotional load that comes with trying to do both well. If you're building a business and a family at the same time, this is a can’t-miss ep...
2025-05-161h 07Keep More Money with Kimberly Tara, CPA CTC130. 4 Ways to Build Generational Wealth with Your BusinessThis episode is a wake-up call for every CEO Mom who's been stuck in survival mode. Kimberly breaks down what it really means to build generational wealth through your business – not just revenue goals, but freedom, retirement, and legacy. She walks through four key strategies for building generational wealth (plus a bonus tip) and shares some tough love about overspending, panic write-offs, and why you have to put your own oxygen mask on first. From putting your kids on payroll to treating your business like a million-dollar company now, this one is packed with real talk and actionable insight....
2025-05-0927 minKeep More Money with Kimberly Tara, CPA CTC129. How to Automate a Business and Gain Time Freedom with guest Stephanie BlakeIn this episode, Kimberly sits down with Stephanie Blake, CEO mom, business coach and consultant, and automation expert, to talk about how simplifying your business isn’t just a luxury—it’s a necessity. They dive into why automations actually enhance the client experience, the mindset shifts you need to embrace tech without losing your personal touch, and how our businesses evolve with every life season. Stephanie shares practical advice for overwhelmed moms juggling growing businesses and growing families. If you're tired of feeling like you have to do everything manually, this episode is your permission slip to work smarte...
2025-05-0231 minKeep More Money with Kimberly Tara, CPA CTC128. The Truth About Your CPA & Tax Filing No One Is Telling You with guest Becca AvilesIn this episode, Kimberly brings on her right-hand woman and senior tax accountant, Becca Aviles, for an honest, behind-the-scenes look at the messy tax returns, illegal strategies, and lack of client education they keep seeing from other firms. They unpack what should really come with your tax return (spoiler: depreciation schedules matter), why asking “why” is essential, and how The Tara CPA Firm is rewriting the rules. If you’ve ever felt confused, dismissed, or flat-out ignored by your CPA, this episode will help you feel seen—and empowered to expect better.Want to subscribe to the newslett...
2025-04-2540 minKeep More Money with Kimberly Tara, CPA CTC125. Building a Life-First, Family-Centric Business with guest Holly HaynesJoin Kimberly as she chats with Holly Haynes about reimagining what entrepreneurship can look like, and how to put family life at the forefront. Holly shares her journey from leaving her corporate job and launching a business, to prioritizing time with her twins. Discover how she’s built a booming business without relying on social media (and how you can do the same), plans her business around her family, and gets her girls involved in her work. This episode is filled with inspiration and practical tips for CEO moms navigating the balance of family and business!Ho...
2025-04-0437 minKeep More Money with Kimberly Tara, CPA CTC124. 5 Things I’m Doing in Q2 to Leap Forward and Level UpJoin Kimberly in this honest, self-reflective solo episode as she opens up about her journey towards balancing business with motherhood. She’s sharing how she’s letting go of unnecessary tasks, delegating responsibilities both at work and home, and embracing her evolving identity of a CEO mom. Learn how she’s ditching perfectionism and trusting her team, all while staying efficient and making an impact. Tune in to hear how doing less can actually equate to achieving more!Want to subscribe to the newsletter? Click here! Connect with Kimberly on Instagram: @kimberlytaracpa
2025-03-2825 minKeep More Money with Kimberly Tara, CPA CTC123. Running Multiple Businesses as a Mom with guest Dr. Noor AliIn this episode of CEO Moms Building Wealth, Kimberly sits down with Dr. Noor, a health insurance strategist, owner of 3 businesses, and mom of 2 boys. Dr. Noor shares her journey from medical doctor to health insurance advisor, all while raising two young boys. Dr. Noor also gives us insight into health insurance for female founders, how she structures her week to prioritize both her work and family, and how she juggles multiple businesses. If you’re an entrepreneur trying to prioritize both your kids and your passions, this conversation is packed with real-life experiences and practical wisdom you need....
2025-03-2126 minKeep More Money with Kimberly Tara, CPA CTC122. 7 Things NOT to Do in Your Small Business Tax StrategyJoin Kimberly as she unpacks seven tax strategy mistakes to avoid in your small business. From the rules around hiring your kids to the timing of filing, Kimberly offers practical advice. She also discusses how to choose the right professionals and what you need to know about making timely estimated tax payments. This episode is packed with insights to help you enhance your business's financial health and avoid common pitfalls (so you can keep the IRS from knocking on your door). Don't miss out on these tips to keep more money in your pocket!💲Join the Mas...
2025-03-1430 minKeep More Money with Kimberly Tara, CPA CTC121. Creating a Homeschooling Life as a Business Owner with guest Amber DuffneyIn this episode of the CEO Moms Building Wealth podcast, Kimberly Tara chats with Amber Duffney, a graphic designer and branding stylist for female entrepreneurs. As a single mom navigating life with ADHD, Amber shares her journey of running her business while homeschooling her children. They talk about why authentic brands for female coaches are so important, the flexibility business owning moms can get from homeschooling, and some practical tips to actually make it work. Whether you're a seasoned CEO mom or just beginning your journey, you’ll find this conversation so helpful!Web...
2025-03-0734 minKeep More Money with Kimberly Tara, CPA CTC120. 6 Productivity Hacks I Use as a Business Owner and Mom of 4In this episode, Kimberly Tara shares the six strategies keeping her productivity at an all-time high as a business owner and mom of 4 young kids. She’s sharing her monthly meal planning system, how she stays on top of laundry, and how she structures her day to juggle it all. If you’re a business owner and a mom who knows what it’s like when your time is not your own, you need to hear this one!Want to subscribe to the newsletter? Click here! Connect with Kimberly on Instagram: @kimberlytaracpa
2025-02-2830 minKeep More Money with Kimberly Tara, CPA CTC119. How to Work 3 Days a Week and Make $100k with guest Cailen AscherIn this episode, Kimberly delves into a genuine conversation with Cailen Ascher, a visionary business coach who teaches other coaches to make $100k with one Zoom call a week. Hear how Cailen has designed a thriving business over the past 10 years while maintaining a three-day workweek, so she can prioritize time with her kids. This episode is a must-listen for CEO Moms who are ready for better work-life harmony, and want an honest perspective from someone who’s done it herself. Website: www.cailenascher.comInsta: instagram.com/cailen.ascher Wa...
2025-02-2131 minKeep More Money with Kimberly Tara, CPA CTC118. 14 Business Investments I’m Making in 2025Do you think of money spent on masterminds, books, and education as expenses, or strategic investments? Today, Kimberly is arguing why you should think about them as true investments – and she’s sharing 14 investments she’s making in her business in 2025. Kimberly’s why she’s making each investment and how it will give her more time, less stress, or a chance to grow her business. Tune in to get inspired to invest in yourself and your own business this year!Connect with Kimberly on Instagram: @kimberlytaracpa
2025-02-1420 minKeep More Money with Kimberly Tara, CPA CTC117. Scaling to Fit Your Season of Life with guest AnnMarie RoseDo you have big dreams of scaling your business, but don’t know how to do it without burning out? Join Kimberly as she sits down with AnnMarie Rose, an online business strategist who helps coaches, consultants and service providers leverage their zone of genius to 4x their income and impact with a life-proof business. They explore everything from time management challenges of being a CEO mom, to dealing with mom guilt, to how they both enjoy working (without guilt). Learn about being okay with slower growth, aligning business strategies with the life you want, and why it's crucial to...
2025-02-0737 minKeep More Money with Kimberly Tara, CPA CTC116. Life Update: What’s Going Well and What’s Challenging 2 Months into Our Move to CharlotteAs Kimberly promised, here is her life update of how things are going now that the Tara family is settled in Charlotte, North Carolina. In today’s solo episode, she’s sharing how her family is adjusting, the excitement of her growing business, what’s going well, and what’s been challenging. From challenges in renting to missing old friends, Kimberly keeps it real but gives you a great reminder about how to be brave and do what you need to do (even when it’s hard).Want to subscribe to the newsletter? Click here! Connect wit...
2025-01-3128 minKeep More Money with Kimberly Tara, CPA CTC115. Pivoting Your Business, Homeschooling, and Parenting Teenagers with guest Kristen HillmanHave you ever thought about pivoting your business, but were afraid that making a change would mean you were failing? In this episode, Kimberly chats with founder and CEO of Viticula and CFO Kristen Hillman about how she knew it was time to pivot her business, and how she helps her clients pivot to grow and stay profitable. Kristen shares her journey from corporate to consulting, including how she paused her business for two years to focus on her family (and how she came back and grew it again). Plus, as always, you can expect a good dose of...
2025-01-2434 minKeep More Money with Kimberly Tara, CPA CTC114. Mastering Marketing in the Different Seasons of Motherhood with guest Latesha LynchJoin us as Kimberly chats with adaptable marketing and content strategist Latesha Lynch about the real deal behind running a business through the different seasons of motherhood. They break down the misconceptions, like having loads of free time and flexible schedules, and spill on the actual grind, from late-night work sessions to the hurdles faced by CEO moms. Latesha also shares her journey from corporate life to doubling her salary as a business owner, balancing motherhood, and creating adaptable marketing strategies. Tune in to hear about navigating pressures, setting realistic expectations, and embracing self-betting for business success. This episode...
2025-01-1730 minKeep More Money with Kimberly Tara, CPA CTC113. Growing Your Business and Your Family, Putting Clients First, and Prioritizing with guest Frenchi FerencziStruggling to balance being a mom and running your business? On today’s episode, Kimberly chats with Frenchie Ferenczi, a pro at giving strategic nudges to entrepreneurs. Frenchie shares her journey of navigating work-life balance as a CEO mom, from setting a zero revenue goal during her postpartum period to taking off to take her kids swimming. They look at the mental challenges of being a high-achiever, the joy of loving your work, and the importance of staying genuine and connecting with clients in business. Whether it's month-long trips to Italy or just finding those precious family moments, Frenchie gi...
2025-01-1039 minKeep More Money with Kimberly Tara, CPA CTC112. Why You Should Make More Money as a CEO MomDo you struggle with money mindset, or feel guilty for wanting to make more money? You’re not alone, but Kimberly is explaining why only good things come from CEO moms making more money. In this episode, she’s sharing six reasons why all CEO moms (including you!) should make more money. Tune in for the real talk, money mindset inspiration you need to start making serious money and create the life you want.Want to subscribe to the newsletter? Click here! Connect with Kimberly on Instagram: @kimberlytaracpa
2025-01-0325 minKeep More Money with Kimberly Tara, CPA CTC111. Last Minute End of Year Tax Strategies for the Busy CEO MomYou’re busy doing all the things this time of year – end of year wrap up for your business, family gatherings, and making memories with your kids. If you’ve let taxes and finances fall to the bottom of your to-do list, Kimberly’s got you covered. In this solo episode, she’s sharing 5 last-minute tax strategies for busy CEO Moms to keep more of their money. Discover quick and effective ways to maximize your tax savings, set yourself up for 2025 success, and gain control over your finances. Let's make tax planning empowering!Want to subscribe to the newsle...
2024-12-2727 minKeep More Money with Kimberly Tara, CPA CTC109. Becoming the CEO of Your Business and Life with guest Yael BendahanStruggling to juggle work-life balance as a CEO mom while raising a busy family? Yael Bendahan is a CEO mom, coach, and marketing specialist who helps other CEO moms scale their businesses to six figures and beyond (while still being an involved parent). Tune in as Kimberly chats with Yael about their experiences raising their boys to be active participants in housework, how Yael manages her family of five kids (and a sixth on the way), and how both Yael and Kimberly’s businesses have changed as they’ve added each child. If you’re in need of a good d...
2024-12-1354 minKeep More Money with Kimberly Tara, CPA CTC108. Good Marketing, Bad Tax Strategy: How to Protect Yourself from Fake Tax StrategistsToday’s episode is a spicy one. In this solo episode, Kimberly is giving the raw, unfiltered and honest truth about all of the unqualified advisors out there marketing their tax strategy. She exposes how dangerous it can be to go with the cheapest option, what type of unlicensed “tax advisors” are out there, and the red flags to look for to spot a gimmick. If you’re a business owner thinking about working with a tax strategist or CPA firm, you need this super real episode! Want to subscribe to the newsletter? Click here! Connect wi...
2024-12-0628 minKeep More Money with Kimberly Tara, CPA CTC107. Growing Your Profits without Fear Around Finances with guest Belinda RosenblumWhen you’re building a business, you have to make sure it supports the life you want to have – one that lets you take time off when you are sick, when you need to take care of a parent, or you want to attend your child’s field trip. And sometimes, that means figuring out how to work less, make more, and feel confident about your finances. That’s where business coach Belinda Rosenblum comes in.In today’s episode, Kimberly catches up with Belinda, who helps female experts grow their profits once they take the fear out of fin...
2024-11-2948 minKeep More Money with Kimberly Tara, CPA CTC106. Email Marketing and Funnels with guest Allison HardyEver feel like you can’t add one. more. thing. to your full plate as a CEO mom? Like you’ve got all these emails to send and tasks to check off your list, and not enough brain capacity to make it all happen? Join Kimberly for a relatable chat with Allison Hardy, email marketing strategist and host of the 6-Figure Secrets Podcast. They look into the game-changing magic of automation, redefining passive income and success as an entrepreneur, and how to thrive as a CEO mom. Full of super real, practical tips, this episode is a must-listen!...
2024-11-2232 minKeep More Money with Kimberly Tara, CPA CTC104. Our Big Move: Why North Carolina is the Next Adventure for Our FamilyBig personal announcement: The Tara family is packing up and moving to North Carolina! In this episode, Kimberly goes solo to share exciting news about her family’s recent move from Louisiana to North Carolina. She dives into the reasons behind the relocation, how’s prepared her business for the move, and all the big emotions involved. Tune in for her honest, raw, and relatable journey.Connect with Kimberly on Instagram: @kimberlytaracpa
2024-11-0823 minKeep More Money with Kimberly Tara, CPA CTC103. 3 Tips for Keeping More of Your Revenue with guest Lianne KimToday’s episode is a special treat: Kimberly and Lianne Kim are each sharing their own expertise in how to build your revenue, and how to keep more of what you make through proactive tax strategy. Lianne shares strategies for showing up confidently online without overthinking perfection, the art of intentional posting, meaningful prospecting, and how to confidently pitch your services. Kimberly shares essential financial tips for CEO moms on how to track your income, whether gross revenue or net income matters more, and how to deal with expenses and investments. Get ready for some value-packed advice on balancing it...
2024-11-0156 minKeep More Money with Kimberly Tara, CPA CTC102. Juggling Marketing, Mom Guilt, and Mental Health with guest Emily ReaganFeeling like you're juggling too much as a CEO Mom? You’re not alone. In today’s episode, Kimberly and Emily chat about the real, raw struggles CEO moms deal with—mom guilt, balancing work and family, and the everyday chaos. From setting boundaries and embracing imperfections to finding time for self-care and staying present, this episode is packed with honest conversation to help you know you’re not alone on this journey. Whether you’re feeling overwhelmed or just looking for some encouragement, tune in and join the conversation!Emily Reagan's Instagram: @emilyreaganpr
2024-10-2550 minKeep More Money with Kimberly Tara, CPA CTC101. Trusting Your Intuition: Balancing Motherhood, Travel, and Entrepreneurship with guest Ashley McDonaldReady to be inspired by a thriving business and adventurous family life spent seeing the world? Join Kimberly as she chats with Ashley McDonald, a therapeutic business coach, who shares her world-traveling experiences with three kids, navigating potty training, homeschooling, and financial shifts. Discover how Ashley keeps her sanity and succeeds with joy and intuition!Links:Ashley McDonald's Instagram https://www.instagram.com/ashmcdonald/ Ashley McDonald's Website ashmcdonaldmentoring.comAshley McDonald's Podcast Shamelessly Ambitious https://ashmcdonaldmentoring.com/podcast/ Connect with Kimberly on Instagram: @kimberlytaracpa
2024-10-1836 minKeep More Money with Kimberly Tara, CPA CTC100. Why You Need a Tax StrategistToday we’re talking all about what a tax strategist is, and more importantly, why you need one in your business. We’re chatting about how the right tax strategist won’t just get your taxes ready once a year. They’ll partner with, educate you, and empower you to make smart choices in your business – so you can keep more of your money, work less, and spend more time with your kids. If you’re a CEO Mom who has been overwhelmed by anything tax-related in your business, shocked by a huge tax bill in April, or unsure if you’re do...
2024-10-1140 minKeep More Money with Kimberly Tara, CPA CTC99. Empathetic Marketing and Motherhood with guest Ashlee SangFeeling the crunch of balancing business, family, and everything in between? Join Kimberly and brand messaging strategist, consultant, and collaborator Ashlee Sang as they unpack the importance of empathetic marketing, prioritization, and letting go of perfectionism. Discover how sharing real struggles can foster genuine connections and why it’s okay to accept 'good enough.' Grab your coffee or your wine and get comfortable, because this episode is packed with massive value!LinksWebsite: https://ashleesang.com/Podcast: https://ashleesang.com/podcast/ Want to...
2024-10-0439 minKeep More Money with Kimberly Tara, CPA CTC98. Work-Life Separation Strategies with guest Kelsea KoenreichEver feel like you’re juggling everything as a CEO Mom? Join Kimberly in today’s chat with Kelsea Koenreich. From nightly binge drinking and three arrests to an author, business coach, and mother of 3, Kelsea’s story will inspire you. They dive into balancing business and motherhood, true work-life separation, setting boundaries, and shifting from reactive to proactive decision-making. Learn how to thrive as an entrepreneur and mom without sacrificing your personal well-being and burning out. This is a conversation you’ll love!Links:https://www.kelseakoenreich.com/Instagram: https...
2024-09-2745 minKeep More Money with Kimberly Tara, CPA CTC97. Bringing Kids into Your Business with guest Caryn GillenWe all know the daily juggling act of balancing motherhood and entrepreneurship. But how much do you think about combining the two and involving your kids in your business? Kimberly chats with master business coach Caryn Gillen about their family roots of business, how they bring their kids into the entrepreneurial fold, and the nuances of working from home. From stories of celebrating business successes with kids to practical tips on delegating and adjusting schedules, this conversation gives a genuine look at building a legacy of integrity, trust, and work ethic in your family while navigating the C...
2024-09-2037 minKeep More Money with Kimberly Tara, CPA CTC96. Balancing Business and Motherhood: What Actually Happened This Summer as a CEO MomReady for some CEO Mom real talk? At the start of Summer 2024, Kimberly shared her summer home schedule as a CEO Mom. In this episode, Kimberly shares how those plans actually went (because as we know, things with kids rarely go according to plan). Kimberly shares her summer adventures, how she balanced limited work hours with family time, and the lessons she learned from a summer that was different than what she expected. From navigating routine changes to empowering her team, get an insider's look at how she juggles it all while planning for an exciting fall a...
2024-09-1321 minKeep More Money with Kimberly Tara, CPA CTC94. Know Your Numbers So You Can Pay Yourself with guest Carla TitusAre you tired of feeling overwhelmed by the financial intricacies of your CEO Mom journey? In today’s episode, Kimberly sits down for a chat with Carla Titus who brings in her financial acumen and passion for empowerment to guide you through your business' money matters. Be forewarned, this episode might contain some number nerding out. We'll break down all those intimidating numbers, money matters, and business finances into straight talk that really makes sense. Listen and uncover why maximizing and optimizing what you already have can potentially lead to more income with less stress. Promise, we'll make those ta...
2024-05-3138 minKeep More Money with Kimberly Tara, CPA CTC93. Roadmap of a CEO Mom: Living, Traveling and Working Remotely with guest Brittany DixonPack your bags and grab your keys! After listening to Kimberly’s conversation with today’s guest, Brittany Dixon, your wanderlust might start calling. After nine plus months of research and planning, Brittany, a mom of twin 11 year old girls and CEO of Brittany and Co, decided the best thing for her family and business would be to learn and live on the road. Brittany shares the good, the tornados, and the lack of internet. If you’re planning to hit the highways, make sure you download today’s episode (thanks for the tip, Brittany) so you don’t miss a sin...
2024-05-2434 minKeep More Money with Kimberly Tara, CPA CTC92. My Summer Schedule as a CEO Mom (who needs to work less)Summer break is just around the corner! As a kid it used to be the most exciting time of the year. As a CEO Mom it comes with a whole new set of stressors. Should the kids be in summer camp? Will we love being around each other so much or are we moments away from meltdowns (for us AND the kids)? Today Kimberly is sharing how she plans to navigate the summer months while managing her business and maximizing time with her kids. She dives into her strategies for mentally preparing for the change in schedule, h...
2024-05-1735 minKeep More Money with Kimberly Tara, CPA CTC91. Passion and Planning with guest Jenny SunesonReady to dive into the thrilling world of podcasting and motherhood? In this episode, Kimberly sits down with Jenny Suneson, a podcast management CEO and a mom of two, and it is a must-listen! Find out how she turned her passion into a business, making sure her services stay top-tier while juggling work and parenting. Hear all about her endeavors of managing a team during the pandemic. Despite the challenges in her different roles, Jenny upholds the firm belief that focused planning and adaptability play key roles in managing her thriving business and beautiful family simultaneously. Trust us; her...
2024-05-1035 minKeep More Money with Kimberly Tara, CPA CTC90. Juggling Military Moves and Biz Moves with guest Megan HopperMegan Hopper, a military spouse, mom of three, and an accomplished bookkeeper sits down for a chat with Kimberly in this episode. Megan shares about her experiences as a military spouse, the constant moving, and its effect on her children and professional journey. She provides insights on adapting to different circumstances and highlights the importance of support systems, particularly for military families. If you're a military spouse or thinking about making a move soon or trying to jumpstart your own business as a mom, you don’t want to miss this episode.Links:
2024-05-0334 minKeep More Money with Kimberly Tara, CPA CTC89. Behind The Scenes: Our 10 Year AnniversaryToday, Kimberly is joined by her ultimate support, her husband Chance. They discuss their first meet through to their 10 year wedding anniversary. Don’t be surprised to find yourself smiling through the episode as they share special memories, challenges, and wrap up with the fun fast-action Q/A game. Prepare yourself for an episode packed with love, transparency, and a dose of laughter as Chance gets a first-hand experience of being a guest on the podcast.Want to subscribe to the newsletter? Click here! Connect with Kimberly on Instagram: @kimberlytaracpa
2024-04-2643 minKeep More Money with Kimberly Tara, CPA CTC88. The Impact of Business on Family Time with guest Cienna KopischkeKimberly recently sat down with Cienna Kopischke, a mom and Visibility + Sales Business Coach. Cienna opened up about her painful battle with hyperemesis gravidarum and managing work while mothering. From unexpected childcare fiascos to eventual daycare acceptance, this episode is filled with relatable experiences and refreshingly honest advice making it a must-listen for all moms juggling entrepreneurship.Links: Website: ciennakopischke.freshlearn.com/instagramInstagram: @ciennakopischkeWant to subscribe to the newsletter? Click here! Connect with Kimberly on Instagram: @kimberlytaracpa
2024-04-1946 minKeep More Money with Kimberly Tara, CPA CTC86. Two Things I Wish I Knew from The Start of BusinessToday Kimberly shares how her perspective on entrepreneurship changed in the course of her journey and how she wishes she would have invested in her business in two key ways much sooner. Tune in to hear about the power of outsourcing work and retaining client knowledge for a seamless transition when elevating your business to the next level. Whether you are just starting your journey as a CEO Mom or a well-seasoned veteran, these revelations will throw new light on what it means to build wealth while juggling business and motherhood. Connect with Kimberly on Instagram: @kimberlytaracpa
2024-04-0522 minKeep More Money with Kimberly Tara, CPA CTC85. Mom Duties & Entrepreneurship: Finding the Sweet Spot with guest Beth KocolImagine juggling work while making sure your 10-year-old doesn't interrupt an important recording. Then throw into the mix the comical reality of children ignoring the "Do Not Disturb" signs on moms' doors, expecting your attention at all times—sounds familiar? Today Kimberly and Beth Kocol, a mother and efficient entrepreneur specializing in services for other CEO Moms, talks about this daily juggle. They explore issues like time management, efficient systems, and the importance of impactful conversations with our spouses about dividing responsibilities. So sit back, grab your note-taking device of choice, and join us as we delve into the ar...
2024-03-2947 minKeep More Money with Kimberly Tara, CPA CTC84. Unlocking the Power of Five Minutes with guest Courtney BoomerThis week, Kimberly is sitting down with an inspiring powerhouse of a mom, Courtney Boomer. Without revealing too much, Courtney’s journey has overlapping similarities with Kimberly’s – from parenthood to operating businesses. Be ready to laugh, nod in agreement, and find comfort in shared experiences, as they have a candid conversation about the importance of 'five minutes'- a term only a CEO Mom can truly comprehend. Links: Website: thescaling-agency.comInstagram: @court_boomerWant to subscribe to the newsletter? Click here!
2024-03-2234 minKeep More Money with Kimberly Tara, CPA CTC83. Reinventing Success: The CEO Mom WayCan you handle both motherhood and a successful business? Even if it means crunching numbers while changing diapers, Kimberly encourages you to redefine success on your terms. In this episode, she is diving into this tricky situation by sharing her own experiences and the conversations she’s had with like-minded women. Any choice you make for the fulfillment of your personal dreams, whatever they may be, is valid and should be celebrated. Hopefully this episode will be the reminder that you should feel free to make your choice without any guilt or judgment. Connect with Kimberly on Ins...
2024-03-1520 minKeep More Money with Kimberly Tara, CPA CTC81. The Reality of Growing a Seven-Figure Business with guest Holly HillyerToday Kimberly chats with Instagram marketing expert, Holly Hillyer. Holly shares her CEO Mom journey with a deep dive into the realities of starting, running, and scaling an online business. Holly openly shares the systems in place to help her maintain a healthy balance between her business and personal life. You won’t want to miss the tips she shares on how she built her businesses using social media, create a strong relationship with her community, and the changes she makes in her business to align with the changing phases of her life. Lin...
2024-03-0144 minKeep More Money with Kimberly Tara, CPA CTC80. College Savings Plans: What’s Right for You?Picture this: you just enrolled your child in pre-school and think “How am I going to help them pay for college?!” Maybe it’s not quite that bad, but you would be in good company if thoughts of your child’s financial future cross your mind with any regularity! Today Kimberly is sharing her amazing insights as well as her own personal choices when it comes to saving for your child’s future educational expenses. There are four major options that she breaks down into pros and cons. So grab your notebook, turn up your volume, and get ready for this j...
2024-02-2332 minKeep More Money with Kimberly Tara, CPA CTC78. Embracing Teamwork and Delegating for Business Growth with guest Selina JohnsonWhat if you could gain more time, unlock joy, and create efficient systems in your business? In this episode, Selina Johnson, Chief of Team Simplicity, joins us. With 20 years of experience under her belt, she shares her insights on team building, delegation, and creating empowered work environments. Listen in as Selina shares with Kimberly her journey of redefining success with a powerful delegation strategy. It's more than just a conversation, it's a game-changer that might just redefine the way you handle your business as a CEO Mom. Links: Website: http://ww...
2024-02-0934 minKeep More Money with Kimberly Tara, CPA CTC77. The Power of Tax Strategy: Saving Money, Building WealthLearn not only about what tax strategy really is but how to use it to your advantage as a CEO Mom. Today Kimberly shines light on the differences between tax preparation, tax planning, and tax strategy, stressing how understanding these can lead to smarter business decisions. With step-by-step examples, she makes the complexity of taxes easy to understand. She emphasizes that planning for taxes shouldn't be a reactive process but rather a proactive strategy. In an episode you can’t miss, you’ll get wealth of knowledge to help you build your financial wealth! Lin...
2024-02-0224 minKeep More Money with Kimberly Tara, CPA CTC76. Redefining Joy as a CEO Mom with guest Kaitlin CuevasEver held a business meeting with a sick toddler on your lap or rescheduled an important call because your kid took a tumble? On this episode, Kimberly is joined by Kaitlin Cuevas, a fellow CEO mom and founder of Think Happy Co. They explore the realities CEM Moms face with making the plans, the reschedules, and the messy in-betweens. Kaitlin also shares the story behind her book, Think Happy, and how motherhood has been leading her to write a second edition! You won’t want to miss this episode!Links: Web...
2024-01-2643 minKeep More Money with Kimberly Tara, CPA CTC75. Making the Hours You Have Work For You with guest Emily GorrieToday’s episode is a little different, but as a fellow CEO Mom, you have to make the most of the time you have! Emily Gorrie joins Kimberly as they record an episode across their two podcasts. At the time of recording, Emily was awaiting the birth of her second child. She and Kimberly discuss the unique challenges they face, the power of community, creating balance, and defining personal success. Immerse yourself in a powerful conversation about motherhood, trust, and accepting our own unique paths. Links: Website: www...
2024-01-1943 minKeep More Money with Kimberly Tara, CPA CTC74. Estimated Tax Penalty Increase: What You Need to KnowStart the year informed and empowered! Dive in with Kimberly as she breaks down the 2024 Estimated Income Tax Penalty change. Perfect for CEO Mom service providers or anyone with additional income, Kimberly explains why this adjustment is such a big deal, and gives easy-to-understand examples of how this new regulation can affect you and your pocket. You won’t want to miss her expert tips on how to avoid dreaded penalties!Links:- IRS website to make payments (https://irs.gov/payments)- Quarterly Tax Calculator- Episode 29 for more education on qu...
2024-01-1217 minKeep More Money with Kimberly Tara, CPA CTC73. Navigating the Different Acts of Life with guest Dorie HowellKimberly recently sat down with Dorie Howell, a successful business owner, passionate photographer, coach and podcast host. Dorie had a lot of insight to share on how she navigates the ever-evolving world of entrepreneurship, all while balancing the demands of being a mom. She and Kimberly chatted about how her business had to adapt as her daughter grew older and how she realized teenagers need their parents just as much – if not more – than when they were little ones. How does she balance it all? Pull up a chair and turn up that volume!Li...
2024-01-0539 minKeep More Money with Kimberly Tara, CPA CTC72. Reverse Engineering Your Way into 2024Today Kimberly is reflecting on 2023 and looking at what's to come for 2024 both personally and professionally. She shares her particular mix of methods to prepare you for the coming uncertainty. And for the first time, Kimberly selects not one, but two 'Words of the Year.' What are they, and why did they top her list? You’ll just have to listen to find out and maybe even get inspired to choose your words!Connect with Kimberly on Instagram: @kimberlytaracpa
2023-12-2914 minKeep More Money with Kimberly Tara, CPA CTC71. Future-Proofing Your FinancesJoin Kimberly as she dives into something essential for any business owner - understanding the difference between accrual and cash-basis financials and how these two different types of statements can significantly impact your business decisions. Don't miss out on Kimberly’s guide you on who to hire, when, and why to make your 2024 business goals achievable and stress-free!Links: S-Corp PodcastConnect with Kimberly on Instagram: @kimberlytaracpa
2023-12-2221 minKeep More Money with Kimberly Tara, CPA CTC70. You Can’t Recreate the Childhood Years with guest Kelly SinclairKimberly recently sat down with Kelly Sinclair, podcast host and founder of Entrepreneur School. It can be difficult to feel satisfied with the season your business or family are in. Kimberly and Kelly talk about how important it is to remember that success is subjective and you define that for yourself. You can never recreate the years your children are experiencing now. Finding the right balance without resentment is key!Links: Website: http://www.ksco.ca Podcast: https://entrepreneurschool.ca...
2023-12-1536 minKeep More Money with Kimberly Tara, CPA CTC69. From Marketing Boss to Multitasking Mom with guest Lauren LoretoIn this episode, Kimberly is joined by Lauren Loreto, the founder and agency owner of Brand Good Time. She shares her journey from prioritizing business to embracing motherhood in an unexpected twist of events. Her ways of recording her child's milestones so she can still be present might just have you opening up a Google Doc! A conversation rich with insights for moms building their wealth, you don't want to miss this one!Links: LinkedIn: Lauren LoretoWebsite: brandgoodtimePodcast: She’s B...
2023-12-0842 minKeep More Money with Kimberly Tara, CPA CTC68. Making the Season Magical Without Breaking the BankCan you create magic for your kids without overspending this holiday season? Today Kimberly is talking about redefining the holiday experience for her family. She shares about money, gift-giving strategies, and creating impactful holiday experiences for her family - beyond material possessions. Whether your funds are tight or you're just looking to scale back and focus on what truly matters, this episode is for you. Tune in and you might just find new ways to make the season special for your children without emptying your bank account.Want to subscribe to the newsletter? Click here! C...
2023-12-0124 minKeep More Money with Kimberly Tara, CPA CTC66. Snapshots of Success with guest Catherine GuidryJoin Kimberly as she talks with the talented Catherine Guidry, a mom and successful wedding photographer. Cat shares her journey of balancing a vibrant career with motherhood, and the fear and uncertainty that comes with it. From learning to set strong boundaries to experiencing backlash because of her maternity, Cat's story offers valuable lessons on resilience and the power of passion. You won’t want to miss this episode!Links: http://catherineguidry.com/https://www.instagram.com/catherineguidry/Want to sub...
2023-11-1730 minKeep More Money with Kimberly Tara, CPA CTC65. End the Mad Dash: Prepare for the New Tax Year NowHow many times has the beginning of the year rolled up and found you in a frenzy trying to gather paperwork, crunching numbers, and scrambling to find a tax professional? How often have you found yourself second-guessing whether you have all the information you need or if you hired the right professional? Trust me, this hits close to home for most of us. In this episode, Kimberly spills the beans about how you can navigate this decision with confidence and what to look for in a professional.Want to subscribe to the newsletter? Click here! C...
2023-11-1025 minKeep More Money with Kimberly Tara, CPA CTC64. Having Everything, Just Not All at the Same Time with guest Emily ConleyToday Kimberly and Emily Conley are chatting about switching on and off between business and motherhood roles. It is definitely a challenge that needs mastering. Being a mom and a business owner can allow you to enjoy the best of both worlds; being able to creatively fulfill and financially impact your family while also spending quality time with your kids. Emily is a copywriter, strategist, and teacher who helps her clients find the perfect words to show off their value and voice. She's all about helping business owners make more money and serve more dream clients in a...
2023-11-0351 minKeep More Money with Kimberly Tara, CPA CTC63. Aligning Your Business With Your True Self with guest Toree McQueenIn this episode Kimberly is sitting down with Toree McQueen. Toree is a Realtor, TM Home Team Leader, Entrepreneur, Podcaster, wife and Mother to 5, and a bold dreamer always on a mission to turn nothin’ into somethin’! You won’t want to miss this episode as we talk about the importance of maintaining self-checks and ensuring your reasons behind doing certain tasks are genuinely for you and your brightest future. Links: toreemcqueen.comInstagram - @toreemcqueenWork Better PodcastThe...
2023-10-2736 minKeep More Money with Kimberly Tara, CPA CTC62. Giving Yourself Permission to Check Your Guilt at the DoorToday Kimberly is beyond vulnerable as she shows you behind the scenes what her family and work life look like right now. She shares the struggles of being a momma to kids with autism as well as dealing with mom-guilt around work and a rare time of fun travel. Through her honest exploration about those tough 'can I catch a break' seasons every mom experiences, she provides solace, solidarity, and a sense of community. If you're feeling like parenting is heavy right now, grab your tissues and listen in as Kimberly brings you along through part of her...
2023-10-2035 minKeep More Money with Kimberly Tara, CPA CTC61. Learning Work-Life Harmony with guest Megan SumrellMegan Sumrell has made time management her business! In today’s episode Kimberly and Megan chat about navigating the intricacies of building a business while still maintaining harmony at home. She unpacks the false concept of work-life balance and instead directs focus towards work-life harmony. Megan shares the importance of strategic planning in achieving your ambitions without compromising your dedicated mom time. Megan gives an amazing analogy tied to grocery shopping that will really make things click, so tune in!Links: www.megansumrell.comIn...
2023-10-1341 minKeep More Money with Kimberly Tara, CPA CTC56. It's Almost Q4: Do You Know Where Your Finances Are?It’s the time of year every CEO Mom simultaneously looks forward to and dreads… Back to school! If you’re anything like Kimberly, some things may have fallen to the wayside during a fun, memory-making, but chaotic summer. You might’ve let some some business things slide - like marketing or finances. In this episode Kimberly is sharing some of the insights to get back on track so you can finish the year strong and use proactive strategies to keep more money in your pocket during the last 4 months of the yera. There’s still time!Connect wi...
2023-09-0817 minKeep More Money with Kimberly Tara, CPA CTC55. Because It’s More Than Just Money with guest Kristy RunzerJoin Kimberly as she chats with Kristy Runzer. They discuss the importance of maintaining personal identity alongside motherhood and running a business. Don't miss how they are redefining wealth, making an impact in the community, and gaining the flexibility to make raising a family just a little easier.Links: instagram.com/kristy_runzer www.onroutefinancial.comOnRoute to Wealth - The PodcastWant to subscribe to the newsletter? Click here! Connect with Kimberly on Instagram: @kimberlytaracpa
2023-09-0139 minKeep More Money with Kimberly Tara, CPA CTC54. Going Beyond the Bookkeeping with guest LoriAnn KuntzIn today’s episode, Kimberly is chatting with bookkeeper, CEO, and fellow mom, LoriAnn Kuntz. LoriAnn shared the importance of finding balance, delegating tasks, and setting boundaries in order to be able to be fully dedicated to both her worlds of business and family. Links: loriannkuntz.com https://www.instagram.com/loriannkuntz.co/ Profit Priority PodcastWant to subscribe to the newsletter? Click here! Connect with Kimberly on Inst...
2023-08-2536 minKeep More Money with Kimberly Tara, CPA CTC53. 14 Proven Hacks for an Efficient & Organized Back to School RoutineIn this episode, Kimberly dives into the world of efficient family organization during the back-to-school season. With four young kids, a full time business, she’s sharing 14 time-saving tips that have brought calm, efficiency and joy to her family’s daily routines. From color coded organization and prepping the night before to monthly meal planning and breakfast activity boxes, these practical strategies will help you streamline your household and build wealth in the form of happiness with your kids.Other episodes mentioned for additional resources: 7, 15 & 43Conn...
2023-08-1829 minKeep More Money with Kimberly Tara, CPA CTC52. Redefining Working-Mom Expectations with guest Jordan Schanda KingOn today’s episode, Kimberly is sitting down with Jordan Schanda King. With her most recent successful business, Jordan has been focusing on helping female founders scale their businesses without burning out so they can have the life they dream of. Tune in to hear how both CEO Moms figured out what maternity leave would look like for them and how becoming mothers instantly clarified their priorities.https://www.easyscaling.com/ Want to subscribe to the newsletter? Click here! Connect with Kimberly on Instagram: @kimberlytaracpa
2023-08-1147 minKeep More Money with Kimberly Tara, CPA CTC51. Making Time Work For You with guest Anna Dearmon KornickIn this episode, Kimberly and Anna Dearmon Kornick sit down to talk all things mom, business, and time. Anna is a time management coach who helps busy professionals and business owners master time management so they can stop feeling overwhelmed and start spending time on what matters most. So get ready for some amazing insights from a woman who makes time her business!Connect with Anna on Instagram: annadkornick.com/instagramWant to subscribe to the newsletter? Click here! Connect with Kimberly on Instagram: @kimberlytaracpa
2023-08-0441 minKeep More Money with Kimberly Tara, CPA CTC50. My Path to Running a Successful Business and FamilyCEO Moms Building Wealth is back with another must-listen solo episode. Kimberly takes us behind the curtain through her defining moments and life-altering decisions that ultimately led her to create a successful CPA firm. This episode is packed with insights about initial career choices, overcoming fear of the unknown, learning to charge for value, and her never-ending determination to stay present for her growing family while simultaneously nurturing her business. Don't miss out on this honest and raw journey of entrepreneurship and motherhood. Want to subscribe to the newsletter? Click here! Connect with Kimberly on In...
2023-07-2433 minKeep More Money with Kimberly Tara, CPA CTC49. Embracing the Mompreneur Journey with guest Amy TraughIn this episode, Kimberly sits down with the amazing with Amy Traugh. Two ways Amy describes herself are as an "accidental entrepreneur" and a self-proclaimed “chaos coordinator”. If you’re woman who needs to hear she’s not alone on this journey, then don’t hesitate… hit play!themomsonamissioninstagram.com/amytraugh/ www.themomsonamission.com Want to subscribe to the newsletter? Click here! Connect with Kimberly on Instagram: @kimberlytaracpa
2023-07-2440 minKeep More Money with Kimberly Tara, CPA CTC47. The Holistic Approach to Building Wealth as CEO MomsIn this episode, Kimberly takes you through an exploration of what true wealth means for CEO moms. Touching on topics like financial wellness, embracing work-life balance, nurturing mental health, and prioritizing self-care, this solo episode can be a guide for every mom forging her path to success. Come open-minded and leave with a new perspective on wealth and abundant living.Grab the Net Worth Tracker: https://messywonderful.thrivecart.com/tcf-net-worth-tracker/Want to subscribe to the newsletter? Click here! Connect with Kimberly on Instagram: @kimberlytaracpa
2023-07-2431 minKeep More Money with Kimberly Tara, CPA CTC46. Balancing Business and Boundaries with guest Kristen VondensteinIn this episode, Kimberly sits down with Kristen Vondenstein, a former music teacher turned wellness coach. If you feel stuck in your current position and are considering a career pivot, this episode is a must-listen. instagram.com/k_vondy_cowww.kvondyco.com Want to subscribe to the newsletter? Click here! Connect with Kimberly on Instagram: @kimberlytaracpa
2023-07-2444 minKeep More Money with Kimberly Tara, CPA CTCSeason 2 TrailerWelcome to the brand new season of the CEO Moms Building Wealth Podcast! I'm so excited to share these journeys of incredible CEO Moms, the highs and lows, along with some education on how to build wealth through your business to build your dream life - Love, KimberlyConnect with Kimberly on Instagram: @kimberlytaracpa
2023-07-1402 minKeep More Money with Kimberly Tara, CPA CTCMessy Wonderful Podcast TrailerWelcome to the Messy Wonderful Podcast where I'll be giving you the real, raw truth about what it's like to be a mom of multiple kids, a full-time business owner, and a family with neurodivergent AND neurotypical children! Motherhood, Money & Business. Growing your business and growing your family at the same time isn't easy. Join me as I share insights and tips on business strategy, finances, running a household, how to realistically travel with your kids, and how to get in touch with what really matters. I'm ALL about finding balance and being practical. I'm Kimberly - wife, mom...
2022-10-3101 min