Keep More Money with Kimberly Tara, CPA CTC

In 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 ...

In 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 ...

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 contr...

In 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 wea...

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 strateg...

In 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 thi...

In this episode, I’m joined by PR pro and mompreneur Christina Lenkowski to talk all things podcast publicity. Christina shares her journey from agency life to creating her own flexible business as a mom, how she failed her first course launch, and what helped her rebuild by leaning into podcast guesting. We talk about earned vs. owned media, the importance of mindset when pitching yourself, and why podcast interviews are one of th...

In 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 ...

This 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 ox...

In 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 ...

In 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...

In this episode, I sit down with Amy McMillin of Custom Care Rehab, a powerhouse physical therapist turned business owner. We talk about how a lack of autonomy in her 9-5 and a deep passion for patient care pushed her to start Ohio’s first mobile physical therapy fleet—and how that decision changed her life. Amy shares the challenges of building a team, setting boundaries, and showing up as both a boss and a mom with compassion and...

Ever feel like you’re supposed to “do it all” at the same time—and smile while doing it? In this solo episode, I share the mindset shift that changed everything for me. I walk you through how I structure my day as both a CEO and a mom of four, what finally clicked for me during the pandemic, and the exact systems I use to keep my energy and sanity in check. If you’re juggling a lot and need real talk about what actually works, this...

Join 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 involve...

Join 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 le...

In 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 b...

Join 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...

In 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 so...

In 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? C...