Keep More Money with Kimberly Tara, CPA CTC

Ready 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...

Megan 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 militar...

Today, 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 g...

Kimberly 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 entrepr...

Imagine meeting the most incredible people through great connections made on social media. In a world where social media can often feel like a wild, uncontrollable jungle, this episode reminds us about focusing on its good side! Today’s guest, Ruthie Sterrett, empowers business owners to reclaim their time, energy, and peace of mind, while maintaining a strategic online presence through her innova...

Today 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...

Imagine 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...

This 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...

Can 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...

Today's episode is all about taking the leap of faith that can change your life. CEO Mom Diana Gleason shares all the ins and outs of moving her family from New Jersey to Florida to pursue a better quality of life. Facing her fears and going against the expectations of those closest to her, Diana proves it's never too late to chase your dreams. Tune in to learn how she navigated this maj...

Today 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...

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 educatio...

Today’s guest is Lynsey Mahoskey, a social media coach, agency owner, and mother who is juggling her successful business while raising two young kids. Lynsey walks us through her business evolution while sharing her insights on managing a 9-to-5, her own business, and a family. Lynsey has had unique experiences as an introverted CEO Mom and provides tips on how to shine authentically online. Your...

What 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 delegat...

Learn 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 sh...

Ever 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...

Today’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....

Start 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 t...

Kimberly 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 th...

Today 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 inspi...

Join 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 Podca...

Kimberly 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...

In 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,...

Can 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,...

We've chosen to shake things up a bit. In the spirit of broadening perspectives and challenging the status quo, today’s episode features a non-mom guest, Lauren Felter (or simply, Felter). She is a successful entrepreneur, esteemed designer, and a noteworthy design educator for non-designers. Now, before you question why we have chosen a "non-mom" , let me tell you – this episode is...