Keep More Money with Kimberly Tara, CPA CTC

<p><b><em>Keep More Money</em></b><b> is the go-to podcast for women business owners and entrepreneurs who feel like they’re paying too much in taxes—and know there has to be a smarter way.</b></p><p><b>Hosted by Kimberly Tara, CPA and Certified Tax Coach, this show takes you beyond basic tax tips and into strategic money moves that help you keep more of your money, reduce financial stress, and build long-term wealth.</b></p><p><b>Through short, actionable solo episodes and inspiring stories from women who’ve transformed their finances, Kimberly gives you the clarity and confidence you need to run your business - and life - like a true CEO.</b></p><p><b>If you’re ready to pay less to the IRS, keep more in your pocket, and start making money moves that actually change your life - you’re in the right place.</b></p><p><br /></p><p><br /><br /></p><p><br /><br /></p>

140. Employee or Contractor? What you need to know about taxes & the IRS crackdown on proper classification

In 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...

11-03
29:29

139. Tax WINS that could be yours too

In 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

10-20
20:22

138. 4 Reasons Community is the Secret to Success

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 to subscribe to the newsletter? Click here! Connect with Kim...

10-13
26:44

137. The #1 Reason You’re Overpaying in Taxes

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 to re-evaluate their current CPA services now while it's not tax season....

09-29
23:44

135. How Wealthy Women Think Differently About Taxes

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 wealth-building journey. Kimberly also introduces actionable stra...

09-15
26:57

133. Letting Go to Make Space for What Matters Most This Summer

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 things at once. This is your reminder that doing less can actuall...

05-30
18:16

132. How to Grow Your Business with Podcast Pitching with guest Christina Lenkowski

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 the most overlooked yet powerful visibility strategies for femal...

05-23
40:12

131. Business Growth & Sibling Chaos as an Entrepreneur Mom with guest Meagan Williamson

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 gentle parenting actually works, CEO flexibility, and the emot...

05-16
01:07:24

130. 4 Ways to Build Generational Wealth with Your Business

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 oxygen mask on first. From putting your kids on payroll to treating y...

05-09
27:00

129. How to Automate a Business and Gain Time Freedom with guest Stephanie Blake

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 advice for overwhelmed moms juggling growing businesses and gr...

05-02
31:21

128. The Truth About Your CPA & Tax Filing No One Is Telling You with guest Becca Aviles

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 ever felt confused, dismissed, or flat-out ignored by your CP...

04-25
40:09

127. Blending Compassion and Leadership in Business with guest Amy McMillin

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 leadership. She also drops incredibly practical wellness tips...

04-18
35:39

126. The Myth I Had to Unlearn to Grow My Business While Being a Present Mom

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 one’s for you. Want to subscribe to the newsletter? Click her...

04-11
24:49

125. Building a Life-First, Family-Centric Business with guest Holly Haynes

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 involved in her work. This episode is filled with inspiration and pra...

04-04
37:47

124. 5 Things I’m Doing in Q2 to Leap Forward and Level Up

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 less can actually equate to achieving more! Want to subscribe to...

03-28
25:21

123. Running Multiple Businesses as a Mom with guest Dr. Noor Ali

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 businesses. If you’re an entrepreneur trying to prioritize both...

03-21
26:11

122. 7 Things NOT to Do in Your Small Business Tax Strategy

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 (so you can keep the IRS from knocking on your door). Don't miss o...

03-14
30:26

121. Creating a Homeschooling Life as a Business Owner with guest Amber Duffney

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 some practical tips to actually make it work. Whether you'r...

03-07
34:53

120. 6 Productivity Hacks I Use as a Business Owner and Mom of 4

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? Click here! Connect with Kimberly on Instagram: @kimberl...

02-28
30:24

119. How to Work 3 Days a Week and Make $100k with guest Cailen Ascher

In 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:...

02-21
31:43

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