Claim OwnershipCEO Moms Building Wealth: Tax Strategy for Female Service Providers
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Welcome to the CEO Moms Building Wealth Podcast where we redefine success and empower moms to thrive in every aspect of life. We’ll dive deep into the unique journey of moms who are taking charge, building businesses, and creating wealth—because we know that life is about so much more than just financial success. Join us as we explore the stories, triumphs, and challenges of these incredible women who are balancing entrepreneurship, motherhood, and everything in between. We'll discuss strategies for building thriving businesses, nurturing our relationships, and taking care of ourselves—because let's face it, being a mom and a CEO requires a superpower. This isn't your average business podcast. We keep it real, raw, and relatable - just genuine conversations with amazing CEO moms who are rocking their lives while building wealth on their terms.
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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...
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...
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. Prices will increase April 1, 2025. Join us be...
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...
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! Prices will increase...
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...
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...
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...
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! Prices will increase April 1, 2025. Join us before those prices go up! Want to know what kind of ta...
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:...
Do 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! Want to know what kind of tax suppo...
Do 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 wit...
As 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). Prices will increase April 1...
Have 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 agai...
Join 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 a...
Struggling 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 c...
Do 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. Prices will increase April 1, 2025. Join us before those prices go up! Want to know wha...
You’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...
Do you ever feel like your business blends in with a sea of other business just like yours? Today’s guest, Mallory McGary, is an Online Business Strategist who helps CEO moms leave their unique digital stamp with standout branding and a signature offer. Tune in to hear how to use your unique strengths and vibe to stand out, why it’s okay to borrow from other businesses, and why community over competition is so important in the CEO mom world. Instagram: @MalloryMcGary Website: beautifullyblo...
Struggling 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...
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