103. 3 Tips for Keeping More of Your Revenue with guest Lianne Kim

CEO Moms Building Wealth: Tax Strategy for Female Service Providers

#Kimberly Tara #Entrepreneur #Business #Podcasting Education #CEO Moms #Tax Strategy #Tax Savings #Mom Business Owner

33:58

In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

大约1年之前 56:00

MP3•单集首页

Today’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 all, from family time to financial wins.
Lianne Kim Instagram: https://www.instagram.com/liannekimcoach/
Lianne Kim Website: https://www.liannekim.com/
Lianne Kim Podcast: The Business of Thinking Big

Want to know what kind of tax support is right for you? We can help!
Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/
Website: https://www.taracpafirm.com/

124集单集

103. 3 Tips for Keeping More of Your Revenue with guest Lianne Kim

CEO Moms Building Wealth: Tax Strategy for Female Service Providers

published 大约1年之前

MP3•单集首页

Want to know what kind of tax support is right for you? We can help!
Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/
Website: https://www.taracpafirm.com/

124集单集

#Kimberly Tara #Entrepreneur #Business #Podcasting Education #CEO Moms #Tax Strategy #Tax Savings #Mom Business Owner

所有剧集

1
121. Creating a Homeschooling Life as a Business Owner with guest Amber Duffney 34:33

2天之前34:33

34:33

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're a seasoned CEO mom or just beginning your journey, you’ll find this conversation so helpful! Website: empowerherdesigns.com Facebook: Amber Duffney (personal and business) Instagram: @empowerher_designs Freebie: empowerherdesigns.com/free-mini-brand-audit Prices will increase April 1, 2025. Join us before those prices go up! Want to know what kind of tax support is right for you? We can help! Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/ Website: https://www.taracpafirm.com/…

1
120. 6 Productivity Hacks I Use as a Business Owner and Mom of 4 30:05

9天之前30:05

30:05

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 tax support is right for you? We can help! Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/ Website: https://www.taracpafirm.com/…

1
119. How to Work 3 Days a Week and Make $100k with guest Cailen Ascher 31:24

16天之前31:24

31:24

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: www.cailenascher.com Insta: instagram.com/cailen.ascher Prices will increase April 1, 2025. Join us before those prices go up! Want to know what kind of tax support is right for you? We can help! Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/ Website: https://www.taracpafirm.com/…

1
118. 14 Business Investments I’m Making in 2025 20:56

23天之前20:56

20:56

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 support is right for you? We can help! Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/ Website: https://www.taracpafirm.com/…

1
117. Scaling to Fit Your Season of Life with guest AnnMarie Rose 37:26

30天之前37:26

37:26

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 with slower growth, aligning business strategies with the life you want, and why it's crucial to view both business and parenthood as marathons, not sprints. This episode is perfect for any ambitious CEO mom who wants to balance their big goals with being a present mom! Instagram: @askannmarierose Prices will increase April 1, 2025. Join us before those prices go up! Want to know what kind of tax support is right for you? We can help! Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/ Website: https://www.taracpafirm.com/…

1
116. Life Update: What’s Going Well and What’s Challenging 2 Months into Our Move to Charlotte 27:50

5 weeks之前27:50

27:50

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, 2025. Join us before those prices go up! Want to know what kind of tax support is right for you? We can help! Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/ Website: https://www.taracpafirm.com/…

1
115. Pivoting Your Business, Homeschooling, and Parenting Teenagers with guest Kristen Hillman 34:38

6 weeks之前34:38

34:38

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 again). Plus, as always, you can expect a good dose of real mom talk in this conversation: from homeschooling and parenting teenagers, to kids who constantly need you, there’s something for moms in every stage in this one. Instagram: @viticula.financial Website: viticulafinancial.com Prices will increase April 1, 2025. Join us before those prices go up! Want to know what kind of tax support is right for you? We can help! Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/ Website: https://www.taracpafirm.com/…

1
114. Mastering Marketing in the Different Seasons of Motherhood with guest Latesha Lynch 30:26

7 weeks之前30:26

30:26

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 adaptable marketing strategies. Tune in to hear about navigating pressures, setting realistic expectations, and embracing self-betting for business success. This episode is a must-listen for CEO Moms who need some inspiration this week! Latesha Lynch on Instagram: @hermarketingcoach Latesha Lynch on Threads: @hermarketingcoach Latesha Lynch's podcast: Revolutionary CEO Podcast Prices will increase April 1, 2025. Join us before those prices go up! Want to know what kind of tax support is right for you? We can help! Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/ Website: https://www.taracpafirm.com/…

1
113. Growing Your Business and Your Family, Putting Clients First, and Prioritizing with guest Frenchi Ferenczi 39:34

8 weeks之前39:34

39:34

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 clients in business. Whether it's month-long trips to Italy or just finding those precious family moments, Frenchie gives you the real talk on how to make it all work. Tune in for inspiration, practical tips, and real stories on thriving as a CEO mom. Frenchie Ferenczi's Instagram: @frenchie.ferenczi Do the Right Work (Weekly Accountability Check-In Email) Prices will increase April 1, 2025. Join us before those prices go up! Want to know what kind of tax support is right for you? We can help! Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/ Website: https://www.taracpafirm.com/…

1
112. Why You Should Make More Money as a CEO Mom 25:16

9 weeks之前25:16

25:16

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 what kind of tax support is right for you? We can help! Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/ Website: https://www.taracpafirm.com/…

1
111. Last Minute End of Year Tax Strategies for the Busy CEO Mom 27:40

10 weeks之前27:40

27:40

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's make tax planning empowering! Prices will increase April 1, 2025. Join us before those prices go up! Want to know what kind of tax support is right for you? We can help! Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/ Website: https://www.taracpafirm.com/…

1
110. Building a Signature Business as a CEO Mom with guest Mallory McGary 30:39

11 weeks之前30:39

30:39

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: beautifullyblooming.com Email: mallory@beautifullyblooming.com Prices will increase April 1, 2025. Join us before those prices go up! Want to know what kind of tax support is right for you? We can help! Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/ Website: https://www.taracpafirm.com/…

1
109. Becoming the CEO of Your Business and Life with guest Yael Bendahan 53:45

12 weeks之前53:45

53:45

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 as they’ve added each child. If you’re in need of a good dose of relatable mom conversations to keep you encouraged, you need to tune in to this one! Website: yaelbendahan.com Instagram: @theyaelbendahan Raising Your Business Podcast Prices will increase April 1, 2025. Join us before those prices go up! Want to know what kind of tax support is right for you? We can help! Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/ Website: https://www.taracpafirm.com/…

1
108. Good Marketing, Bad Tax Strategy: How to Protect Yourself from Fake Tax Strategists 27:45

13 weeks之前27:45

27:45

Today’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! Prices will increase April 1, 2025. Join us before those prices go up! Want to know what kind of tax support is right for you? We can help! Connect with Kimberly on Instagram: https://www.instagram.com/taracpafirm/ Website: https://www.taracpafirm.com/…

1
107. Growing Your Profits without Fear Around Finances with guest Belinda Rosenblum 48:29

14 weeks之前48:29