Mastering Money Mindset with Kimberly Tara - Episode 181
In this episode, Ruthie interviews Kimberly Tara, a CPA and certified tax coach, about the importance of a healthy money mindset and how it can fuel business growth. They discuss the different financial roles and when to work with a tax strategist. Kimberly shares her personal journey and the process of niche selection and evolution in her business. They also talk about the importance of brand values and consistency. The episode concludes with Kimberly providing actionable steps for better tax planning and personal development recommendations. In this conversation, Kimberly Tara discusses the importance of finding solace in books and how reading can help calm the mind. She also shares her personal experience of using books as a way to relax and improve her sleep. Additionally, Kimberly provides information on how listeners can connect with her online and learn more about her work. Lastly, she mentions the CEO Moms Building Wealth podcast, which aims to provide support and a sense of community for moms who are also CEOs.
"Tax strategy is about creatively using the U.S. tax code to put more money back in your pocket and pay less in taxes, legally and ethically."
Takeaways
- Developing a healthy money mindset is crucial for business growth and success.
- Understanding the different financial roles, such as bookkeepers, CPAs, and tax strategists, can help business owners make informed decisions.
- Working with a tax strategist can be beneficial for business owners who are making a profit and want to optimize their tax strategy.
- Niche selection and evolution is a continuous process that allows businesses to align with their ideal clients and values.
- Consistency in gratitude and reflection can help improve mindset and overall well-being.
Connect with Kimberly Tara
Website: https://www.taracpafirm.com
Instagram: https://www.instagram.com/taracpafirm/
CEO Moms Building Wealth Podcast: https://pod.link/1613419377