Join us in this week's episode as we chat with Kimberly Tara, a CPA and certified tax coach with nearly a decade of experience. Hosted on a podcast, the discussion delves into the necessity of foundational business knowledge, focusing on the importance of understanding and utilizing financial data to make informed decisions. Kimberly, based in New Orleans, Louisiana, shares her journey of managing a chaotic family life alongside thriving business endeavors.

She outlines critical roles in financial management, including bookkeepers, tax preparers, strategists, and CFOs, offering valuable advice for entrepreneurs, particularly CEO moms. Learn about the significance of tax strategies, proactive financial planning, and how to find the right financial partners for your business. Whether you're in the messy middle of business growth or aiming to achieve sustainable success, this conversation is packed with practical tips and heartfelt wisdom.

00:00 Unlocking Business Success Through Financial Literacy

03:54 The Essential Financial Roles for Entrepreneurs Explained

08:29 Navigating the Financial Landscape as an Entrepreneur

15:21 The Importance of Specialization in Financial Services

22:33 Finding the Right Financial Professional for Your Business

27:27 Navigating Legal and Business Advice

33:39 The Impact of Tax Planning on Personal and Business Growth

38:28 Exploring the Power of Audio and Community Building

44:40 Reflecting on Success and Work-Life Balance

Enjoy the conversation!

Episode Resources:

Check out the show notes HERE.

• Say hello to Kimberly over on Instagram HERE.

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Music created by Tape Machines - Ease with the Breeze and ES_A Mistake (instrumental Version) - Particle House