006: Tax Strategist vs. Bookkeeper vs. CPA: What the heck is the difference? with Kimberly Tara

Today I talk to Kimberly Tara, the founder, and president of the Tara CPA firm, who talks all things taxes, finances, accounting, and bookkeeping. During the episode Kimberly discusses the different roles within the accounting industry, having a good tax strategy, helping women get into tax planning, and why you should keep your accounting and financing separate. 

In this episode, we cover:

• The difference between accountants, bookkeepers, and other accounting professionals [3:13]
• Having a mindset shift towards tax prep  [13:10]
• Going from audit to tax strategy [21:29]
• Helping women get involved in tax planning [28:06]
• Thinking about spending as an investment versus an expense [34:39]
• Separate your accounting and financing [40:19]

Connect with Kimberly:

Website: www.taracpafirm.com

Instagram: https://www.instagram.com/taracpafirm/

Connect with LoriAnn on Instagram
Follow Profit Priority on Instagram
Visit our website

Grab our FREE Business Expenses and Deductions guide!

Do you wonder why your bank account balance doesn't match your Profit & Loss? Maybe you had a great month and you're wondering where all your money is going. This is due to cash flow. Your cash flow is the heart beat of your business and for a business to be healthy, you need to have a healthy cash flow.

I have created a FREE Cash Flow Projection Template so you can maximize your cash!