Episode 6: Tax Strategist vs. Bookkeeper vs. CPA: What the Heck is the Difference?
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]
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