Finding Clients | Referrals and relationships with Kimberly Tara

Finding Clients | Referrals and relationships with Kimberly Tara

clients interview mini-series podcast


This episode is part of our mini-series all about finding clients. Tune in as we discuss all the ways to find clients in the online space and get real about what works and what doesn’t. You’ll hear practical strategies and transparent conversations about where clients really come from so that you can hopefully find more clients and just feel normal about where you’re at now.

In this episode, we’re talking with Kimberly Tara. Kimberly is a wife, mom to 4 little kids, and a multi-passionate entrepreneur. She is a CPA & Certified Tax Coach who started her tax practice 6 years ago. Kimberly focuses on profit & tax strategy for female small business owners. She also is the host of the Messy Wonderful podcast and blog which focuses on motherhood, money & business. She is passionate about educating female business owners as well as young children on all things tax, finance & entrepreneurship. Kimberly is all about finding the balance to live your best life and be successful at what matters most!

Topics discussed:

  • Practical tips for getting referrals
  • Balancing serving clients with having boundaries
  • Bringing old-fashioned networking to the virtual world
  • Selling in the DMs (for real)
  • Being authentic and genuinely wanting to help
  • The myth of giving away too much for free
  • How to run sales calls effectively
  • Getting pickier about your clients
  • Owning your success and being true to yourself

Top tip or advice for finding clients:

Service your current clients well so that they stay clients. They will also recommend you to their friends. If you love what you do, and do a good job, this is pretty easy!

Connect with Jordan Schanda King:

Connect with this week’s guest, Kimberly Tara:

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