Firing Clients | Finding the lessons with Kimberly Tara

Firing Clients | Finding the lessons with Kimberly Tara

clients interview mini-series podcast


This episode is part of our mini-series all about firing clients. Tune in as we get real and raw about parting ways with clients, why it happens, how to avoid it, and what you can do to make it easier when it does happen (because it will). 

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:

  • Upholding your integrity in your work
  • Trusting your intuition and red flags to look for
  • Warning signs during the client intake process
  • The lessons you learn from bad fit clients
  • Why you shouldn’t negotiate
  • Exercising diplomacy and compassion
  • The trap of over-explaining when firing

Connect with Jordan Schanda King:

Connect with this week’s guest:

Love what you heard?

Reviews really help us out! As a thank you, I'll share my 90-Day Planning Formula ($97 Value) if you submit a screenshot of your 5-star review below.