← Win With Paid Ads
Win With Paid Ads
#59: How Kimberly Tara Is Scaling to 7 Figures with Paid Ads
00:32:25
During this episode of the Marketing Matters™ Podcast, Ashley talks with her client, Kimberly Tara, who is a CPA and Certified Tax Coach with nearly a decade of experience helping female entrepreneurs. In this episode, you’ll hear how...
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- [00:01]
Ashley
Welcome to the Marketing Matters podcast for small business owners, entrepreneurs, and really anyone who has anything that you want more people to find. Because you being the best kept secret helps no one. Right. And that's because you can be so great at what you do. But if you aren't great at advertising what you do, then no one can find you. Right. That's why in every single episode, I'm going to show you how you can use paid ads to hit your goals 10 times sooner. It's time you finally learn how to win with paid ads. I'll show you how to score and be known by more. Let's get started. All right, today you're going to get to meet one of my clients, Kimberly Tara. And she's a cpa and she's had some really cool, like, wins with her ads. But she's here actually because we are doing a VIP day, so we're getting to have some dinner. We're going on a dinner date tonight. Kid list, dinner date, A child, free, peaceful dinner. She's like, hey, I would not hate if we had a dinner. I was like, this is already planned. Like, this is going to be so nice. So I'm so excited for you to meet her. And I'm going to ask just a few questions about her story so that as you're listening, you can think about, like, why did she decide to do ads? How is it going for her? And she's. She's just wonderful. So I'm so excited for you to meet her.
- [01:09]
Kimberly Tara
I'm so excited to be here. I'm so excited to be here.
- [01:11]
Ashley
I know this is about a vacation. It really is. It's like, is this work?
- [01:15]
Kimberly Tara
No, it's not. But when you love what you do every day, it's really not work.
- [01:19]
Ashley
It's on you.
- [01:20]
Kimberly Tara
Yeah.
- [01:20]
Ashley
And you really love it when, like, people can find you.
- [01:23]
Kimberly Tara
Yeah.
- [01:23]
Ashley
So that, like, you're not stressed constantly.
- [01:25]
Kimberly Tara
Well, and I don't even know if it's like, I wasn't stressed before, but I felt like I didn't have control over, like, growing the business or finding people. And so I think that's the shift for me was that we were so referral based. And that's great. Right? We don't lose our clients. Our clients bring us new clients. People shout our names from the roofs, but you have no control. You know how you turn about, like, turning it on and turning it off and turning it on when you want to and turning it off. That's not how referrals work. Right. And so now I Have this ability, this knowledge, to be able to turn it on and turn it off based on what we can, what our capacity is and what I want out of the business.
- [02:05]
Ashley
You know, so many business owners, they either get their leads organically or they get them from referrals, and then the rest is just a shot in the dark.
- [02:13]
Kimberly Tara
Yes.
- [02:13]
Ashley
You know, or they pay an advertising agency, and that's pretty much hit or.
- [02:17]
Kimberly Tara
Miss, especially if you don't know. Right. Like, and I think, because I use an advertising, I guess not an advertising agency. I used some women that I knew, and they were wonderful. And I think as far as being a first timer and having it done for you, it was as good. Like, it was a wonderful experience. But I'm the type of person that I like to know the how and the why, and I want to know the whole thing. And so it was tough for me to just kind of be like, I trust you, because I really didn't know and fully understand.
- [02:49]
Ashley
Yeah. Yeah. It feels really good when you even just knowing what questions to ask.
- [02:52]
Kimberly Tara
Yes.
- [02:53]
Ashley
Because now you speak ads to me.
- [02:54]
Kimberly Tara
I do. It's a beautiful language. And you kind of speak text to me.
- [02:57]
Ashley
I do. It's so fun.
- [02:59]
Kimberly Tara
I'm like, look at us being like, all big girls.
- [03:01]
Ashley
I know. I'm like, welcome to my podcast studio. Which every single thing in here was as inexpensive.
- [03:05]
Kimberly Tara
I'm like, look at your write up. I'm so proud of you.
- [03:08]
Ashley
She literally walked in, was like, look at this whole room.
- [03:10]
Kimberly Tara
That's a write up.
- [03:11]
Ashley
I'm like, I know. I can't imagine what our dinner conversation is going to be. So for everybody listening, like, there's probably a few things you're wondering. Let's start with Kimberly's business. So, Kimberly, tell us exactly what you do, who you help, and how long you've been in business.
- [03:25]
Kimberly Tara
Yeah, we kind of just jumped right in.
- [03:26]
Ashley
We did.
- [03:28]
Kimberly Tara
And that's, like, so cool. Like, when you find your person and your people, it's like you just become friends.
- [03:32]
Ashley
Right?
- [03:32]
Kimberly Tara
I know. Okay. So I'm Kimberly Tara. I'm a CPA and a certified tax coach. I have had my practice for. It'll be nine years.
- [03:39]
Ashley
Can you believe that?
- [03:40]
Kimberly Tara
Like, we're planning big stuff for year 10.
- [03:42]
Ashley
Wow.
- [03:42]
Kimberly Tara
And we can do that now because I know how to run ads. That's awesome. So we work with female service providers, and what we do is we want to basically do their tax strategy for them and really empower them to be confident about the numbers and the taxes. Because the reality is, is that most entrepreneurs, they don't go into business because they're really excited to file tax returns or get in trouble with the irs. Right. Or worry about getting in trouble with the irs. And so we want to truly be their partner and change the way that they feel about taxes and the finances and the accounting side of their business because it's so important and what is so cool. Just like you help people become findable and make more money, I help these women keep more of their money through tax strategy because that means more time with their kids. That means more time for vacations. That means more available for retirement. Like, whatever it is, you get to choose instead of giving it to the government and letting them choose.
- [04:47]
Ashley
Yeah. I have had a whole masterclass through the last, like, year and a half of my life. Specifically, like, okay, we've got to figure something out here with some stuff that we've got flowing in the business.
- [04:58]
Kimberly Tara
Yeah. Because it's not a problem until you're doing well.
- [05:01]
Ashley
Yeah.
- [05:02]
Kimberly Tara
It's. You know, it's. You're not really thinking about it, and then all of a sudden, you know, a lot of the women that we work with, some of them do have businesses that take off out of nowhere. Some of them have been building it. But either way, it's something that you have to be proactive about and you have to get creative. And the reason we work with service providers like you is we don't want our clients to just go spend cash. Right. We want to be strategic, because every dollar that we spend or invest in someone else or in something else is a dollar that we're not bringing home to our families. Right. And so I don't take that lightly for our clients that what they're doing, anytime they choose to part ways with their money, is less money going home to their family and their kids.
- [05:44]
Ashley
So you're trying to figure out what's the right investment, because you can't grow the business. You can't even have more profit.
- [05:49]
Kimberly Tara
You cannot.
- [05:50]
Ashley
Well, it's. It's crazy. Like, our two industries, like, work together so well. It's like, hey, we can help people find your business. And then you've got this scenario where regardless of where your profit is or isn't at, what matters is every dollar matters. Instead of figuring out, like, where its home is. And I'll tell you, I, like, kicked the can down the road of taxes for so long until we were at the end of the year, and then it was like, well, we can't make up. We realized where we were at, and we were like, oh, no. Like, we can't just, like, go get an investment property in the next, you know, 28 days. Nope. So we definitely had, like, a larger tax bill. Now, I'll tell you, we have some tax strategies in place, and it's been really great, and I'm learning a lot for this year, like, proactively. But, yeah, big fan of, like, not waiting to do that. And Kimberly's so wonderful. My husband was at the summit, and he was, like, the girl that got on stage, the cpa. He's like, she's awesome. I'm like, I know. She's so great.
- [06:45]
Kimberly Tara
Wait. And then we talked suits. I think I told you this, that we talked.
- [06:48]
Ashley
Oh, my God.
- [06:49]
Kimberly Tara
I went home and told my husband. I was like, you need to go look at this place that Kyle's suits came from. And so, like, now I was like, but it won't be time. It won't be here in time for the.
- [06:57]
Ashley
Those suits are so good. What I feel like, were they Brooks.
- [07:00]
Kimberly Tara
Brothers or State and Liberty?
- [07:01]
Ashley
State and Liberty. Yeah, State. Really?
- [07:03]
Kimberly Tara
Not that expensive.
- [07:04]
Ashley
No, they weren't outrageous.
- [07:05]
Kimberly Tara
No.
- [07:05]
Ashley
Yeah.
- [07:06]
Kimberly Tara
And my husband's, like, very, like, it's for athletic build, and he's tall. He's 6 3. So, like, you know, getting the build.
- [07:12]
Ashley
Right.
- [07:13]
Kimberly Tara
Yeah.
- [07:15]
Ashley
So, Kimberly, tell everybody here. Tell everybody here. Had you done any ads before we met?
- [07:21]
Kimberly Tara
Yes, because someone had been doing them for me.
- [07:25]
Ashley
Right.
- [07:26]
Kimberly Tara
And again, I, like, I'm a little bit of a control freak. Makes me a really good cpa. But I didn't really know I didn't have any control over them because it was like, oh, can we do this? And I. I don't always. I don't like feeling like I'm asking permission.
- [07:41]
Ashley
I know.
- [07:41]
Kimberly Tara
I didn't like that. So it had been, like, maybe five or six months.
- [07:45]
Ashley
You know, what's cool is one of the things that you get is not only control when you can do your own advertising as, you know, but, like, you control the speed. So if you're like, I have an idea. I want to set this up. You don't have to be like, hey, did you get this email? Hey, you have time? Hey, here's the messaging. Hey, here's the goal, why we're doing this. Like, you don't have to waste time, like, communicating that.
- [08:02]
Kimberly Tara
Nope.
- [08:02]
Ashley
You can just launch it. Or eventually someone on your team, like, just gets it. You say, hey, here's the deal.
- [08:06]
Kimberly Tara
We're starting to do that already.
- [08:07]
Ashley
See, it's awesome.
- [08:09]
Kimberly Tara
Yeah.
- [08:09]
Ashley
So why did you decide outside of the control aspect. Why did you decide? Like, I want to learn the ads.
- [08:16]
Kimberly Tara
Myself, so I really wanted to be able to grow the firm. And I use that word loosely, right, Because I think that that means something different to all of us. But as I was meeting more women through again, those referrals, those connection based calls, that slow pace, I realized how many women out there need me. They, they don't even know that I exist. They may not know that tech strategy exists, or maybe they do, but they have a really not so great cpa, but they don't know where else to go or where else to turn or that there are options. And that really shifted. I mean, I'm honest with everyone. I do not like marketing. I don't like ads. It scares me. It still scares me. Here we are like what, five, six months later and like I can still say, like, there's just like taxes scare me.
- [09:05]
Ashley
There's a level of intimidation.
- [09:06]
Kimberly Tara
Yeah, tax do not scare me. But ads, paid ads, and anything marketing related is, is. I'm very fearful of it. But I knew that in order to control or have more control over the success and where I want to go, like, I have really big goals for my business, but I also have really big goals of reaching a certain amount of women. And so ads is the way that I can do that without. And you know, this is really what it was, was I could not take one more consult call, connection call, one more coffee chat on my calendar. I don't have space. As a mom of four, I forgot to say that, like I have four little kids right there. Eight, six, four and two. I did not have any more time and I needed to find a way that, that someone or something else could do more of the heavy lifting for me without it meaning more calls on my calendar.
- [09:58]
Ashley
Yeah. And the goal is the calls that do get on your calendar are like more of the right people than. Yep. This is, this is, this is not, you know, the right fit. That's the goal.
- [10:08]
Kimberly Tara
Or like you say, like just posting on Instagram and hoping, hoping someone finds you. And, and I think that we had really started to like amp up our Instagram post. And like what we were doing, I had help and, and I was like, oh my gosh, like you, I saw you say something about, and I'm gonna go turn this into an ad. You know, it's like we, we could do that. Like now that we have better, now that we have better content organically, one, we can turn that into an ad and let it work for us. But two, also I felt more confident in running ads and them having a good place to land to really get to know us. And the other thing is, you do more than just meta ads. And that was really, really cool for me too, because I don't. Like, so many people out there are talking about meta ads, but no one's talking about Google Ads or, you know, the whole. The whole thing. And so that was really. That was really incredible for me, too.
- [11:05]
Ashley
Yeah. People. I don't know if I've ever shared this on the podcast before, but it's very unique for someone to have worked in an ad agency and not have been, like, a specialist. And, like, I worked at the ad agency, and technically, I was on the Google team.
- [11:22]
Kimberly Tara
Okay.
- [11:22]
Ashley
Like, I was. If they had to categorize me, that's technically where I was at. But the previous ad agencies I had worked on, I was on the YouTube team, the social team. And so when I came to the agency that I was at before I left, I was the person that understood how they all worked because I had set up all these campaigns, because most people, you find a path and you stick with it and you just stay in your lane. You're like, I don't want to learn that they might have to give me more clients if I do that.
- [11:45]
Kimberly Tara
Yeah.
- [11:45]
Ashley
Whereas I was like, tell me everything.
- [11:47]
Kimberly Tara
Right.
- [11:47]
Ashley
Like, I want to understand, like, can I be on this call? Can I like, the person that's, like, I actually want to understand it versus, like, I'm here to get my paycheck, kind of collect my way, get my ads up and go. I was the. Like, I had always read, like, be a sponge, be a sponge, be a sponge. And where it landed was having an opportunity to be the person that was managing the strategy and, like, leading the whole thing with, what should we do on meta ads? What should we do on YouTube ads? What should we do in shopping ads? How do we play this into email? How does this, like, tie to the website? And it's very unique. And so I think everybody. You know how, like, Kimberly, like, you probably get ads on social media and you probably feel like everybody else gets those.
- [12:22]
Kimberly Tara
Yes.
- [12:23]
Ashley
Like, it's just because we're in our world and that's what we do.
- [12:25]
Kimberly Tara
And I'm like, oh, my gosh. Everybody does. Like, the minute you say something, like, I said something out loud. And then I started seeing it everywhere. It's like, when you're gonna go buy a car and car everywhere, you know? And I was like, oh, my gosh. So this isn't like, I'M not special. You know, like, it makes you feel like it. Like you're not special, but you're like. But yes, you are. Because, like, still there aren't. Because the, the amount of women that I meet and they're like, that's a thing. Tell me what you. You just blew my mind in five minutes. Right? And so people don't know. I know.
- [12:53]
Ashley
And. And that's why we all are on our phone. So of course we think that meta ads is the way to go because it's what we're constantly surrounded by. We're not thinking about how we're scrolling on Google, seeing ads. We're not thinking about YouTube necessarily with ads. We're like, more so on our phone. So more so we think about those ads. But it all works together well.
- [13:10]
Kimberly Tara
And I think I sent you a vox before. It was before Summit, because you were talking about something that you were. That we were talking about, Margaret. I was like, my mind is just blown in. Like, how I think about things, right? Like. Like, just like how I think about them, how I set them up, the strategy and the intentionality of everything. Now it's again, just like. And it's. I don't mean to compare everything back to taxes, but, like, one of the things I can, because it's such a. I don't want to say hate it, but, like, it's one of the hated things of entrepreneurship. And so for me, like, like, it's the reverse. And so, you know, it's one of the things we do with our clients when they come in is we have to kind of reframe their mindset about how they think because they're used to being an employee, Right. And we have to, we have to get them to think as a CEO, as an employer, as the person paying the bills and getting all of these write offs. And so I think that that was the shift that I needed to have and that through the program, I did have it, and it was like, okay, I'm starting to understand how it all comes together.
- [14:16]
Ashley
I think what's interesting is you now, like, think of the strategy with ads in mind first.
- [14:22]
Kimberly Tara
Yes.
- [14:22]
Ashley
Versus, like, I have this thing. How do I advertise it? Versus Okay, I want to advertise and make sure people know this. Like, what should that flow look like? Like you've reversed.
- [14:29]
Kimberly Tara
Yes.
- [14:30]
Ashley
And so now I like when you, like, send me messages or you come to the coaching calls, you're like, hey, so this is what I'm doing. And these are the ads I'm gonna launch and why. And I'm like, yes. Like, that makes so much sense. Yeah, but it helps. You actually like people. People, I think so often we only are going with what we know and we don't realize there's this other path that could allow the whole machine to work better when you actually know how you're going to get in front of people first.
- [14:51]
Kimberly Tara
Yeah.
- [14:52]
Ashley
Like it just saves you so much time because you even, you even know how you want to track it. Like you're thinking about tracking because most people think about tracking or don't at the end. And it's like, no, no, no. Like you have to think about how are we going to measure this and then what's the strategy? And then we build it and then.
- [15:07]
Kimberly Tara
We can do it. Because if not, you're kind of just wasting time and money because you don't know. And we're both data people, we love our spreadsheets. And so I think that was another thing that I was like, oh, she, she likes to go good spreadsheet.
- [15:18]
Ashley
Right?
- [15:18]
Kimberly Tara
Like talk, talk, talk, talk spreadsheet to me.
- [15:21]
Ashley
Talk data to me.
- [15:22]
Kimberly Tara
Yeah, talk data to me. So like that's, you know, we're making informed decisions and we're not just throwing spaghetti at the wall hoping it'll stick. It's like there's a method. Yes. We have to try things out. We have to be willing to feel a little bit of like, okay, that's not working. But like you've encouraged me to keep going and to keep trying and that, you know, because I always think that, you know, we learn some of our best lessons from, I don't call them failures, but from our things that didn't go very well. And so, but we have to keep trying and iterating while we're doing that. But you won't get there. You'll never find the result if you don't just keep putting it out there.
- [16:00]
Ashley
So Kimberly, tell everybody. I know we've done some stuff on Google. I know we've done some stuff on Meta. So you got like a pretty cool win from one of your meta ads pretty quickly. Can you tell me a little bit about that without saying the nitty gritty secrets. Right. But like, what was the ultimate strategy? And why do you feel like that went so well? And are you open to sharing like numbers?
- [16:21]
Kimberly Tara
Yeah, I'm open to sharing numbers. So we had a 15 to 1 return on AD spend, which means that for every dollar I spent, we get $15 back. Look at me. Go with the language. Okay, but, and this is A little hard because within our mastermind group, we have some women that are spending like 50 cents, you know, on a lead or something like that. And I'm over here like, ashley, I'm spending $20, $25, $30, right?
- [16:51]
Ashley
And I was like, that's good.
- [16:53]
Kimberly Tara
And we're like, that's good. And I'm okay with that. I have a pretty high paying intolerance because our offers, right? If somebody's coming to work with us, they're spending 10, 15, $20,000 to come work with us. Now all of our clients save more than what they invest with us is the whole point. But I'm, I, I'm okay spending $25 to bring in a $15,000 client, right? I mean, give math, be math. And when you do that, I get $14,075, 975 back. I'm good.
- [17:20]
Ashley
That's right.
- [17:20]
Kimberly Tara
So, but I was like, should I keep going? Do I keep, you know, you're like, nope, we got to keep increasing. We got to keep increasing. And it's just, I ran a DME campaign, one of the ones that you teach us. And I went in because I kind of jumped in and I was like, oh my gosh, like, we're kind of getting to the end of the year, really need to bring some clients. And you were like, go to this module, go to this lesson, do this right? And I was able to kind of like, like hone in. Super focused. And that landed as a client that was $15,000. And I spent, I think it was like $900 in total. And but wait, here's the other thing is that's the only client that we signed in that three week period that we had those running. But I had other people come into our world that I know. I'm here for the long term. This is a marathon, not a sprint. I've always said that about everything in life and business. I'm learning to like, maybe sprint a little bit more and be like a little bit more aggressive. But the thing is, is that I still got other people into my world, into our Instagram account that will buy later that are going to buy later, right? So like, that's, I'm, I always like, we take a holistic approach. I'm always thinking about the long term, not just the short term. And so it's like, yes, we got that one client paid, paid 15 times what we spent. But I've also got all of these other people that still came into our world that just weren't a good fit, right?
- [18:39]
Ashley
Then, yeah, you know, the, the commonality, the common string or thread between business owners that have these seven and eight figure businesses in particular is they think exactly how you just spoke. You said a few things. You said, I have a high tolerance for pain. You said, I think about the long game, not the short game. You said, I know that they're gonna buy, but they're gonna buy later even if they don't buy now. Those three things alone, it's exactly why you're gonna have a multiple multi million, if not eight figures.
- [19:10]
Kimberly Tara
We are going for seven figures this year. We are 10. We are 10. Xing, you are. And ads are a big part of being able to do that. Because I also feel like not yet, but I know that I'm going to get to a point where no matter what business I have. And look, entrepreneurs, we are all serial entrepreneurs.
- [19:26]
Ashley
You, you take money, go make more money.
- [19:27]
Kimberly Tara
You do, you do. So I don't know if right this minute I could run ads for any other business because I'm still trying to get it all straight. But I know that this is a skill that I can take and apply to anything and everything else. I mean, I'm only in my mid-30s. I have so much that I have yet to accomplish. And now I have this skill that no one can ever take away from me that can help these businesses grow so much faster.
- [19:52]
Ashley
And would you agree it's like learning another language?
- [19:55]
Kimberly Tara
Yes.
- [19:55]
Ashley
It's like you can't unlearn that.
- [19:56]
Kimberly Tara
I think Spanish was easier than marketing language.
- [19:58]
Ashley
You know, sometimes that can be the case because it truly is like your brain going from this place of unfamiliarity and just hearing.
- [20:06]
Kimberly Tara
And again, I think like all the negative things that tend to come up for a lot of entrepreneurs around their finances, those are, those are the fears that come up for me around marketing. And it's this story that I've told myself for so long. I'm not good at it. I can't do that. That's complicated. And I think that you've done a really great job through both the playbook and the mastermind of helping me unpack that and see differently. And you know, I do think that there's just something to be said for personality, connections and like when you find the right fit. Right? Because I believe that with, with CPAs and financial advisors and bookkeepers and all the things. And so for me, you were that person where it was like, okay, the way that she talks about it, the way that she's explaining it, it clicks for me. It finally clicks for me, and it's not so scary anymore.
- [20:48]
Ashley
And for everyone listening, like, there are people who. Who will hear your voice with your business, and they will be like, that is my person. And what's so challenging is they, like, can't hear that voice if they can't find you, which is where this ads thing comes into play. So there are people just like, Kimberly, I know it's for me, for that, for the coaching and programs I've invested in. I've been so excited to, like, find the person. You're my person. Yeah, I get it. I just connect with you. And there's people that will do that, too. So, Kimberly, last few things is, why did you decide to do a VIP day?
- [21:20]
Kimberly Tara
I'm paying for speed. Is that crazy? No.
- [21:23]
Ashley
That is, like, the smartest thing ever. She said, I'm paying for speed. Is that bad?
- [21:27]
Kimberly Tara
And here's the thing. So what? And I also. I don't know. So I like lifting other women up. And by paying other women for their talents, for their expertise, for their zone of genius, it allows me to be able to have other women come and pay me for my expertise and to be able to do what they need me to do. And so the reality is, is that I look at it as. As using our money for good, not just to benefit ourselves, but to get to support you and your family and this beautiful house that you have and all this. I'm like, I get to be a small part of that. Get to, like, I get to be a little, teeny, teeny, tiny part of her success and be like, yeah, yeah.
- [22:13]
Ashley
You think I'm paying for dinner? You're really paying for dinner tonight. And by way of supporting. Right.
- [22:18]
Kimberly Tara
I know. I know you can maybe feel from perspective that you're treating me, but then we can argue over who wants the credit card points. That's. That's like a theme in our mastermind group. Somebody's already messaged. Like, we were already chatting about credit card points. Who wants the credit card points? But I really.
- [22:33]
Ashley
Cool, Kimberly.
- [22:34]
Kimberly Tara
I'm. I'm. I'm getting something out of it, right? But I'm also supporting another female entrepreneur. Entrepreneur. Who I love and want to support and want to see succeed. Right? And I think we all feel that way in our mastermind. Like, how can we all support one another? And when you find a group of women like that, it's like, how can we all support one another? But, I mean, if I'm being selfish, it was for speed, because, honestly, I don't really have. I don't have time. And the other thing is just like, I could never teach someone tax strategy. You could never put into my brain what is in your brain. You just see things and you just like, sometimes we just can't explain. It's like being a mom, like, sometimes you know something is wrong with your kid. Right. And you don't know why and you don't know how, but you know it deep down. And so you see, you're going to see things that I need to fix and do that you can't explain. You're just. You're going to have to see it in real time. And you're like, this is what we're going to do.
- [23:26]
Ashley
I think it's really cool because you learning this and you were talking about, like, speed, and it's like I have simply just experienced more advertising than you do. Than you have. Right. So it's like. And you've done more tech strategy. There's just things, you know, and it's like it is a decade of time that, like, I compressed in the program. And it's still. There's still little things that. That's why the coaching element and it's just like coaching speeds things up. An entire day together. Like, I feel like you're going to walk away tomorrow and be like, I know. That's what Brooke told me. She was like, I think we just compressed, at minimum, a year and a day. And so that's.
- [23:58]
Kimberly Tara
I would love that. That'd be so great.
- [23:59]
Ashley
That is the goal. The goal is to compress a year in a day, at minimum. And that's why I paid $125,000 for a. Yeah, it was. I mean, it did come with a year of support.
- [24:09]
Kimberly Tara
Did you listen to my boxer that I sent you on the way. That I was driving on the way here? Yeah, I sent you a boxer. And I was like, I had this revelation because I was listening to our mastermind call while I was driving. I was safely driving. I just had it on in the console listening. And I had this revelation. I was like, oh, my gosh. She is like the poster child for her coach because not only did you invest with them, but you did the work. And let's be clear that, like, you can't just pay somebody. I mean, I guess.
- [24:34]
Ashley
No, say it. No, that's good.
- [24:36]
Kimberly Tara
I guess there's something. There's some things out there that you can pay money and it just like it happened magic, but for the most part, don't let anyone fool you that there wasn't some element of work that they did. And so it's not just about the financial investment, but it is about the time. It is about trusting the process. It is about trusting the person that you are asking to give you advice. Right. But I'm like, oh my gosh. Like she just, she listened to her coaches, she made this investment, she did this thing. I was like, I'm going to be your poster child from a VIP day tonight.
- [25:06]
Ashley
Yeah.
- [25:06]
Kimberly Tara
Like, I don't know what it is yet, I don't know what's going to happen, but I just know that I'm going to be your poster child.
- [25:13]
Ashley
I have chills.
- [25:14]
Kimberly Tara
I just don't get like, I don't know, six months from now we're going to come back and just like you went and filmed with them and we're going to be like, I'm just like, I don't know, it's just like it's all happening there, but it's all happening.
- [25:25]
Ashley
Yeah. You, I paid the money, but I absolutely did the work. Yeah. And that's exactly like, it's not like a magical vip. Now listen, you're going to feel like it is, right? But like it is a lot of work that we're implementing and then there's follow up. That's why people say, hey, can I just do a one off VIP day? The answer is no. And the reason I say that is because the foundation that you've built to get here and then the support that you and I get after that is what's going to make that one day.
- [25:48]
Kimberly Tara
So I've been asking, I'm like, okay, I want to make sure like that I have the right things on because I've been like collecting data for you. Even you're going to look, you're probably going to look like, oh my God, really, what are you doing? But I've been like, I don't care how much money I have spent, even if it didn't go to the right people because we're gonna talk about some of that tomorrow. I have collected so much data, Paid for data. I've paid to collect data so that your brain can look at the data and say, yes, no, yes, no.
- [26:16]
Ashley
I'm really excited for you for just being willing to cut a check for speed and to pay to collect data. Because Alex Hormozi says that if you're not willing to pay for data, you won't be able to have a successful business. Essentially what he's saying. And so I like have said, let's mentally detach ourselves from a Certain amount of money and say, this is for learning. And that's what you've done. So I want to ask you one last thing.
- [26:39]
Kimberly Tara
Okay.
- [26:39]
Ashley
So there's obviously the playbook, which, like, gives you, you know, the step by step how to do your ads.
- [26:44]
Kimberly Tara
And it's incredible. I've got access to the old version and the new version. Anybody new will only get access to the new version. It's incredible.
- [26:50]
Ashley
Isn't it good? It's.
- [26:51]
Kimberly Tara
It's just like. It's just so good. It's.
- [26:54]
Ashley
Thank you. I worked really hard on it. I.
- [26:57]
Kimberly Tara
My team is like, one of my team. Team members is starting to get in there now so that I have like a little bit of backup. Just like even. Just little things like, hey, can you go increase that budget? Like, I know, like, I'm seeing it and I know that I want you to go increase the budget, but to go in and, like, up it by $5. And I'm like, can you go do that?
- [27:12]
Ashley
And she knows where to go and.
- [27:13]
Kimberly Tara
How to do it and how to do it. Isn't it beautiful?
- [27:15]
Ashley
It is a beautiful thing. So last question for you. You've got the playbook. You've gotten value out of that. What, what could you say about the mastermind? Like, like, when you think about. Yes. Learning ads, that's great. It's so great and so critical. Can you speak to, like, the mastermind element of just the weekly calls and being able to, like, have that, like, group of women to collaborate with?
- [27:35]
Kimberly Tara
Yeah. Like, are you talking about, like, getting real time feedback from the group or are you talking about, like, the community?
- [27:39]
Ashley
Gosh, it's all of it.
- [27:40]
Kimberly Tara
It's all of it. It's all of it. For me. I. I so firmly believe in community. It is, it is such a huge thing for me. I believe that we all rise together. Like I tell my team all the time, I'm like, we're elevating, like, just as. It's not just me elevating.
- [27:53]
Ashley
It is.
- [27:53]
Kimberly Tara
It is like, I am taking. If you want, like, if you're not on the ride, get off. Get off the roller coaster. Because, like, I. I will pour into you as much as you are willing to be poured into. And there is an unsanctioned voxer chat that our master, Ashley and Laura and the new people get on. They're like, wait, I want. Can you invite me? I added two people the other day. If you're like, of course, like, the more the merrier. But it's like, not sanctioned by the playbook. Or the mastermind. But that is how much that we all love each other and want to support each other. Like, you. Like, I don't know if anybody showed you the voxer, but I will show you at dinner tonight. Like, just the amazingness that we share wins that somebody has something, and it's like, look, your team is there to support us no matter what, but there is something about having other. Just other women come in and support you and lift you up. And so, like, I don't. And we all want to. Nobody has to. No one's being paid to do it. No one is. No one is being forced to do it. We are all there in that group because. Because we want to be. And we're. We're all friends now. And it's like, oh, you're going to be in my neck of the woods. Oh, come see me. Come stay with me. You need something? I got you, girl. And, like, that's. That's a gift. That there's no amount of money that you can spend to get a gift like that, in my opinion.
- [29:09]
Ashley
Yep. Yeah. It's so special. That's why I say alone is a slow revenue zone. And. And that is why being in community, no matter what that looks like, is so important. Kimberly, I'm so proud of you, and I can't wait to go have a dinner date with you. This is about to be so good.
- [29:22]
Kimberly Tara
What are we gonna talk about? Like, I already have. Like, okay, we're gonna. I'm gonna hurry up and ask her about the house on the car ride and so we can talk about this at dinner. We're gonna talk about this on the way back because I need to sleep tonight.
- [29:30]
Ashley
Yeah. Oh, sleep is gonna be crazy.
- [29:31]
Kimberly Tara
You need to sleep. But I also need to talk.
- [29:32]
Ashley
We're gonna go eat. Good talk. Good sleep.
- [29:35]
Kimberly Tara
Good exercising in the morning. I brought exercise.
- [29:37]
Ashley
We are going to exercise in the morning. We have to get our bodies flowing so our brains can flow. If someone is like, okay, I've got to figure out some tax strategy stuff. How can they get in contact with you?
- [29:46]
Kimberly Tara
Cool. So you can. I would love for you to go to my website@terracpafirm.com so I can put a little tracking bug on you. Because now she's.
- [29:54]
Ashley
She's so good at ads now she's like, I dare you to go to.
- [29:56]
Kimberly Tara
My website to go find me. But you could also come to our Instagram page, which is Kimberly Terrace, cpa. I'll track you there, too, because I'm just that good at ads now.
- [30:06]
Ashley
That's right.
- [30:07]
Kimberly Tara
I mean, because I was. I did the playbook before I did the mastermind. So, I mean, like, it's like people.
- [30:11]
Ashley
Always ask me, like, can I. Can I start with a playbook and then do the mastermind and then do the next thing? And the answer is yes.
- [30:17]
Kimberly Tara
But I think also just go to the master.
- [30:19]
Ashley
That's what I said. Because you.
- [30:20]
Kimberly Tara
I feel like I jumped in with you so fast that I was like, there's a mastermind. Tell me more. And, like, I just happened to be in a place where I wasn't in a. I like, I was in, like. You know how sometimes you hit those. Like, I've been with other coaches. I've invested before. Like, this. That was not new to me. But, like, you know how sometimes, like, just a little break because you're like, okay, like, I need to reassess. Who do I need next? What do I need next? I've, like, not feeling burned, but just, like, making sure before I invest, you know, five. Five figures. Again, multiple five figures. I don't. Like. I do complicated math, not simple math. You know, like, you just need to make sure. And so I was in this. In between where I didn't have anyone that was. That was in my life that was leading me. And so I just. Just, like, I jumped right in because I was like. Like, this is. This is what it was meant to be.
- [31:04]
Ashley
Rain makers or action takers. I'm just saying.
- [31:06]
Kimberly Tara
You make a sweatshirt.
- [31:08]
Ashley
Did you really? I really love to match tonight. Thank you, Kimberly, for coming on and sharing. And it's just so nice because every time I get to meet with one more business owner, there's someone listening, and they're like, that was the person that, like, really helped me think through that. So thank you for being so honest about your numbers. Thank you for being honest about how you do have four kids. You are running a business, and, like, you still saw value in learning some of this. So cutting a check for speed. I'll do that every day for the rest of my life.
- [31:34]
Kimberly Tara
Oh, my God.
- [31:35]
Ashley
Because if you think about it, every month that you wait that you don't have this set up, like, it's just more and more revenue you're missing out on. So it actually, I think you're paying you forward.
- [31:42]
Kimberly Tara
Yeah. Because. Especially because the way that we. We operate very differently from your traditional CPA firms, we actually have clients on retain or working with them all year long. So literally, I'm looking at the monthly recurring revenue, our mrr. So, like, we started this year already guaranteed more money than we made last year.
- [32:02]
Ashley
It's huge.
- [32:03]
Kimberly Tara
So the earlier. And here's the thing. So the earlier I can get them in the door, the more money I make. But the earlier I can get them in the door, the more I can save them. It's a win win. They need to find me, so I gotta put some ass out there.
- [32:13]
Ashley
So send Kimberly a direct message if you need some tax strategy, and we will see you on the next episod.