Kimberly Tarley

Kimberly Tarley Email and Phone Number

Belief Changing Financial Professional | Virtual CFO| Comprehensive Financial Services @ SBA CPA
jefferson county, colorado, united states
Kimberly Tarley's Location
Denver, Colorado, United States, United States
Kimberly Tarley's Contact Details

Kimberly Tarley work email

Kimberly Tarley personal email

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About Kimberly Tarley

As a Belief Changing Financial Professional and finding a Virtual CFO, I help clients "find the money" in their plan that they are losing unknowingly and unnecessarily. Our Core Philosophy- there is more opportunity in avoiding losses than picking the winners.Having worked as a business professional for more than 30 years the opportunity to help individuals and business owners plan for their futures is very satisfying....Making a person's Financial picture understandable and protecting what they have are key components of what we do. Specialties: Making sure that you have a plan that minimizes taxes and one that allows you access to capital for the journey along the way! We do this by: * Building long lasting relationships with clients and associates. * Listen to peoples hopes and dreams and doing what I can to help them build a plan to get there. * Helping people be more efficient, so they can have more money to pursue those plans. "To be successful in any area you have to have a wishbone, a backbone and a funny bone"The wishbone is having goals or something to look forward to. The backbone is working hard and persevering. And the funny bone is having a sense of humor In the face of adversity. Stuff happens, but we’re going to put it behind us, laugh it off and go forward"—Reba McEntireKimberly Tarley is a registered representative with Securities America, Inc. Securities offered through Securities America, Inc., member FINRA (http://www.finra.org) / SIPC (http://www.sipc.org)This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of all client experience. Securities America, Inc. is not affiliated with Generations Financial Resources.

Kimberly Tarley's Current Company Details
SBA CPA

Sba Cpa

View
Belief Changing Financial Professional | Virtual CFO| Comprehensive Financial Services
jefferson county, colorado, united states
Website:
thesbacpa.com
Employees:
8
Kimberly Tarley Work Experience Details
  • Sba Cpa
    Director Of Customer Success
    Sba Cpa Aug 2020 - Present
    Colorado, United States
  • Sba Cpa
    Business Development Manager
    Sba Cpa Feb 2019 - Present
    Greater Denver Area
    SBA CPA provides Full Service Accounting - from Virtual CFO Services to Basic Bookkeeping and everything in between.*Tax services, including state, federal and sales tax.*Complete Payroll services handled in house..*Strategic Business Planning for Growth.and more.
  • Generations Financial Resources
    Agent
    Generations Financial Resources Sep 2008 - Present
    Greater Denver Area
    Your Growth is Our Focus....We are an Insurance Agency of Kansas City Life and work with clients... both individuals and businesses with a process called Money Trax to help clients reach their financial goals.
  • Boulder Breadworks
    Sales Manager
    Boulder Breadworks Mar 2007 - Present
    Boulder, Colorado
    Develop wholesale sales as well as new products. Helped Bakery expand routes to other parts of the state including Vail, Breckenridge, Edwards and Steamboat SpringsGrown the business from a few large accounts and mostly smaller local accounts to a mix of mostly large volume accounts with a few small accounts..We have partnered with Colorado Chefs Association to encourage better understanding of bakery capabilities by Chefs.Producing Fresh Organic Breads and Pastries in the Artisan Tradition.
  • Kksab
    Vice President
    Kksab 1986 - Present
    Arthur Tarley founded this company in 1986As a consumate deal maker, the strength of the company is in connecting people who have a need with a solution or product and often working out the logistics to complete the deal.I have kept my father's legacy alive through the company and hope to continue to provide connections as they are needed
  • Axa Financial
    Registered Representative
    Axa Financial Oct 2007 - Aug 2008
    Work with small business and individuals in planning for retirement as well as Insurance
  • Cereformusa
    Regional Manager
    Cereformusa Oct 2002 - Mar 2006
    Denver Colorado
    Representing a 14 state region with the Rustco Bakery Brand as well as cerelite and cereform bakery products. cereformUSA is a sister division of ACH Food Companies, Inc. Moved with the Rustco Bakery Brand from ACH to cereformUSA to take over 1/4 of country as region manager. Managing 14 Million pounds grew to over 20 million pounds. Responsibilities include managing Brokers, Distributors and Customer relationships, including key accounts* that fall in this region. Customers include wholesale, industrial and foodservice accounts. *Key Accounts include Shamrock Corporate, Reinhart Corporate, IMA, General Mills.
  • Ach Food Companies
    Regional Manager
    Ach Food Companies Apr 1999 - Apr 2002
    Wetern Region
    Selling a diverse product line of shortening, oil, bakery mixes, fruit fillings and icings as well as non-dairy cheese for 6 State Region. Responsible for distributor and customer* relationships through broker management. This was accomplished through training, creating proposals, new product introductions as well as creating marketing for new products. Managed 10 Million pounds/$2 Million Marginal Income. *customers include individual operators, regional chains as well as small manufacturers
  • Schwans Food Systems
    Western Regional Manager
    Schwans Food Systems Jun 1997 - Mar 1999
    Marshall,Mn
    Region Sales Manager for Manufacturer Branded Concepts. Developed New Market. Worked with brokers and broad line distributors to establish new customers as well as new distribution. Created presentations/proposals, evaluated potential sites, developed pro-forma for customer determined cost of investment and ROI. Opened 19 new units and increased territory sales by $400,000.
  • Total Petroleum
    Category Manager
    Total Petroleum 1995 - 1997
    Denver, Co
    New Concept Development – initiated major coffee re-imaging program involving comprehensive redesign and specification for equipment and signage, store layout, preventative maintenance program and training, resulting in the flawless implementation in 575 stores and a 35% increase in sales.P & L Responsibility – Managed $3 Million/ month categories by continually improving products selection, executing new concepts and providing consistent effective training to remote sites, resulting in a 5% reduction in direct product cost.Contracts – Negotiated $500K Marketing funds through a 3 year contract for Branded coffee enabling the implementation of a new concept in convenience store presentation; resulting in the expansion to 575 stores and a $5 Million in gross margin increase.Semi-Fresh Sandwich Concept – Designed a pre-prepped sandwich concept with a co-packer that was finished in-store with fresh produce and labeled proprietarily at the location. Branded Bakery Concept- Designed a Branded Pillsbury Bake Shop Concept Introduced 64 oz fountain cup as well as Adult and Kids Sports Bottles to drive sales.Training – Designed and executed a training program to show store manager what would be involved to implement the new coffee program. This program was incorporated in a “Jeopardy” board program that awarded managers with cash and prizes for answering the questions about the program; this was designed to encourage managers to listen and retain information during 2 ½ hour training session.
  • National Convenience Stores
    Senior Category Manager
    National Convenience Stores Dec 1990 - Feb 1995
    Houston, Texas
    Managed site selection, construction issues and pre-opening operations for Branded Concepts (Taco Bell, Pizza Hut, KFC, Earl Campbell BBQ, Dunkin Donuts, et Al.)Formulated marketing strategies for 63 Branded Concept locations throughout Texas. Coordinated with brand partners for strategic planning and program implementation. Directed two Product Managers in implementing sales and operations programs Developed promotional programs and advertising campaigns including pricing strategies.Determined inventory requirements; implemented quality and cost controls; coordinated purchase, installation and set-up of equipment.Developed training programs for District Managers, Store Managers and staff; compiled and prepared convenience store specific training manuals for Branded Concepts.Formulated marketing strategies for in-store fresh food products including roller grill and burrito line in over 970 retail stores. Selected vendors and negotiated purchases; monitored distributors and execution

Kimberly Tarley Skills

Management Marketing Training Marketing Strategy Sales Sales Operations Strategic Planning Product Development Retail Selling Crm Small Business Investments Food P&l Management Retirement Planning Program Management Insurance Real Estate Food Service

Kimberly Tarley Education Details

Frequently Asked Questions about Kimberly Tarley

What company does Kimberly Tarley work for?

Kimberly Tarley works for Sba Cpa

What is Kimberly Tarley's role at the current company?

Kimberly Tarley's current role is Belief Changing Financial Professional | Virtual CFO| Comprehensive Financial Services.

What is Kimberly Tarley's email address?

Kimberly Tarley's email address is kg****@****ral.com

What schools did Kimberly Tarley attend?

Kimberly Tarley attended University Of Denver - Daniels College Of Business, Wyoming High School.

What are some of Kimberly Tarley's interests?

Kimberly Tarley has interest in Working Out, Hiking Biking Skiing, Traveling And So Much More, French.

What skills is Kimberly Tarley known for?

Kimberly Tarley has skills like Management, Marketing, Training, Marketing Strategy, Sales, Sales Operations, Strategic Planning, Product Development, Retail, Selling, Crm, Small Business.

Who are Kimberly Tarley's colleagues?

Kimberly Tarley's colleagues are Debbi Naab, Todd Dierksheide, Connie Brown, Christine Trotter, Vera Tondro, Nikita Adrian Roque.

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