Wealth Factory Podcast | Episode 14

Guest: Courtney Epps

In this episode of the Wealth Factory Podcast, Scott Larsen sits down with Courtney Epps, an international speaker, author, and accounting expert who has transformed her career and built a thriving cloud-based accounting practice focused on tax strategy and freeing up cash flow for her clients.

Courtney shares her journey from a frustrated accountant who quit during her first tax season to a business owner generating millions in revenue through mindset shifts and strategic planning. She highlights how helping small and medium businesses save money on taxes, often their largest expense, can free up capital to reinvest in growth, hire employees, or expand skills.

One key lesson Courtney offers: many business owners overpay taxes because they lack proper expense tracking or the right business structure. She explains the importance of having an LLC treated as an S-corp to avoid unnecessary self-employment taxes. Courtney also encourages business owners to maximize legitimate tax deductions without fear, noting her firm’s successful audit track record.

We dive into how Courtney balances life with seven kids while running a fully remote firm and shares her philosophy of wealth, having the freedom to choose how to spend your time and money.

Key Takeaways:

• The importance of mindset and charging what you’re worth
  
• Using cloud-based systems to scale your practice
  
• Tax strategy as a tool to improve cash flow and grow your business
  
• Why proper business structure is essential to reduce taxes
  

Chapters
00:00 Intro
00:14 Guest introduction
01:04 Business overview
02:40 Courtney’s journey & mindset shift
06:00 Financial lessons & strategies
10:27 What being wealthy means
13:00 Advice for new business owners
14:38 Final tips & wrap-up

Listen Now: https://wealthfactory.com/podcast

Learn more about Wealth Factory: https://wealthfactory.com

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