We verify bookkeeping, chart of accounts, and S-Corp basis for accuracy.
We review classifications to catch costly errors.
We find missed deductions to increase write-offs.
We review records for audit readiness.
We optimize mileage, meals, and travel tracking for compliance.
We confirm home office setup and calculations.
We assess expenses for better tax efficiency.
We analyze spending to reduce waste.
We evaluate your structure for tax savings.
We review compensation to reduce taxes.
We assess your tracking for financial clarity.
We review P&L and balance sheet for tax planning.

30+ years in the financial industry—guiding 5- to 8-figure clients through tax preparation, in-person IRS audits, and helping them save hundreds of thousands in taxes. The foundation? Organization.
Turned inconsistent business and life administration into a consistent, organized flow—finding things faster and reclaiming hours every day through structure and time blocking.
Built steady wealth through intentional allocation, clear tracking, and disciplined money management. All based on one belief: be a good steward of your money—allocate it, track it, and watch it grow.
High performing professionals, Business owners, CPAs, Consultants, Coaches, Teachers. Financial Planners, Attorneys, Marketers, Youtubers, Doctors, Speakers, or Book Authors who:
Feel overwhelmed tracking their finances and tax season is a stressful season.
Value logic, structure, hands on training, and systems using Excel Spreadsheets.
Earn six and seven figures and are updating their organization systems to unblock more wealth.
Are starting a business for the first or second time and need long term management tools.
Want more control and a clear, step-by-step system to organize taxes, time, and money.
Rely too heavily on their CPA and do not want to outsource their critical financial decisions anymore.
Want to understand how taxes actually flow to optimize savings.
Want both, personal and business life fully organized in one centralized system.
Don't just want knowledge, but want tools they can use again and again, not just once.
People who:
People who don't have a business in the US.
People looking for a get-rich-quick strategy.
Excel-phobic owners
People wanting tax loopholes without structure.
People who want a year slow drip program instead of 3 week of focused active execution.
People who outsource their financial decisions and do not want to understand it.
People not aware that organization is the foundation of wealth.
People who are not ready to destroy financial chaos until later.
Are Your Deductions Accurate?
We verify your bookkeeping, chart of accounts, and basis so your numbers are reliable.
Are Income & Expenses Classified Correctly?
We check for miscategorization that could be costing you money.
Are You Missing Deductions?
We identify write-offs you’re not currently taking.
Would You Be Audit-Ready?
We review documentation to help ensure you’re prepared if questions arise.
Are Mileage, Meals & Travel Tracked Properly?
We ensure you’re maximizing deductions while staying compliant.
Is Your Home Office Set Up Correctly?
We confirm eligibility and correct calculation.
Are Business Expenses Structured Efficiently?
We evaluate if an accountable plan could improve tax efficiency.
Where Is Your Money Going?
We analyze spending to uncover waste and improve organization.
Is Your Business Structure Optimized?
We assess whether your LLC, S-Corp, or setup supports tax savings.
Are You Paying Yourself Efficiently?
We review compensation strategy to avoid unnecessary taxes.
Do You Have a Financial Tracking System?
We evaluate how you monitor cash flow, profit, and taxes.
Are Your Profit & Tax Planning Systems Dialed In?
We review how you use your P&L and balance sheet for decision-making.

See your income through the IRS’s own lens so you understand exactly how your tax dollars are calculated.
Learn how your business structure (LLC, S-Corp, etc.) affects what you owe and how you strategically plan tax moves.
Discover the Tax Strategy Trifecta — the simple framework that tells you which tax strategies are most effective for you.
Customize your "Done for you Tax Cockpit Dashboard" — an Excel system with 9+ organized worksheets that centralizes everything tax-related for business owners who have an LLC, DBA or/and an S-Corp.

See the MAP framework (business) and MBM framework (personal life) to organize your entire life into a clear intentional system that you can actually use daily.
Use the MAP and MBM framework to organize your administration time, digital files, and use audit-tested bookkeeping structure to operate with less chaos, faster decisions, and clean, audit-ready records.
Customize your "Done for you Time Cockpit Dashboard" — an Excel system with 9+ organized worksheets that unifies your life goals, plans, tasks, progress, priorities, and deadlines for business and personally.

Accounting is the language of your best friend, Money. Instead of fearing it, you'll partner with it to see your true cash flow and stop cash crashes with clarity and control.
Money Management is protection. It teaches you a simple system to allocate and measure account balances, investments, and control cash flow in business and personally to stop hidden money loss.
Customize your "Done for you Money Cockpit Dashboard" — an Excel system with 9+ organized worksheets that unifies P&L accounts, bank accounts, investments, net worth, and much more to measure, manage and multiply cash flow.

I came to Susan Ker worried about a large tax bill after a major sale. She created a clear, step-by-step plan and helped me save over $150,000 in taxes in just three years. She brings clarity, confidence, and peace when you need it most.

Liza L.
Real Estate Investor

I was facing a face-to-face IRS audit and completely overwhelmed. When Susan stepped in, her calm, confident expertise gave me immediate peace of mind. She helped me save a significant amount in taxes, penalties, and guided me through one of the most stressful moments of my life to save thousands.

Debi V.
CEO-CFO Business Owner

Filing my return felt confusing until I worked with Susan Ker. She explained everything clearly, guided me step by step, and helped me properly apply my income and expenses toward a refund. I’m very grateful for her expertise and support.

Belisa M.
Human Service Consular

Working with Susan Ker changed how I feel about taxes. Her knowledge of taxes, accounting, and organization is impressive, and she helped me keep more of my money while knowing everything was done correctly. Her guidance is clear, patient, and easy to follow.

Ruth M.
Business Owner

I’d worked with other tax professionals and felt frustrated. Working with Susan Ker was a relief—she helped me get organized, understand my taxes, and stop worrying about overpaying or making mistakes. Thanks to her, I’ve saved money and gained real peace of mind.

Rebeca C.
CEO-CFO Business Owner

With over 30 years in the financial world—first as a bank manager, then founder of a successful tax firm, and as an IRS Enrolled Agent—she believed she had found her forever path.
Absolute clarity on how taxes actually works and how to manage it to work with your accountant as a profit-protector partner, not someone you blindly hand things over.
The system to connect to peace in your administration and save a minimum of 5 hours per week or 21.65 hours per month. Multiply that by your hourly rate!, that’s real money back to you.
The money and accounting system to retain 10% or more cash flow using a simple allocation, tracking, and measuring system to protect your wealth.
Stop feeling blind about your taxes and living with quiet anxiety every time you think about it.
Stop letting disorganization steal mental energy and hours from your life.
Stop building wealth blindly, feeling financially successful on paper but unclear in reality.
COCKPIT DROPDOWN MENU
One master spreadsheet with 9+ organized worksheets
→ Everything tax-related lives in one place, so nothing gets lost, forgotten, or scattered again.
Built specifically for LLCs and S-Corporations
→ You’re not guessing which rules apply to you—you’re using a system designed for your business structure.
Tax Code + Tax Quadrant + Strategy Menu
→ You understand how you’re taxed, where you fall, and which strategies are available to you—without confusion.
Tax Strategy Trifecta (organized list of tax strategies)
→ You can see every strategy you qualify for and stop leaving money on the table.
200+ deductions with plain-English explanations
→ You instantly know what’s deductible, what’s not, and what to track—no second-guessing.
Audit Risk Alert worksheet
→ You know what raises red flags and how to stay compliant before problems happen.
Mileage log with automatic calculations
→ Your deductions are tracked correctly and calculated for you, without manual math.
S-Corp Accountable Plan & LLC Home Office tracking (auto-calculated)
→ You capture and automatically calculate legitimate deductions accurately, not just to stay compliant, but to confidently ensure you do not overpay on taxes.
Estimated tax & quarterly payment estimator (also works as a P&L)
→ You know what to save, what to pay, and when—so tax bills never surprise you again.
Payroll tax tracking & balance verification worksheet
→ You can confirm everything matches and is paid correctly, even if someone else runs payroll.
Built-in tax checklist
→ You always know what’s done, what’s missing, and what’s next.
Tax calendar with deadlines
→ No missed deadlines. No penalties. No last-minute panic.
Life.OS (Life Operating System)
→ Your entire life and business run from one clear command center instead of scattered tools and mental overload.
Goals, Roadmap & Vision Board worksheets
→ You don’t just set goals—you see them, map them, and connect them to real action.
Today’s Adventure + 1-2-3 Map
→ Every day has direction, priority, and completion—no more wondering what to work on.
Business Blueprint Map (lifetime view of your business)
→ You see your business from start to finish, so decisions align with the long game, not short-term chaos.
Knowledge in Action worksheet
→ Every lesson you learn turns into a recorded action step, so knowledge never gets lost and learning becomes execution.
Quarterly Time & Target Tracker
→ You intentionally decide how your time is spent across business, personal life, and priorities—before the quarter starts.
Administration, Marketing & Product time allocation
→ You know exactly what you’re working on, what you’re delegating, and where your time is truly going.
Prospect, Team, Family, Friends & Peers contact hub
→ The most important people in your life and business are organized and never lost somewhere in files.
Cost of Training & Transformation Tracker (Cost-TTT)
→ You see the true cost of creating your training, product or service. Cost of your time, money, and equipment—so you understand your real value and price to create it.
Long-Form Video Posting Schedule & Recording Map
→ You remove friction from content creation with clear structure, ideas, and execution flow.
File Organizer Blueprint (Map Framework)
→ Your digital computer files are organized using the M.A.P framework, so you find everything faster and eliminate daily frustration. This helps decrease the 42.7 hours people spend every month looking for things.
Personal Money Management worksheet
→ Using the "Wealth Tracker Trifecta" Framework, your bank accounts stay organized, balanced, and planned ahead—so you avoid overdrafts, late fees, and financial surprises. It serves as your future-focused balancing planning. You see upcoming expenses in advance in your own personal P&L organized accounts, making smarter decisions faster with certainty.
Business Money Management worksheet
→ This is similar to the Personal MM and the P&L it's costumed designed and organized according to IRS guidelines. No more clutter! Your business cash flow is clear, controlled, allocated, and separated properly—so money decisions are intentional, not reactive. The P&L here it doesn't just serves as your chart of accounts protection, but it also protects your critical money decisions because of order.
Custodial Money Management (family support tracking)
→ You can responsibly manage money for children, parents, or loved ones without confusion or mixing funds.
Wealth Tracker (investments dashboard)
→ You clearly see how your long-term investments are performing with year-to-date, annual, and lifetime ROI—both in dollars and percentages.
Net Worth Tracker
→ You know exactly where you stand each quarter by tracking assets, investments, cash, and debt—so progress is visible and motivating.
Internal Loan Management worksheet
→ You track money loaned or borrowed between businesses or family with dates, interest, balances, and notes—so nothing is informal or forgotten.
All Accounts Master List (personal & business)
→ You always know which accounts exist, which should be closed, and which need attention—especially useful for bookkeeping and cleanup.
Stock & Investment Watch List
→ You monitor potential investments intentionally, track notes and news, and decide when to buy with clarity—not emotion.
A: Designed for busy business owners: an intense, full program. Work done upfront so you learn and implement in 3 weeks days what would normally take 1 year.
You’re going to spend the time either way, the real question is:
Do you want to spend the next 3 weeks getting organized or the next 30 years reacting and saying “I really need to get this together”
Wealth Requires Organization — Period.
This is Not time away from your life. This is time invested to permanently reduce:
-Loss of more time and money
-Stress &
-Wasted effort
Organized multimillionaires don’t manage more money by accident. They learn systems, structure, and order.
If you’re planning to manage more money or protect the money you already have better — this is your call.
Financial organization isn’t optional at higher levels. It’s the foundation that:
-Reduces wasted hours every single week
-Increases cash flow retention and
-Lowers your tax bill for yourself and your family now and in the future.
Your Cockpits are yours to use for life (for personal use only).
As Tony Robbins says: “If you are not measuring, you are not managing.”
This workshop gives you the structure to measure what matters — your time, taxes, and treasure — all in one place.
Order Comes Before Wealth
The foundation of wealth protection, preservation, and growth is a simplified organization.
Without order:
-You leak money
-You lose time
-You carry stress in your head 24/7
With order:
-Decisions become easier
-Opportunities become clearer
-Everything else works better
When your time, taxes, and money live in one clear place, you stop carrying them around in your head.
The ROI Is Simple
If you’re a business owner, this is one of the highest ROI uses of your time you can make because everything else becomes easier to manage.
Give yourself permission to pause — so everything else can easily flow forward.
A: No accountant language here, only a common sense approach to tax, time, & wealth organization. Everything is broken into simple steps, so your mind finally gets a clear path to follow. You’ll always know what to do next.
You get the plug-and-play Excel spreadsheet that took years to developed, simplify and optimized so you’re never guessing.
You’ll instantly be able to use this templates without overwhelm.
This training is designed to make you feel calm, supported, and in control… even if taxes & accounting have confused you for years. This is an exciting way to go from information to implementation in the same day!
A: Yes, you can still attend and get practical help to manage your finances. However, this class was mainly designed for U.S.-based business owners and service-based entrepreneurs. Ideal participants include high-impact coaches, doctors, lawyers, architects, advisors, consultants, youtubers, course creators, and visionaries offering a service. This training is specifically for businesses operating in the U.S.
A: No, this isn’t hype. These is the full training on systems that come from 30 years in the financial industry, extensive research, and 3 cockpits that has been simplified, optimized, organized, and refined over 100 times—all after processing more than 1,500 tax returns in my own firm and successfully representing 6- to 8-figure business owners in person before IRS and state audits.
The goal is clarity, order, and implementation —so business owners can finally decrease their taxes and manage the growth of their wealth. This is a practical class where you’ll need your laptop or desktop, a pen, a paper, and most important, your full participation and attention.
This is an intense hands on training simplified for people who hate taxes, but need to manage it.
Yes! Your investment is 100% refundable—even after week one after the workshop started it.
So if by the end of week one you are not totally satisfied, Just send a text to 407-588-8855 or send an email to [email protected] providing your registered name, email, reason why, and I’ll send your refund immediately.
You don’t need to worry—the risk is completely on me. You’ll get the lessons and the tax proprietary worksheets for that day. That’s how confident I am that this class will transform the way you handle your taxes, time, and wealth.
A. Can’t make it live? No problem! The entire class is recorded and yours to access it after the workshop.
A. No. You don’t need any tax or accounting experience. This training has been simplified over 100 times so business owners can take control of their taxes, their time, and their wealth using a common sense approach.
Susan created it after seeing too many entrepreneurs stuck in IRS audits, overwhelmed by paperwork, and losing money simply because they didn’t have the right systems in place. They were working hard in their business, but their administration was disorganized, their taxes were unclear, and their cash flow was slipping through the cracks.
Taxes and administration are time consuming and often one of the biggest expenses of life. When you understand the rules, organize your numbers, and manage your money intentionally, you can reduce wasted time, lower your tax burden legally, and keep more of what you earn with clarity, confidence, and peace of mind.
You only need excel.
No additional program purchase is required. The workshop provides the complete training you need to implement the Wealth.OS™ system.
A. No Excel stress! Just basic knowledge is enough—the worksheet is ready to go.
No, you do not need to make a separate payment. It is included.
No. This three-week program is the full training.
At the end, I will extend an optional invitation to book a call for those who have a complex situations that require unique 1:1 hands-on implementation support.
This is not for everyone, but it will be helpful for those who feel stuck in an unusual circumstance.
If you don’t need that level of support, you won’t need to do anything.
If you do, request a call, and we’ll both decide whether it makes sense to move forward or not.
The goal is full support.
Offer is curretnly closed
Text "WEALTH" to 407-588-8855 along with your question.
Messages that include this keyword "WEALTH" will be prioritized.
Hours of operations for workshop Q&A Text
Monday to Friday: 2pm to 6pm EST
For more in-depth support, I'd love to connect, just book a one-on-one call below.
Most workshops give information and motivation. The Wealth.OS Workshop gives you life long systems you can customize during the workshop and use for life. You’re not just learning concepts — you’re installing three cockpits that are
Structured
Repeatable &
Simple to maintain
Multitasking slows you down. Experts say your brain can’t really do multiple tasks at once—it just switches back and forth. This switching can reduce your efficiency by about 40% and make it take 20–25 minutes to get fully focused again after an interruption.
Deep, focused work multiplies results. When you concentrate without distractions, you enter a “flow state,” producing higher-quality work faster and with fewer mistakes.
Money and time leaks aren’t removed little by little—they’re handled head-on. Disorganization quietly costs money every day. That’s why we focus for 3-week to attack the chaos dragon once and for all to completely clear your path for more wealth .
Legal Disclaimer
The information provided in this training is based on extensive professional research in the fields of taxes and accounting. However, we do not guarantee specific results, including your ability to achieve financial success or save money using our strategies. Your results will depend entirely on your time, effort, energy, and commitment. Success in business requires a solid plan, a strong work ethic, and perseverance in the face of challenges.
This training is intended to offer you a simple framework that can be applied effectively after practice. All relevant information is detailed in our terms, privacy policies, and legal disclaimers, available through the links on this page. If you share our practical vision of the business world and understand that reaching valuable goals requires effort and consistency, we’re confident this program is ideal for you. It will be an honor to accompany you on your path to success.
Enjoy the training!