Are you a business owner who wants control of your Taxes, Time & Money by getting organized first?
WE'LL CuSTOMIZE THE BUILT FOR YOU Wealth Operating System TOGETHER
Not in Years, but in Just 3- Days, You’ll Leave This Workshop With 3 Ready-To-Use Wealth Organization Operating System, called "The Wealth.OS™"... 3 Excel Dashboards or Cockpits to ...
1. Stop Overpaying the IRS,
2. Reclaim Hours Each Month,
3. Protect Your Cash Flow by 10% or More.
INVESTMENT DEAL
$4,997
Only $297
Deal Ends: 03-15-26
Next event: $497
DATES
THREE FULL DAYS
Mon 03-16-26
Tue 03-17-26
No class Wed
Thu 03-19-26
SAME TIME DAILY
EST 10am - 5pm
CST 9am - 4pm
MST 8am - 3pm
PST 7am - 2pm
21 hours total
LOCATION
Zoom
A Zoom link will be sent by email and text.
"In business, organization is an absolute necessity, not an alternative.”
Lerry Burkett
Experience the
Wealth.OS™
A 3-Day Wealth Organization Reset Intensive Workshop. Connect to peace. Your administration time, your taxes, and your wealth will finally be in order. You’ll stop loosing time and money using three curated built for you cockpits, excel-based systems designed to destroy financial anxiety, the enemy of wealth—head on!.
After 33 years in the financial industry—and passing IRS audits in person for small and multimillionaire clients—I’ve learned one truth: tax savings and wealth growth only work when your financial life is organized. Connect to joy... this is the workshop that gives you the tools!
Next Event $497+
Wealth.OS™
A 3-Day Organization Reset Intensive Workshop
Here's What You Get:
Live, step-by-step Wealth.OS training for all 3 Cockpits (structured worksheets refined over years).. Built for you for immediate customization during the Workshop. You get Lifetime access to the Tax, Time, & Money Cockpit.
Master and customize your tax organization with my T.C.Q.
(Tax Cost Quadrant) framework — education even CPAs need — using the Tax Cockpit.
Master and customize your Time organization with my M.A.P Framework—using the Time Cockpit.
Master and customize your Money organization with my Wealth Tracker Trifecta —using the Money Cockpit.
You Don’t Need Motivation.
You Need Systems.
3 DAYS - 21 HOURS
Mon 03-16-26
Tue 03-17-26
No class Wed
Thu 03-19-26
SAME TIME DAILY
EST 10am- 5pm
CST 9am- 4pm
MST 8am- 3pm
PST 7am- 2pm
LOCATION
Zoom Live
Replays to revisit and save
DEAL ENDS
03-15-26
Three days, 1 lifetime mission: Common Sense Wealth Organization
Why hundreds of business owners have worked with Susan
Mindblowing
Concept!
Eye Opener!
Very, very
Valuable!
I Applaud
You!
Organization to less waste of hours & 90% less in taxes
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
Organization to peace & 60% less in taxes
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
Organization to visibility & 100% less in taxes
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
Organization to Peace & Tax Refund
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
Organization to Tax Savy & 30% Less Tax
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
Tax savings were the result — organization was the foundation.
The backend system I used to help clients lower taxes is now optimized and simplified for you.
It saves time, protects money, and creates control.
STOP TAX ANXIETY
With TAXES, Stop ...
Stop feeling blind about your taxes and living with quiet anxiety every time you think about the IRS.
Stop overpaying taxes simply because your financial information isn’t clear and organized.
Stop digging through emails and bank statements to find or understand your deductions.
STOP
MENTAL CLUTTER
With TIME, Stop ...
Stop reacting to your week instead of intentionally planning it.
Stop wasting mental energy trying to remember what needs attention next.
Stop letting disorganization steal hours from your business and personal life.
STOP WEALTH BLINDNESS
With TREASURE, Stop ...
Stop building wealth blindly without a dashboard to measure it.
Stop feeling financially successful on paper but unclear in reality.
Stop feeling unclear about your real net worth and financial position.
“For every minute spent organizing, an hour is earned.” Benjamin Franklin
WHAT YOU WILL LEARN
3 Days of full focus to get organized - once and for all!
Day 1 - Tax Organization
INCOME TAX CODE
You’ll learn how taxes really work to see your income exactly the way the IRS sees it — through their own "Tax Lenses". This tax research has been ... Translated, Simplified, Optimized, & Organized over a hundred times…so the whole system clicks fast, creating a domino-effect that gives you tax clarity and control in minutes, not years.
ENTITY TAXATION
You’ll finally understand what the IRS sees when they look at your LLC, S-Corp, or sole proprietorship — and how the right structure can save you thousands of dollars.
TAX STRATEGIES TRIFECTA
You’ll discover a Tax Treasure — the simple breakdown of which strategies to choose first.
1. No tax now and no tax later
2. No tax now but pay tax later
3. Pay tax now but no tax later
This is the moment where people say, “I never knew I could do that!
TAX COCKPIT
The Tax Cockpit is one simple spreadsheet with 9+ organized worksheets that puts your entire tax life in order. Built specifically for individuals and business owners with an LLC or S-Corporation, it organizes tax rules, strategies, deductions, calculations, and deadlines into clear, easy-to-follow dashboards—so you never go back to confusion. The outcome is peace of mind and confidence, knowing exactly what applies to you, what to track, and what to do next—all year long.
YOUR TAX COCKPIT FEATURE & BENEFITS
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.
These worksheets were built, tested, and refined over years of real-world use—strategically condensed from hundreds of
worksheets into one streamlined system that’s practical, simple, and designed for real life.
Excel isn’t just rows and numbers— it’s a quiet place where your life and finances finally make sense.
Day 2 - Time Organization
TIME MASTERY
Time Mastery is the framework that teaches you how to organize your entire life—business and personal—into a clear, intentional system. Using two simple frameworks, MAP for Business and MBM for Personal Life, you’ll learn how to place every goal, task, responsibility, idea, and commitment exactly where it belongs.
The outcome is control and peace of mind—because when everything has a place, time stops feeling chaotic and starts working for you.
TIME MANAGEMENT
Time Management teaches you how to organize your time, bookkeeping, and digital files using proven MAP and MBM frameworks. You’ll learn exactly which bookkeeping methods and chart-of-accounts structure to use—based on what’s held up in real IRS, in-person audits, not theory.
The result is less chaos, faster decisions, and records that are always clean, organized, and audit-ready.
TIME COCKPIT
The Time Cockpit is one simple spreadsheet with 9+ organized worksheets that turns your life into a clear, intentional operating system. It replaces scattered notes, forgotten ideas, and reactive days with structure—so your goals, time, knowledge, and relationships all live in one place and work together.
The outcome is focus, follow-through, and peace of mind—knowing exactly what to work on, when to work on it, and why it matters.
YOUR TIME COCKPIT FEATURE & BENEFITS
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.
These worksheets were built, tested, and refined over years of real-world use—strategically condensed from hundreds of
worksheets into one streamlined system that’s practical, simple, and designed for real life.
Loose the weight On your Soul... Feel Freedom.
Day 3 - Money Organization
MONEY MASTERY
Money Mastery simplifies accounting so you finally understand how profit and loss, cash flow, and the balance sheet work together to tell the real story of your money. You’ll learn how to read the truth about cash—not just numbers—so you can confidently master, measure, and multiply your cash flow over the long term.
Instead of fearing accounting, it becomes your guide—protecting your money, revealing opportunities, and helping you escape scarcity with clarity and control.
MONEY MANAGEMENT
Money Management teaches you Wealth.OS—a simple, proven operating system to manage money the right way, personally and in business. You’ll learn to spot and diffuse common lies about money, then use a practical system for organizing bank accounts and cash flow based on what actually works long term—not theory.
Inspired by The Richest Man in Babylon, Profit First, Brian Tracy, and refined through real-world testing, Wealth.OS helps you manage cash with clarity, discipline, and confidence.
MONEY COCKPIT
The Money Cockpit is one simple spreadsheet with 8 organized worksheets as tools to implement the use of the Wealth.OS giving you total visibility and control over your money. It organizes personal, business, and family finances—along with wealth, net worth, and internal loans—into clear dashboards so nothing is hidden, forgotten, or unmanaged. The outcome is confidence and peace of mind, knowing exactly where your money is, how it’s growing, and what decisions to make next.
YOUR MONEY COCKPIT FEATURE & BENEFITS
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.
These worksheets were built, tested, and refined over years of real-world use—strategically condensed from hundreds of
worksheets into one streamlined system that’s practical, simple, and designed for real life.
"Whoever can be trusted with very little can also be trusted with much"
Author, Jesus.
The Wealth.OS™
Is Not
Old tax lectures
Old accounting lectures
Tax preparation
Bookkeeping
Tax Filing
Motivational Only
This are 3 days learning systems with excel templates, optimized for several years, to download and use.
TAXES
Day 1
You will Leave With
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.
A single, organized tax system that eliminates tax overpayments to the IRS, missed deductions, and audit anxiety.
The system to make tax decisions proactively—before money is lost, not after.
TAX COCKPIT
TIME
Day 2
You will Leave With
The system to 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.
A clear operating system for your time that replaces reaction with organized priorities, intentional execution so nothing. important gets forgotten.
The system to allocate time like an owner—not an operator—without mental clutter.
TIME COCKPIT
MONEY
Day 3
You will Leave With
The system to retain 10% or more cash flow using a simple allocation and measuring system.
Practical accounting understanding to read your balance sheet, profit and loss, and cash flow to make informed business decisions.
Easy to use system to verify and measure your personal an business bank and credit card account balances to protect and grow your net worth.
MONEY COCKPIT
“A good system shortens the road to the goal.”
Orison Swett Marden
Who is the Wealth.OS™ Workshop for?
FOR YOU, IF
You’re a business owner who thinks in systems using Excel Spreadsheets.
You want both your personal and business life fully organized in one centralized system.
You been looking for structure to get rid of temporary fixes.
You want to understand and manage your financial life, not outsource your critical decisions.
You enjoy planning ahead, breaking big tasks into clear steps, and having a system to organize your life, money, and business.
You like to weigh benefits versus risks and minimize mistakes or losses before taking action.
You aim to maximize your time and wealth through a simple system that save effort, reduce stress and clutter.
NOT FOR
People who do not have a business in the US.
People who have a storefront with inventory businesses.
People looking for quick temporary loopholes.
Spreadsheet-phobic owners.
Prefer outsourcing financial decisions instead of understanding it.
Anyone who wants motivation instead of execution.
A HIGH IMPACT, LIFE COACH, HEALTH COACH OR EDUCATOR
Scaling your programs, your audience trusts you, and revenue is increasing, but you’re making six, seven, or eight - figure decisions without seeing the full picture.
Become your own hero.
DOCTOR, LAWYER, MARKETER, OR ARCHITECT FIRM OWNER
Your practice is doing well but you are making high-stakes decisions without full visibility of your true cash flow and tax savings decisions.
Build Your Empire
FOUNDER, CONSULTANT, INVESTOR OR SERVICE BASED BUSINESS OWNER
Your business is growing, and your calendar is full, but you’re forced to react instead of allocate, quietly wondering how much cash flow and tax money is leaking.
Lead Your Legacy
“Order and simplification are the first steps toward mastery of a subject.” — Thomas Mann
Wealth Organization Is Susan's Lifetime Passion
Meet Your Host
Susan Ker, EA.
Susan Ker, EA.
She is a faith driven IRS Enrolled Agent and Tax & Wealth Advisor, known as the Mastermind of Wealth Organization and creator of The Susan's Tax Quadrant.
As founder of Wealth Takeover Inc., she provides tax organization, tax savings strategies, and bilingual tax training (Spanish & English). She helps 6–8 figure service-based entrepreneurs, doctors, lawyers, architects, real estate investors, tax pros, and coaches save time and hundreds of thousands in taxes.
Having been married for more than three decades, she understands the patience, character, and persistence required to build lasting results — in both life and business.
Decades of Financial Experience
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.
She helped 5 to 8 figure clients save time, thousands of dollars, and survive intense in-person IRS Audits… until she saw what happened to the ones who came too late. One man said, “The IRS ate me alive. I wanted to hide under their desk. ” Another collapsed from stress and was rushed to the hospital. A marriage ended. Two businesses shut down under audit pressure. It wasn’t just about money anymore. It was about lives falling apart.
And the worst part? Susan watched business owners walk into audits like they had a blindfold on, while the IRS agent could see everything clearly.
Not fair.”
The Turning Point
That was her painful breaking point. She realized her mission was no longer to defend, but to help business owners rise and reclaim their wealth with organization, lower taxes and wealth growth. So she returned to the tax jungle and her passion—this time equipped to clear the path.
The Mission Was Born
She launched a YouTube channel, was a keynote speaker, sold her tax firm, created hands-on trainings, published the Tax Jungle Magazine, and founded The Wealth Takeover Trainings —a mission to help business owners prevent chaos before it starts.
Passion Meets Strategy
Today she equips entrepreneurs to protect their time and slash taxes so they can build lasting wealth more efficiently. Her work blend divine inspiration, passion, elite mentorship from top-tier coaches, three decades of real-world financial wisdom, and proven strategies.
She’s Not Here to Save You—She’s Here to Empower You to Be Your Own Wealth Hero
She teaches what she always wished every entrepreneur knew before it was too late.
Organization Is the Foundation of Wealth. Susan Ker, EA.
Unlock 30 years of experience in finance with systems perfected over decades, skip years of clutter, and achieve clarity.
“ACTION is the real measure of intelligence.” Napoleon Hill
What Makes Wealth.OS™ Different?
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- What matters, where it lives, and what to do next
Repeatable- Informed decisions with intension, not reacting
Simple to maintain- tax life, admin time, and money organized into clear dashboards.
1
TAX COCKPIT
Tax Cockpit – An excel dashboard to organize and track your tax data so planning is proactive, not reactive and nothing tax-related is missed, forgotten, or stressful.
2
TIME COCKPIT
Time Cockpit – An excel dashboard to organize and track your life wellness, make smarter decisions, optimize your actions, connect to true peace of mind, and keep your days and goals intentionally aligned ready to use the same day.
3
MONEY COCKPIT
Treasure Cockpit – How assets, chart of accounts, bank accounts, and net worth are measured, tracked and understood at a glance so your money is visible, managed and working on purpose.
Under pressure, Susan discovered that focus multiplies results—taxes, time, and treasure all mastered by deep work.
Research
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 Susan’s 3-day system works: two days of deep work to attack the root problem, one day to rest, then the third day to finish it completely—solving it fast and efficiently.
"Time is more valuable than money. You can get more money,
but you cannot get more time.” — Jim Rohn
Frequently Asked Questions
I’m already so busy—how can I justify taking time off for this?
A: Designed for busy business owners: an intense, full program. Work done upfront so you learn in 3 days what would normally take 3 years.
You’re Going to Spend the Time Either Way
The real question is:
Do you want to spend the next 3 days 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 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 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.
-One decision.
-One structure.
-One system.
And everything else becomes easier to manage.
Give yourself permission to pause — so everything else can easily flow forward.
I’ve tried learning about financial organization before, but it never clicked—what makes this workshop actually work?
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!
I’m not a business owner—can I still attend, and will this training be relevant to me?
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.
Is this just hype and mindset talk, or will I actually learn practical tax strategies I can use right away?
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 face to face 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.
Is it refundable?
Yes! Your investment is 100% refundable—even on day one after the workshop started it.
So if by the end of the first day 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 treasure/wealth.
What if I can't attend live?
A. Can’t make it live? No problem! The entire class is recorded and yours to access it after the 3-day workshop.
Do I need Tax or Accounting Experience?
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 are 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.
This class is designed to help business owners do exactly that—with clarity, confidence, and peace of mind.
Would I need to buy another program on the 3-Day Workshop?
No additional program purchase is required. The three-day workshop provides the complete training you need to implement the Wealth.OS™ system.
For business owners with unique circumstances who need one-on-one, information will be provided during the workshop on how to work directly with Susan, if desired.
Do I need excel?
A. No Excel stress! Just basic knowledge is enough—the worksheet is ready to go.
Long term wealth growth comes from preparation, not procrastination. Susan Ker, EA.
MAKE SPACE IN YOUR SOUL 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!