We Help Entrepreneurs Navigate Their Business To Achieve Maximum Profitability And Freedom.

We offer solutions to meet you where you are on this entrepreneurial journey.


Tax Deduction Toolkit & Checklist

For sole proprietors, single member LLCs, life coaches, consultants, and other solopreneurs.

What Others are saying

My experience with Brother Juan and Next Step Financial Partners has been phenomenal. As a relatively new business owner, Juan has provided exactly the financial guidance and direction my organization has needed. He has been able to anticipate my needs and provide well-thought-out suggestions. I most appreciate his level of knowledge, organizational skills, reliability and ability to communicate in a way that guides, but also teaches. I highly recommend Next Step Financial Partners for your financial needs. Juan is an excellent "partner"!

Christian Life Coach

Brother Juan is a man of faith who effectively serves Life Coaches and understands all of our small business tax and accounting needs (which is rare in this space). He's kind, patient, understanding, and extremely knowledgeable - which is why I look forward to our work together (and sharing about his services with other Coaches). Highly recommend a consultation and staying in touch with him and his team!

Andrieka A.

Master Life Coach Trainer

Brother Juan is AMAZING! I understood the whole process and felt confident the whole time.

Jasmyn A.

Video Service/Media

I had very negative experiences from previous tax preparers. It was obvious that they cared only about money. Brother Juan is different. He takes his time and explain things, he answered the many questions I had, and I trust this company. I will definitely refer others to them.

Vickey M.

Case Worker

Excellent professional job. Thank you, Juan.!!


Tax Client

Our Mission

We help American families build wealth for future generations through entrepreneurship. We help entrepreneurs navigate their businesses to achieve maximum profitability and freedom as they pursue their purpose.

We are ready to partner with you for your Next Step with bookkeeping/accounting, income taxes, website services, business coaching/consulting, and business formation.

Get a Clear Growth Plan.

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Guide: Top 10 Bookkeeping Basics

Are you looking for More Than a bookkeeper?


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