About our company
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 on your Next Step in bookkeeping/accounting, income taxes, website services, business coaching/consulting, and business formation.
Entrepreneurs, we help you build synergy and grow past your financial barriers. This begins with knowing your numbers, analyzing them, and implementing change to maximize profits. In addition, we help you utilize current tax laws to avoid unnecessary tax burdens.
Connection Calls
Income Tax Preparation
(Personal & Business)
Our virtual services let you upload your documents to our secure portal from the comfort of your home or office. We take our industry seriously, which is why we participate in continual education to stay informed of the ever-changing tax laws.
Bookkeeping & Accounting
Bookkeeping is often used interchangeably with the documentation of past transactions in your business. Accounting is the process of summarizing, interpreting, and communicating data to support decision-making. Then CFO services focus on the future, analyzing additional metrics in your business and helping you to make projections for scaling.
Business Coaching & Consulting
Coaching and Consulting Services are available in packages and as 1:1 Clarity Sessions. Clarity Sessions are a one-hour video call with Brother Juan focused on tackling any issue you want — whether it’s something that’s been causing you stress, something you’ve continuously been putting off, or something you’re just seeking an outside opinion on.
We realize that many of our clients aren’t sure what they need help with. The whole point is that they’re feeling lost or overwhelmed, or they need help troubleshooting and pinpointing the issue. We can help with that too, so if that’s the case, just say that!
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”!
Cheryl B.
Christian Life CoachBrother 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
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
Meet the Owner
As an ordained minister, I am passionate about teaching and bring the same level of enthusiasm to Next Step Financial Partners. As a business owner, I understand and empathize with other business owners on the highs and lows of their entrepreneurial journey. I do not simply provide services; I come alongside you on your journey as a strategic partner in your financial success.
If you are ready to overcome your financial barrier, let’s discuss whether we are a good fit to work together.