How may we serve you?

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 for your Next Step with bookkeeping/accounting, income taxes, website services, business coaching/consulting, and business formation.

Entrepreneurs, we help you build synergy and grow past your financial barrier. 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.

Individual and Business Tax Preparation Services

Our virtual services mean you can simply upload your documents to our secured 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, & CFO Services

Often used interchangeably, we view bookkeeping as the documentation of past transactions in your business. Accounting is the process of summarizing, interpreting, and communicating that data to help you make a decision. Then CFO services focus on the future analyzing additional metrics in your business and helping you to make projections for scaling.

Other Services

Tax Resolution

Tax Resolution and Tax Relief are services designed to help taxpayers through the complicated task of resolving back tax problems. Don’t wait on the IRS or State Tax Office to come after you.

Business Formation Services

We have partnered with Business Formation experts who can file all the paperwork to help you start a business today. Whether you decide to Form an LLC (Limited Liability Company), Corporation, Non-Profit, or simply File a DBA, our business filings experts can file your paperwork quickly and affordably. If you are interested in finding out more information please contact us.

Business Coaching & Consulting Services

Our owner is a Certified Christian Business Coach and Consultant and offers a free Biz Discovery Call that allows us to explain our process and establish the scope of our sessions.

Coaching and Consulting Services can be purchased in packages and 1:1 Clarity Sessions. Clarity Sessions are an 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 kind of 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!

Website Design and Management Services


Web design is the process of planning, conceptualizing, and arranging content intended for the Internet. Modern web design goes beyond how things look (aesthetics) to include how things work (functionality). Web design is important because it impacts how your audience perceives your brand. The impression you make on them can either get them to remain on your page and learn about your business or leave your page and turn to a competitor. A good web design helps you keep your leads on your page. When you purchase your domain and hosting through our site, the web design begins at $450.

We offer a website builder for your DIY project and you can receive a discount (15% Off) by using the promo code nsfp4u.

Visit Next Step Hosting for domain registration, eCommerce, hosting, email, website security, and other needs.

Meet the Owner

As an ordained minister I have a passion for teaching and I bring that 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 through the journey as a strategic partner for your financial success.

If you are ready to overcome your financial barrier, let’s have a discussion and see if we are a good fit to work together.


  • Masters of Accounting and Financial Management with distinction
  • Graduate Certificate in Accounting
  • Bachelors of Science in Business/Management
  • Annual Filing Season Program Record of Completion - IRS
  • Doctor of Ministry in Biblical Counseling, Master of Pastoral Theology, and Bachelor of Ministry (not-fully accredited institution)
  • Certifications

  • Certified Christian Business Coach
  • Certificate in Business Coaching
  • Certificate in Business Consulting
  • Board Certified Credit Consultant (Additional certifications in Credit Score, FCRA, and FDCPA)
  • Timeout for stressing about your biz finances and taxes. It’s time to build synergy and grow past your financial barrier.

     Get a Clear Growth Plan. Book Your FREE Navigation Call Now!