Bookkeeping On Purpose


Let's move forward and grab a hold of the future you've been dreaming about. It's time to turn that dream into a reality.


We understand - you're trying to work on your business and not in your business and you've been needing to get your business finances together, but you really have no clue because it's not your zone of genius.


We cannot solve our problems with the same thinking we used when we created them. - Albert Einstein

Not your basic Bookkeeping

Guidance

You will receive guidance in balancing which services/products are profitable and which energize you.

Support

You will be supported, knowing you are not alone in this entrepreneurial journey.

Accountability

As you set SMART goals, you can assume responsibility for the objectives.

Motivation

A satisfaction feeling accomplishment that comes with finishing something challenging.

Bookkeeping Packages

Easy-Fix Bookkeeping

Monthly bookkeeping when you are ready to outsource and receive monthly reports and financial statements. This package allows you to regain your time and focus more on your clients.

  • Track Income and Expenses
  • Financial Reports: Income Statement, Balance Sheet, and comparisons
  • Reclaim your time back
  • QuickBooks Subscription included
  • Unlimited Transactions
  • Limited to two bank/credit card accounts
  • Must separate business and personal transactions
  • Tax-Time ready
  • Discount on tax Preparation ($300 value)
  • Discount on financial consulting services, business coaching, and operational support.

This package will help you begin to organize your business finances.

For All Bookkeeping Packages

  • On-boarding Fee $500 - the on-boarding process is over 4-6 weeks to reduce the stress on you.
  • Bookkeeping catch-up fee is determined by the number of months and the state of your books.
  • If manual journal entries are required, there is an additional charge. This could happen if your bank restricts how far data can be pulled.
  • Additional charges for QB clean-up if you already have QuickBooks (You can start with fresh books).

Brother Juan is More Than a Bookkeeper

He uses his gift to read and interpret financial statements and other data to analyze your business. Your numbers tell the story of your business, and listening to them can guide future decisions.

As a fellow entrepreneur, he understands your journey with no judgment. Combining his knowledge, education, and skills with your business builds synergy, and your success becomes his mission as he partners with you. When you succeed, we succeed.

  • Masters of Accounting and Financial Management, Graduate Certificate in Accounting, Bachelors of Science in Business/Management
  • Certified Christian Business Coach & Consultant
  • Doctor of Ministry (Biblical Counseling)

More Than a Bookkeeper

What others are saying about Brother Juan

5⭐ reviews

Dr. A.J.

Master Life Coach Trainer


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!

Cheryl B.

Christian Life Coach


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"!

I believe in you.

Bookkeeping On Purpose


Free Download

Guide: Top 10 Bookkeeping Basics

If you're not ready to outsource your bookkeeping, that's okay. Download this guide to help you with some bookkeeping basics.


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