Expense automation
mentorship that
goes the distance
Nextsteprer works with individuals and teams who want a structured, long-term approach to managing and automating business expenses — not a 3-day workshop, but an ongoing working relationship.
Where the idea behind this came from
Back in 2018, the founding team noticed a consistent pattern: businesses were spending significant hours each month on expense reconciliation that could be handled automatically. The problem was not software — there were plenty of tools. The problem was that no one was staying long enough to make sure those tools were actually adopted.
Nextsteprer was built around a different model. Instead of selling a course and leaving, the mentors here stay on for 6 to 12 months, working directly with clients until the automated workflows are running reliably. That includes everything from category mapping in accounting platforms to scheduled reporting and approval chain logic.
engagement length
covered in sessions
across time zones
The people behind the sessions
Each mentor at Nextsteprer has worked inside finance or operations teams before moving into teaching. That matters — the advice comes from actual experience running expense workflows, not from studying them at a distance.
Lead Mentor
Tarquin Breslow
Spent 9 years in mid-market accounting before shifting fully to mentorship. Works primarily with clients building their first automated expense pipelines in tools like Xero, QuickBooks and Zoho Expense.
Operations Advisor
Dagna Wiśniewska
Formerly managed regional expense audits across 14 office locations. Now focuses on helping teams design approval workflows and policy documentation that actually hold up under real usage.
Systems Integration Mentor
Obinna Echefulam
Background in ERP configuration and API-based integrations. Helps clients connect expense tools to payroll, HR and reporting systems so data moves without manual intervention between platforms.
How an engagement actually unfolds
The process below describes a typical 6-month engagement, though timelines shift depending on how complex the client's existing expense infrastructure is and how much needs to be rebuilt versus configured.
