Financial Services Designed Exclusively for Nonprofits

Simple, Clear, Mission-Driven Support, So You Can Focus on Changing the World

At Mero Financial Group, we know that managing a nonprofit’s finances isn’t just about keeping the books straight, it’s about ensuring your mission has the strong financial foundation it needs to grow and thrive.

That’s why we offer a full suite of financial services built specifically for nonprofits like yours. Whether you’re just starting out, stabilizing your operations, or preparing for the next big step, we’re here to make sure your numbers are working for you, not against you.

Our Services for Nonprofits

We’ve grouped our services into easy-to-understand categories to make it simple to find the support your organization needs.

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Formation & Compliance

Get set up right from the start, and stay compliant every step of the way.

  • 501(c)(3) Application Preparation & Filing
  • IRS Revocation Reinstatement Assistance
  • State Charitable Registration & Renewals
  • Annual IRS Form 990 Preparation & Filing (All Versions: 990-N, 990-EZ, 990, 990-PF)
  • Ongoing Compliance Monitoring & Reminders
  • Unrelated Business Income Tax (UBIT) Guidance
  • IRS Audit Support & Representation

Why This Matters: Failure to stay compliant can put your tax-exempt status, and your mission, at risk. We help you avoid the headaches and keep your nonprofit in good standing.

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Payroll & HR Support

Take the stress out of payroll so you can focus on your people.

  • Payroll Processing & Direct Deposit

  • Payroll Tax Filings (Federal, State, Local)

  • New Hire & Employee Onboarding Assistance

  • Employee Benefits Coordination (Health, Retirement, etc.)

  • HR Policy Guidance & Support

Why This Matters: Failure to stay compliant can put your tax-exempt status, and your mission, at risk. We help you avoid the headaches and keep your nonprofit in good standing.

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Tax Compliance & Year-Round Advisory

Stay ahead of tax deadlines and avoid costly mistakes.

  • Federal and State Tax Filings
  • Year-Round Tax Planning & Strategy Sessions
  • UBIT Analysis & Planning
  • IRS Notices, Responses, and Representation
  • Multi-State Registration & Filing Support for Charitable Solicitations

Why This Matters: Failure to stay compliant can put your tax-exempt status, and your mission, at risk. We help you avoid the headaches and keep your nonprofit in good standing.

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Bookkeeping & Accounting

Stay organized, accurate, and ready to report at any moment.

  • Monthly Bookkeeping Tailored for Nonprofits
  • Categorization of Transactions for Program, Grant, and Operational Funds
  • Bank & Credit Card Reconciliation
  • Preparation of Financial Statements: Profit & Loss, Balance Sheet, Cash Flow
  • Budgeting, Forecasting, and Scenario Planning
  • Board-Ready Financial Reports & Dashboards
  • QuickBooks Setup, Clean-Up, & Training (Nonprofit Edition)

Why This Matters: Clean books aren’t just about compliance, they help you make better decisions, build trust with donors, and provide transparency to your board and stakeholders.

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Grant Management & Financial Strategy

Get the clarity and tools you need to maximize your funding and plan for the future.

  • Grant Budgeting & Tracking
  • Grant Financial Reporting for Funders & Grantors
  • Cash Flow Management & Forecasting
  • Program Cost Allocation Support
  • Strategic Planning & Financial Health Assessments
  • Custom Financial Dashboards for Leadership & Board Oversight
  • Fundraising Financial Guidance & Support for Grant Applications

Why This Matters: Failure to stay compliant can put your tax-exempt status, and your mission, at risk. We help you avoid the headaches and keep your nonprofit in good standing.

Our Approach: Build Around Nonprofit Needs

We don’t believe in cookie-cutter solutions. Every nonprofit is different, which is why we take the time to understand your organization, your funding streams, your goals, and your challenges.

When you work with Mero Financial Group, you get:

  • A dedicated advisor who knows your organization
  • Flat, transparent pricing (no hourly surprises)
  • A partner who explains things clearly and helps you make smart decisions

Get Started Today

Ready to take the stress out of your nonprofit’s finances? Let’s talk about your needs and see how we can support your mission.

Schedule Your Free Consultation

Additional Value-Add Services (Optional Add-Ons)

  • Catch-Up & Clean-Up Bookkeeping Projects

  • Nonprofit Financial Policy & Procedure Development

  • Internal Controls Assessment

  • Board Financial Literacy Training Sessions

  • QuickBooks Conversion & Integration Support

Let’s Build Something That Lasts

When your finances are in order, your mission has room to grow. We’re here to make sure that happens.

Schedule Your Free Consultation

Your Trusted Financial Partner for Nonprofits

Bookkeeping. Tax. Compliance. Financial Strategy & Advisory.