About Mero Financial Group

Helping Nonprofits Thrive, One Balance Sheet at a Time

Our Values

  • Integrity — We do what’s right, not what’s easy.
  • Clarity — We make the complex simple.
  • Partnership — We believe in working with you, not just for you.
  • Impact — Your mission is our mission. When you succeed, we succeed.

Our Mission: To Help You Focus On Yours

At Mero Financial Group, we believe nonprofits deserve the same level of financial care and strategy that for-profit companies receive, but with solutions tailored to the realities of mission-driven work.

We exist for one reason: to support nonprofits like yours. Whether you’re providing vital community services, advancing the arts, delivering healthcare, or running faith-based programs, we’re here to make sure your finances stay organized, compliant, and working in service of your mission.

Because at the end of the day, it’s not just about the numbers. It’s about what those numbers make possible.

Who We Serve

We work exclusively with small to mid-sized nonprofits with annual revenues between $250,000 and $5 million. These are the organizations out there doing the work, stretching every dollar, juggling funding sources, and navigating complex reporting requirements, all while staying focused on impact.

  • Community & Social Service Organizations
  • Faith-Based Nonprofits & Ministries
  • Arts, Culture, and Education Programs
  • Health & Wellness Nonprofits

  • Environmental & Advocacy Groups
  • International Aid & Humanitarian Projects
  • Private Foundations

If that sounds like your organization, you’re exactly who we built this firm for.

Why Nonprofits Choose Mero Financial Group

Because You Need More Than Just a Bookkeeper

  • Nonprofit Expertise: We specialize in nonprofits. That means we understand the grant cycles, board expectations, funding restrictions, and compliance requirements that come with running a mission-driven organization.
  • Practical, Clear Guidance (No Jargon): You shouldn’t need an accounting degree to understand your financials. We explain things in plain English and focus on giving you the information you need to lead confidently.
  • Real Relationships, Not Just Reports: We’re not a giant call center or a faceless firm. You’ll work directly with someone who knows your organization, and cares about your success.
  • Flat, Transparent Pricing: No hourly billing. No surprise invoices. Just clear, affordable pricing designed for nonprofit budgets.
  • Mission-Driven Like You: We share your passion for making a difference. Our role is to help strengthen your organization from the inside out, so your mission can reach further.

Our Approach: Focused on Your Mission, Built Around Your Needs

Here’s what makes our approach different:

  • We listen first. Every nonprofit is unique. We take the time to understand your programs, your funding, your pain points, and your goals.
  • We simplify the complex. From monthly bookkeeping to tax filings and grant reporting, we make sure your financials are clear, compliant, and aligned with your mission.
  • We partner for the long haul. Whether you’re just getting started, stabilizing your operations, or preparing for growth, we’re here as your trusted partner every step of the way.

Yosniel (Joe) Romero, Founder & Managing Director

“I started Mero Financial Group because I believe nonprofits deserve more than just basic bookkeeping; they deserve a financial partner who truly understands their world.”

As a financial professional with experience in accounting, tax compliance, and government auditing, I’ve seen firsthand how many nonprofits struggle to get the financial support they need. My mission is to change that.

At Mero Financial Group, we don’t just keep your books clean—we help you use your financials as a tool to make smarter decisions, secure funding, and stay mission-ready.

When I’m not working with clients, you can usually find me out on the water or spending time with my family. I bring that same care and commitment to the work I do with every nonprofit we serve.

Ready to Strengthen Your Financial Foundation?

Let’s talk about how we can support your nonprofit’s financial health, so you can keep doing the work that matters most.

Schedule Your Free Consultation

Your Trusted Financial Partner for Nonprofits

Bookkeeping. Tax. Compliance. Financial Strategy & Advisory.