About Mero Financial Group

Miami-based tax, accounting, and advisory support for individuals, small businesses, and nonprofits.

IRS Experience

QuickBooks ProAdvisor

Sales & Use Tax Expertise

Nonprofit 990 Specialist

Our Mission (Why We Exist)

At Mero Financial Group, we help you stay compliant, organized, and profitable—so you can focus on what matters most: growing your business, serving your community, and enjoying your life.

  • Individuals: Clear, timely filing + proactive tax planning
  • Small businesses: Clean books, less chaos, better cash flow
  • Nonprofits: Audit-ready records and stronger board reporting

What We Do (At a Glance)

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Tax Preparation & Planning

  • Personal & business tax preparation and filing
  • Year-round tax planning to reduce surprises
  • IRS notices, audits, and representation
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Accounting & Bookkeeping

  • Monthly bookkeeping and close
  • Catch-up & clean-up projects
  • Payroll coordination & sales/use tax filings
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Advisory / Fractional CFO

  • Budgets, forecasts & cash-flow
  • KPI dashboards & pricing/profit analysis
  • Process improvement and tech stack integration

Industries we know well: professional services, trades/home services, medical & dental practices, nonprofits, and online businesses.

How We Work

Simple, Secure, Predictable

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1. Assess

We start with a discovery call and a light diagnostic of your books and tax situation.

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2. Organize

We set up your secure portal, request only what’s needed, and establish a clean monthly rhythm.

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3. Optimize

We share plain-English insights and a quarterly game plan for taxes, cash, and profitability.

Your tools: Secure client portal, e-signature, bank-level encryption, and integrations with QuickBooks, CCH, and workflow automations, so everything runs smoothly with fewer emails.

Why Clients Choose Mero Financial

  • Accuracy without jargon. You’ll always know what’s happening and why.
  • Proactive mindset. We don’t just record history—we help you plan the future.
  • Built for small teams. Clear scopes, flat-fee packages, and fast responses.
  • Nonprofit fluency. Grant-ready financials, Form 990 support, and board-friendly reporting.
  • Bilingual support. English/Spanish.

Meet the Founder

Yosniel (Joe) Romero, MBA, CTC

Founder & Managing Director

Joe blends hands-on accounting and finance experience with a background auditing real-world books and records, including nonprofits and small businesses. He’s process-driven, tech-savvy (Python, analytics, automation), and relentlessly focused on making numbers useful, not confusing.

  • Former IRS Internal Revenue Agent
  • Chartered Tax Consultant (CTC)
  • Enrolled Agent (EA)

  • B.S. in Technical Management (Accounting)

  • MBA (Accounting concentration)

  • Former U.S. Navy (8 years) — operations & leadership background

  • Miami-based, serving clients locally and nationwide

  • Bilingual (English/Español)

Book a Free Discovery Call

Who We’re Best For (Fit Check)

  • Individuals with W-2/1099 mix, rentals, or equity activity who want fewer surprises at tax time.
  • Small businesses ($250k–$5M+) that need consistent books, clean close, and actionable financials.
  • Nonprofits that want audit-ready records, strong internal controls, and clear board reporting.

If that sounds like you, we’re a great fit!

Ready to simplify your finances?

Book a 20-minute discovery call. We’ll map your next best steps, even if we’re not the right fit.

Book a Free Discovery Call


Serving Individuals · Small Businesses · Nonprofits

Tax Preparation & Planning | Bookkeeping & Accounting | Fractional CFO | Sales & Use Tax Compliance | IRS Representation