Custom Financial Packages for Small & Growing Businesses
At Mero Financial Group, we offer fully customized financial packages that integrate bookkeeping, accounting, tax, payroll, and Fractional CFO services into a seamless, cost-effective solution designed for your unique business needs.
How Custom Financial Packages Work
Our approach is simple: you choose the financial services your business needs, and we build a package that saves you time, money, and stress.
Step 1
We assess your business’s financial needs.
Step 2
We create a customized service package that fits your budget.
Step 3
We provide ongoing support & expert guidance throughout the year.
Services You Can Include in Your Custom Package
✅ Bookkeeping & Financial Reporting
- Accurate tracking of income & expenses.
- Monthly profit & loss, balance sheet, and cash flow statements.
- Bank & credit card reconciliation to catch discrepancies.
✅ Business Tax Preparation & Planning
- Federal & state business tax filings for LLCs, S-Corps, and Sole Proprietors.
- Tax strategy planning to minimize liability & maximize deductions.
- Sales & Use Tax compliance to ensure proper reporting & filing.
✅ Payroll Processing & Compliance
- Payroll management for W-2 employees & 1099 contractors.
- Payroll tax filing & compliance with federal and state laws.
- Direct deposit, benefits integration, and employee tax reporting.
✅ Fractional CFO Advisory & Strategic Planning
- Cash flow forecasting & budgeting to ensure financial stability.
- Profitability analysis & cost-cutting strategies.
- Growth planning, KPI tracking, and funding assistance.
Why Choose a Custom Financial Package?
🚀 Tailored to Your Business, No Unnecessary Extras
Unlike one-size-fits-all solutions, we build a package that matches your exact needs—no more, no less.
💰 Cost-Effective & Scalable
Bundling services saves you money compared to purchasing them separately—and you can scale up or down as your business grows.
📈 Proactive, Year-Round Financial Support
We don’t just check in during tax season—our ongoing support helps you stay ahead of financial challenges all year long.
Who Benefits from Custom Financial Packages?
✅ Startups & Entrepreneurs
Affordable financial solutions to set up a strong foundation.
✅ Growing Small Businesses
Ongoing financial management & strategic planning.
✅ E-Commerce & Retail Businesses
Integrated bookkeeping, sales tax, and financial reporting.
✅ Service-Based Businesses & Contractors
Profitability tracking & tax optimization.
✅ Medical & Professional Practices
Payroll, tax compliance & financial planning.
Frequently Asked Questions
How do I know which services to include in my package?
During your consultation, we’ll analyze your business needs and recommend a package that provides the best value and support.
Can I change or upgrade my package later?
Yes! Our packages are flexible and scalable—you can adjust your services as your business grows.
How much does a custom financial package cost?
Pricing depends on the services included and the complexity of your financial needs.
Do I still need a CPA if I have a financial package?
Our services cover bookkeeping, tax compliance, and CFO-level advisory—but we also work seamlessly with CPAs and external accountants if needed.
Build a Custom Financial Package That Fits Your Business Needs
Don’t waste money on services you don’t need—or struggle with finances alone. Our Custom Financial Packages give you the exact support you need, when you need it.