Local Professional Bookkeeping and Accounting Solutions. Scale Gracefully.

Certum Solutions provides expert bookkeeping, accounting, and software solutions to help your business scale. From accounting software migrations and training to tailored eCommerce support, we empower you with the tools and insights you need for lasting success—whether you're local to Monroe, North Carolina or connecting with us elsewhere, we've got you covered with personalized support and expertise.

Part of the Certum Solutions Team at our Hayne St Office Grand Opening in Downtown Monroe, NC

Part of the Certum Solutions Team at our Hayne St Office Grand Opening in Downtown Monroe, NC

Simplifying finances

with expert precision.

As a tech-forward advisory practice, Certum Solutions provides tailored accounting and bookkeeping services, supported by customized 1:1 monthly advisory to meet your unique business needs. Our eCommerce solutions and full-service project management empower you to navigate the complexities of business software, offering migration support across popular platforms like QuickBooks, Xero, Odoo, and leading CRMs. Whether you need DIY coaching or white-glove collaboration, we guide you every step of the way.

We leverage advanced tools, including Power BI, QuickBooks Online, Xero, and ethical AI, to deliver tangible insights, actionable data, and trusted support that help your business thrive amid the noise. With Certum Solutions, you have a reliable partner dedicated to simplifying accounting and software transitions, so you can focus on growth and success.

With two offices located in Monroe and a robust remote presence, Certum Solutions is here to support your business no matter where you are, delivering expertise and flexibility that meet your needs.

  • Webinar: Inventory Management

    11.14 3:30-4:30PM

    We’ll cover the key steps to setting up a successful inventory workflow, from organizing and structuring your inventory list to implementing best practices that prevent costly errors and boost efficiency.

    RSVP

  • Class: DIY Free Bookkeeping

    FRIDAYS 10:00AM-12:00PM

    Drop in style class at our Downtown Monroe office. Struggling with common bookkeeping challenges such as misclassifying transactions, missed deductions, or inconsistent record-keeping? Let us help.

    RSVP

  • Sponsoring: Corks + Forks Wine and Food Festival

    3.29.25

    We’re proud to be a Merlot Sponsor for this event. Proceeds make a direct impact in helping our elderly neighbors. This event is through Council On Aging in Union County.

    LEARN MORE

Optimize Small Business Finances with Bookkeeping

We specialize in providing comprehensive software solutions and continuous monthly services tailored for all your bookkeeping needs. Reach out to us without delay to explore the many ways we can assist you effectively!

Software Solutions For Your Business Success

Providing comprehensive software solutions and efficient deployment services tailored to meet your bookkeeping and accounting requirements. Our goal is to enhance the effectiveness of your business operations by optimizing and upgrading your current system.

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We partner with multiple e-commerce backend platforms, working hand in hand with their technology. Our goal is to tap into the capabilities of cutting-edge e-commerce software, leveraging its potential to develop a dynamic website that authentically reflects your brand and maximizes your online presence. ecommerce transaction best ecommerce platform

E-Commerce Solutions For Your Business

Your modern accountant, mastering both numbers

and cutting-edge software.

Time to Schedule Your FREE 1:1 Consult!

There’s no commitment, pressure, or obligation!

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What Our Clients Are Saying

  • "Certum Solutions walked me through a tutorial in QuickBooks, and specifically helped me figure out how to enter employee costs in order to track job costs. They helped me understand the main features in QuickBooks, as well as which specialized programs were best for us, such as the Contractor version."

    — Tara Medlin

  • "Leah was extremely thorough and answered several of my questions and concerns. Her experience in POS software and clothing retail sales sealed the deal for me. I plan to work with her in the future as I install my POS and input my inventory."

    — Michael Leinwand

  • "We've been most impressed with Sam's perseverance – as it was not an easy or quick project. Also, I’m impressed with how much easier it is to filter/track financial data using QB classes and subaccounts. "

    — Anonymous Client

  • "The team was great to work with. They were knowledgeable, efficient, and timely in all stages of the implementation."

    — Lorentz Meat

  • " We've been most impressed with team training and conversion planning. Your team planning allowed us to complete the conversion from the initial quote to going live in 32 days. The project was completed timely and within budget."

    — TEG Lease & BoomCo

  • "I would recommend Certum Solutions to anyone who wants to run their business right."

    — United Construction

  • "The Certum Solutions team worked side-by-side with Pickler to find a right-sized solution for ScanOnline’s growing needs. They applied their direct experience with manufacturing and warehousing solutions, as well as deep expertise helping customers roll out new tools from start to finish in ways that ensure high rates of adoption and user comfort."

    — ScanOnline

  • “This is a company you can trust. Their leadership from the top down is extremely knowledgeable and compassionate. They are transparent and honest. Unlike other companies that will simply nod and say they can do it all, Certum will ensure that the client is aware of limitations or incompatibilities early on — further helping establish expectations before the project is afoot.”

    — FreyCo