Monroe, NC · Serving Businesses Nationwide
Replace chaos with clarity — accounting, ERP, and fractional CFO for businesses ready to grow.
Certum Solutions helps growing businesses build the financial and operational backbone they can actually run on — from clean books and software implementation to ERP consulting and fractional CFO support. Without the overhead of a Big 4 firm.
500+
Businesses served across 15+ industries
15+
Years implementing accounting systems
7 Intuit Awards
QuickBooks Solution Provider, top 5% nationally
Zero
Failed go-lives in company history
✔️ Woman-Owned & BBB Accredited
✔️ Local Roots, National Reach
✔️ Platform-Agnostic Advisors
✔️ 500+ Businesses Served
Who We Help
Built for the middle band of growing businesses
Too complex for a basic bookkeeper. Not ready for a Big 4 firm. Certum operates in the space between; stabilizing systems today, guiding smart transitions tomorrow.
Businesses outgrowing QuickBooks
Revenue has grown. The system hasn't kept pace. Reports don't match, month-end takes two weeks, and your CPA says "we'll fix it at tax time."
$1M–$15M revenue businesses
QuickBooks or legacy system users
Month-end close taking 10+ days
Spreadsheets plugging system gaps
Operationally complex companies
Inventory, job costing, multi-location, eCommerce, manufacturing — your operations are too complex for basic bookkeeping but the books need to reflect that complexity.
Manufacturers, distributors, contractors
Multi-location or multi-entity businesses
Product businesses with inventory
eCommerce brands with channel complexity
Companies switching platforms
Evaluating Xero, Odoo, Cin7, or another platform; or in the middle of a migration that's not going well. You need a partner who understands both the software and the accounting.
QuickBooks Desktop migration candidates
Failed or stalled implementations
Platform evaluation, without vendor bias
Clean migration without data loss
Leadership teams without a CFO
You need more than a bookkeeper but don't need— or can't yet justify, a full-time CFO. Certum's fractional advisory team fills that gap with real financial strategy, not just reports.
$2M–$30M revenue businesses
Cash flow and forecasting needs
KPI dashboards and decision support
Board or investor reporting
Our Core Services
Everything your business needs to grow with financial confidence
We support growing businesses through every stage of system maturity; from cleanup and implementation to long-term advisory and optimization
Accounting Software Implementation
Platform-agnostic implementation for QuickBooks, Xero, Odoo, Digits, and more. We configure, migrate, integrate, and train; built around your operations, not a default template. 500+ implementations. Zero failed go-lives.
Accounting & Bookkeeping
Reliable monthly bookkeeping, reconciliations, and financial reporting so leadership always has numbers they can trust. We work in your accounting system, not around it.
ERP & Inventory Implementation
End-to-end ERP and inventory implementation for complex operations; manufacturing, distribution, eCommerce, and multi-entity businesses. Odoo, Cin7, Katana, MISys, and more.
Fractional CFO & Business Advisory
Executive-level financial guidance — forecasting, budgeting, KPI tracking, and strategic advisory — without the cost of a full-time CFO. Your business deserves more than backward-looking reports.
April 2026 · Limited Availability
Now accepting new bookkeeping clients for April
Post-tax season is the best time to get your books in order. We have a limited number of April onboarding spots for businesses that want clean books, accurate monthly reports, and a US-based team with senior accountant oversight; starting this month.
✓ US-based team, always
✓ Senior accountant reviews monthly
✓ QuickBooks, Zoho Books, + Xero certified
✓ Transaction-based pricing
Certified across the platforms your business actually runs on
We’re platform-agnostic — certified across the leading accounting, ERP, inventory, payroll, and eCommerce platforms. Our job is to implement what’s right for your business, not what we’re most comfortable with.
The Certum Sweet Spot
The bridge between DIY bookkeeping and full enterprise ERP
Most businesses between $1M and $30M fall in the middle; too complex for a basic bookkeeper, not ready for the cost and complexity of an enterprise ERP overhaul.
✓ Generate between $1M and $30M annually
✓ Manage inventory, job costing, field service, or multi-department operations
✓ Need stronger financial reporting and real decision-making data
✓ Feel caught between DIY tools and Big 4-style firms
✓ Want a team that speaks both accounting and technology
Prefer to call? (980) 210-6946
Common Challenges We Solve
✓ Month-end close taking 10+ days, or reports you can't trust
✓ Data sync errors between inventory, accounting, ERP, and CRM
✓ Manual processes eating 10–20 hrs. per week that should be automated
✓ Inventory chaos; no real-time visibility, stockouts, or excess stock
✓ No visibility into profitability by job, product, customer, or location
✓ Failed or stalled software implementation with no clear path forward
500+ Happy Clients
98% Satisfaction Rate
15+ Industries Served
Here’s our proven, flexible framework.
We start with structure, but we’re ready to adapt to your needs.
Discovery &
Strategy
We evaluate your business model, financial structure, systems, reporting gaps, and growth goals to understand where you are; and where you want to go.
Systems & Financial Architecture
We design the foundation that supports your operations and numbers; ensuring your tools, processes, and reporting structure actually work together.
Cleanup, Build &
Alignment
We fix what's broken, organize what's messy, and align your financial data and systems so reporting becomes accurate, reliable, and decision-ready.
Enablement &
Launch
We empower your team with the knowledge and confidence to operate smoothly inside your new structure.
Growth Support & Optimization
As your business evolves, your systems and financial strategy should too. We stay alongside you to refine, scale, and improve.
QuickBooks Services
Many growing businesses assume their QuickBooks problems mean they need ERP.
Most system rescues stem from:
If your QuickBooks environment feels broken or outgrown, we can help, from reconciliation cleanup to full system redesigns.
This allows growing businesses to regain control before making expensive platform decisions.
Client Results
Real businesses. Real problems. Measurable results.
See how Certum turns operational chaos and financial blindness into systems your business can actually run on.
Nonprofit
Empowered a Nonprofit with Financial Clarity & Compliance
Challenge
Overwhelmed by compliance requirements and inconsistent reporting that undermined board confidence.
Solution
QBO setup, training, and advisory tailored to nonprofit reporting and grant tracking needs.
Result: Board-ready financials, improved grant reporting accuracy, confident decisions.
Construction
Improved Job Costing & Project Profitability for Commercial Contractor
Challenge
Unsure which QuickBooks program fit job costing needs. No visibility into employee costs by project.
Solution
QuickBooks Contractor edition selection, customized training, and full job costing setup.
Result: Accurate job costing, full labor cost visibility, and renewed confidence in their QuickBooks investment.
Equipment Rental
Lorentz Meats Gains Efficiency After ERP Migration
Challenge
Existing software discontinued, forcing a platform switch for a USDA-inspected manufacturer with $1M+ monthly sales.
Solution
QuickBooks Enterprise with upfront system design, seamless migration, and custom reporting.
Result: Faster reporting, measurable cost savings, and a team that said "Wow, this is so user-friendly!"
Food Manufacturing
Cut Reporting Time by 66% & Boosted Team Confidence
Challenge
Manual Excel reporting plus inventory chaos created delays, unreliable data, and weekly firefighting.
Solution
QuickBooks Enterprise implementation with automation and integrated inventory — live in 32 days.
Result: Eliminated 15+ hours of weekly manual reporting. Real-time inventory visibility from day one.
Awards & Recognition
4.7/5.0 average client rating on Google | Platinum Partner — Summit Hosting | Featured Partner Profile — QuickBooks.com | Zoho Partner | Xero PartnerLet’s Talk
Let's figure out what your business actually needs
You don't need more software recommendations from someone who doesn't know your business. You need a straight answer from someone who does. Tell us where you're at — we'll tell you exactly what makes sense next.
Whether that's cleaning up your books, switching platforms, implementing new software, or building a financial system from the ground up — we start with a free, no-pressure discovery call.
✓ Free 30-minute discovery call
✓ No commitment or obligation
✓ Clear recommendation, not a sales pitch
✓ Nationwide, remote or in-person in NC
Prefer to call? (980) 210-6946
Blogs & Resources
Expert insights on ERP, digital business transformation, accounting, inventory, and enterprise technology.
“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.”
FAQ
What businesses usually ask us first
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Certum Solutions is an accounting and systems consulting firm for growing businesses. We provide outsourced bookkeeping and accounting, accounting software implementation (QuickBooks, Xero, Odoo, Digits, and more), ERP and inventory implementation (Cin7, Katana, MISys), Fractional CFO and business advisory, and operational systems consulting. We work with businesses generating $1M to $30M annually that have outgrown basic bookkeeping but aren't ready for enterprise ERP. We are platform-agnostic, woman-owned, BBB accredited, and have served 500+ clients nationwide.
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Certum is platform-agnostic and implements whatever is best for your business. We are a certified QuickBooks Solution Provider (top 5% nationally, 7 Intuit awards), Certified Xero Bronze Partner, Odoo Official Partner, Certified Cin7 Partner, and Certified Digits Partner. We also work with Zoho Books, Katana MRP, MISys Manufacturing, and other platforms. We give you an honest recommendation based on your actual needs — not what earns us the highest referral fee.
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Our pricing depends on your business size, systems, and service level. Implementation projects are fixed-scope with clear pricing delivered in a proposal after a free discovery call — no surprise fees. Ongoing bookkeeping and advisory services are priced on a monthly retainer based on transaction volume and scope. The free discovery call is the right place to start — we assess your needs and give you a clear quote, not a range that doubles by project end.
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Most likely, yes. Certum has served clients across manufacturing, distribution, construction and contracting, professional services, eCommerce and retail, nonprofits, food and beverage, technology and SaaS, equipment rental, healthcare, and trades and field service. Each industry has unique accounting requirements — job costing for contractors, grant tracking for nonprofits, inventory costing for manufacturers — and we configure every implementation around those specific needs.
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This is one of the most common questions we hear — and the honest answer is: it depends. Many businesses assume they need ERP when what they actually need is a properly implemented accounting system with the right integrations. ERP adds significant cost and complexity. Certum assesses your operations vendor-neutrally and tells you honestly which path makes sense. If you need ERP, we'll tell you and help you get there. If you don't, we'll protect you from an expensive decision you don't yet need.
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Certum Solutions is headquartered in Monroe, NC; serving the Charlotte metro and surrounding area. We provide full remote services to businesses nationwide across all 50 states — the majority of our clients are served remotely via screen share, video, phone, and cloud accounting access. On-site work is available for businesses in the Carolinas, surrounding region, or upon request.
Ready to build the financial system your business can actually run on?
500+ clients. Zero failed go-lives. Platform-agnostic. Woman-owned. Based in Monroe, NC — serving businesses nationwide. Start with a free consultation.