The Systems & Accounting Partner for Growing Businesses.
⭐ 4.7/5 across 100+ Google & Trustpilot reviews from U.S. businesses
Certum Solutions works with U.S. based businesses align their systems, clean up their data, and build the financial and operational backbone they can actually run on; without the overhead of a Big 4 firm. From systems to long-term advisory, Certum Solutions supports businesses through every stage of growth.
Get the right software without the vendor bias
Go live on time with clear expectations from day one
Keep your financials accurate month after month
Built for the Middle Band of Growing Businesses
Certum Solutions works with operationally complex businesses that are too advanced for basic bookkeeping services but not ready for enterprise ERP systems.
Our typical clients:
✔️ Generate between $1M and $30M annually
✔️ Operate on QuickBooks or another legacy system
✔️ Manage inventory, job costing, field service, or multi-department operations
✔️ Need stronger financial reporting and system discipline
✔️ Feel caught between DIY tools and Big 4-style firms
We serve as the bridge between early-stage bookkeeping and full ERP environments; stabilizing systems today while guiding smart transitions tomorrow.
Our Core Services
We support growing businesses through every stage of system maturity; from cleanup and selection to long-term advisory and optimization. Explore All Of Our Services
Accounting & Bookkeeping
Reliable monthly bookkeeping, reconciliations, and financial reporting so leadership always has numbers they can trust.
→ Explore Accounting & Bookkeeping
ERP & Software Implementation
Platform-agnostic ERP and accounting software implementation; from selection through go-live and beyond.
→ View ERP Implementation Services
Business Advisory & Part Time CFO
Executive-level financial guidance; forecasting, budgeting, KPI tracking, and strategic advisory without the cost of a full-time CFO.
→ Learn About Fractional CFO Services
Operational & Systems Consulting
Operational consulting that aligns your processes, workflows, and reporting — so your business moves faster with less friction.
→ See How We Improve Operations
Not sure which service fits your needs?
We’ll help you identify the right next step based on your systems, data, and goals
Common Challenges We Solve
If your systems feel chaotic, it’s not an IT problem; it’s a strategy problem.
For Growing Businesses Outgrowing Their Current System
- Migrating offline (on-premise) hosted systems to cloud-based platforms with zero data loss
- Consolidating multiple QuickBooks files into clean, multi-entity reporting
- Connecting e-commerce to accounting with automated system sync
- Implementing inventory management systems with real-time financial integration
For Companies Dealing with System Chaos
- Fixing data sync errors across inventory, accounting, ERP, CRM, and more
- Eliminating manual data entry with automated workflows that save 10–20 hours per month
- Creating accurate multi-location and multi-entity reporting
- Setting up job costing and project tracking to reveal true profitability
For Businesses with Operational Blind Spots
- Implementing real-time inventory visibility to prevent stockouts and excess inventory
- Building custom reporting dashboards with automatically updated KPIs
- Integrating CRM, projects, and accounting into one source of truth
- Establishing multi-currency and international operations without accounting headaches
These are problems we solve every week. Start with a free 30-minute consultation.
Why Businesses Choose Certum Solutions
Businesses partner with Certum because we understand both systems and numbers, and how they impact real operations.
- Platform-agnostic consulting focused on business outcomes
- Deep experience across ERP, accounting, and operational workflows
- Fixed-scope implementation projects with clear expectations
- Long-term advisory support options beyond go-live
- A team that speaks both technical and financial language
- Providing nationwide support across the U.S.
Software Solutions for Your Business
Find the right tools for your accounting, ERP, payroll, and inventory needs. Click any solution to learn more about implementation and support.
QuickBooks Online
Cloud-based accounting setup, cleanup, and optimization for small to mid-sized businesses.
View detailsQuickBooks Enterprise
Advanced accounting for businesses with complex inventory, job costing, and reporting needs.
View detailsIntuit Enterprise Suite
Multi-entity management, consolidated reporting, and AI-powered automation for businesses outgrowing QuickBooks.
View detailsOdoo ERP
Open-source ERP for accounting, inventory, manufacturing, CRM, and integrated business operations.
View detailsXero
Cloud accounting for small to mid-market businesses seeking modern financial management.
View detailsCin7 Inventory
Inventory and order management for product-based businesses with multiple sales channels.
View detailsZoho One
Unified suite for mid-market accounting, CRM, project management, and business automation.
View detailsKatana MRP
Manufacturing resource planning for inventory control, production scheduling, and materials management.
View detailsMISys Manufacturing
Specialized ERP for manufacturing operations, production planning, and shop floor management.
View detailsPaychex
Payroll and HR solutions with benefits administration and compliance management.
View detailsSkyline Payments
Payment processing integrated with your accounting system for seamless transaction management.
View detailsNo solutions found in this category.
QuickBooks Rescue Services for $1–10M Businesses
Many growing businesses between $1-$10M revenue 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.
→ Explore QuickBooks Rescue Services
This allows growing businesses to regain control before making expensive platform decisions.
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.
Ready to start with Step 1? Discovery is free.
Empowering Businesses with Smarter Systems
The Bridge Between DIY and Full ERP
Many businesses outgrow basic bookkeeping before they are ready for ERP complexity. Certum operates in that transition space.
We help businesses:
✔️ Rescue and redesign messy QBO environments
✔️ Stabilize reporting after implementation fatigue
✔️ Integrate operational tools around accounting
✔️ Evaluate ERP readiness vendor-neutrally
When ERP is necessary, we prepare you. When it’s premature, we protect you.
We are not a capital-markets advisory firm. We are your operational backbone.
Client Case Studies
See how Certum turns operational chaos and financial blindness into strategy with measurable results.
Improved Job Costing & Project Profitability for a Commercial Contractor
Unsure which QuickBooks program best fit job costing needs. Lacked visibility into employee costs by project and needed hands-on training.
QuickBooks Contractor edition selection, customized training, and full job costing and employee cost tracking setup.
Accurate job costing, full labor cost visibility, and renewed confidence in their QuickBooks investment.
Empowered a Nonprofit with Financial Clarity & Compliance
Overwhelmed by compliance requirements and inconsistent financial reporting that undermined board confidence.
Ongoing QBO setup, training, and advisory support tailored to nonprofit reporting and grant tracking needs.
Board-ready financials, improved grant reporting accuracy, and renewed confidence in leadership decision-making.
Cut Reporting Time by 66% & Boosted Team Confidence
Manual Excel reporting combined with inventory chaos created delays, unreliable data, and weekly firefighting.
QBES implementation with automation and integrated inventory workflows — live in 32 days.
Eliminated 15+ hours of weekly manual reporting and gained real-time inventory visibility from day one.
Lorentz Meats Gains Efficiency & Custom Reporting After ERP Migration
Existing software was discontinued, forcing a platform switch for a USDA-inspected manufacturer with over $1M in monthly sales.
QuickBooks Enterprise implementation with upfront system design, seamless migration, and custom reporting built around their operations.
Faster reporting, measurable cost savings, increased productivity — and a team that said "Wow, this is so user-friendly!"
Sound familiar? These are problems we solve every week.
Start with a free 30-minute consultation.
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Expert insights on ERP, digital business transformation, accounting, inventory, and enterprise technology.
FAQ
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Our pricing depends on your business size, systems, and service level. Contact us for our standard pricing and rates or book a free consultation, we’ll assess your needs and provide a customized quote for free, no surprise fees, just clear value.
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Certum Solutions is a management consulting firm assisting businesses in managing their finances, streamlining operations, and choosing the right software tools to scale. From ongoing remote accounting to fractional CFO support, we help you make confident financial decisions backed by real data.
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ERP Software alone doesn’t fix process issues. ERP consultants translate business operations into system design, prevent overbuying, reduce implementation risk, and ensure long-term scalability.
Most ERP failures stem from poor planning or user knowledge & expertise, not bad software. Consulting ensures the system fits the business, not the other way around.
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Simply book a consultation. We’ll review your current setup, identify gaps or inefficiencies, and recommend the right solutions and services. Whether that’s bookkeeping, software, or strategic advisory. It’s a low-pressure conversation built around your goals.
Let’s Talk About Your Systems & Growth Goals
Whether you’re evaluating new systems, fixing what’s broken, or preparing for the next stage of growth, we’ll help you find the right path forward. Schedule a consultation to discuss your goals, challenges, and next steps.
✓ Independent ERP Advisors (Vendor-Agnostic)
✓ Industry-Specific Roadmap
✓ Serving Nationwide Across the U.S.