North Carolina Based · Serving Businesses Nationwide

ERP & Accounting Systems Consulting for Growing Businesses.

Certum Solutions gives growing businesses the financial and operational backbone they can actually run on. Whether you need a QuickBooks consultant to untangle your books, a certified implementation partner to go live on a new platform, or fractional CFO services to drive smarter decisions — Certum delivers without the Big 4 overhead.

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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 certified migration 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 CFO services 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

Expert accounting software implementation services 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.

See how we implement accounting software →

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.

See our bookkeeping services in action →

ERP & Inventory Implementation

End-to-end ERP implementation consulting for complex operations.; manufacturing, distribution, eCommerce, and multi-entity businesses. As a certified Odoo, Cin7, Zoho One, and Katana implementation partner — we go live on time, every time.

See how we implement ERP solutions →

Fractional CFO Services & 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.

See how our Fractional CFO services work →

May 2026 · Limited Availability

Now accepting new bookkeeping clients for May.

Our outsourced bookkeeping services start this month. Includes monthly reconciliations, financial reporting, and senior accountant oversight.

Limited spots. US-based team, always.

US-based team, always

Senior accountant reviews monthly

QuickBooks, Zoho Books, + Xero certified

Transaction-based pricing

Book Free Consultation
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Platforms We Support
Platforms We Support

Certified across the platforms your business actually runs on

Implementation, migration, and ongoing support — certified across the platforms your business actually uses.

As a certified QuickBooks Solution Provider (Elite Partner, top 5% nationally), Odoo implementation partner, Xero Bronze Partner, and Cin7 certified partner, we implement what's right for your business — every recommendation is based on fit, not familiarity.
Accounting
QuickBooks Online
Setup, migration, cleanup & ongoing optimization. Certified implementation partner with 7 Intuit awards and Elite Partner status since 2012.
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Accounting
QuickBooks Enterprise
Implementation and setup for advanced inventory, job costing, and multi-location reporting — including migration from QBO or Desktop.
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Accounting
QuickBooks Payroll
Setup, configuration, and consultant support for QuickBooks Payroll — standalone or fully embedded within your existing QBO account.
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Accounting
Xero
Xero Bronze Partner — setup, QuickBooks migration, integrations, and ongoing consultant support for teams switching from QBO or Desktop.
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Accounting
Wave Accounting
Affiliate partner for free small business accounting — we help with setup, training, and migration if you outgrow Wave and need to move up.
Coming soon
Accounting
Zoho Books
Authorized Zoho partner — implementation, setup, and full Zoho ecosystem integration for SMBs wanting automated workflows and cloud accounting.
Learn more
ERP-Light
Intuit Enterprise Suite
Implementation and migration support for multi-entity businesses outgrowing QuickBooks — consolidated reporting, AI automation, and HR in one platform.
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ERP
Odoo ERP
Official Odoo Ready Partner — full ERP implementation for accounting, inventory, manufacturing, and CRM, including custom development and module configuration.
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ERP-Light
Zoho One / Books
Authorized Zoho consultant — implementation and setup for businesses wanting accounting, CRM, inventory, and HR in one connected platform.
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AI Accounting
Digits
Certified Digits III Partner — implementation and onboarding for AI-native bookkeeping with real-time dashboards and automated reconciliation for modern SMBs.
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Inventory
Cin7 Core & Omni
Certified Verified partner — inventory and order management implementation for product-based businesses, including migration and accounting system integration.
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Inventory / MRP
Katana MRP
Verified partner — manufacturing resource planning implementation with production scheduling, materials management, and QBO or Xero integration.
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Mfg ERP
MISys Manufacturing
Specialized manufacturing ERP setup for production planning and shop floor management — integrates with QuickBooks for full financial visibility.
Coming soon
3rd Party Add-on
SOS Inventory
Inventory add-on setup and configuration for QuickBooks Online — ideal for product businesses that need more than QBO's native inventory offers.
Coming soon
Inventory
Zoho Inventory
Multi-channel inventory setup and implementation — integrates natively with Zoho Books and the full Zoho suite for end-to-end operations.
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Payroll & HR
ADP
Payroll, 401K, and HR implementation and integration support — we connect ADP with QuickBooks and your accounting platform to eliminate manual data entry.
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Payroll & HR
Paychex
Paychex setup, implementation, and consultant support — payroll, benefits administration, and compliance management integrated with your accounting system.
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Payroll
Gusto
Gusto partner — payroll setup, onboarding, and integration with QBO, Xero, and Digits for SMBs wanting a modern, employee-friendly payroll solution.
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Payroll & HR
Zoho Payroll
Zoho Payroll setup and implementation — syncs directly with Zoho Books for businesses already running on the Zoho ecosystem.
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eCommerce
Shopify
eCommerce integration and setup — we connect Shopify to your accounting and inventory platforms so sales, fees, and payouts flow automatically.
Coming soon
eCommerce
BigCommerce
BigCommerce integration consultant for businesses needing clean accounting and ERP connections — we set up and maintain the sync so you close the books cleanly.
Coming soon
eCommerce
Webgility
eCommerce automation setup — connects Shopify, Amazon, and other storefronts directly to QuickBooks so orders, inventory, and revenue sync without manual entry.
Coming soon
Payments
Skyline Payments
Payment processing setup and integration with your accounting system — we handle implementation so transactions, fees, and deposits reconcile automatically.
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CRM / PM
Monday.com
Monday.com setup and implementation — we integrate project management and CRM workflows directly with your accounting and operations platforms.
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CRM
Zoho CRM
Authorized Zoho consultant — CRM setup, sales pipeline configuration, and integration with Zoho Books so your sales and accounting data stays in sync.
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IT / Hosting
Summit Hosting
Cloud hosting setup for QuickBooks Desktop and Enterprise — secure remote access migration so your whole team can work from anywhere without a local server.
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Sales Tax
Avalara
Avalara implementation and integration for automated sales tax compliance — we connect it to QuickBooks, Xero, and your eCommerce platforms so filing is handled.
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Business Planning
LivePlan
Business planning and forecasting setup — integrates with QuickBooks and Xero so your live financials feed directly into your plan and projections stay current.
Coming soon
Business Formation
CorpNet
Business formation, registered agent, and compliance services — affiliate partner for clients starting or restructuring an entity alongside their accounting setup.
Coming soon
Receipt Tracking
Shoeboxed
Receipt scanning and expense tracking setup — we integrate Shoeboxed with QuickBooks or Xero so receipts are captured, categorized, and reconciled automatically.
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Nonprofit
Bloomerang
Certified partner — donor management setup and QuickBooks integration for nonprofits, including restricted fund tracking and volunteer management configuration.
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3rd Party Add-on
QQube
Advanced reporting setup and data extraction configuration for QuickBooks Desktop and Enterprise — for businesses that need more than QBO's built-in reports.
Coming soon
Integration
Weintegrate
Integration setup and consultant support — we connect your business systems to QuickBooks and other accounting platforms through clean, maintained data pipelines.
Coming soon
Management Software
Knowify
Construction and trade contractor management setup — implementation and QuickBooks integration for job costing, contracts, and field operations.
Coming soon

Not sure which platform is right for you?
We'll assess your needs and make a straight recommendation — free.

Find the right platform for your business →

Expert QuickBooks Services for Businesses

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.

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.

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

Challenge

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 a 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

Sound familiar?

These are exactly the problems we solve; across accounting software implementation, ERP migrations, bookkeeping cleanup, and ongoing financial advisory.

Book a free 30-minute call and we'll tell you exactly what makes sense next. Prefer to call? (980) 210-6946

Awards & Recognition

Let’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

Here’s our proven, flexible framework.

We start with structure, but we’re ready to adapt to your needs.

Certum Advisory Process
1

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.

Focus Areas:
Business workflows Financial visibility Software ecosystem Pain points Scalability
2

Systems & Financial Architecture

We design the foundation that supports your operations and numbers; ensuring your tools, processes, and reporting structure actually work together.

Includes:
Accounting structure Workflow design System integrations Automation planning Data flow mapping
3

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.

Includes:
Data cleanup Historical corrections Process refinement Reporting validation Controls setup
4

Enablement &
Launch

We empower your team with the knowledge and confidence to operate smoothly inside your new structure.

Includes:
Team training Documentation Process playbooks Go-live support Role clarity
5

Growth Support & Optimization

As your business evolves, your systems and financial strategy should too. We stay alongside you to refine, scale, and improve.

Includes:
Ongoing advisory Reporting improvements Automation upgrades KPI tracking Strategic guidance

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.

Empowered a Nonprofit with Financial Clarity & Compliance

Challenge

Overwhelmed by compliance requirements and inconsistent reporting that undermined board confidence.

Solution

QuickBooks Online implementation, training, and advisory tailored to nonprofit reporting and grant tracking needs.

Result: Board-ready financials, improved grant reporting accuracy, confident decisions.

Read case study →

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 Enterprise Contractor edition implementation, training, & full job costing setup.

Result: Accurate job costing, full labor cost visibility, and renewed confidence in their QuickBooks investment.

Read case study →

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 implementation 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!"

Read case study →

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, training, and migration, with automation and integrated inventory — live in 32 days.

Result: Eliminated 15+ hours of weekly manual reporting. Real-time inventory visibility from day one.

Read case study →

Free Business Resources

Expert insights on business systems and technology. Check out our system guides, comparisons, demos, tutorials, and more.

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.
— James Frey, Tech Consulting Client

FAQ

What businesses usually ask us first

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Most QuickBooks implementations take 2–6 weeks, depending on complexity, data migration needs, and integrations. Our fastest go-live was a full QuickBooks Enterprise implementation with inventory in 32 days. We provide a fixed timeline and discovery report in writing before any project starts.

  • QuickBooks is an accounting system — it manages your books, invoices, payroll, and financial reporting. An ERP (Enterprise Resource Planning system) connects accounting to your broader operations: manufacturing, inventory, purchasing, CRM, and HR in a single platform. Many businesses between $1M and $15M don't need an ERP — they need a properly implemented QuickBooks environment with the right integrations. We help you make that call honestly, without vendor bias.

Let's Build the System Your Business Actually Needs.

From QuickBooks cleanup and software implementation to ERP consulting and fractional CFO support — we've helped 500+ businesses get their financials and operations running right. Zero failed go-lives. Start with a free consultation.