Scale Gracefully · Serving Businesses Nationwide

The accounting and systems team growing businesses call when it has to be done right the first time.

From cleaning up years of messy books to selecting and implementing the right accounting or ERP software — Certum Solutions is the team growing businesses call when they need it done right, done once, and done by people who actually know the systems. For businesses with $1M–$50M in revenue gain operational clarity without the “Big Four” complexity.

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500+

Growing businesses served across 15+ industries

Certified Partners

Across QuickBooks, Zoho, Xero, Cin7 & more

15+

Years in Accounting & ERP System Consulting

13+

Intuit Awards including 2022 Trailblazer of the Year

✔️ Woman-Owned & BBB Accredited

✔️ Local Roots, National Reach

✔️ Vendor-Agnostic, We Recommend What's Right for You

Our Partners

Who We Are

Certum Solutions is a boutique, US-based accounting and ERP consulting firm purpose-built for businesses generating $1M to $50M in revenue — too complex for basic bookkeeping, not yet ready for a national firm's overhead. We're platform-agnostic, vendor-neutral, and accounting-led. Every recommendation we make is based on what's right for your business.

That's what Scale Gracefully means in practice — the right systems, the right team, and financial clarity at every stage of growth.

✓ US-based team, always‍ ✓ Senior accountant reviews your books monthly ✓ Certified in your software✓ BBB Certified Odoo Accounting Firm

Who We Help

Who Certum Is Best For

You’ve likely outgrown basic bookkeeping — but don’t need a massive enterprise consulting firm.

Inventory-heavy businesses

Manufacturing, distribution, eCommerce, or product-based operations with inventory and reporting complexity. See how we handle inventory accounting and system integration.

ERP or accounting system migrations

You're switching platforms or fixing a failed implementation. See full ERP implementation services, rescue & recovery work.

Businesses outgrowing QuickBooks

Reporting is unreliable, processes are manual, systems no longer connect. See our QuickBooks implementation and migration services.

Founder-led companies scaling fast

Processes still live in heads instead of systems. We build the financial & operational infrastructure your growth stage needs.

Multi-entity or multi-location companies

You need consolidated visibility without spreadsheet chaos. See how we implement multi-entity ERP and accounting systems.

Businesses needing strategic finance support

You need better reporting, forecasting, and operational visibility without hiring a full CFO. See our fractional CFO and controller services.

If you recognize your business in more than two of those descriptions, a consultation is the fastest way to understand what the right next move is.

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How Certum Is Different

Bookkeeping, ERP Implementation, and Ongoing Systems Support — All Under One Roof

Most businesses have to hire three different vendors to get what Certum Solutions delivers in one engagement: a bookkeeper for day-to-day work, a consultant to implement software, and a support partner to keep it running. That fragmented model creates finger-pointing when things go wrong.

Certum Solutions is built differently. Under one roof:

  • Ongoing Bookkeeping and Accounting

  • ERP and Accounting Software Implementation: QuickBooks, IES, Xero, Zoho, Cin7, Katana

  • Ongoing Systems Support: after implementation, we stay. We manage updates, integrations, and training.

  • Advisory and Fractional CFO: cash flow forecasting, budgeting, and strategic advice

    This integrated model means the same team that cleaned up your books also implemented your inventory system, knows your payroll setup, and understands your chart of accounts. When something breaks, there's no handoff and no 'that's not our department.

Our Core Services

We handle bookkeeping, accounting, ERP & financial systems built for startups and small businesses.

Certum Solutions combines accounting expertise, operational systems consulting, and modern business software implementation to help growing businesses gain financial clarity and operational control. From bookkeeping and ERP implementation to QuickBooks consulting and fractional CFO advisory, we build systems that help leadership make smarter decisions — without enterprise-level overhead.

See All Services We Offer

Accounting Software Implementation

Implementation, migration, integrations, cleanup, and training across QuickBooks, Xero, Zoho Books, and more. See how we implement accounting software →

Bookkeeping & Accounting

Reliable monthly bookkeeping, reconciliations, reporting, and accounting support designed for growing operational complexity. See our bookkeeping services in action →

ERP & Inventory Systems

ERP implementation and operational consulting for manufacturers, distributors, contractors, eCommerce, and inventory-heavy businesses. See how we implement ERP solutions →

ERP Rescue Services

We step in when a prior implementation failed, a consultant disappeared, or a system went live but never worked right. See ERP rescue and recovery services →

Fractional CFO & Financial Advisory

Forecasting, KPI tracking, budgeting, cash flow planning, and executive-level financial guidance without hiring a full-time CFO. See how our Fractional CFO services work →

Smart systems. Experienced advisors. Better business decisions.

Gain visibility into your business performance

Understand profitability, cash flow, inventory movement, and operational trends in real time.

Build systems that scale with growth

Replace disconnected spreadsheets & manual processes with integrated financial and operational workflows.

Make decisions with confidence

Get accurate reporting, strategic guidance, and financial clarity before problems become expensive.

Limited Availability

Now Accepting Bookkeeping Clients

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

US-based team, always

Senior accountant reviews monthly

QuickBooks, Zoho Books, + Xero certified

Transaction-based pricing

Get a free Bookkeeping quote

The Certum Sweet Spot: $1M and $50M

The bridge between DIY bookkeeping and full enterprise ERP

Most businesses between $1M and $50M 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

Our Vendor-Agnostic Promise

We hold certifications across QuickBooks, Xero, Zoho, Cin7, Katana, and several other platforms. We maintain those certifications intentionally — because being qualified on multiple systems is what allows us to give you an honest recommendation rather than a convenient one. We do not have a preferred vendor. We do not receive referral incentives that would bias our advice toward one platform over another. When we recommend QuickBooks Enterprise over Zoho One, or Cin7 over a full ERP, it is because that is genuinely the right answer for your business at this stage. When staying on your current software and configuring it properly is the right move, we will tell you that — even when it means less implementation work for us.

Certum Solutions is a certified Intuit Elite ProAdvisor (top 2%), listed in Odoo's accountant directory, Xero Bronze Partner, Zoho Silver Partner, and certified Cin7 and Katana implementation partner.

See every platform we work with →
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 Accountant Certified, 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.
Learn more
Accounting
QuickBooks Payroll
Setup, configuration, and consultant support for QuickBooks Payroll — standalone or fully embedded within your existing QBO account.
Learn more
Accounting
Xero
Xero Bronze Partner — setup, QuickBooks migration, integrations, and ongoing consultant support for teams switching from QBO or Desktop.
Learn more
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.
Learn more
ERP-Light
Zoho One / Books
Authorized Zoho consultant — implementation and setup for businesses wanting accounting, CRM, inventory, and HR in one connected platform.
Learn more
AI Accounting
Digits
Certified Digits III Partner — implementation and onboarding for AI-native bookkeeping with real-time dashboards and automated reconciliation for modern SMBs.
Learn more
Inventory
Cin7 Core & Omni
Certified Verified partner — inventory and order management implementation for product-based businesses, including migration and accounting system integration.
Learn more
Inventory / MRP
Katana MRP
Verified partner — manufacturing resource planning implementation with production scheduling, materials management, and QBO or Xero integration.
Learn more
Mfg ERP
MISys Manufacturing
Specialized manufacturing ERP setup for production planning and shop floor management — integrates with QuickBooks for full financial visibility.
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.
Learn more
Payroll & HR
Paychex
Paychex setup, implementation, and consultant support — payroll, benefits administration, and compliance management integrated with your accounting system.
Learn more
Payroll
Gusto
Gusto partner — payroll setup, onboarding, and integration with QBO, Xero, and Digits for SMBs wanting a modern, employee-friendly payroll solution.
Learn more
Payroll & HR
Zoho Payroll
Zoho Payroll setup and implementation — syncs directly with Zoho Books for businesses already running on the Zoho ecosystem.
Learn more
eCommerce
Shopify
eCommerce integration and setup — we connect Shopify to your accounting and inventory platforms so sales, fees, and payouts flow automatically.
Coming soon
Payments
Skyline Payments
Payment processing setup and integration with your accounting system — we handle implementation so transactions, fees, and deposits reconcile automatically.
Learn more
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.
Learn more
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.
Learn more
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.
Learn more
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
Receipt Tracking
Shoeboxed
Receipt scanning and expense tracking setup — we integrate Shoeboxed with QuickBooks or Xero so receipts are captured, categorized, and reconciled automatically.
Learn more
Nonprofit
Bloomerang
Certified partner — donor management setup and QuickBooks integration for nonprofits, including restricted fund tracking and volunteer management configuration.
Learn more

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 →

Led By Experience

Built and led by a 20-year industry veteran

Certum Solutions was founded by Katherine "Katie" Bunschoten, a 20+ year accounting and systems veteran, published contributor to Intuit's Firm of the Future and CPA Practice Advisor, and Intuit's 2022 Trailblazer of the Year. Under her leadership, Certum became a top-5% QuickBooks Solution Provider with 13+ Intuit awards — and built the cross-platform certifications that let us recommend what's right for you, not what's convenient for us.

Certified QuickBooks Services by Certum Solutions

Outgrowing QuickBooks or looking for alternatives? We handle QuickBooks migrations, platform upgrades, and implementations across QuickBooks Online, Enterprise, and Intuit Enterprise Suite.

Expert QuickBooks Selection

Whether you’re new to QuickBooks or have been operating in it for years, Certum Solutions can customize it right for you. QuickBooks Consulting →

QuickBooks Database Migration

Certum Solutions has done thousands of QuickBooks Data migrations from products such as Zoho, Sage, Dynamics, and many others. QuickBooks Database Migration →

QuickBooks Bookkeeping & Cleanup

We tailor our ongoing bookkeeping services around your business, budget, goals, and processes; and, it’s all done in the software you already use. QuickBooks Bookkeeping & Cleanup →

QuickBooks Support

Frustrated with Intuit QuickBooks customer support? Work with the experts at Certum Solutions and get your QuickBooks issues solved now. QuickBooks Support →

Intuit System Training

From single user installs to complex, QuickBooks Enterprise hosted setups with custom apps, Certum Solutions' team can help. QuickBooks Training →

Awards & Recognition

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. 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. Tell us where you're at, we'll tell you exactly what makes sense next.

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

Most clients hear back within one business day.

Client Case Study 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: Using QuickBooks Online, we delivered board-ready financials, improved grant reporting accuracy, and gave leadership the data confidence they needed for compliant decision-making.

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: Using QuickBooks Enterprise Contractor edition, we delivered accurate job costing, full labor cost visibility by project, and renewed team 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 implementation with upfront system design, smooth migration, and custom reporting.

Result: Using QuickBooks Enterprise, we delivered faster reporting, measurable cost savings, and a smooth, on-time platform migration for a USDA-inspected manufacturer with over $1M in monthly sales — on a fixed timeline with no business disruption.

Food & Beverage 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: Using QuickBooks Enterprise with automated inventory integration, we eliminated 15+ hours of weekly manual reporting and delivered real-time inventory visibility from day one — live in 32 days.

See All Client Case Studies →

Certum vs. QuickBooks Live / Bench / Pilot

How Certum Compares

Unlike large national QuickBooks consulting firms, Certum is accounting-led; every implementation includes a chart of accounts review, data migration audit, and first month-end close completed alongside your team. Your books are clean from day one, not six months later after a reconciliation catch-up.

Certum vs. QuickBooks Live

  • QuickBooks Live handles basic data entry and categorization. Certum builds and configures the system, manages integrations, and provides strategic CFO advisory alongside bookkeeping. See how our ongoing accounting services differ from basic bookkeeping support.

  • QuickBooks Live is confined to QuickBooks Online. Certum works across QuickBooks, Intuit Enterprise Suite, Xero, Zoho, Cin7, Katana, and other platforms and recommends among them without vendor bias.

  • QuickBooks Live does not handle data cleanup, migrations, or failed implementations. Certum's most common engagements are exactly those situations — see our ERP implementation and accounting software setup services.

Certum vs. Bench

  • Bench uses a proprietary platform — if you leave, your historical data exports as generic spreadsheets. Certum works inside QuickBooks, Xero, or Zoho: you own your ledger completely.

  • Bench operates on modified cash-basis accounting, which does not work for businesses with inventory. Certum provides full accrual accounting reviewed monthly by a senior accountant.

  • Bench does not handle inventory tracking, multi-channel reconciliation, or ERP integrations. For product-based businesses, these are table-stakes requirements — see how we handle inventory accounting and system integration.

Certum vs. Pilot 

  • Pilot is optimized for venture-backed tech startups; R&D tax credits, investor-ready reporting, and VC-specific accounting frameworks. Certum is built for inventory-heavy, operations-complex businesses in manufacturing, distribution, construction, and e-commerce.

  • Pilot automates bookkeeping using AI and a standardized tech stack. Certum configures systems around how your business actually operates; including custom chart of accounts, industry-specific workflows.

  • Pilot provides limited ERP or operational system support. Certum's core work is connecting accounting, inventory, payroll, and e-commerce into a unified, reconciled system. See our full ERP implementation services for how that works in practice.

How we work

Our Process

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

01

Free Consultation

We start by listening. Before recommending anything, we learn how your business actually runs — your revenue model, financial structure, current systems, team, pain points, and where you want to be in 12–24 months.

We assess: Business model • Current systems • Financial health • Pain points • Growth goals

02

Assess & Plan

We map out the right approach for your situation — whether that's a software roadmap, an accounting structure, a CFO reporting framework, or a plan to connect your systems and eliminate manual work.

We define: Recommended path • Reporting structure • System plan • Workflow design • Timeline & scope

03

Build & Train

We do the work. For implementations, this means configuring, migrating, and connecting your systems. For bookkeeping and advisory clients, this means cleaning up the books, establishing reliable processes, and making your financial data trustworthy. We train your team in their actual environment, & confirm your reporting reflects reality.

We deliver: Clean, accurate data • Configured systems • Connected integrations • Reliable reporting • Team training • Go-live confidence

04

Ongoing Support

We offer ongoing options to stay with you. As your business scales, your systems, reporting, and financial strategy need to scale with it. We provide ongoing advisory, accounting & bookkeeping, tax, optimization, and strategic support so your finance function grows alongside the business — not behind it.

We provide: Ongoing advisory • CFO-level insight • System optimization • KPI tracking • Strategic planning • Ongoing Bookkeeping • Accurate Reporting • Payroll Services

Reviews

What Our Clients Are Saying

4.6/5.0 on Google · Clutch Top Financial Advising & Planning Company North Carolina 2026

“I was in desperate need of help with tracking the finances for my small services business. The folks at Certum knew which software would best suit my needs, and they've been available with hands-on help during my learning curve. Highly recommend.”

— Sara R.

“It's hard to find exceptional service these days. Sarah went above and beyond anything I could imagine to make sure everything went smoothly. Not only did she do her part, she reached out to Intuit to make sure someone was able to help us with our payroll issue. I have been using QuickBooks since 2004 and this is my best experience yet. I am more than impressed with the service you provided relatively quickly. Thank you!”

— Isaac O.

“Great attention to detail. Friendly staff and quality service. When we first came to Certum Solutions our company was growing faster than our books could keep up. They caught us up to speed and help keep us ahead of the game and out of trouble. Great company and I would recommend them highly.”

— Mike J.

Free Business Resources

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

See Our Resource Hub →

FAQ

Frequently Asked Questions

  • Certum Solutions is an accounting and systems consulting firm for growing businesses. We provide outsourced bookkeeping and accounting services for businesses, accounting software implementation (QuickBooks, Xero, Zoho, 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 $50M 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% Elite Pro Advisor, 7 Intuit awards), Certified Xero Bronze Partner, Zoho 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.

  • 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.

  • 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.

  • Certum Solutions delivers all of it with one team — the same people who clean up and maintain your books also implement your software and support it long-term. There's no handoff between a bookkeeper, an implementation consultant, and a support vendor, which means no finger-pointing when something breaks. One team owns your books, your systems, and your reporting end to end.

  • An accounting consultant helps businesses design, implement, and optimize their accounting systems, software, and financial reporting processes. At Certum Solutions, that means everything from QuickBooks cleanup and ERP implementation to fractional CFO support and financial system design — configured around your specific industry, revenue stage, and operational complexity. We work with businesses generating $1M to $50M annually that need more than basic bookkeeping but aren't ready for enterprise-level overhead.

  • Yes. Many of our clients come to us with founder-managed finances, no documented processes, and books that need significant cleanup before any system work can begin. We start where you are — whether that's a cleanup engagement, a QuickBooks reconfiguration, or a full ERP discovery — and build from there. You don't need financial maturity to work with us. You need a clear problem.

  • We work alongside your CPA, not instead of them. Our role is to clean, organize, and maintain your books so your tax CPA receives accurate, IRS-compliant financial records without spending their time doing cleanup. We don't replace your CPA relationship — we make it more productive.

  • Certum Solutions is built specifically for the $1M–$50M revenue range — businesses with real operational complexity (inventory, job costing, multi-entity) that don't need, or can't justify, a national firm's overhead. If you've outgrown your bookkeeper but a six-figure ERP project doesn't make sense yet, that's the exact gap we operate in.

Not sure where to start? That's exactly what the first call is for.

Whether you need cleaner books, a better software setup, a full ERP implementation, or a fractional CFO to make sense of it all — we'll tell you honestly what the right next move is. No pressure, no pitch, just clarity.

Free 30-minute call · US-based team, always

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