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ERP & Accounting Software Consultants for Growing Businesses

We help growing companies replace disconnected systems with integrated ERP, accounting, and advisory support; so leaders can make confident decisions backed by reliable data.

Platform-agnostic ERP and accounting software consulting
Fixed-scope implementations with clear outcomes
Ongoing accounting, bookkeeping, and advisory support
Serving businesses across North Carolina and nationwide
ERP, accounting, and advisory specialists
Trusted by growing, complex organizations

From system cleanup and implementation to long-term advisory, Certum Solutions supports businesses through every stage of growth.

Let’s Build Systems That Work The Way Your Business Does

Let’s Build Systems That Work The Way Your Business Does

Struggling to align systems, data, and operations? We combine accounting, ERP, data and AI solutions to drive better processes, insights and long-term business performance. Growing businesses often outgrow their systems before they realize it. Disconnected software, unclear financial data, and manual processes slow decisions and create risk.

Certum Solutions helps businesses replace complexity with clarity. We design, implement, and support integrated systems that align your operations, finances, and leadership teams; so your business can scale confidently, not reactively.

We don't just install software. We help you build systems that support how your business actually runs.

Our Core Services

We support growing businesses through every stage of system maturity; from cleanup and selection to long-term advisory and optimization.

Accounting & Bookkeeping Services

Full-service, ongoing accounting support designed for growing businesses that need accurate, reliable financials; without internal strain.
We provide monthly bookkeeping, reconciliations, inventory and job costing, multi-entity accounting, and detailed reporting that leadership teams can actually use. From cleanup to month-end close, our work creates financial clarity you can trust.
→ Explore Accounting & Bookkeeping

ERP & Software Implementation

Strategic system implementation that replaces disconnected tools with platforms built to scale.
We guide businesses through software selection, ERP and accounting system implementation, data migration, training, and post-go-live optimization. Our platform-agnostic approach ensures your systems fit your workflows; not the other way around.
→ View ERP Implementation Services

Business Advisory & Fractional CFO

Executive-level financial insight without the cost of a full-time CFO.
We help leadership teams make informed decisions through forecasting, budgeting, KPI tracking, scenario planning, and ongoing advisory support. Whether you’re preparing for growth, restructuring, or investment, we bring clarity to complex decisions.
→ Learn About Fractional CFO Services

Operational & Systems Consulting

Operational clarity at the intersection of systems, data, and people.
We help businesses improve efficiency by aligning processes, workflows, and reporting across departments. From system optimization to process redesign, our consulting focuses on removing friction and enabling smarter, faster operations.
→ See How We Improve Operations

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
  • North Carolina–based, providing nationwide support across the U.S.

Ready for consulting strategy support?

We work with organizations who want clarity in their numbers, their systems, and their next steps. Whether you need ongoing accounting, ERP and operations consulting, or fractional CFO guidance, our consultants help you design smarter systems and make data-backed decisions that last.

Talk To A Consultant

Specialized Services & Capabilities

Accounting & Finance

  • Monthly bookkeeping & close
  • Inventory and job costing
  • Multi-entity accounting
  • Catch-up & cleanup projects
  • Sales tax readiness & compliance support
  • Board-ready financial reporting
→ View Accounting Services

Systems & Technology

  • ERP system selection & implementation
  • Accounting software implementation
  • Inventory system consulting
  • CRM and operational integrations
  • Reporting dashboards & automation
  • Training and documentation
→ Explore Systems Consulting

Advisory & Growth

  • Fractional CFO services
  • Budgeting & forecasting
  • Cash flow optimization
  • KPI & performance tracking
  • Process improvement & efficiency planning
→ View Advisory Services

Not sure which service fits your needs?

We’ll help you identify the right next step based on your systems, data, and goals.

Schedule a Consultation

Our Core Values

Certum provides solutions that promote growth and meet your unique business objectives. Our primary core values are designed to reflect our passion for providing an excellent customer and client engagement experience.

Why Choose Certum
We partner with leading platforms for better business.

Built for Growing, Complex Businesses

Our clients are past the “starter tools” phase, and ready for systems that support scale.

Inventory-driven and product-based businesses
Manufacturers and distributors
Multi-entity and multi-location organizations
Professional services firms with growing teams
Businesses preparing for rapid growth, restructuring, or investment

Empowering Businesses with Smarter Systems

500+
Happy Clients
98%
Satisfaction Rate
15+
Years Experience
U.S.A.
Countries Served

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

When Your Systems Feel Disconnected, It’s Not an IT Problem; It’s a Strategy Problem

Spreadsheets outside your systems. Inventory and accounting not matching. Software purchased but underused. These are signs your business needs systems strategy before more tools.

Explore Technology Consulting

How We Work

From operational overwhelm to financial clarity in five structured phases:

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 Case Studies

See how Certum can turn operational chaos and financial blindness into strategy with measurable success.

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FAQ

  • Most businesses need an ERP system when accounting software alone can no longer support operations. If your financials, inventory, sales, projects, or reporting live in disconnected systems, ERP may be the next step. An ERP system centralizes data so finance, operations, and leadership are working from the same source of truth.

    An ERP consultant evaluates how your business actually operates before recommending software. The goal isn’t “bigger software,” but better visibility, control, and scalability.

  • A business should consider ERP when QuickBooks requires heavy workarounds, multiple add-ons, or manual processes to keep operations running. Common signs include inventory inaccuracies, delayed reporting, multi-entity complexity, or operational decisions being made without reliable data.

    An ERP consultant helps determine whether ERP is necessary now, or if your current accounting software can be optimized first.

  • Choosing the right ERP starts with understanding your businesses workflows, reporting needs, and growth plans…not software features. Different ERPs serve different business models, industries, and levels of complexity.

    A platform-agnostic ERP consultant compares systems based on how well they align with your operations, not other incentives. That’s why our clients choose us, Certum Solutions, your unbiased ERP system consultant of choice.

  • Accounting software focuses on financial tracking: bookkeeping, payroll, taxes, and reporting. ERP software goes beyond accounting by connecting finance with inventory, order management, CRM, project management, manufacturing, and operations.

    ERP software is designed for businesses that need real-time operational insight—not just month-end financials. Choosing between the two depends on complexity, not just revenue.

  • A fractional CFO provides part-time executive-level financial strategy, cost accounting, and business planning without the expense of a full-time hire. Certum Solutions offers nationwide fractional CFO services tailored to small and mid-sized businesses.

  • Yes. We specialize in bookkeeping services for small businesses, including outsourced accounting, payroll, cost accounting, and compliance reporting. Whether local in North Carolina or nationwide, our bookkeeping helps businesses stay accurate and stress-free.

  • Traditional firms focus on compliance and historical reporting. We’re consultants first: we deliver financial clarity (advisory, bookkeeping, CFO), operational efficiency (ERP + software implementation), and technology confidence (secure, modern systems). You get strategy plus the team that actually builds the systems to make it work.

  • Most likely, yes. We serve a wide range of industries, including construction, manufacturing, eCommerce, and nonprofit organizations. Each industry has unique needs, and we tailor our approach to fit your operations and reporting requirements.

  • 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.

  • Yes. Certum Solutions is a Certified QuickBooks ProAdvisor, helping businesses set up, customize, and optimize QuickBooks Online and QuickBooks Enterprise. We also support migrations, training, and integrations with other ERP software.

  • 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.

  • Yes! We specialize in QuickBooks, Odoo ERP, Cin7 Core, Zoho, and other platforms. Whether you need setup, training, cleanup, or migration, our team ensures your system runs smoothly and gives you reliable, decision-ready data.

  • 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.

  • 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.

  • The right accounting software depends on transaction volume, reporting needs, inventory complexity, and growth trajectory. What works for a small business may limit a growing one.

    Accounting software advisory focuses on aligning financial systems with operational reality, ensuring accuracy, efficiency, and useful reporting.

  • QuickBooks works well for many businesses, but challenges arise with multi-entity structures, advanced inventory, job costing, or consolidated reporting.

    In these cases, businesses may need workflow optimization, software integrations, or a move toward ERP—guided by an experienced accounting and systems advisor.

  • Inventory software becomes necessary when manual tracking, spreadsheets, or accounting-only inventory cause stockouts, overstocks, or inaccurate margins.

    Inventory and order management systems improve purchasing decisions, fulfillment accuracy, and cash flow visibility—especially for product-based businesses.

  • Inventory software manages stock levels and costs. A WMS focuses on warehouse logistics like picking, packing, and fulfillment. ERP connects inventory, finance, sales, and operations in one system.

    An advisor helps determine which level of system is appropriate based on operational complexity—not assumptions.

  • There’s no universal answer. The right starting point depends on where breakdowns are happening today and where growth is headed.

    A phased, advisory-led approach often reduces risk, cost, and disruption while still supporting long-term scalability.

We support a range of ERP and accounting platforms including Odoo, QuickBooks, and Xero; selected based on your business needs, not vendor bias.

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.

Schedule a Free Consultation
Contact Certum Solutions

Based in North Carolina, serving businesses nationwide.