North Carolina Based · Serving Businesses Nationwide
ERP & Accounting Systems Consulting for Growing Businesses.
Certum Solutions helps growing businesses build accounting, inventory, ERP, and financial systems that actually scale. From QuickBooks rescue projects to ERP implementation and fractional CFO support, we help businesses gain operational clarity without Big 4 complexity.
500+
Businesses served across 15+ industries
15+
Years implementing accounting systems
Multi Award Winner
QuickBooks Solution Provider, top 5% nationally
✔️ Woman-Owned & BBB Accredited
✔️ Local Roots, National Reach
✔️ Vendor-Agnostic Firm
✔️ 500+ Businesses Served
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/reporting complexity.
ERP or accounting system migrations
You’re switching platforms or fixing a failed implementation.
Businesses outgrowing QuickBooks
Your reporting is unreliable, processes are manual, or systems no longer connect cleanly.
Founder-led companies scaling fast
Processes still live in people’s heads instead of systems.
Multi-entity or multi-location companies
You need consolidated visibility without spreadsheet chaos.
Businesses needing strategic finance support
You need better reporting, forecasting, and operational visibility without hiring a full CFO.
If you recognize your business in more than two of those descriptions, a free consultation is the fastest way to understand what the right next move is.
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.
Accounting Software Implementation
Implementation, migration, integrations, cleanup, and training across QuickBooks, Xero, Odoo, 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 →
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.
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
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
Our Platform-Agnostic Promise
We hold certifications across QuickBooks, Odoo, 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 Odoo, 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%), Odoo Ready Partner, Xero Bronze Partner, Zoho Silver Partner, and certified Cin7 and Katana implementation partner.
✓ US-based team, always ✓ Certified in your software ✓ 15+ in Business ✓ BBB Certified
Certified across the platforms your business actually runs on
Implementation, migration, and ongoing support — certified across the platforms your business actually uses.
Not sure which platform is right for you?
We'll assess your needs and make a straight recommendation — free.
Certified QuickBooks Services by Certum Solutions
QuickBooks Consulting
Whether you’re new to QuickBooks or have been operating in it for years, Certum Solutions can customize it right for you. View QuickBooks consulting services
QuickBooks Database Migration
Certum Solutions has done thousands of QuickBooks Data migrations from products such as Odoo, Sage, Dynamics, and many others. See our migration process
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. Get a free cleanup assessment
QuickBooks Support
Frustrated with Intuit QuickBooks customer support? Work with the experts at Certum Solutions and get your QuickBooks issues solved now. Talk to a QuickBooks support expert
QuickBooks Training
From single user installs to complex, QuickBooks Enterprise hosted setups with custom apps, Certum Solutions' team can help. Explore QuickBooks training options
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
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: 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 Enterprise Contractor edition implementation, training, & 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 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!"
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.
Certum vs. QuickBooks Live / Bench / Pilot
How Certum Compares
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.
QuickBooks Live is confined to QuickBooks Online. Certum works across QuickBooks, Odoo, Xero, Zoho, Cin7, Katana, and other platforms.
QuickBooks Live does not handle data cleanup, migrations, or failed implementations. Certum's most common engagements are exactly those situations.
Certum vs. Bench
Bench uses a proprietary platform — if you leave, your historical data exports as generic spreadsheets. Certum works inside QuickBooks, Xero, or Odoo: 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.
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, and non-standard integrations.
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.
Certum Solutions Process
We start with structure, but we’re ready to adapt to your needs.
Understand
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.
Design
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.
Stabilize
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.
Activate
We bring your team up to speed and make sure everything works before we step back. This means training your people in their actual environment, supporting your first close or go-live, and confirming your reporting reflects reality.
Grow
We stay with you. As your business scales, your systems, reporting, and financial strategy need to scale with it. We provide ongoing advisory, optimization, and strategic support so your finance function grows alongside the business — not behind it.
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.
FAQ
Frequently Asked Questions
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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, 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 2% Elite Pro Advisor, 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. Talk to us about ERP
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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.
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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.
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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.
Let's discuss your specific growth challenges and financial strategy. Get clarity on cash flow, inventory, and scaling complexity.