ERP & Accounting Software Consultants for Growing Businesses
Certum Solutions works with U.S.-based businesses generating approximately $1 million to $30 million in revenue who are operationally complex but not enterprise-scale. We stabilize messy systems, strengthen reporting, & build the operational backbone you can actually run on.
From system cleanup and implementation to long-term advisory, Certum Solutions supports businesses through every stage of growth.
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 Online or QuickBooks Enterprise
✔️ Manage inventory, job costing, ecommerce, 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.
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
ERP & Software Implementation
Business Advisory & Fractional CFO
Operational & Systems Consulting
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.
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.
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.
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
Systems & Technology
- ERP system selection & implementation
- Accounting software implementation
- Inventory system consulting
- CRM and operational integrations
- Reporting dashboards & automation
- Training and documentation
Advisory & Growth
- Fractional CFO services
- Budgeting & forecasting
- Cash flow optimization
- KPI & performance tracking
- Process improvement & efficiency planning
Not sure which service fits your needs?
We’ll help you identify the right next step based on your systems, data, and goals.
QuickBooks Rescue Services for $1–10M Businesses
Many growing businesses between $1-$10M revenue assume their QuickBooks problems mean they need ERP.
In reality, most issues stem from:
✔️ Inconsistent reconciliations
✔️ Poor chart of accounts structure
✔️ Improper inventory or job costing setup
✔️ Reporting not aligned to operations
✔️ Post-implementation workflow breakdown
This allows growing businesses to regain control before making expensive platform decisions.
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.
Systems Strategy Before Software
Align accounting, ERP, and reporting systems before investing in new tools.
Industry-Specific Experience
From construction job costing to nonprofit fund accounting, we understand your workflows.
Adoption & Enablement
Hands-on training, recorded sessions, and documentation so your team actually uses the system correctly.
Ongoing Partnership
We stay involved after go-live with refinements, support, and optimization.
We partner with leading platforms for better business.
We are platform-agnostic but specialize in leading accounting, ERP, and inventory systems used by growing businesses.
We also support integrated payroll, HR, CRM, project management, and e-commerce systems as part of our implementations.
Built for Growing, Complex Businesses
Our clients are past the “starter tools” phase, and ready for systems that support scale.
Empowering Businesses with Smarter Systems
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.
Our Process
From operational overwhelm to financial clarity in five structured phases:
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.
Client Case Studies
See how Certum can turn operational chaos and financial blindness into strategy with measurable success.
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 to use the system correctly.
QuickBooks Contractor edition selection, customized training, and full job costing and employee cost tracking setup.
Accurate job costing and expense tracking, confidence in the QuickBooks investment, and improved visibility into labor costs and project profitability.
Empowered a Nonprofit with Financial Clarity & Compliance
Overwhelmed by compliance requirements and inconsistent financial reporting.
Ongoing QuickBooks setup, training, and advisory support tailored to nonprofit reporting 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 and unreliable data.
QuickBooks Enterprise implementation with automation and integrated inventory workflows.
Eliminated 15+ hours of weekly manual reporting, gained real-time inventory visibility, and went live in just 32 days.
Subscribe to our monthly email newsletter!
Providing you with valuable tips, resources, downloadables, & important dates to watch for.
Latest from Our Blog
Expert insights on ERP, digital transformation, accounting, inventory, and enterprise technology.
Odoo 19 AI & Automation Features
Upgrade to Odoo 19 and unlock next-level automation. Talk to our Odoo upgrade specialists about…
Learn MoreIntuit Enterprise Suite vs QuickBooks Enterprise
Intuit's new Intuit Enterprise Suite (IES) software and how it relates to QuickBooks Enterprise software.
Learn MoreHow To Complete Change Orders in QuickBooks Online
If you’ve recently switched from QuickBooks Enterprise Contractor Edition to QuickBooks Online…
Learn MoreFAQ
-
-
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.
-
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.
-
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.
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.
✓ Based in North Carolina, serving businesses nationwide.