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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.

Vendor-neutral ERP readiness guidance and accounting software consulting
Fixed-scope implementations with clear outcomes
Continued accounting and bookkeeping & advisory support
Serving Businesses Nationwide Across the U.S.
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.

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

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

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
→ 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

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.

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

Our Process

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 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.

  • 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.