Local Bookkeeping and Accounting Services. Scale Gracefully.

Streamline Your Business with Tailored Bookkeeping and Software Services

Certum Solutions provides expert bookkeeping, accounting, and software solutions to help your business scale. From monthly bookkeeping to inventory software implementation, Certum Solutions helps businesses like yours simplify operations and scale with confidence. Whether you’re a franchise, manufacturer, retailer, or construction business, we deliver expert solutions tailored to your industry. Serving businesses locally and across the United States.

Let Certum handle the complexity so you can focus on growing your business.

Part of the Certum Solutions Team at our Hayne St Office Grand Opening in Downtown Monroe, NC

Part of the Certum Solutions Team at our Hayne St Office Grand Opening in Downtown Monroe, NC

Why Choose Certum Solutions?

As a tech-forward advisory practice, Certum Solutions provides tailored accounting and bookkeeping services, supported by customized 1:1 monthly advisory to meet your unique business needs. Our eCommerce solutions and full-service project management empower you to navigate the complexities of business software, offering migration support across popular platforms like QuickBooks, Xero, Odoo, and leading CRMs. Whether you need DIY coaching or white-glove collaboration, we guide you every step of the way.

We leverage advanced tools, including Power BI, QuickBooks Online, Xero, and ethical AI, to deliver tangible insights, actionable data, and trusted support that help your business thrive amid the noise. With Certum Solutions, you have a reliable partner dedicated to simplifying accounting and software transitions, so you can focus on growth and success.

With two offices located in Monroe and a robust remote presence, Certum Solutions is here to support your business no matter where you are, delivering expertise and flexibility that meet your needs.

Certified Expertise in Leading Software Solutions

As certified partners of trusted platforms like QuickBooks Online and Enterprise, Odoo ERP, Xero, Zoho, Katana Cloud Inventory, Avalara, and Shopify, we offer tailored solutions to fit your unique business needs.

Whether you need accounting software migration, ERP implementation, or inventory software for small businesses, Certum’s expertise ensures smooth transitions and results that matter.

What Sets Us Apart?

  • A proven track record in software implementation across industries.

  • Multi-software expertise (not just QuickBooks), giving you more flexibility.

  • Industry-specific solutions for franchises, construction, retail, manufacturing, and more.

  • Class: Bookkeeping Q&A Tuesdays

    TUESDAYS 10:00AM- 2:00PM

    Drop-In Bookkeeping Support Day – a free, come-and-go opportunity for DIY bookkeepers to get help with their financial questions.

    RSVP

  • Sponsoring: Corks + Forks Wine and Food Festival

    3.29.25

    We’re proud to be a Merlot Sponsor for this event. Proceeds make a direct impact in helping our elderly neighbors. This event is through Council On Aging in Union County.

    LEARN MORE

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Tailored Solutions for Every Industry

Certum Solutions specializes in crafting solutions that meet the unique needs of your industry. See why businesses across franchises, retail, manufacturing, and construction rely on Certum Solutions.

Franchises:

  • Centralized bookkeeping and reporting for multiple locations.

  • Streamlined software solutions to keep operations running smoothly.

Manufacturing:

  • Cloud-based inventory management with platforms like MISys and Odoo ERP.

  • Track raw materials, production schedules, and finished goods in real time.

Construction:

  • Simplified job costing, invoicing, and time tracking with Accounting and ERP platforms.

  • Integration of project management tools with your financials.

Retail & Ecommerce:

  • Inventory solutions for multi-channel sales.

  • Shopify setup and seamless integration with bookkeeping platforms

Trusted by Businesses Across Industries

  • "Certum Solutions walked me through a tutorial in QuickBooks, and specifically helped me figure out how to enter employee costs in order to track job costs. They helped me understand the main features in QuickBooks, as well as which specialized programs were best for us, such as the Contractor version."

    — Tara Medlin

  • "Leah was extremely thorough and answered several of my questions and concerns. Her experience in POS software and clothing retail sales sealed the deal for me. I plan to work with her in the future as I install my POS and input my inventory."

    — Michael Leinwand

  • "We've been most impressed with Sam's perseverance – as it was not an easy or quick project. Also, I’m impressed with how much easier it is to filter/track financial data using QB classes and subaccounts. "

    — Anonymous Client

  • "The team was great to work with. They were knowledgeable, efficient, and timely in all stages of the implementation."

    — Lorentz Meat

  • " We've been most impressed with team training and conversion planning. Your team planning allowed us to complete the conversion from the initial quote to going live in 32 days. The project was completed timely and within budget."

    — TEG Lease & BoomCo

  • "I would recommend Certum Solutions to anyone who wants to run their business right."

    — United Construction

  • "The Certum Solutions team worked side-by-side with Pickler to find a right-sized solution for ScanOnline’s growing needs. They applied their direct experience with manufacturing and warehousing solutions, as well as deep expertise helping customers roll out new tools from start to finish in ways that ensure high rates of adoption and user comfort."

    — ScanOnline

  • “This is a company you can trust. Their leadership from the top down is extremely knowledgeable and compassionate. They are transparent and honest. Unlike other companies that will simply nod and say they can do it all, Certum will ensure that the client is aware of limitations or incompatibilities early on — further helping establish expectations before the project is afoot.”

    — FreyCo

Learn More About Our Success Stories

Get Started with Certum Solutions Today

Ready to simplify your bookkeeping and software processes? Certum Solutions is here to help. From software migration to bookkeeping cleanup, we’ve got you covered.