The Modern Accounting Firm
for Growing Businesses.
Simplify your tech-stack, automate workflows, and get real-time actionable insights to grow smarter without the technical headaches.
Run Leaner.
Grow Smarter.
Simplify your business, optimize inventory, and replace spreadsheets all in one unified system.
- Replace disconnected tools with full platform integration
- Real-time visibility across operations + financials
- Predict inventory + revenue with AI-powered forecasting
- Confident decision-making based on clean, actionable data
Streamline My Systems
Built For Growth-Minded Businesses
Unlike many firms, we’re not tied to any one software. Whether you're looking to strengthen your decision-making or want a hands off compliance solution, we tailor our services to your needs. Every business deserves tools that fit them, not the other way around. Unlike many firms, we’re not tied to any one software. That means our recommendations are based on what’s truly best for your business, not ours.
01
Bookkeeping + Accounting
We handle monthly bookkeeping, catch-up work, cleanups, provide clear financial reports, real-time dashboards, & cash flow forecasting.
Get Your Books Into Shape
02
Order Management
AI-powered inventory tracking and real-time order lifecycle automation to demand forecasting and warehouse optimization.
03
Accounting Software
From custom workflow setups and data migration to cloud-based or on-premise options. Onboarding, training, and ongoing support.
Get Your Business On The Right Track
04
Business Consulting
Expert cost management consulting, budgeting & forecasting support, and FP&A to help you make confident, data-driven decisions.
What Makes Us Different
The Most Tech-Forward
We integrate your business' financials and systems under 1 roof. No more bouncing between vendors. We have a unique dynamic; a team of accounting experts paired with software development. Software providers such as Quickbooks or Odoo partner with firms like us, because we bridge the gap between their technology and your businesses needs.
The Most Scalable
Built by people who’ve been there
with real-world experience supporting both startup founders and enterprise operators, we know that scalability isn't optional, it’s essential. Certum’s team of accountants, developers, and business consultants speak the language of growth, so your tech stack won’t hold you back when opportunity knocks.
The Most Transparent
Certum Solutions combines decades of financial and systems expertise with hands-on implementation across hundreds of small to mid-size businesses. Our pricing and delivery model have been battle tested across industries from eCommerce and manufacturing to retail and professional services, so you get a process that works as well as the product itself, with transparent pricing and timelines.
Who We Help
Certum Solutions specializes in helping businesses break through operational bottlenecks and scale with confidence. Whether you're just starting to outgrow DIY tools or you're ready to modernize outdated systems, we’ll guide you through a smarter, more connected way of working. Powered by the right mix of technology, automation, and advisory expertise.
Growing Service Providers
Outgrown spreadsheets & basic apps? We’ll help you transition to a streamlined system designed to scale. Time tracking & invoicing to reporting & compliance, our team creates workflows that reduce admin burden & support higher volumes.
DiscoverGrowing Business Owners
We help small to mid-sized business owners streamline operations with integrated platforms that bring accounting, inventory, reporting, & workflows under one roof. The result? Fewer errors, more time back, & clarity to make better business decisions.
DiscoverRetail & E-Commerce Teams
Managing sales across Shopify, BigCommerce, POS systems, and marketplaces can get chaotic fast. We specialize in syncing front-end and back-end operations. From inventory and fulfillment to real-time financials, so your team can deliver a seamless customer experience while staying lean and scalable behind the scenes..
DiscoverManufacturers & Wholesalers
As demand grows, so does operational complexity. We work with manufacturers and wholesale distributors to implement powerful ERP and MRP solutions like Odoo, MISys, and Cin7. With fully integrated production, purchasing, and inventory workflows, you gain control, traceability, and cost-efficiency across your entire supply chain.
DiscoverModern Tools for Modern Businesses
Still using QuickBooks Desktop, Excel, or a patchwork of tools? We’ve helped countless companies make the leap to smarter systems that scale. Our team handles everything from data migration to setup, training, and long-term support. Ensuring you don’t just upgrade, you accelerate..
DiscoverCertified Odoo Partner, Proven ERP Results.
As expert ERP consultants for small business in the U.S.A, our team has extensive experience working with leading ERP software such as Odoo ERP, Zoho Books, + more. We bring a deep accounting expertise and an organized, results-driven process to every project.
- ERP Consulting & Discovery Sessions
- ERP System Migration Specialists (QuickBooks to Odoo ERP)
- ERP Implementation, Configuration, and Optimization
- Custom Odoo Development
- Staff Training, Testing & Ongoing ERP Support
Got Questions? We’ve Got Answers.
Here’s what businesses like yours ask us most:
Do you offer remote bookkeeping services?
Yes! Certum Solutions provides full-service remote bookkeeping across the U.S. while also offering local, in-person support in and around the Charlotte, North Carolina area.
How do I know if I need an ERP system?
If your business is struggling with disconnected systems, inventory chaos, or manual data entry... you’re ready for an ERP system like Odoo. We offer free ERP discovery consultations!
Do I need to be local to work with Certum?
Nope! We work with companies across the United States, offering remote onboarding, training, and support. We’re based near Charlotte, NC but support clients nationwide.
Can you help migrate my data from QuickBooks to Odoo ERP?
Absolutely. We provide QuickBooks to Odoo migration services and support migrations to/from Xero, Zoho, and other platforms. Our team handles data migration, setup, training, and ongoing support to ensure a smooth transition.
Do you offer catch-up bookkeeping and financial cleanup services?
Yes! We specialize in catch-up bookkeeping, historical cleanups, and monthly financial reporting. Whether you're behind on months or years of bookkeeping, we’ll help you get back on track fast with clean, audit-ready books.
What does Certum Solutions do?
Certum Solutions is a tech-forward consulting firm that helps businesses streamline operations by offering expert bookkeeping, accounting software implementation, ERP consulting, and systems automation. We specialize in tools like Odoo, QuickBooks, Xero, and more.
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