Project-Based Accounting
Seamlessly Transition to a Smarter Accounting Platform
Understanding that each business is unique, our Project-Based Accounting Services offer customized software solutions that cater to your specific business needs and workflows, guaranteeing accuracy, efficiency, & opportunities for growth.
Our Proven Process.
Certum Solutions understands that the thought of transitioning to a new accounting platform can be overwhelming. That's why we've developed a proven process that ensures a smooth, hassle-free migration and implementation. We work closely with you every step of the way, tailoring the process to meet the unique needs of your business. From evaluating your current software to providing accounting software training, our goal is to help you make the most of your new accounting software while minimizing downtime and disruptions.
Consultation + Evaluation
We have an in-depth consultation where we assess your current accounting system & business workflows to understand your unique needs and pain points. This step allows us to identify inefficiencies and areas for improvement.
Recommendations + Planning
Based on Step 1, we provide expert accounting software recommendations that fit your business size, industry, + budget. We walk you through the pros and cons of each platform, discuss potential 3rd party integrations, and answer any concerns.
Implementation + Data Migration
No prior accounting software? We handle software Implementation SME. Switching platforms? We manage secure data migration, ensuring accuracy, compliance, and minimal disruptions.
Configurations + Testing
We offer custom workflow configurations, automation, & system integrations to align the software with your business needs. 3rd party add on's available to enhance operational efficiency. Before full deployment, we test every aspect of the system to ensure smooth functionality, data tracking, and efficiency.
Training + Ongoing Support
Certum Solutions provides expert accounting software training with options for you and/or your team to ensure a smooth transition. Software training is available virtually or in-person. Ongoing advisory and support services are available to assist businesses in optimizing their software and financial processes over time.
Benefits of Our
Project Accounting Services
Partnering with Certum Solutions offers several advantages:
Enhanced Financial Transparency
Gain real-time visibility into your project finances with detailed tracking and reporting. Our solutions help you monitor budgets, cash flow, and profitability, ensuring you make informed business decisions.
Improved Resource Allocation
Understand where resources are being used and how to maximize efficiency. Our project-based accounting services streamline financial planning, ensuring optimal use of personnel, materials, and capital.
Scalable Accounting Solutions for Growth
As your business expands, so do your financial needs. Our scalable solutions grow with you, adapting to new challenges, industry changes, and increasing financial complexity.
Expert Guidance & Support
Our team of seasoned accounting professionals provides expert insights to help you optimize your financial processes, maximize profits, and maintain compliance.
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Trusted by Small Businesses Like Yours
"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."
"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."
"Your team was great in assisting with the upfront planning, the implementation, and assisting with questions once we were using the program. Great to work with, knowledgeable, efficient, and timely in all stages of the implementation."
Choosing The Right Accounting Software
Finding the right accounting software for your business can feel overwhelming, partnering with Certum Solutions makes it easy.
Explore top accounting software platforms with Katie in this video as she goes over some options and their key features, pricing, scalability, & more
Watch Now
Industries We've Helped
scale gracefully with our project-based accounting services
Construction & Contracting Businesses: Track job costs, manage labor efficiently, and optimize cash flow.
Manufacturing & Retail: Improve inventory management, cost tracking, & financial forecasting.
Non Profits & Service-Based Organizations: Ensure compliance, manage funding, and maximize resource allocations.
Startups + Growing Businesses: Scale operations with financial clarity and streamlines budgeting.
Frequently Asked Questions
Regarding Certum Solutions Project-Based Accounting Services.
What is project-based accounting, how does Certum provide it?
Certum Solutions takes a consultative approach to project-based accounting using a set timeline, in-depth planning, & clear game plan (see our process above for more). As compared to traditional accounting, which is an ongoing service with routine tasks and reports.
How does Certum help businesses choose the right accounting software?
We don't believe in one-size-fits-all solutions. Our software selection process takes into consideration your business + workflow, budget, scalability, feature comparisons, and integrations with existing tools such as inventory, payroll, CRM, and sales platforms.
Can Certum Solutions ensure tax compliance when using my new accounting software ?
We partner with automated tax software companies to provide you with 3rd party add on options to ensure tax compliance. Whether it's sales tax, payroll tax, multi-state tax reporting, we make sure your business is prepared and compliant.
How long does an end-to-end accounting software project take?
Every business & project is unique, meaning timelines can vary based on complexity, data volume, technology involved, etc. Encountering unexpected challenges happens in software implementations. We communicate transparently throughout the process to keep items on track and proactively address any adjustments as needed. Basic Projects take about 4-6 weeks, while Advanced Projects can take about 6-12 weeks. Timeline varies.
Why choose Certum Solutions instead of going directly to the accounting software provider?
With Certum Solutions, you're getting a dedicated partner, not just software. Faster, personalized support, by real people who care. We provide expertise with unbiased recommendations, we're not here to push a specific software. We only endorse the ones we've tested, trust, and know. Some software providers lack the bandwidth to handle these software projects, that's why they partner with businesses like ours. We're here as an extension of your team & here to set you up for long-term success.
How do I know my business needs accounting software?
Is your business struggling with financial management, inefficient processes, or data inconsistencies? Time to invest in accounting software. Frequent system downtime, technical issues, + security concerns can also indicate a need for a more reliable, secure financial management system. Additionally, if your business is experiencing slow, inefficient processes or wants to optimize costs & improve decision-making with better data analytics + insights, accounting software is needed.
Ethical & Data Driven
Why Businesses Choose Certum Solutions
Accounting software providers partner with experts like us because we bridge the gap between their technology and your business needs.