Transform your financial operations
Customized Solutions Tailored to
your Businesses Unique Needs.
Our Proven Process
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, while minimizing downtime and disruptions.
Consultation + Evaluation
In depth advisory as 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.
Training + Ongoing Support
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.
Configurations + Testing
We offer custom workflow configurations, automation, & system integrations to align the software with your business needs. Before full deployment, we test every aspect of the system to ensure smooth functionality, data tracking, and efficiency.
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
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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.