ERP Implementation & Accounting Software Consulting for
Growing Businesses.

Most businesses need an ERP system when accounting software alone can no longer support operations. If your financials, inventory, sales, projects, or reporting live in disconnected systems, ERP may be the next step. An ERP system centralizes data so finance, operations, and leadership are working from the same source of truth.

An ERP consultant evaluates how your business actually operates before recommending software. The goal isn’t “bigger software,” but better visibility, control, and scalability.

A business should consider ERP when QuickBooks requires heavy workarounds, multiple add-ons, or manual processes to keep operations running. Common signs include inventory inaccuracies, delayed reporting, multi-entity complexity, or operational decisions being made without reliable data.

An ERP consultant helps determine whether ERP is necessary now, or if your current accounting software can be optimized first.

Choosing the right ERP starts with understanding your businesses workflows, reporting needs, and growth plans…not software features. Different ERPs serve different business models, industries, and levels of complexity.

A platform-agnostic ERP consultant compares systems based on how well they align with your operations, not other incentives. That’s why our clients choose us, Certum Solutions, your unbiased ERP system consultant of choice.

Accounting software focuses on financial tracking: bookkeeping, payroll, taxes, and reporting. ERP software goes beyond accounting by connecting finance with inventory, order management, CRM, project management, manufacturing, and operations.

ERP software is designed for businesses that need real-time operational insight—not just month-end financials. Choosing between the two depends on complexity, not just revenue.

A fractional CFO provides part-time executive-level financial strategy, cost accounting, and business planning without the expense of a full-time hire. Certum Solutions offers nationwide fractional CFO services tailored to small and mid-sized businesses.

Yes. We specialize in bookkeeping services for small businesses, including outsourced accounting, payroll, cost accounting, and compliance reporting. Whether local in North Carolina or nationwide, our bookkeeping helps businesses stay accurate and stress-free.

Traditional firms focus on compliance and historical reporting. We’re consultants first: we deliver financial clarity (advisory, bookkeeping, CFO), operational efficiency (ERP + software implementation), and technology confidence (secure, modern systems). You get strategy plus the team that actually builds the systems to make it work.

Yes. While we serve clients nationwide, Certum Solutions is based in Monroe, NC, and proudly partners with small businesses throughout Charlotte, Union County, and the Southeast.

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.

Yes. Certum Solutions is a Certified QuickBooks ProAdvisor, helping businesses set up, customize, and optimize QuickBooks Online and QuickBooks Enterprise. We also support migrations, training, and integrations with other ERP software.

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.

Yes! We specialize in QuickBooks, Odoo ERP, Cin7 Core, Zoho, and other platforms. Whether you need setup, training, cleanup, or migration, our team ensures your system runs smoothly and gives you reliable, decision-ready 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.

The right accounting software depends on transaction volume, reporting needs, inventory complexity, and growth trajectory. What works for a small business may limit a growing one.

Accounting software advisory focuses on aligning financial systems with operational reality, ensuring accuracy, efficiency, and useful reporting.

QuickBooks works well for many businesses, but challenges arise with multi-entity structures, advanced inventory, job costing, or consolidated reporting.

In these cases, businesses may need workflow optimization, software integrations, or a move toward ERP—guided by an experienced accounting and systems advisor.

Inventory software becomes necessary when manual tracking, spreadsheets, or accounting-only inventory cause stockouts, overstocks, or inaccurate margins.

Inventory and order management systems improve purchasing decisions, fulfillment accuracy, and cash flow visibility—especially for product-based businesses.

Inventory software manages stock levels and costs. A WMS focuses on warehouse logistics like picking, packing, and fulfillment. ERP connects inventory, finance, sales, and operations in one system.

An advisor helps determine which level of system is appropriate based on operational complexity—not assumptions.

There’s no universal answer. The right starting point depends on where breakdowns are happening today and where growth is headed.

A phased, advisory-led approach often reduces risk, cost, and disruption while still supporting long-term scalability.