Your Partner in Smarter Accounting, Automation & ERP Solutions

At Certum Solutions, we bridge the gap between accounting expertise and technology innovation helping businesses scale with clarity and confidence.

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Tech Meets Accounting.

We’re not your typical consultants. Certum Solutions blends accounting expertise with smart technology so business owners can work with clarity, not chaos.

The Scale Gracefully Framework

Our Framework: Scale Gracefully

Every thriving business is built on three pillars. We help you strengthen them all.

Get visibility into your numbers with clean books, confident reporting, and expert advisory support.

financial management consulting

Connect your accounting, operations, and software into one seamless system that saves time and improves accuracy.

ERP and operations consulting

Technology Confidence

Services Coming Soon. Build secure, scalable IT and software systems that grow with your business.

IT management consulting & support

JUST A FEW AWARDS WE’VE RECEIVED FROM OVER THE YEARS

Who We Are

At Certum Solutions, we believe that clarity in numbers leads to confidence in business. Founded in 2012 and headquartered in Monroe, North Carolina, just outside Charlotte, we have spent over a decade helping businesses across the United States simplify complex operations, optimize financial processes, and implement smart technology solutions.

We’re not just business management consultants. We’re business advisors, process engineers, and software integration specialists who understand that behind every number is a decision— one that can make or break your business. Our team blends deep accounting expertise with technological innovation to deliver solutions that save time, reduce errors, and empower informed decision-making.

Whether you’re a startup scaling fast or an established company navigating operational complexity, Certum Solutions is your strategic partner for financial clarity and operational efficiency.

As featured on Accounting Today for our innovative use of AI-driven client acquisition.

management consulting company charlotte nc certum solutions

Our Mission

Empowering businesses to grow with confidence.

Our mission is simple yet ambitious: to give business owners the tools, insights, and systems they need to make confident decisions, increase profitability, and achieve sustainable growth, without the overwhelm of managing day-to-day financial and operational tasks.

We exist to bridge the gap between numbers and action. We know founders and leaders often struggle not because of poor decisions, but because they lack clear insights, actionable processes, and reliable systems. Certum Solutions was created to fill that void.

Key mission principles include:

Delivering clarity: transforming complex financial and operational data into actionable insights.

Enabling profitability: implementing systems that optimize costs, prevent revenue leakage, and enhance margins.

Ensuring sustainable growth: building scalable processes and tech stacks that grow with your business.

Providing peace of mind: keeping your back-office operations efficient, compliant, and automated.

Our Vision

To be the most trusted and innovative business management consulting company in the southeast united states and the go to accounting partner for small and mid-sized businesses in the United States— a firm that combines financial expertise with cutting-edge technology to make business simpler, smarter, and more profitable.

We envision a world where entrepreneurs can focus on innovation and growth without getting lost in spreadsheets, software glitches, or operational inefficiencies. By uniting technology and accounting under one roof, we aim to set a new standard for ERP and operations consulting.

Certum = certainty
& that’s exactly what we aim to deliver.

Our Story

The journey of Certum Solutions began with a simple observation: many businesses were losing money, time, and opportunities; not because of bad ideas, but because of poor visibility and inefficient systems.

Bookkeepers often lacked the depth to provide actionable insights. Consultants sometimes offered solutions that created more complexity. Business software was powerful but underutilized. Founders and teams felt stuck in the weeds, constantly putting out fires rather than driving growth.

We decided to change that. Certum Solutions was built to bridge the gap between financial clarity and operational execution. Today, we are a full-service advisory firm combining accounting precision with technology integration, helping businesses not just survive, but thrive.

From day one, our approach has been people-first: understanding each business, industry, and goal before recommending solutions. Over the years, we’ve helped clients in eCommerce, manufacturing, retail, professional services, and more implement QuickBooks, Xero, Odoo, Shopify, Avalara, Cin7, Katana, and other industry-leading platforms.

Our Approach

Listening First

We begin by understanding your business, goals, and pain points. Every recommendation we make is informed by a deep understanding of your operations, challenges, and vision.

Strategic Planning

Next, we develop a custom roadmap where we identify bottlenecks, streamline workflows, implement the right accounting and ERP software, and automate repetitive processes to save time and reduce errors.

Implementation & Training

Our team doesn’t just implement systems; we teach your team to use them effectively. Through hands-on training, documentation, and support, we make sure your business runs smoothly from day one.

Ongoing Support

Business needs evolve. That’s why we provide ongoing advisory, bookkeeping, and process optimization to ensure your systems continue delivering value as you scale.

Certum Solutions wins Intuit's Trailblazer of the Year award 2022 California, USA

Our Values

Integrity: We act with honesty, transparency, and accountability in every client relationship.

Excellence: We deliver the highest-quality services in accounting, technology, and advisory.

Innovation: We embrace new technologies and processes to simplify complexity.

Partnership: Your success is our success. We work alongside you, not just for you.

Clarity: We make the complex simple, empowering you to make informed decisions.

Recognition & Credibility

Certum Solutions is proud to be recognized by industry and business leaders:

These accolades reinforce our commitment to trustworthy, expert-driven advisory services.

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Why Businesses Choose
Certum Solutions

  • You want clarity and confidence in your financial and operational decisions.

  • You need systems that scale as your business grows.

  • You want to reduce errors, save time, and maximize profitability.

  • You want a partner who is responsive, proactive, and invested in your success.

When you work with Certum Solutions, you gain more than a service provider; you gain a strategic partner who helps your business run better, faster, and smarter.

Let’s Simplify Your Business.

The world of accounting, ERP, and automation doesn’t have to be overwhelming. Certum Solutions provides the tools, insights, and ongoing support you need to simplify operations, improve profitability, and focus on what matters most: growing your business.

Book your free business consultation today and discover how we can help you achieve clarity, confidence, and sustainable growth.

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