Client Accounting & Advisory Services That Go Beyond Compliance
We don’t just provide accounting services, we deliver insights, strategy, and accountability so you can make smarter decisions, manage risk, and grow with confidence.
Trusted Financial Oversight, Without the Overhead
Traditional accounting firms stop at reporting. Here at Certum Solutions, we go beyond the “norm” and that’s what sets our Accounting & Advisory Services apart.
We bridge the gap between accountant and advisor, so you get both compliance and strategic value.
✔ Advisory insights to guide business decisions
✔ Cost accounting to protect margins in construction, manufacturing, e-commerce, & more.
✔ GAAP-compliant financials for audit readiness
✔ Industry expertise to meet sector-specific reporting needs
Accounting System Setup
Our team can set and optimize the tools you use
JUST A FEW AWARDS WE’VE RECEIVED FROM OVER THE YEARS
Our Core Client Accounting & Advisory Services
Financial Reporting & Audit-Readiness
Stay prepared GAAP-compliant financials
• Standard financial statements
• Industry-specific reporting (WIP, grant tracking, donor restrictions)
• Audit-prep reconciliations
Management Accounting & Reporting
Turn financial data into leadership-ready insights:
• Monthly/quarterly management reports
• Variance, KPI, and profitability analysis
• Forecasting & budget planning
Budgeting & Forecasting
Stay ahead of the curve with proactive cash flow insights:
• Rolling cash flow forecasts
• Budget preparation driving performance & growth
• Working capital optimization
Cost Accounting
Our cost accounting services help you understand the true cost of goods and projects.
• Job costing for construction firms
• Landed cost allocation for manufacturers & distributors
• Overhead absorption analysis & Inventory valuation
We leverage leading accounting and ERP tools including QuickBooks Enterprise, QuickBooks Online, Odoo ERP, Xero, Zoho Books, and integrations with platforms like Cin7 and Katana so your business can scale without bottlenecks.
CAS vs Traditional Accounting: The Modern Approach to Financial Management
Traditional accounting looks backward, providing historical reports and tax compliance after the fact. Client Accounting Services (CAS) or Client Accounting & Advisory Services (CAAS) transforms this model by delivering real-time financial management, proactive advisory support, and strategic guidance that helps you make better business decisions today— not months later.
Instead of seasonal check-ins, CAS provides ongoing partnership with dedicated experts managing your bookkeeping, reporting, payroll, and financial strategy without the overhead of an in-house team. With cloud-based technology and scalable solutions, CAS gives growing businesses the financial clarity, accuracy, and outsourced fractional CFO-level insights they need to confidently scale and succeed.
Get visibility into your numbers with clean books, confident reporting, and expert advisory support.
The Scale Gracefully Framework
Our Framework: Scale Gracefully
Every thriving business is built on three pillars. We help you strengthen them all.
Connect your accounting, operations, & software into one seamless system that saves time & improves accuracy.
Technology Confidence
Coming Soon. Build secure, scalable IT & software systems that grow with your business.
Are You Paying Enough (or Too Much) in Estimated Taxes?
If you expect to owe $1,000 or more in taxes this year, and you’re not having enough withheld from a paycheck, you’re probably required to file estimated taxes. Calculating those amounts isn’t easy, especially if it’s your first year in business. Watch this video on how to plan ahead and avoid penalties.
Certum Solutions provides expert QuickBooks consulting and bookkeeping services to help businesses streamline their financial operations. Our certified QuickBooks specialists handle software setup and implementation, training, troubleshooting, and ongoing bookkeeping support. We make sure your QuickBooks system is optimized so you can save time, reduce errors, and focus on growing your business.
Recognized on the Top Accounting & ERP Platforms
Certum Solutions is a certified partner on the #1 top financial accounting and ERP software platforms trusted by thousands of small and growing businesses across the United States.
Explore Our Certified Listings:
As featured on Accounting Today for our innovative use of AI-driven client acquisition.
Odoo Consulting & ERP Support
Certum Solutions helps businesses unlock the full potential of Odoo with tailored ERP consulting and support. From implementation and system configuration to process optimization and ongoing training, we ensure Odoo works seamlessly for your accounting, inventory, and operations. Our dual expertise in accounting and development makes us the ideal partner to streamline workflows and connect every part of your business in Odoo.
What Our Clients Say
“15-Year Legacy System Replaced
on Budget and On Time.”
From access to advanced accounting: See How We Did It ->
Xero Consulting & Bookkeeping
Certum Solutions provides expert Xero consulting and bookkeeping services for small businesses and growing companies. We handle Xero setup and migration, training, troubleshooting, and monthly bookkeeping support. Our team ensures your Xero system is configured for accuracy and efficiency—so you can simplify financial management and focus on building your business.
At Certum Solutions, we help businesses keep their finances organized and insightful through expert bookkeeping and accounting services. Bookkeeping is the systematic recording of financial transactions (like sales, purchases, payments, payroll, and invoicing) and provides the foundation for accurate financial records.
Accounting goes a step further, analyzing and interpreting this data to produce financial statements, tax planning, budgeting, and strategic insights that support informed business decisions. Together, bookkeeping and accounting give you accurate financial data, improved cash flow management, and the clarity to grow your business confidently.
Our CAAS model is tailored to industries where compliance + insight are non-negotiable:
Construction
job costing, certified payroll, WIP reports
Manufacturers
cost accounting, inventory, landed costs
Non-Profits
fund accounting, grant compliance, 990 prep
What sets us apart from traditional firms:
→ Advisory-first model (CAAS) → more than just reports
→ Platform agnostic → QuickBooks, Odoo, Xero, Zoho, and more
→ Monthly & Cleanup Bookkeeping → built-in accountability
→ Industry depth → construction, small business, nonprofit, product-based
What is the best online accounting software for small business?
Download our free accounting software comparison guide here
Read our expanded accounting software comparison guide here
Frequently Asked Accounting & Compliance Questions
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No, and most businesses don’t. Only a small percentage of accountants are CPAs, and certification isn’t required for the type of hands-on accounting, automation, and advisory services we provide. Our team is highly credentialed in accounting systems, software implementation, and process optimization.
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Cost accounting is the process of tracking, analyzing, and managing all costs associated with producing a product or delivering a service. It helps businesses understand where money is being spent, identify inefficiencies, set product pricing, and improve profitability. Unlike general accounting, which focuses on overall financial health, cost accounting dives into the details of production, inventory, and operational costs to support smarter business decisions.
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Bookkeeping is the process of systematically recording and organizing your day-to-day financial transactions, such as sales, purchases, payments, payroll, and invoicing.
Accounting goes a step further by analyzing and interpreting that data to create financial statements, plan taxes, manage budgets, and support strategic business decisions. In short, bookkeeping tracks the numbers, while accounting turns them into insights that guide your business growth.
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Yes! We specialize in judgment-free cleanup projects with fast turnarounds and offer free quotes.
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We’re fluent in QuickBooks, Xero, Odoo, Zoho, and other platforms. We’ll work with what you have—or help you migrate to what fits better. We’re platform agnostic and are looking for what works best for you and your business workflows.
Ready to Upgrade from Accounting to Advisory?
Certum Solutions delivers more than numbers, we deliver clarity, compliance, and confidence. Whether you’re a construction firm, nonprofit, manufacturer, or other business, our Client Accounting & Advisory Services help you scale smarter.