Accounting Software Consultant, Implementation, & Training Services
Simplify. Streamline. Scale.
Modern accounting software should make your life easier, not create more work. At Certum Solutions, we help businesses implement, customize, and connect their accounting systems so every number, workflow, and dashboard tells the same story. Whether you’re switching platforms, scaling operations, or training your team to use new tools, we make sure your software works for you— not the other way around.
The Right System, Set Up the Right Way
No two businesses manage money the same way. That’s why we take a consultative approach before ever touching your data. We start with a system audit to understand your workflows, reporting needs, and growth goals. Then we help you select, configure, and launch the software that fits your business best, complete with full team training and support.
Our implementations are built for efficiency, compliance, and confidence. You’ll walk away with accurate data, automated processes, and dashboards that finally make sense. Explore All Services ↗
What We Offer
We provide full end-to-end accounting software services— from planning and setup to training and optimization:
Implementation & Configuration
We handle everything from chart of accounts mapping and integrations to permissions, workflows, and automation setup.
Data Migration & Clean-Up
We move your existing financial data safely and accurately, cleaning up any inconsistencies along the way.
Custom Dashboards & Reporting
See your KPIs in real time. We design dashboards tailored to your business model, department, or location.
Training & Team Onboarding
We don’t just hand you a login and disappear. Our certified trainers help your team feel confident using your new system from day one.
Ongoing Support & Optimization
As your business grows, we stay by your side, fine-tuning, upgrading, and scaling your systems so they always fit your needs.
Exclusive partner offers & Business Software Discounts
Take advantage of exclusive partner discounts and free trials from the industry-leading platforms we trust. From accounting and payroll to inventory and ERP systems, these tools help you build a smarter, more connected business.
Certum Solutions is platform-agnostic, meaning we recommend what’s right for you. We’re certified, experienced, and trusted across today’s top accounting systems:
Odoo ERP
End-to-end accounting, inventory, and CRM in one platform.
QuickBooks Online
The industry standard for accounting with customizable automation and reporting.
Xero Accounting
Cloud-based accounting tool for small and midsize businesses.
Wave & Zoho Books
Cloud-based accounting tools for solo, small, and midsize businesses.
If it helps you run your business, we’ve likely implemented it.
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
For more than 15 years, Certum Solutions has helped companies across the U.S. modernize their accounting systems. We’re accountants who speak tech, and tech experts who understand accounting. That balance makes all the difference when implementing complex systems that affect your entire operation. Clients choose us because we offer:
✔️ Complete Transparency: Every project is time-audited and fully documented.
✔️ Local Support, National Reach: Based in North Carolina, serving clients nationwide.
✔️ Woman-Owned & Relationship-Driven: We build trust through communication, education, and results.
✔️ Advisory-Level Insight: We bridge software and strategy, so your tools support growth, not just record keeping.
The Scale Gracefully Framework
Our Framework: Scale Gracefully
Get visibility into your numbers with clean books, confident reporting, and expert advisory support.
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.
Connected Services
Most implementation projects lead to deeper efficiency opportunities, which is why Certum supports your business long after setup:
How Certum replaced a growing construction firm’s 3 disconnected systems with QuickBooks Enterprise & real-time Reporting dashboards.
Cutting reporting time by 60% and eliminating duplicate data entry, Read QBES Case Study →
FAQs
Can you migrate our data from QuickBooks or another platform?
Yes! We’ve successfully migrated thousands of clients from QuickBooks, Xero, and other legacy systems into modern, integrated platforms like Odoo and Zoho.
Do you provide training for my team after setup?
Absolutely. Every implementation includes personalized training sessions (virtual or on-site) so your team knows exactly how to use your system efficiently.
How long does Software implementation take?
Each project is different, but most small-to-midsize businesses see a complete launch in 4–12 weeks depending on complexity and data volume.
Can you integrate payroll, inventory, and ecommerce tools?
Yes, we specialize in multi-system integrations. From Paychex and Avalara to Shopify and Cin7, we help your tools communicate seamlessly.
Ready to Streamline Your Accounting Systems?
Let’s turn your software into a system that actually works. Book a free consultation with Certum Solutions to get a customized implementation plan and quote.