Software Training & User Adoption Pros.
Learn Your Business’s Software with Confidence.
Most businesses don’t struggle because they bought the wrong software system, they struggle because no one ever showed them how to use it. Certum Solutions helps you turn confusion into confidence.
Why Training Matters
(and Where ROI Leaks Without It)
Most businesses don’t struggle because they bought the wrong software, they struggle because no one ever showed them how to use it. At Certum Solutions, we bridge that gap with personalized, hands-on training and adoption support for the accounting and ERP platforms you rely on every day. Whether you just invested in QuickBooks Online Advanced, upgraded to QuickBooks Enterprise for Construction, or are exploring Odoo ERP, Cin7 Core, Gusto, or Xero, we’ll teach your team how to turn those tools into real results.
Bought QuickBooks or Odoo and still feel lost? Book a 30-minute training consult! We’ll review your setup and map your best next steps. This business is BBB Accredited.
As featured on Accounting Today for our innovative use of AI-driven client acquisition.
Awards & Certifications
Why Certified System Training Matters
Powerful systems are only powerful if your people know how to use them. Poor training leads to bad data, messy workflows, and hours lost to frustration. Our customized training closes that gap so your team feels confident, accurate, and in control. We help you:
✔️ Understand your software instead of working around it.
✔️ Clean up and optimize existing files or setups.
✔️ Build simple, repeatable workflows for your staff.
✔️ Increase adoption and reduce costly user errors.
✔️ Unlock the ROI you expected when you purchased the software.
Financial & Enterprise System Training
We specialize in accounting, ERP, payroll, inventory, and business management software.
Odoo
Odoo is an open-source ERP that connects every part of your operation from sales to inventory to accounting. As an Official Odoo Partner, we teach your team how to make it work for your business instead of against it.
Modules We Train:
Accounting & Finance: journals, reconciliations, closing entries.
Inventory & Manufacturing: routes, BOMs, costing, and quality control.
CRM & Sales: pipelines, quotes, and order conversion.
Purchasing: PO flows, vendor performance, landed costs.
Reporting & Dashboards: role-based KPIs and custom views.
We translate Odoo’s complex modules into clear, repeatable workflows so your team can manage inventory, fulfillment, and finance seamlessly.
QBO
QuickBooks Online is the go-to cloud accounting platform for millions of businesses, but it’s not always plug-and-play. We help you go beyond basic bookkeeping to real control and clarity.
Training Can Include:
✔️ Proper company and chart-of-accounts setup.
✔️ Bank feeds, rules, and monthly reconciliations.
✔️ Invoicing workflows and cash flow visibility.
✔️ Automations and recurring transactions.
✔️ Class & location tracking for multi department business.
✔️ Dashboard customization and advanced reporting.
✔️ Role-based permissions and user management.
QBES
QuickBooks Enterprise offers deeper controls and reporting, but only if it’s configured correctly. Our experts specialize in implementation and team training for each edition.
Training Can Include:
✔️ Installation and multi-user setup.
✔️ Advanced reporting and custom fields.
✔️ Inventory and warehouse management.
✔️ Pricing rules, assemblies, and BOMs.
✔️ Payroll integration and role permissions.
✔️ Audit trail management and security best practices.
Zoho
Zoho’s ecosystem is powerful for growing businesses. We provide step-by-step guidance on:
Training Can Include:
Xero
Xero makes accounting simple, scalable, and smart. We help you get the most out of your Xero setup with:
Training Can Include:
✔️ Streamlined onboarding and chart of accounts configuration.
✔️ Automated bank feeds, rules, and reconciliations for real-time accuracy.
✔️ App integrations that connect Xero to your CRM, inventory, and POS systems.
✔️ Custom financial reports and dashboards for owners, managers, and CFOs.
Inventory System & Order Management Training
If inventory and order management keep you up at night, our training can change that and we make sure you know how to use it properly.
Training Topics Include:
We train both operations and accounting staff so your numbers stay aligned across systems.
Looking For System Solutions?
HR System Training
We also offer training on Paychex, Gusto, and ADP so your team can handle payroll, taxes, and compliance without the headaches.
Our Training Options Can Include:
✔️ Initial setup and employee onboarding.
✔️ Payroll runs, reports, and integrations.
✔️ Benefits and time-tracking modules.
✔️ Compliance basics for multi-state teams.
Why Certum Solutions?
✔️ 15+ years experience in financial and automated systems
✔️ Assisting businesses nationwide across the U.S.
✔️ BBB A+ Accredited Business
✔️ Our team are accountants first, so we catch what the software misses
Our Training Process
Discovery & Assess
We review your current systems, data, & team skill levels to pinpoint knowledge gaps.
Customized Plan
Focused on your industry and business goals, not generic slideshows.
Live Sessions
Virtual or on-site hands on training where we walk you through your actual files.
Follow Up
Post-session check-ins to ensure your team keeps applying what they learned.
What What You’ll Gain (Outcomes)
✔️ Clean, accurate financial data.
✔️ Teams that understand their software and actually use it.
✔️ Better reporting and decision-making.
✔️ Fewer support tickets and less downtime.
✔️ Confidence to grow without fear of breaking your systems.
Team Adoption & Change
Management Support
Adopting new software can be hard. We make it easier with a people-first approach.
Quick Wins First: We start with daily tasks to build momentum.
Champion Model: We train super-users inside your company who help coach peers.
Visual SOPs: We create easy screen-recorded guides so new employees can learn fast.
Ongoing Check-Ins: Weekly for the first month, then monthly for continuous improvement.
Free Business Training Resources
Change is only successful when people feel supported, and that’s our specialty.
FAQs
Do I need to be a Certum client to book training?
No. We train any business that needs help with QuickBooks, Odoo, Xero, or related software training.
Can you train my entire team?
Yes, we offer team sessions for accounting, operations, and leadership.
Is training remote or in-person?
Both. Most clients choose virtual sessions for flexibility & recording, but on-site training is available in North Carolina and nationwide.
Do you only train clients who use Certum for bookkeeping or CFO services?
No, we work with anyone who needs help learning or implementing accounting or ERP software and more.
How long does training take?
Usually one to two sessions per software area. Larger implementations may include multi-week adoption plans.
Can you help clean up our database first?
Absolutely, we often combine cleanup with training so you start fresh with accurate records.
What business types do you specialize in?
Construction, manufacturing, eCommerce, nonprofit, professional services, product-based businesses, & more.
What if we add new software later?
We offer refresher sessions and new team onboarding support anytime you upgrade or expand.
Ready to stop guessing and start using your software with confidence?
If your team struggles to understand your accounting or ERP software, it’s costing you more than frustration, it’s costing you time, accuracy, and opportunity.