Business Advisory & Consulting Services for Growth-Driven Teams
At Certum Solutions, our advisory and consulting services help business owners make confident decisions backed by data, clarity, and experience. Whether you’re streamlining operations, implementing new technology, or preparing for your next stage of growth, our advisors bring the insight, structure, and strategy you need to scale gracefully.
What Our Business Advisory Services Include
Every business needs more than good numbers, it needs a clear plan. Our advisory and consulting services combine financial expertise, systems analysis, and operational guidance to help you grow profitably and efficiently.
JUST A FEW AWARDS WE’VE RECEIVED FROM OVER THE YEARS
Business and operational process audits
Profitability and cash flow analysis
Cost structure and efficiency reviews
Strategic growth planning
Systems and workflow mapping
We help you identify gaps, create clarity, and develop actionable strategies to move forward. From improving cash flow to optimizing your workflow, our consultants guide you with practical, real-world insight tailored to your business.
Implementation Methodology & Coaching
Monthly or project-based coaching subscriptions
Data setup and best practice guidance
Change management and process adoption
Internal team enablement
Leadership and accountability support
Our Implementation Methodology Coaching service offers one-on-one guidance on best practices for process improvement and system adoption. Whether you’re leading your own software setup or need structured accountability, this ongoing monthly service ensures your projects stay on track and deliver measurable results.
Professional Services & Project Consulting
10-hour Consultation Blocks for advisory or training
Support for accounting, ERP, CRM, and inventory systems
Strategic advisory for system improvements or transitions
Guided implementation or process review
When you need a flexible way to access our experts, our Professional Services and Consultation Time Blocks provide direct, on-demand support. Perfect for troubleshooting, training, or custom advisory sessions.
End-to-end process mapping and optimization
SOP development and documentation
Time and productivity benchmarking
System integrations and automation recommendations
We analyze your internal operations to uncover inefficiencies, clarify roles, and strengthen team performance. By aligning financial data with your workflows, you can make better, faster business decisions.
Unify business accounting, operations, & technology. So every decision moves you forward.
What We Do
Why Businesses Choose Certum Consulting
We’re not just accountants or software implementers, we’re your partners in progress. Our advisory team blends financial expertise, technology knowledge, and process design to deliver a holistic approach. Whether you’re scaling operations, preparing for funding, or simply trying to get control of your numbers, we help you connect the dots between data and direction.
Platform-Agnostic Expertise: We work with QuickBooks, Odoo, Xero, Zoho, Cin7, Shopify, & more.
Strategic Accountability: Coaching, reviews, and measurable improvement plans.
Proven Results: Clients regularly cut reporting time by 60% or more.
Our consultants bring experience across many industries, here are a few examples:
✔ Manufacturing & Industrials
Pain Point: Complex operations, inventory and costing systems that don’t talk to finance create blind spots.
How Certum Helps: Certum bridges ERP/inventory (e.g., Cin7, Katana) with accounting and automation so leaders get real-time visibility and profitability insight.
✔ Technology/Software/IT
Pain Point: Rapid growth & product velocity but weak operational systems; rev-recognition, cost control, & scalable back-office systems lag the front-end.
How Certum Helps: Certum supports system automation, integrations (Shopify, QuickBooks, Xero, etc.) and advisory so tech firms can scale cleanly.
✔ E-Commerce / Retail / Consumer Goods
Pain Point: Multi-channel selling, disparate platforms, and tax/compliance overhead (especially for e-commerce) lead to inefficiencies and margin erosion.
How Certum Helps: Certum unifies e-commerce, accounting, taxation (e.g., Avalara), enabling merchants to automate operations, reduce double-entry and sharpen profitability per channel.
✔ Professional Services & Agencies
Pain Point: Projects, time tracking, billing, and financial forecasting often are manual and fragmented, limiting growth and cash flow clarity.
How Certum Helps: Certum’s advisory plus tools (QuickBooks, automation, dashboards) help service firms turn operations into predictable growth engines. This business is BBB Accredited.
Real Results from Real Businesses
Seamless transition to QuickBooks with advisory-level support at every step.
The Scale Gracefully Framework
A Smarter Approach to Management Consulting
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.
Smart Strategies: The De Minimis Rule Explained
Can you expense that laptop or do you have to depreciate it?
The IRS de minimis tax rule lets eligible businesses immediately expense certain purchases (like equipment or software) up to $2,500 per item or invoice, rather than tracking them as fixed assets. This can simplify your books and reduce your taxable income, especially when applied consistently with a written policy.
In this short video, we break down how to apply the de minimis safe harbor rule, what qualifies, and how this IRS-approved shortcut can benefit your business at tax time.
Download Year-End Accounting Checklist
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
FAQ: About Our Advisory & Consulting Services
Do I need ongoing advisory or just a one-time consultation?
That depends on your goals. Many clients start with a 10-hour consultation block to get quick results, then continue with monthly advisory or implementation coaching as their business grows.
What’s the difference between business advisory and CFO services?
Advisory focuses on strategy, process, and operational guidance. Our Outsourced Fractional CFO services go deeper into financial leadership— like forecasting, budgeting, and investor readiness. Most clients benefit from both over time.
Can you help with software and workflow consulting?
Absolutely. As a platform-agnostic firm, we guide you through system setup, integration, and optimization across platforms like Odoo, QuickBooks, Zoho, Cin7, and Paychex.
Is this service remote or on-site?
All advisory and consulting services are available remotely across the U.S. We also offer on-site sessions for select projects.
Ready to Build Your Growth Roadmap?
Book a free discovery call and let’s explore where Certum’s strategic advisory services can take your business next.