Book Your Free Business Systems & Accounting Consultation
At Certum Solutions, we simplify your financial operations so you can focus on growth. From bookkeeping, accounting, and payroll to tax planning and advisory, our team helps you save time, reduce costs, and gain confidence in your numbers. Whether you’re a small business, franchise, or growing enterprise, we’ll align your financial systems with your goals. We offer free consultations nationwide across the U.S. and locally in Charlotte, North Carolina.
Step 1: Book a free consultation below → Step 2: Gather Details. If we’re a fit for each other, next step is scope & quote.
Introductory Business Consultation
Free 30-min
Schedule your free 30-min. consultation below. We’ll take this time to meet with you and go over your questions and/or goals. We truly are here to help you scale gracefully, whether you’re just scoping out the idea, looking to make the move, or looking for a free quote. This appointment is a no commitment, no hassle, meeting.
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Why Book a Free Consultation With Certum Solutions?
→ 15+ years of ERP, accounting, and business consulting expertise.
→ Platform-agnostic (QuickBooks, Xero, Odoo, Cin7, Gusto, Avalara & more).
→ Nationwide service with local support from Monroe, NC.
→ Specialized expertise in franchises, nonprofits, and growing businesses.
→ No obligation, just a conversation to see if we’re a fit.
Frequently asked questions about consultations
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Yes, we provide ERP and business system consultations for clients nationwide. If you’re located near Monroe, NC or the greater Charlotte area, we also offer local expertise with a national reach.
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This first call is designed to understand your business structure, current software, and goals. We’ll ask about your challenges, walk through possible solutions, and determine if a scope & quote session is the next step.
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Absolutely, we’re platform-agnostic and work with multiple accounting and ERP platforms, a few being QuickBooks, Xero, Odoo, Cin7, Shopify, and more. Our goal is to make your systems work together seamlessly.
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Yes. We’ve helped franchises, nonprofits, manufacturers, contractors, service-based businesses and more streamline their operations with the right software and accounting processes.