Fractional CFO, Accounting, & ERP Software for Charlotte, NC
Smart, friendly support for your books, payroll, ERP systems, and strategy, right here in Union County & the Queen City.
Charlotte’s Go-To Advisory Accounting Team
At Certum Solutions, we help Charlotte-area businesses stop guessing and start scaling with clear, strategy-first support. From fractional CFO services and cost accounting to ERP implementation and QuickBooks cleanups, we offer real-time insight and results—not just reports.
Whether you’re managing payroll, juggling inventory, or gearing up for growth, we bring together the right systems and the right strategy to help you move forward—profitably. Our clients value us for:
Outsourced Monthly Bookkeeping Services and cleanups that find hidden costly mistakes and inefficiencies
Deep experience with Paychex, QuickBooks, Odoo, Zoho, & more
Expertise in retail, nonprofit, eCommerce, & construction accounting
A human-first approach to numbers, systems, and success
We’re not your average accounting firm in Charlotte. We’re your strategic partner. There when you need us, and behind the scenes when you don’t.
Based in Monroe, NC, we serve clients across Charlotte, Matthews, Waxhaw, and beyond with advisory-first support tailored to your industry.
JUST A FEW AWARDS WE’VE RECEIVED FROM OVER THE YEARS
Your Business Deserves More Than Just Reports
When you’re scaling fast or managing complexity, numbers alone won’t get you to the next level. You need strategic partners who can translate financial data into actionable plans and who understand your business beyond the balance sheet.
Inventory, Construction, and Nonprofit Accounting
Whether you’re managing subcontractors or donation tracking, we tailor your tools and reports to your needs.
Fractional CFO & Cost Accounting
We help local business owners understand their margins, plan for taxes, and reduce operational waste.
Support for QuickBooks (IES, Online, Enterprise, & Desktop)
From quickbooks setup to training and cleanup, we’re your go-to QuickBooks Solutions Partner near Charlotte, NC.
Ecommerce & Retail Point-of-Sale Setup
We support Shopify, QuickBooks POS, and inventory software, perfect for boutique or hybrid store models.
We help growing local companies scale with tools like Odoo, Zoho, Xero, Katana, and more.
Why Work With Certum Solutions?
Based in Charlotte, NC, available for in person consultations
Deep knowledge of NC sales tax, compliance, and regulations
We serve Charlotte Metro businesses as a local partner
Affordable, small business-friendly pricing
Partnered with leading software platforms
Over 15 years of helping NC businesses streamline operations
Listed On Charlotte Business Journal’s Accounting Firm List for 2025
Forming an LLC in North Carolina? You’re Not Alone.
Every month, nearly 2,000 people search for help with LLCs in NC. Here’s what they’re reading first.
What You Need to Know About LLCs in North Carolina & Beyond
Searches like “limited liability company NC” or “how to form an LLC in North Carolina” bring readers straight to this trusted guide. We break down:
How to form an LLC in North Carolina
Annual reporting requirements (with due dates!)
Tips for staying compliant across state lines
*Includes insights on articles of organization, NC LLC laws, and multi-state expansion.
How to Keep Your North Carolina S Corporation Compliant
If you’ve elected S Corp status in NC, this is a must-read. Covering:
Annual S Corp filing and payroll requirements
IRS + NC Department of Revenue compliance tips
Common mistakes that trigger audits
*Includes insights for: “S Corp North Carolina,” “S Corp compliance NC,” and “LLC vs S Corp NC.”
Ready to Chat? Download Our Free Guide to AI in Bookkeeping
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Tax Services in Union County, NC – Certum Solutions
Business Tax Preparation & Planning
Expert Business & Personal Tax Services in Monroe and Across Union County, NC
When it comes to tax preparation, planning, and compliance in Union County, NC, Certum Solutions delivers more than just filings, we provide peace of mind.
As a local, woman-owned accounting firm based in Monroe, NC, we proudly serve businesses across Union County, Charlotte, Indian Trail, Waxhaw, Stallings, Weddington, Marvin, Marshville, and surrounding North and South Carolina communities.
Whether you need small business tax services or corporate tax preparation, our experienced team knows the ins and outs of North Carolina and South Carolina tax laws, sales tax requirements, and year-round strategies that help you keep more of what you earn.
At Certum Solutions, we combine big-firm expertise with small-town service so whether you’re a business owner in Downtown Monroe or a Fort Mill, SC you get customized, year-round tax support that works for your goals.
Serving: Monroe • Indian Trail • Waxhaw • Stallings • Weddington • Marshville • Wingate • Mineral Springs • Unionville • Charlotte Metro • Rock Hill, SC • Fort Mill, SC
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Business Tax Preparation & Filing
LLC, S-Corp, C-Corp, and nonprofit tax returns
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Small Business Tax Planning
Proactive strategies to reduce liability
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Sales & Use Tax Compliance
Including Avalara automation for NC & SC
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Multi-State Tax Filing
For companies operating across state lines
Who It’s For
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Nope—we serve clients across the U.S. through remote services, though local clients benefit from optional in-person onboarding, consultations, and/or training.
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Yes! We’re platform-agnostic. We help you choose based on your goals, budget, and growth plans.
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We work with construction, eCommerce, nonprofits, retail, manufacturing, and service-based businesses but aren’t industry restricted and work with businesses of all sizes.
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Only for specific tools like Odoo. We’ll guide you through it when needed.
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. We’re proud to be featured in leading official “Find an Accountant” and “Find a Partner” directories backing our expertise with platform-recognized credibility.
Explore Our Certified Listings:
Proudly Rooted in Our Local Business Community
Active members of BBB + Chamber of Commerce.
Trusted by Businesses Across Industries
Frequently Asked Questions for Certum Solutions
Serving the Union County, NC business community for over 15 years, Certum Solutions is a trusted Charlotte-area accounting firm that combines big-picture strategy with hands-on accounting, bookkeeping, business advisory, tax services, and ERP/software expertise. From Monroe to Waxhaw, Indian Trail, Weddington, and Charlotte metro, we help local and national businesses grow with confidence.
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Absolutely. We are a full-service Odoo Partner and certified in multiple accounting platforms. Our unique advantage is combining financial expertise with software implementation skills, so your systems are set up correctly and your numbers are always accurate—whether you’re in Charlotte, NC, or across the country.
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We provide a full range of local and national business support services, including:
• Business Advisory & Fractional CFO Support – strategic financial guidance, cost accounting, and growth planning for small businesses and mid-size companies in NC & beyond
• Bookkeeping & Accounting – monthly bookkeeping in Monroe, NC, payroll services, and financial reporting for Union County and Charlotte businesses
• Tax Services – NC small business tax services, personal tax preparation, planning, and compliance for NC & SC
• ERP & Accounting Software Solutions – setup, customization, and training for Odoo, QuickBooks, Zoho, Xero, and more
• Inventory & Order Management – implementation and support for Cin7, Katana, SOS Inventory, Shopify, and other systems
• Business Operations Support – workflow audits, automation, and SOP development
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Yes! While we are based in Monroe, NC, we serve clients across the United States. Our remote-first approach allows us to provide fractional CFO services, bookkeeping, tax preparation, and ERP software consulting to companies nationwide, while still offering in-person support for Union County and Charlotte metro businesses.
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We work across all industries and with many businesses, but our top three verticals are:
• Construction – job costing, project accounting, and compliance for NC contractors
• Manufacturing – inventory control, production tracking, and ERP optimization for growing manufacturers
• Nonprofits – fund accounting, grant tracking, and donor reporting for nonprofit organizations in Union County and beyond
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No. We offer flexible agreements based on your needs—whether that’s ongoing monthly support or a one-time project. Many clients choose a monthly advisory or bookkeeping package for predictable, year-round guidance from a local accounting partner.
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Yes, we offer business tax preparation for clients in North Carolina and South Carolina, including sales tax compliance. We also handle multi-state filing for companies operating in multiple states, making us a top choice for NC small business tax services.
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• Full-Service Support – advisory, bookkeeping, tax, and software under one roof
• Platform-Agnostic Expertise – we work with QuickBooks, Odoo, Xero, Zoho, and more
• Local Knowledge & Nationwide Reach – based in Monroe, NC with clients across the U.S.
• Woman-Owned – bringing a unique, client-first approach to business services in Union County
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You can:
• Book a free consultation online
• Call our Monroe office at 980-210-6946
• Fill out our contact form and we’ll respond within one business day