Frequently Asked Questions About Certum

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

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 metrobusinesses.

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 in the United States.

We work across all industries, our top three verticals are:

Construction – job costing, project accounting, and compliance for NC contractors and across the U.S.

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, NC and nationwide in the U.S.A.

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.

Yes, we offer business tax preparationservices for our current or new 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.

Full-Service Support – advisory, bookkeeping, tax, and software under 1 roof

Platform-Agnostic Expertise – we work with QuickBooks, Odoo, Xero, Zoho, and much more

Local Knowledge & Nationwide Reach – based in Monroe, North Carolina with clients across the U.S.

Woman-Owned – bringing a unique, client-first approach to business services in Charlotte, North Carolina and across the U.S.A.

You can:

Book a free consultation online HERE

Call our Monroe office at +1 (980) 210-6946

Fill out our contact form and we’ll respond within 1 business day or email us at help@certumsolutions.com

We work with a wide range of ERP, accounting, and inventory tools, including:

• Accounting: QuickBooks Online, IES, Enterprise, and Desktop, Xero, Wave, Odoo, Zoho, and more.

• ERP: Odoo, Zoho, and more

• Inventory & eCommerce: Cin7, Katana MRP, SOS Inventory, Shopify, WeIntegrate, and more

• Payroll: Paychex, QuickBooks Payroll, and more

Learn More Here

Yes! If you’re local to Union County, NC and the Charlotte metro area we can arrange an in person meeting. We also provide fully remote outsourced services for businesses across the U.S.