Management Consulting for Businesses Ready to Scale Gracefully
We help organizations gain financial clarity, operational efficiency, and technology confidence through modern accounting, business advisory, and software consulting services.
A Smarter Approach to Management Consulting
Get visibility into your numbers with clean books, confident reporting, and expert advisory support.
The Scale Gracefully Framework
Our Framework
We’re not just accountants or software implementers, we’re strategic partners.
Our consultants bring together the financial, operational, and technical systems that drive business performance.
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.
Year-End Discounts & Savings
✔️ 10% off Historic Cleanup (for accounts needing cleanup)
✔️ 10% off First Month of Bookkeeping (no cleanup required)
✔️ Onboarding Fee Waived (up to $395 value)
Inquire to have discount applied when you sign by 12/23/25.
This offer is only available to new Certum Solutions clients
Year-End Savings on Client Accounting Services (CAS)
Need implementation help? Explore our Business Software Consulting, Setup, Training & Adoption Services.
What We Do
We’re Not Just Consultants or Accountants. We’re Business Architects.
Certum Solutions is a woman-owned management consulting firm that combines financial expertise, operational insight, and technology strategy to help your business grow stronger, not just bigger.
We work with leaders who want clarity in their numbers, their systems, and their next steps. Whether you need ongoing accounting, ERP and operations consulting, or fractional CFO guidance, our consultants help you design smarter systems and make data-backed decisions that last. Ready for strategy support? Explore our Client Accounting & Advisory Services.
JUST A FEW AWARDS WE’VE RECEIVED FROM OVER THE YEARS
Why Choose Certum
Smarter Systems. Stronger Strategy. Sustainable Growth.
There are plenty of accounting firms out there but few that understand how your software, data, and operations connect. That’s what makes Certum different.
With nearly 15 years of experience and partnerships across top platforms like QuickBooks, Odoo, Zoho, and Paychex, Certum Solutions is recognized as a trusted business management consulting firm helping companies nationwide.
We believe in clarity over confusion, action over theory, and systems that serve people; not the other way around.
As featured on Accounting Today for our innovative use of AI-driven client acquisition.
Our goal is simple. save time, improve accuracy, & gain real world insight from the numbers that matter.
Advisory Meets Implementation
Client Accounting & Advisory Services
Strategic insight that turns numbers into business decisions.
Explore Client Accounting & Advisory Services ↗
Ongoing Bookkeeping & Accounting Services
Month-to-month accuracy and accountability.
Explore Ongoing Bookkeeping & Accounting Services ↗
ERP & Business Systems Deployment
Streamline business operations with smarter system design.
Explore ERP & Business Systems Deployment Services ↗
Fractional CFO Services
Financial leadership without the full-time cost.
Explore Our Fractional CFO Services ↗
Accounting Software Setup & Training
Get the right tools, set up the right way.
Explore Our Accounting Software Setup & Training ↗
Payroll & Compliance Support
Keep your team paid and your business protected.
Explore Our Payroll & Compliance Support Services ↗
Free Resources for Businesses Ready to Grow
We love to share what we know. Explore our guides, case studies, and checklists to get ahead— before you even become a client.
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We’re certified partners with platforms like QuickBooks, Odoo, Zoho, Paychex, and Cin7. We support software integrations across accounting, ERP, and inventory tools. Our platform-agnostic approach means we choose what fits your workflow, not ours.
QuickBooks Online & Enterprise: QuickBooks consulting, setup, cleanup, payroll mapping, job costing, advanced inventory, training, support, & more.
Cin7: Inventory & order management setup, Shopify/Amazon integration, accounting sync.
Real Businesses. Real Results.
From nonprofits and manufacturers to multi-entity retailers, Certum Solutions can help organizations turn financial clarity and operational strategy into measurable success. Here are a few stories from clients who partnered with us to build smarter systems and stronger businesses.
Empowering Nonprofits With Financial Clarity
Stanley Enrich Radio Club (STEM ARC) needed help managing nonprofit compliance & financial reporting, Certum Solutions stepped in with QuickBooks Online training & hands-on advisory support; improving accuracy and reporting confidence across the board.
“Certum Solutions gave me the support I needed when I didn’t think I could handle it on my own.”
— Vicki Carnes, Founder, STEM ARC
Cut Reporting Time by 66% & Boost Team Confidence
TEG Lease & BoomCo were buried in manual reports and inventory chaos. Certum Solutions implemented QuickBooks Enterprise with custom reporting and training that transformed their workflow, going live in just 32 days.
“We transitioned 3 months into our new fiscal year. Your team provided a clear path and step by step process.“
— TEG Lease & BoomCo
Expertise Across Industries
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Construction and contractor businesses faces unique challenges when it comes to operations. Our consultants tailor strategies to your workflows, your software (or assist you in the decision process through construction software consulting), and your growth goals. Construction Accounting Software and Consulting
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Manufacturing businesses face unique challenges when it comes to operations. Our consultants tailor strategies to your workflows, your software (or assist you in the decision process through manufacturing software consulting), and your growth goals. Operations & Consulting for Manufacturers
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Nonprofit businesses face unique challenges when it comes to operations. Our consultants tailor strategies to your workflows, your software (or assist you in the decision process through Nonprofit software consulting), and your growth goals. Non-Profit Accounting & Compliance Services
Unify business accounting, operations, & technology. So every decision moves you forward.
We Work With
We work with business owners, CFOs, and management teams across construction, manufacturing, nonprofit, and professional service sectors. Whether you’re expanding locations, managing inventory, or rethinking your financial systems, our consultants bring structure and clarity to every stage of growth.
What Sets Us Apart
We don’t believe in cookie-cutter consulting. At Certum Solutions, we blend the financial precision of accountants with the strategic foresight of management consultants. Our scale gracefully framework and approach means every budget, hour, and system is aligned toward sustainable growth, not short-term fixes.
FAQ About Management Consulting Firm Services
What are fractional CFO services and how can they help my business?
A fractional CFO provides part-time executive-level financial strategy, cost accounting, and business planning without the expense of a full-time hire. Certum Solutions offers nationwide fractional CFO services tailored to small and mid-sized businesses.
Do you provide Ongoing bookkeeping & Accounting services for small businesses?
Yes. We specialize in bookkeeping services for small businesses, including outsourced accounting, payroll, cost accounting, and compliance reporting. Whether local in North Carolina or nationwide, our bookkeeping helps businesses stay accurate and stress-free.
How is Certum different from a traditional accounting firm?
Traditional firms focus on compliance and historical reporting. We’re consultants first: we deliver financial clarity (advisory, bookkeeping, CFO), operational efficiency (ERP + software implementation), and technology confidence (secure, modern systems). You get strategy plus the team that actually builds the systems to make it work.
Do you work with local businesses in Charlotte and Monroe, NC?
Yes. While we serve clients nationwide, Certum Solutions is based in Monroe, NC, and proudly partners with small businesses throughout Charlotte, Union County, and the Southeast.
Do you work with my type of business or industry?
Most likely, yes. We serve a wide range of industries, including construction, manufacturing, eCommerce, and nonprofit organizations. Each industry has unique needs, and we tailor our approach to fit your operations and reporting requirements.
How much do your services cost?
Our pricing depends on your business size, systems, and service level. Contact us for our standard pricing and rates or book a free consultation, we’ll assess your needs and provide a customized quote for free, no surprise fees, just clear value.
What does a management consulting firm actually do for small and mid-sized businesses?
A management consulting firm analyzes how your finance, operations, and technology work together, then designs a plan to improve performance. At Certum Solutions, that means unifying your accounting, reporting, software, and processes so you gain visibility, cut manual work, and scale confidently. We combine advisory and hands-on implementation to deliver results, not just recommendations.
Do you offer QuickBooks consulting and setup?
Yes. Certum Solutions is a Certified QuickBooks ProAdvisor, helping businesses set up, customize, and optimize QuickBooks Online and QuickBooks Enterprise. We also support migrations, training, and integrations with other ERP software.
What exactly does Certum Solutions do?
Certum Solutions is a management consulting firm assisting businesses in managing their finances, streamlining operations, and choosing the right software tools to scale. From ongoing remote accounting to fractional CFO support, we help you make confident financial decisions backed by real data.
Can you help set up or clean up my accounting software?
Yes! We specialize in QuickBooks, Odoo ERP, Cin7 Core, Zoho, and other platforms. Whether you need setup, training, cleanup, or migration, our team ensures your system runs smoothly and gives you reliable, decision-ready data.
How do I get started?
Simply book a consultation. We’ll review your current setup, identify gaps or inefficiencies, and recommend the right solutions and services. Whether that’s bookkeeping, software, or strategic advisory. It’s a low-pressure conversation built around your goals.
Let’s Build What’s Next, Together.
Whether you’re managing growth or cleaning up chaos, Certum Solutions helps you scale gracefully with strategy, structure, and systems that last.