✓ Certified Intuit Enterprise Suite ProAdvisor
Intuit Enterprise Suite Consulting — Expert IES Advisory for
Growing Businesses
Intuit Enterprise Suite is a powerful platform, but getting the most out of it requires more than a software subscription. It requires a consulting partner who understands your business operations, knows IES inside and out, and can bridge the gap between what the software does & what your business actually needs it to do.
Certum Solutions provides Intuit Enterprise Suite consulting services across the full lifecycle; from evaluating whether IES is the right fit, to configuring it correctly, to optimizing it as your business evolves. We are one of the first accounting & consulting firms in the United States to offer full IES access & advisory to every client, & we bring 15+ years of financial systems experience to every engagement.
15+ Years
Consulting
QuickBooks Environments
1
of the first U.S. IES advisory firms
U.S.-Wide
Remote & On-Site
Implementation
7 Intuit Awards
Earned by Certum
✔️ Woman-Owned & BBB Accredited
✔️ Accountants Who Speak Tech
✔️ Vendor-Agnostic Advisors
✔️ Certified Intuit Partner
How We Help
What Is Intuit Enterprise Suite Consulting?
IES consulting is the advisory layer that makes your Intuit Enterprise Suite investment work. It covers everything that happens before, during, and after go-live — the strategic decisions, configuration choices, workflow design, and ongoing optimization that determine whether IES transforms your business or just adds complexity.
At Certum, IES consulting is not a generic service. Every engagement is specific to your business — your chart of accounts, your entities, your team structure, your reporting requirements, and your growth plans. We start by understanding how your business actually operates, then build IES around that reality.
IES consulting from Certum includes:
IES Fit Assessment
An honest evaluation of whether Intuit Enterprise Suite is the right platform for your business — and if so, which configuration and plan makes the most sense. We will tell you if IES is premature or if something else fits better.
Implementation Planning
Strategic scoping before a single line of data is moved. We define your chart of accounts structure, entity setup, integration requirements, data migration plan, and go-live timeline — so implementation runs on schedule.
Configuration & Optimization
Deep IES configuration — dimensions, custom fields, approval workflows, reporting structures, and automation rules — aligned to how your business actually operates, not how a demo account does.
Multi-Entity Setup
IES is built for multi-entity businesses. We design your entity structure, inter-company transaction workflows, consolidated reporting, and elimination entries so your financials are accurate at every level.
Integration Advisory
IES needs to connect to your payroll, inventory, CRM, and other platforms. We evaluate, recommend, and configure the integrations your business needs — and flag the ones that will cause more problems than they solve.
Ongoing IES Advisory
Your business changes. IES should change with it. Ongoing consulting keeps your configuration optimized as you add entities, expand reporting, onboard new users, or hit the platform's edge cases.
Not sure if IES is the right move? Start with a free IES Fit Assessment — we'll evaluate your business and give you an honest recommendation.
Or Call Certum Solutions (980) 210-6946
Who Is This For
Who IES Consulting Is Built For
IES consulting is the right fit when any of these situations apply
Businesses evaluating IES
You're outgrowing QuickBooks but not sure if IES is the answer or if you should be looking at Odoo, NetSuite, or something else entirely. A consulting engagement gives you a vendor-neutral, honest answer before you commit to a platform.
Businesses mid-migration
You're in the process of moving to IES and the complexity is more than expected. Configuration decisions made early in an implementation affect everything downstream — bringing in a consultant mid-project is significantly cheaper than fixing it post-go-live.
Businesses post-implementation
You've been on IES for a while but reporting doesn't look right, workflows are clunky, or the system isn't delivering the visibility you expected. Post-implementation optimization is one of the highest-value consulting engagements we offer.
Multi-entity businesses
Managing multiple entities, departments, or locations and need consolidated financial reporting that actually works. IES is built for this — but only if the entity and dimension structure is designed correctly from the start.
Businesses upgrading from QB Desktop
QuickBooks Desktop users who need a cloud-based path forward that preserves their financial data, maintains historical reporting, and doesn't force a complete rebuild of how they run their books.
Businesses with broken IES setups
IES was implemented; by a vendor, internally, or by someone who has since left and the results don't match what was promised. We assess what went wrong, correct the configuration, and rebuild the reporting structure so you get what you actually paid for.
Certum vs Competitors
How Certum's IES Consulting Is Different
There are other firms offering IES consulting. Here is what separates Certum's approach:
| What matters | Certum Solutions | Typical IES consultant |
|---|---|---|
| Accounting expertise | Accountants first — we understand the financial logic before touching the software | Software-first approach — configures features without accounting validation |
| Platform bias | Platform-agnostic — we'll tell you if IES isn't the right fit, even if that means losing the engagement | Incentivized to sell IES regardless of fit |
| Migration experience | 15+ years of QB Desktop, QBO, and legacy system migrations — your data arrives clean and validated | Limited migration depth — may outsource or rely on Intuit's built-in tools only |
| Post-go-live support | Ongoing advisory and optimization — we stay involved as your business grows | Project ends at go-live — support requires a new engagement |
| Multi-entity experience | Deep multi-entity configuration — consolidated reporting, eliminations, inter-company workflows | Single-entity focus — multi-entity setups often require additional expertise |
| Honest assessment | Free IES Fit Assessment — we tell you if IES is right before you spend a dollar | Sales-driven discovery — assessment often assumes IES is already the answer |
Our Process
Our IES Consulting Process
Every IES consulting engagement follows a structured process — but every deliverable is specific to your business. Here is how it works:
Discovery & Scoping
IES Fit Assessment (Free)
We start with a no-cost evaluation of your current systems, business complexity, reporting needs, entity structure, and growth trajectory. We compare IES against relevant alternatives and give you an honest recommendation — including whether IES is the right move at all. Most businesses find this consultation alone clarifies months of internal debate.
System Design & Configuration
Architecture & Configuration Design
If IES is the right fit, we design the configuration before touching the system. This means defining your chart of accounts structure, entity hierarchy, dimension framework, approval workflow logic, user permissions, and integration architecture. Decisions made here determine everything — getting them right is what separates a successful IES implementation from one that requires a costly rebuild.
Data Migration & Testing
Data Migration & Validation
Whether you're migrating from QuickBooks Desktop, QuickBooks Online, or another platform, we handle the full data transfer — historical transactions, chart of accounts mapping, open items, vendor and customer records, and bank connections — with accounting-team validation before you go live. We do not hand you keys to a system we have not confirmed is accurate.
Training & Go-Live
Team Training & Enablement
IES is only as good as the people using it. We provide role-specific training for your team — not generic software walkthroughs, but hands-on training in your actual configured environment covering your specific workflows. Finance team, operations, AP/AR, management reporting — each group gets what they need to use IES confidently from day one.
Post Go-Live Support
Ongoing Optimization & Advisory
After go-live, your business keeps moving. New entities get added, reporting requirements evolve, integrations need adjustment, and the team discovers edge cases the initial configuration didn't anticipate. Our ongoing IES advisory keeps the system aligned to how your business actually runs — not how it ran when we first configured it.
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IES Consulting by Situation
Evaluating IES — Not Sure If It's Right for You
This is where most engagements start. You have heard about IES, your current QuickBooks is showing its limits, and you need an honest answer from someone who is not trying to sell you a platform. Our IES Fit Assessment evaluates your business model, entity count, transaction volume, reporting requirements, and integration needs — and tells you whether IES, QuickBooks Enterprise, Odoo, or another solution is the right next step. There is no cost to this assessment and no obligation to proceed.
Already on IES — Optimization
Needed
Many businesses land on IES and find that day-to-day reality does not match what the demo showed. Reports are harder to generate than expected, the dimension structure does not match how the business tracks performance, month-end close still takes too long, or certain workflows require manual workarounds. IES optimization consulting identifies the configuration gaps and corrects them — turning a system that technically works into one that actually delivers the financial visibility it promised.
Migrating from QuickBooks Desktop to IES
QuickBooks Desktop users migrating to IES face a unique set of challenges — data fidelity, COA restructuring, historical reporting continuity, and user adoption across a team that has used Desktop for years. Certum has migrated businesses from QuickBooks Desktop to IES successfully, and our structured migration process protects your historical data while building a forward-looking IES environment that gives you everything Desktop could not. See our detailed IES Migration Guide →
Frequently Asked Questions
Frequently Asked Questions — IES Consulting
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Implementation is the project of getting IES set up and live — migrating data, configuring the system, and training your team. Consulting is the advisory layer that surrounds it — evaluating fit before you start, making strategic configuration decisions during the project, and optimizing the system after go-live. Most successful IES engagements include both. At Certum, our IES implementation service includes consulting-level advisory throughout — we don't separate the two.
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IES is typically the right fit for businesses managing multiple entities, departments, or locations; those needing consolidated financial reporting across business units; businesses generating $2M+ in annual revenue with complex financial operations; and organizations that have outgrown QuickBooks Online but are not yet ready for a full ERP like NetSuite or Odoo. That said, every business is different — the best way to know is through a free IES Fit Assessment where we evaluate your specific situation.
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Yes — this is one of the most common consulting scenarios we work on. Post-implementation optimization is often more impactful than the original implementation, because you now have real-world experience with the gaps. We audit your current IES configuration, identify what is causing friction, and correct the chart of accounts structure, dimension framework, reporting setup, and workflow configuration to match how your business actually operates.
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Yes, and this is where IES delivers the most value — and where configuration decisions are most consequential. Multi-entity IES setups require careful design of the entity hierarchy, intercompany transaction workflows, elimination entries, and consolidated reporting structure. Getting this right requires both accounting expertise and deep IES configuration knowledge. We bring both.
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Yes. Certum Solutions is a certified Intuit partner and one of the first accounting and consulting firms in the U.S. to offer full IES access and advisory services to clients. Our team has direct access to Intuit's IES resources, partner support channels, and early visibility into platform updates — which means our clients benefit from guidance that reflects the current platform, not last year's version.
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IES consulting is scoped and priced based on the complexity of your business, the specific services required, and the duration of the engagement. Project-based consulting — fit assessment, implementation planning, optimization — is quoted as a fixed-scope engagement. Ongoing advisory is structured as a monthly retainer. We provide transparent pricing after an initial consultation so you know exactly what you are committing to before any work begins.
Ready to Get More Out of Intuit Enterprise Suite?
Whether you are evaluating IES for the first time, in the middle of an implementation that needs expert guidance, or on a live system that is not delivering what it should — Certum Solutions is the IES consulting partner that brings both accounting expertise and deep platform experience to every engagement.
Start with a free IES Fit Assessment. We will evaluate your business and tell you exactly what we would recommend; no pressure, no obligation.