FREE RESOURCES FOR BUSINESSES

Accounting & ERP Guides, Comparisons, and Tools for Growing Businesses

Still trying to figure out whether QuickBooks, Xero, Zoho, or a full ERP system is the right fit; or whether your current setup just needs to be cleaned up and configured properly? This is where Certum Solutions publishes the guides, comparisons, checklists, and case studies we wish more businesses had before they signed a software contract or hired a bookkeeper. Everything here is written by our own accounting and ERP consulting team for U.S.-based small and mid-sized businesses (roughly $1M–$50M in revenue) evaluating their systems in 2026; not outside contributors guessing at what matters.

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Software Comparisons
Head-to-head breakdowns of QuickBooks, Xero, Zoho, Odoo, and ERP options, built to help you decide, not just compare features.
Free Resource
Free checklists, templates, and calculators you can use today
VIDEO tutorials
Step-by-step walkthroughs recorded inside real QuickBooks, Xero, and ERP accounts.
CASE STUDIES
Real Certum client stories: the problem, the system we implemented, and the result.
Blog
In-depth articles on QuickBooks, Xero, Zoho, ERP, & running the financial side of your business.

Latest from Certum

The newest guides, updates, and breakdowns from our team — covering QuickBooks, Xero, Zoho, ERP, and everything in between.

Video Tutorials, Training & Webinars Magen McLaughlin Video Tutorials, Training & Webinars Magen McLaughlin

How to Use and Manage Receipts in QuickBooks Online 

This guide explains how to capture, attach, and manage receipts in QuickBooks Online. It covers three ways to get receipts into QuickBooks; the mobile app camera, desktop file upload, and team email forwarding. Followed by how to review, categorize, and save each receipt correctly. The guide also covers attaching receipt images directly to transactions for audit purposes. Who is it for? Small business owners, bookkeepers, and office managers who use QuickBooks Online and want a cleaner, more organized system for tracking business expenses. 

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Training & Webinars Katherine "Katie" Bunschoten Training & Webinars Katherine "Katie" Bunschoten

QuickBooks Enterprise Express Pick and Pack

QuickBooks Enterprise Express Pick and Pack was enhanced in QuickBooks Enterprise Version 2020. While only available in the Platinum (Advanced Inventory) Edition, it is meant to save you time when building out roles, and when switching roles, for picker ad packers, as well as associated actions and approval processes.

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Training & Webinars Katherine "Katie" Bunschoten Training & Webinars Katherine "Katie" Bunschoten

Data File Fragments and How to Fix Them

As you can imagine, the more fragments you have the more of a maintenance issue you have. The lower the number the better it is. The magic number is under 20, but if you are over this then it isn’t the end of the world. You are just in the yellow zone. The fewer fragments you have the quicker that the file can be read. File fragments in and of themselves are not the problem – you will never have 0 fragments. They are just one of the gauges to measure file health (highest I’ve seen was over 300, and that was a rough one!).

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Featured Resources

Our most-requested guides, tools, and breakdowns — picked for businesses actively evaluating software, cleaning up their books, or getting ready to scale.

Printable Resources

Free: Starting a New Business Checklist
Q4 Maximize Profits Checklist
Free: AI In Bookkeeping Start Guide
Landed Cost Profit Calculator
Monthly Bookkeeping Checklist
Free: Bookkeeping Year-End Financial Review Checklist

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You don't need more software recommendations from someone who doesn't know your business. You need a straight answer from someone who does. Tell us where you're at; we'll tell you exactly what makes sense next, whether that's cleaning up your books, switching platforms, or building a financial system from the ground up. No pressure, no obligation, just clarity.

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