Certum Solutions Resource Library
Your go-to hub for free expert resources on accounting, business software, business tips, technology tips, and more. Browse our library of free downloadable templates, video tutorials, how-to blog articles, accounting software comparisons, CFO insights, & more.
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templates ➥ checklists ➥ guides ➥ white papers ➥ dates to know ➥
FREE DOWNLOADABLE BUSINESS RESOURCES
Video: Jan 2023 QuickBooks Online Updates
The QuickBooks team released four useful updates to QuickBooks Online (QBO) in January. These changes are targeted at specific subsets of QBO users. Let’s take a look at who benefits from the software changes.
Video: Salesforce Connector Demo in QuickBooks Online Advanced
In this video, Katie demonstrates how to connect Salesforce to your QuickBooks Online Advance account and its features.
QuickBooks Team Sprinkles 4 Niche Updates into QBO
Happy new year! If the product updates from Intuit QuickBooks are any indication, we may all still be recovering from the holiday season and easing into 2023. No judgment from me!
The QuickBooks team released four useful updates to QuickBooks Online (QBO) in January. These changes are targeted at specific subsets of QBO users. Let’s take a look at who benefits from the software changes.
Video: QuickBooks Online Updates 2022!
These kinds of updates can save you a lot of time and help you get paid more easily if you take advantage of them. Goodness knows we could all use a little more rest and peace of mind at the end of the year! As always, let us know if we can assist you with your books, software conversions, or QuickBooks questions.
Case Study: QuickBooks Upgrade & Bookkeeping Services for FreyCo
See how FreyCo, an IT managed services firm, modernized client QuickBooks software, cleaned up bookkeeping, and enhanced financial workflows with Certum Solutions.
Certum Solutions Named Intuit’s 2022 Trailblazer of the Year
Katherine Bunschoten, President of Certum Solutions, and team accept the awards for Trailblazer of the Year, as well as distinctions in four sales categories, QuickBooks Online, QuickBooks Online Advanced, QuickBooks Payroll, and QuickBooks Payments, for the Executive tier.
New QuickBooks Online B2B Feature and 3 Other QBO Updates
As 2022 winds down, the team at Intuit QuickBooks® has gifted us a new feature and a handful of updates to make our lives a little easier in the new year.
The first several features are available to all QuickBooks Online (QBO) users, but the last ones are only for QBO Advanced customers.
Travel Tips for New Business Travelers
Our economy has had quite the journey the last few years, and for many professionals that may have entered the workforce during Covid-19 shutdowns, travel might be a newer part of the job description. Even airports seem like they can’t quite get the hang of it (ask me sometime about my trip to Orlando and the missing checked bag that was waiting on my step when I got home a week later).
That being said, I have worked on hacking the airport travel experience lately (no more missing bags for me!) and wanted to provide my tips for a smooth journey, whether you are new to business travel, or you are, like me, learning to travel in a world full of oopsies as we get used to semi-normalcy again.
6 QuickBooks Online Updates to Help you Through the Holidays
For so many small business owners, the holiday season brings in more orders, sales and service requests – which means you’re busy. Especially at this time of year, your accounting software should bring more joy and less stress as you manage your business.
In that spirit, Intuit® has released six feature updates that can bring calm vibes to the busy season. The first two features are only available to customers with QuickBooks® Online (QBO) Advanced; the rest are available to all of our QuickBooks Online customers.
The Scale Gracefully Framework
Our Framework: Scale Gracefully
Every thriving business is built on three pillars. We help you strengthen them all.
Get visibility into your numbers with clean books, confident reporting, and expert advisory support.
Connect your accounting, operations, and software into one seamless system that saves time and improves accuracy.
Technology Confidence
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