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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.
Not sure where to start?
Head-to-head breakdowns of QuickBooks, Xero, Zoho, Odoo, and ERP options, built to help you decide, not just compare features.Free checklists, templates, and calculators you can use todayStep-by-step walkthroughs recorded inside real QuickBooks, Xero, and ERP accounts.Real Certum client stories: the problem, the system we implemented, and the result.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.
QuickBooks Profit and Loss: Running Reports
In this video Katie and Spencer go over how to run a QuickBooks Enterprise Profit and Loss Report with a couple slice and dice features (examples below)
1. How to run your report by class. This means whether you prefer it to be by team members, by division, department, etc. The preference is up to you
2. Ability to compare by the previous period or previous year
How To Complete Change Orders in QuickBooks Online
In this video, our founder Katie Bunschoten, goes over how to complete a change order without a third party add on in QuickBooks Online, since a lot of our customers are switching over from QuickBooks Enterprise Contractor Edition. We had a client ask us recently and thought it would be great to go over and share will all of you. Katie is going to demonstrate this work around for you today! Need a more formal way to handle this process? Contact us, we're here to help you and offer 30min FREE discovery calls.
How to Track Fixed Assets in QuickBooks Online Advanced
This video, hosted by our Founder Katie Bunschoten, provides insights into how to track fixed assets using QuickBooks Online Advanced. This feature has been recently introduced, and was previously a common issue faced by our clients when migrating from QB Enterprise.
FAQ
Frequently Asked Questions
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Guides, comparisons, checklists, video tutorials, and client case studies covering QuickBooks, Xero, Zoho, ERP systems, inventory software, and general accounting topics for small and mid-sized businesses.
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Certum's own accounting and ERP consulting team writes everything here, based on client implementations we've actually done — not generic outside content.
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All three, plus Odoo, Cin7, Katana, and other ERP and inventory platforms. Certum is vendor-neutral, so the content reflects what actually fits different business situations, not one software brand.
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Everything in the resource library — guides, checklists, comparisons, and downloads — is free to read and download, whether or not you're a Certum client.
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New guides and comparisons are added regularly, and existing posts are updated when software pricing, features, or plans change (like the 2026 QuickBooks Online price increase).
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Start with the Software Comparisons category, or book a free consultation and tell us where you're at — we'll point you to the right guide or give you a direct answer.
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Yes. Contact us at help@certumsolutions.com with what you'd like covered.
Featured
Featured Resources
Our most-requested guides, tools, and breakdowns — picked for businesses actively evaluating software, cleaning up their books, or getting ready to scale.
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