Smarter Software. Simplified by Certum.

We help you choose, set up, migrate, train, and manage the right systems and software tools to run your business. Business software solutions from accounting and payroll to inventory and ERP.

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Choosing the right software can feel overwhelming. That’s why Certum Solutions partners with leading platforms to help you find, configure, and optimize the tools that run your business without upsells, bloat, or vendor confusion.

From accounting to inventory to eCommerce, we’re platform-neutral and client-first. Looking for business software consulting near Charlotte, NC?
Contact Certum Solutions today! This business is BBB Accredited.

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.

financial management consulting

Connect your accounting, operations, and software into one seamless system that saves time and improves accuracy.

ERP and operations consulting

Technology Confidence

Services Coming Soon. Build secure, scalable IT and software systems that grow with your business.

IT management consulting & support

Not sure which workflow model fits your team? Our business operations consulting helps map your processes.

Explore Business Operations & Process Optimization Services

Exclusive Business Software Partner Discounts & Offers

Take advantage of exclusive partner discounts and free trials from the industry-leading platforms we trust. From accounting and payroll to inventory and ERP systems, these tools help you build a smarter, more connected business.

Accounting & Financial Tools

For accurate books, financial clarity, and strategic reporting.

QuickBooks Online is a small business accounting software for cloud-based bookkeeping & reporting. Certum Solutions provides QuickBooks Online setup, migration, training & ongoing support.

Explore QuickBooks Online

Wave is a free, easy-to-use accounting solution designed for startups and micro businesses. Certum helps you set up Wave and connect it to other business tools. Wave Discount code below!

Explore Wave Accounting

QuickBooks Desktop is trusted by businesses needing robust on-premise accounting and detailed reporting. Certum offers QuickBooks Desktop setup, hosting, and integration services.

Explore QuickBooks Desktop

Top QuickBooks Enterprise Implementation Partner Certum Solutions, Free Consultations Today!

QuickBooks Enterprise delivers advanced accounting, job costing, & inventory management for construction, manufacturing, & service businesses. Certum specializes in QuickBooks Enterprise implementation & optimization.

Explore QuickBooks Enterprise

QuickBooks logo on a black background.

QuickBooks Payments makes it easy to send invoices and accept secure online payments. Certum integrates QuickBooks Payments with your accounting to streamline cash flow.

Explore QuickBooks Payments

Xero is cloud accounting software built for collaboration, reporting, and nonprofit organizations. Certum Solutions provides Xero migration, setup, and long-term support.

Explore Xero

Zoho Books offers affordable, automated accounting with multi-currency and tax support. Certum helps businesses implement Zoho Books and integrate with Zoho One.

Explore Zoho Books

Bloomerang is nonprofit-focused software that combines donor management and accounting tools. Certum helps nonprofits implement Bloomerang to maximize fundraising and compliance.

Explore Bloomerang

QuickBooks Franchise tools simplify accounting for franchise owners with multi-location reporting and royalty management. Certum helps franchises implement and scale QuickBooks solutions.

Explore QuickBooks Franchise

Online Accounting Software Comparison Download
Article: Best Online Accounting Software for SMB

Inventory & Order Management

Manage products, orders, and fulfillment with tools built to scale.

Cin7 unifies inventory, orders, and fulfillment across multiple sales channels. Certum provides Cin7 setup, integration, and training for product-based businesses.

Explore Cin7

MISys Manufacturing provides advanced production tracking, costing, and compliance tools for growing manufacturers. Certum supports MISys setup and integration with QuickBooks.

Explore MISys

Shopify ECommerce and POS Partner Certum Solutions USA

Shopify combines e-commerce and retail POS into one platform. Certum helps businesses set up Shopify, integrate accounting, and streamline payments.

Explore Shopify

Certum Solutions SOS Inventory Partner in the U.S. - Inventory and Order Management Tools

SOS Inventory enhances QuickBooks Online with inventory, order, and light manufacturing features. Certum specializes in SOS Inventory setup and integration.

Explore SOS Inventory

Katana MRP is a modern manufacturing ERP designed for real-time inventory and production planning. Certum helps manufacturers implement Katana to improve efficiency.

Explore Katana

BigCommerce Top Partner Certum Solutions

BigCommerce is an enterprise-ready e-commerce platform built for scaling online stores. Certum Solutions supports BigCommerce integration with accounting and inventory systems.

Explore BigCommerce

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ERP Software Solutions

All-in-one systems that unify operations, finance, and growth.

Odoo ERP is a flexible all-in-one system covering finance, CRM, inventory, and operations. Certum offers Odoo implementation, customization, and long-term support.

Explore Odoo

Zoho One provides an integrated suite of 40+ business apps, including accounting, HR, and CRM. Certum helps businesses adopt and customize Zoho One.

Explore Zoho One

Intuit Enterprise Suites delivers advanced accounting, inventory, payroll, & reporting tools designed for growing businesses. Certum supports setup, implementation, & ongoing optimization to maximize ROI.

Explore Intuit Enterprise Suites

For financial oversight during software transitions, our Fractional CFO services can help you model costs and scalability.

Explore Our Fractional CFO Services

Pay your team on time, stay compliant, and simplify HR tasks.

Paychex offers payroll, HR, and benefits solutions for businesses of all sizes. Certum partners with Paychex to deliver compliant, reliable payroll systems.

Explore Paychex

Gusto provides simple payroll, benefits, and HR tools for startups and small businesses. Certum helps implement Gusto with your accounting system.

Explore Gusto

QuickBooks Payroll integrates with QuickBooks accounting to simplify employee payments and tax filing. Certum helps businesses set up and run payroll with QuickBooks.

Explore QuickBooks Payroll

Explore Payment Solutions

Secure, seamless payments online and in-person.

Skyline Payments delivers secure merchant services with transparent pricing and local support. Certum integrates Skyline with your accounting and POS systems.

Explore Skyline Payments

QuickBooks Payments Partner for Implementation Certum Solutions

QuickBooks Payments enables invoicing and payment processing directly inside QuickBooks. Certum helps set up and integrate QuickBooks Payments for faster cash flow.

Explore QuickBooks Payments

Online Accounting Software Comparison Download
Article: Best Online Accounting Software for SMB
ODOO VS QUICKBOOKS VS XERO. VS ZOHO. 
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HR, 401K & Employee Benefits Solutions

Retain talent, manage benefits, and reduce admin headaches.

Guideline logo with the word 'guideline' in dark blue text and a purple underline.

Guideline provides affordable retirement plans integrated with payroll. Certum supports Guideline setup for small and mid-sized businesses.

Explore Guideline

Gusto simplifies HR with onboarding, time tracking, and employee benefits. Certum helps implement and support Gusto HR for growing teams.

Explore Gusto HR

Paychex delivers enterprise-level HR, benefits, and retirement services. Certum partners with Paychex to provide compliant HR solutions.

Explore Paychex HR

Third-Party Partners & Add-Ons

Trusted integrations that extend your software’s power.

Top Avalara Tax Compliance Partner in the U.S. Free Consults

Avalara automates sales tax calculation and filing across states. Certum integrates Avalara with QuickBooks, Odoo, and other platforms.

Explore Avalara

CorpNet simplifies business filings, LLC formations, and compliance management. Certum partners with CorpNet to keep clients compliant.

Explore CorpNet

LivePlan provides forecasting and business planning tools for startups and established companies. Certum helps connect LivePlan with your accounting software.

Explore LivePlan

Summit Hosting provides secure cloud hosting for QuickBooks and other business software. Certum helps businesses migrate to Summit Hosting.

Explore Summit Hosting

qqube partner certum solutions

QQube offers advanced reporting and analytics for QuickBooks Desktop. Certum supports QQube setup for custom reporting needs.

Explore QQube

Shoeboxed makes it easy to digitize, categorize, and store receipts for seamless expense tracking. Certum helps businesses integrate Shoeboxed with accounting systems.

Explore Shoeboxed

Frequently Asked Questions About Business Management Consulting Services

What is the best online accounting software for small business?

In 2025, the best online accounting software for small businesses is typically QuickBooks Online or Xero, depending on your complexity and future growth. QuickBooks Online offers the strongest payroll ecosystem and universal accountant support, while Xero provides a cleaner interface, easier learning curve, and powerful multi-currency features. Businesses that outgrow either often transition to an ERP such as Odoo or Microsoft Business Central.

How to set up a small business accounting system?

Setting up an accounting system involves:

  1. Choosing software that matches your industry (Explore Certum Solutions Accounting Software Consulting Services)

  2. Creating a compliant chart of accounts.

  3. Connecting bank/credit feeds.

  4. Configuring invoicing, expenses, and payroll.

  5. Automating categorization and reconciliation.

  6. Implementing monthly reporting and review routines.

    Our team builds these systems professionally with clean, audit-ready structure.

How to integrate accounting systems for small businesses?

Integration requires selecting tools with strong APIs, mapping data flows between inventory, sales, CRM, and accounting, and building automations that maintain clean books. Certum Solutions specializes in integration between platforms like QuickBooks, Shopify, Cin7, Katana, Odoo, Avalara, and more.

Which firm offers the best expense management software solutions?

Certum Solutions helps businesses choose and implement the right expense platform based on spend volume, approval workflows, and reimbursement needs. Firms that offer strong expense management solutions typically partner with tools like QuickBooks Online, Xero, etc.

Which accounting software has the best inventory system?

QuickBooks Online has basic inventory, but businesses needing robust inventory almost always upgrade or choose a 3rd party inventory management add on such as Cin7, Katana, or an ERP like Odoo, which offers far more control over warehouses, manufacturing, BOMs, and fulfillment workflows.

What’s essential in construction inventory management software?

What’s essential in construction inventory management software?

Construction businesses need inventory software with:

  • Job-costing integration

  • Material tracking

  • Real-time usage reporting

  • Multi-location warehouse or yard management

  • Purchase order and supplier management

  • Mobile accessibility for field teams

Many of our construction clients work with Certum Solutions to setup QuickBooks Enterprise Contractor Edition, Odoo ERP, or other options. Every business is different. Schedule a free construction software consult with us or contact our construction software consultants.

What is enterprise resource planning (ERP) software?

ERP (Enterprise Resource Planning) software is an all-in-one system that centralizes finance, inventory, sales, manufacturing, purchasing, and reporting into one dashboard. Examples include Odoo, Microsoft Business Central, and Zoho One. ERPs help growing businesses eliminate manual processes and unify operations.

Can you help clean up our financial data in our software first?

Absolutely, we often combine cleanup with training so you start fresh with accurate records. Our bookkeeping and accounting clean-up services can be a one time cleanup, monthly services, annual, whatever you need. We want to work with what works best for you and your business.

Where to find the best custom enterprise software solutions?

Custom enterprise software solutions are typically delivered by consulting firms like Certum Solutions that have staff that specializes in Odoo system design, integrations, and custom workflows. Businesses often choose flexible platforms such as Odoo ERP for affordable, deep customization.

What is a software solution?

A software solution is an application or system designed to solve a specific business problem— such as accounting, inventory management, payroll, CRM, or manufacturing control. Solutions may be standalone or part of a larger ERP ecosystem.

What is inventory management software?

Inventory management software tracks stock levels, warehouse locations, reordering, purchasing, manufacturing, and fulfillment. It gives businesses real-time visibility and helps prevent stock outs, overstocking, and operational inefficiency.

How does inventory management software work?

It syncs inventory data across sales channels, warehouses, and purchasing systems. The software records every movement—receiving, picking, packing, shipping, and production—and updates item counts automatically. Advanced platforms like Cin7 or Katana integrate directly with accounting systems and eCommerce.

What is the best software for inventory management?

For small to medium businesses in 2025, the top picks are Cin7 (best all-in-one), Katana, MISys (best for manufacturing), and Odoo (best customizable ERP). The “best” depends on SKU count, fulfillment complexity, and integration requirements. Explore our inventory management software consulting services.

Small Business Software Consultants You Can Trust.

Certum Solutions is platform-agnostic, meaning we help you find the right mix of tools, integrate them, and support them long-term. Whether you’re scaling a small shop or managing multi-entity operations, we’ll make sure your software works for you.

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