Every monthly bookkeeping client receives: importing and recording all bank and credit card transactions, categorizing income and expenses according to IRS guidelines, reconciling all bank and credit card statements, a monthly review of transactions for potential deductions and compliance, monthly financial reports including a Profit and Loss statement, year-end review and preparation of reports for tax filing, and regular communication via email, phone, or meeting. A senior accountant reviews every client's books monthly — verifying categorizations, reconciliation accuracy, and report completeness. This oversight layer is what separates Certum from data-entry-only bookkeeping services.

Yes. All bookkeeping is performed by Certum's own US-based team of bookkeepers, reviewed by US-based senior accountants. Certum does not use offshore contractors, overseas labor, or AI-only automation without human oversight. Every client's books are managed by Certum employees who are familiar with US accounting standards, IRS regulations, and the specific accounting platform the client uses.

Certum prices bookkeeping based on your monthly transaction volume — the number of income and expense transactions your business processes. Tiers range from entry-level (up to 10 or 50 transactions/month) through enterprise-level (1,001–2,000 transactions/month). A one-time onboarding fee covers initial setup and book assessment. Additional transactions above your tier are billed at $2 per transaction. Most small businesses find that Certum's monthly bookkeeping costs significantly less than the annual cost of a part-time employee — with more expertise, better oversight, and no HR overhead. Contact us for a custom quote based on your volume.

Certum works in the platform your business already uses. We primarily work in QuickBooks Online, QuickBooks Desktop, Zoho Books, and Xero — and are certified in both as a QuickBooks Solution Provider (top 5% nationally, 7 Intuit awards), Zoho Books, and Xero Bronze Partner. We also work in Odoo, Wave, and other cloud platforms. Because we're certified in the software — not just familiar with it — your books follow platform best practices, making year-end tax prep and CPA handoffs smooth and clean.

Yes. Bookkeeping cleanup and catch-up is a core Certum service. If your books are behind, disorganized, or were incorrectly categorized — whether by a previous bookkeeper, an overseas service, or an AI-only tool — our senior accountants work alongside in-house bookkeepers to audit and correct the records systematically. Cleanup work is billed hourly. Once cleanup is complete, Certum transitions the account to ongoing monthly bookkeeping. We have helped hundreds of businesses recover from years of bookkeeping errors, often completing cleanup in time for tax filing deadlines.

Certum's bookkeepers handle day-to-day transaction management — importing transactions, categorizing income and expenses, and reconciling accounts. Senior accountants provide a professional oversight layer — confirming that categorizations align with IRS guidelines, verifying reconciliation accuracy, reviewing financial reports for completeness, and ensuring your books are audit-ready and tax-ready at year-end. Every Certum bookkeeping client benefits from both layers working together. This is what distinguishes Certum from services that provide only data entry without professional review.

Yes. Inventory bookkeeping is available as an add-on service, covering posting inventory-related transactions and basic COGS reconciliations using reports from your inventory system or POS platform. For businesses with complex, multi-SKU, or manufacturing inventory needs, Certum also implements and integrates dedicated inventory management systems (Cin7, Katana) with your accounting platform — ensuring inventory costs flow correctly into the books from day one.

Yes. Certum provides specialized nonprofit bookkeeping including fund accounting, grant tracking, restricted and unrestricted fund classification, Statement of Activities and Statement of Financial Position, and year-end preparation for Form 990 support. A quarterly nonprofit bookkeeping plan is available for organizations with light transaction volume and one active grant. Certum has served nonprofit clients across North Carolina and nationwide.

Yes. Core monthly bookkeeping can be expanded with add-ons including payroll bookkeeping (up to 10 employees, with per-employee add-on for larger teams), accounts payable support, accounts receivable support, sales tax bookkeeping and filing preparation (up to 2 jurisdictions, additional jurisdictions available), inventory bookkeeping, multi-entity bookkeeping, and app integration bookkeeping for third-party systems like POS or eCommerce platforms. All add-ons are managed by the same team handling your core bookkeeping.

New clients begin with a free consultation to assess your books, transaction volume, and service needs. After signing, a one-time onboarding fee covers requirements gathering, account access setup, documentation collection, an in-depth assessment of your existing books, creation of a customized bookkeeping plan, and establishment of your reporting schedule. If cleanup is needed before monthly service begins, our team handles that as a separate engagement. Monthly auto-billing begins on your signing date. Pricing is reviewed at 3 months, 6 months, and annually to ensure your tier remains accurate.