Monthly Bookkeeping & Clean-Up Services for Charlotte, NC Businesses
Get clean, accurate, audit-ready books every month; without the cost of a full-time employee. Certum Solutions delivers end-to-end bookkeeping, management accounting, and financial clarity for small and mid-sized businesses in Charlotte, NC, backed by our U.S.-based accounting and software experts.
Certum Solutions is a Certified QuickBooks ProAdvisor and Partner, Bronze Xero Partner, Odoo ERP Partner, Union County Chamber of Commerce, and BBB Accredited.
Why Modern Bookkeeping Matters
Bookkeeping isn’t just data entry anymore, it’s the foundation of financial clarity and compliance. When your books are accurate and up to date, you can:
✔️ Understand your true cash position at any time
✔️ Close each month on schedule
✔️ Make better pricing and inventory decisions
✔️ Stay prepared for tax filings and audits
At Certum, bookkeeping is structured, technology driven, and tailored to your industry.
What’s Included in Our Charlotte, NC Bookkeeping Services
Daily / Weekly Workflows
Secure transaction imports and categorization. Accounts payable and receivable posting. Sales channel imports from Shopify, Amazon, and POS systems. Exception handling and adjustments.
Reporting Package
Profit & Loss, Balance Sheet, and Cash Flow statements. Industry-relevant KPIs such as margins, AR/AP days, and trends. Executive summary dashboards.
Month End Close
Bank, credit card, and loan reconciliations. Inventory and COGS checks (if applicable). Accruals, prepaids, and adjusting entries. Fixed asset updates and depreciation. Final close review and reporting pack.
Optional Add-Ons
Multi-entity consolidations. Job costing / WIP (construction). Cost accounting support (manufacturing). Fund accounting (nonprofits). Sales tax reporting with Avalara.
JUST A FEW AWARDS WE’VE RECEIVED FROM OVER THE YEARS
Our Charlotte Area Bookkeeping Process
Discovery & Review → Understand your business, books, and software setup
Cleanup & Catch-Up → Standardize, reconcile, and get your books current
Workflow Setup → Build recurring processes for payables, receivables, sales, and reconciliations
First Month-End Close → Deliver reconciled books and reports
Ongoing Bookkeeping → Monthly closes, reconciliations, and reporting delivered consistently
A Few Bookkeeping Software & Tools We Support
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.
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!
QuickBooks Enterprise delivers advanced accounting, job costing, & inventory management for construction, manufacturing, & service businesses. Certum specializes in QuickBooks Enterprise implementation & optimization.
Xero is cloud accounting software built for collaboration, reporting, and nonprofit organizations. Certum Solutions provides Xero migration, setup, and long-term support.
Zoho Books offers affordable, automated accounting with multi-currency and tax support. Certum helps businesses implement Zoho Books and integrate with Zoho One.
Bloomerang is nonprofit-focused software that combines donor management and accounting tools. Certum helps nonprofits implement Bloomerang to maximize fundraising and compliance.
What is the best online accounting software for small business?
Download our free accounting software comparison guide here
Read our expanded accounting software comparison guide here
Charlotte, NC Nonprofit Bookkeeping Services
Running a nonprofit comes with unique accounting and compliance challenges. At Certum Solutions, we provide specialized nonprofit bookkeeping services that help organizations stay compliant, manage donations, and maintain accurate financial records.
Our team ensures your books are audit-ready, grant reports are supported with reliable data, and your board receives the financial insights needed to make informed decisions. We work with platforms like Bloomerang, QuickBooks, Xero, and Odoo to streamline nonprofit accounting and reporting.
With Certum Solutions, nonprofits get:
Accurate tracking of donations, grants, and restricted funds
Proper expense allocation for compliance and reporting
Preparation for annual audits and board reporting
Streamlined bookkeeping using cloud-based accounting tools
Strategic support so leaders can focus on mission, not paperwork
We help clients apply tax rules like the De Minimis Safe Harbor for fixed assets in QuickBooks and other accounting systems →
Debunking Bookkeeping Myths
Myth 1: My Business Isn’t Big Enough for a Bookkeeper
Fact: Every business can benefit from accurate financial records. Bookkeeping isn’t just for large corporations; it’s about making informed decisions at any stage of your business journey.
Myth 2: Bookkeepers Are Too Expensive
Fact: Our services are designed to be cost-effective and scalable based on your needs. With plans customized to your business, you’ll find our bookkeeping services offer peace of mind without breaking the bank.
Myth 3: I Can Handle It All Myself
Fact: As your business grows, so does the complexity of managing finances. Partnering with a professional bookkeeper saves you time and reduces the risk of costly mistakes.
Don’t let concerns about pricing or business size hold you back from a service that could transform your business.
Recommended Bookkeeping Tools: Shoeboxed
Managing receipts manually is time-consuming and error-prone. That’s why Certum Solutions partners with Shoeboxed, the industry-leading receipt scanner and expense tracking software. Shoeboxed makes it simple to:
✔ Snap a photo of your receipts and store them digitally
✔ Organize business expenses into IRS-accepted categories
✔ Export reports directly into QuickBooks, Xero, or Odoo
Whether you’re a freelancer, small business owner, or managing multiple accounts, Shoeboxed saves hours of bookkeeping every month. Learn More About Shoeboxed ➝
Real Results from Real Businesses
8,000+ invoices migrated. 66% faster sales tax reporting. All live in just 32 days.
Why Certum Solutions for Your Charlotte Bookkeeping Needs
At Certum Solutions, we go beyond basic bookkeeping. Our team doesn’t just organize your numbers, we help you understand them so you can make smarter business decisions.
Industry expertise → construction, manufacturing, nonprofit, e-commerce
Software-agnostic → QuickBooks, Odoo, Xero, Zoho, and more
Workflow-driven → consistent, repeatable processes
Scalable solutions → bookkeeping that grows with your business
Integrated services → connects with payroll, compliance, CFO advisory, and ERP
Looking for monthly bookkeeping services that integrate with quickbooks?
Frequently Asked Questions About Bookkeeping
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Bookkeeping records daily transactions and reconciles accounts. Accounting uses that data to prepare financial reports, ensure compliance, and guide decisions.
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Yes—we frequently onboard clients with backlogs and outdated records.
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QuickBooks, Odoo, Xero, Zoho Books, and related integrations. View Software
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Yes—multi-entity consolidations are part of our advanced bookkeeping package.
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Discovery can begin right away, with most clients onboarded and current within 30–45 days.