★ Top 5% QuickBooks ProAdvisor · Intuit Elite Partner · BBB A+
ERP Implementation for Growing Businesses — Led by Accountants, Not Just Software Installers
When your business outgrows QuickBooks but isn't ready for a six-figure Dynamics or NetSuite project, you need a firm that fits the middle. We implement, migrate, and rescue ERP systems for $1M–$50M U.S. businesses — fixed-price, with the books configured correctly from day one.
✔️ Fixed-price✔️ Vendor-neutral advice✔️ We'll tell you if you don't need ERPBuilt for the $1M–$50M middle market
500+
Businesses served across 15+ industries
15+ Years
Implementing accounting & ERP systems
4.6★
Average client rating on Google
48 hrs.
Typical time to your assessment call
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Fixed-Price Scoping
Written proposal before work
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Accountants Who Speak Tech Books + operations
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Platform-Neutral
IES, Zoho, QBE, Cin7, Katana
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Local Roots, National Reach Charlotte NC · all 50 states
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Woman-Owned, BBB A+, NATP member firm
For businesses that outgrew QuickBooks
ERP Implementation for the $1M–$50M Middle Market
Most ERP conversations happen at two extremes: basic accounting software that a growing business outgrows quickly, and enterprise platforms that cost six figures and need a dedicated IT team to run. Certum Solutions works in the space between.Our implementations are built for companies generating $1M to $30M in revenue — typically in manufacturing, distribution, construction, e-commerce, or professional services — where operational complexity has outpaced the system tracking it. If you are managing inventory across locations, running multiple entities, selling across channels, or building products, and your accounting no longer reflects what is happening in operations, that gap is exactly what our ERP practice is built to close.Disconnected tools are the usual root cause. When orders live in one system, inventory in another, and accounting in a third, your team becomes the integration layer and month-end becomes a manual reconciliation project. We connect those systems — or replace them with one — so the numbers match reality. Learn how to spot the warning signs in our guide on fixing siloed, disconnected systems.
Scope of service
What You Get — Every ERP Engagement Deliverable
These are the named services inside our ERP practice. Most clients start with a free assessment, move into paid Discovery, then choose the engagement that fits. Each deliverable is scoped and priced in writing before it begins.
01
Free ERP Readiness Assessment
A 30-minute call to determine whether you need a full ERP, a platform upgrade, or a better configuration of what you already run. No pitch, no obligation.
02
Paid Discovery & Fixed-Price Scoping
A structured audit of your systems, data quality, workflows, and integrations, delivered as a written Discovery Report with a Gantt-chart timeline, itemized scope, and a fixed-price proposal.
03
Full ERP Implementation
End-to-end deployment: requirements validation, configuration, data migration, integrations, user-acceptance testing, role-based training, go-live, and post-launch support.
04
History-Preserving Data Migration
We extract, clean, map, and import your chart of accounts, customers, vendors, open balances, transaction history, and inventory — keeping year-over-year reporting intact through cutover.
05
ERP Rescue & Stabilization
For implementations that went live on paper but never in practice. We audit what's broken, fix the accounting configuration, retrain your team, and get you to a system you trust.
06
ERP Configuration Review & Health Check
A focused diagnostic of an existing system — chart of accounts, COGS mapping, inventory valuation, reporting structure, and integrations — with a prioritized fix list.
07
Post-Go-Live Optimization & Managed Support
Ongoing tuning, workflow refinement, and monthly support after launch — including dedicated Cin7 monthly support — so the system keeps pace as the business changes.
08
Implementation + Bookkeeping Transition
For clients moving platforms mid-year or shifting bookkeeping to our team at go-live: chart-of-accounts rebuild, historical review, and a clean accounting baseline at launch.
09
Consultation Blocks & Deployment Package
Flexible 5-, 10-, or 15-hour blocks for targeted work, or a 20-hour Deployment Package for larger consulting engagements drawn down as needed.
10
Methodology Coaching (Guided DIY)
One-on-one coaching for teams running a guided self-implementation: data prep, configuration guidance, train-the-trainer sessions, go-live planning, and post-launch Q&A.
Software only — not a full implementation? If you already know the platform you want, we can often get you better partner pricing, an extended trial, or a discount you won't see going direct. See current discounts & free trials → or browse all software we support →
How we engage
A Discovery-First Process That Makes Fixed Pricing Possible
Most firms bill ERP work by the hour, so scope creep is their revenue model. We do the opposite: we scope the work in writing first, then commit to a price. Here is the path from first call to a system your team trusts.
01
Readiness Assessment
Free 30-min call to decide whether ERP is the right move.
02
Paid Discovery
Documented audit → Discovery Report, Gantt chart, fixed-price proposal.
03
Build & Migrate
Configuration, integrations, and history-preserving data migration.
04
Test & Go-Live
Parallel testing and role-based training before cutover — no surprise downtime
05
Optimize
First month-end close together, then ongoing support and tuning.
Rescue & stabilization
Who Rescues Failed or Stalled ERP Implementations?
ERP implementations usually fail for one of three reasons: the wrong platform was chosen, the work was done by a software vendor with no accounting expertise, or the migration preserved the numbers without the financial logic behind them. The result is a system that runs but produces reports no one trusts — after spending $50,000 to $200,000 to get there.
Cost discipline
We fix without rebuilding when we can
A full re-implementation is expensive and disruptive. Reconfiguring an existing IES, QuickBooks Enterprise, Zoho, or Cin7 environment is often faster and cheaper.
No blind quotes
Written diagnostic before any price
Every rescue starts with a documented audit of what's broken, what's salvageable, and what a fix costs — so you know the scope before we start.
We do this differently
Accounting first, software second
Most failed implementations have software that works correctly. The real problem is the chart of accounts, COGS mapping, or reporting structure. We audit that first.
Common rescue scenarios we handle: a consultant who set up the system then disappeared before go-live; QuickBooks Enterprise Advanced Inventory turned on without proper setup, breaking valuation and COGS; an IES migration done without preserving historical reporting; or a multi-entity setup where intercompany transactions never eliminate correctly. If a prior firm left your books worse than they found them, our cleanup and recovery services are part of the same practice.
Multi-entity & consolidation
Multi-Entity and Multi-Location ERP, Configured to Consolidate
If you operate across multiple legal entities, subsidiaries, or locations, standard accounting software creates fragmentation — separate books, manual consolidations, and no unified view without significant monthly effort.
Intuit Enterprise Suite (IES) handles multi-entity accounting natively: intercompany transactions, consolidated reporting, entity-level P&Ls, and a shared chart of accounts. We configure these environments so leadership sees the full consolidated picture in real time, without waiting for someone to compile it at month-end. This is one of the most common implementations we deliver for holding companies, rollups, and businesses with distinct operating units that need to report both separately and together. See the step-by-step IES migration guide →
Parent company with 2–5 subsidiaries on a shared chart of accounts
Post-rollup businesses needing chart-of-accounts standardization
Multi-location service firms needing location-level P&Ls without separate files
Intercompany transactions that should eliminate automatically, not by hand
The ERP Platforms We Implement — and Who Each Is For
We hold certifications across these platforms and recommend among them based on what is right for your business, not our largest certification. Each links to its dedicated setup page.
Platform-neutral
Priority · Silver Partner
Zoho One
A single business operating system that unifies CRM, accounting (Zoho Books), inventory, projects, HR, and analytics under one login. Best for service-driven and sales-led organizations replacing a stack of disconnected SaaS tools without traditional ERP cost. Zoho One setup →
Priority · Silver Partner
Cin7 Core & Omni
A cloud inventory platform that pairs with QuickBooks Online or Xero as an operational layer. Best for e-commerce, multi-channel retailers, wholesalers, and light manufacturers needing inventory and order control. Cin7 inventory software →
Priority · Silver Partner
Intuit Enterprise Suite (IES)
Intuit's cloud, multi-entity platform for businesses outgrowing QuickBooks Online — consolidated reporting, advanced permissions, and a familiar interface. Best for professional services, multi-location, and multi-entity companies. Intuit Enterprise Suite →
Katana Partner
Katana MRP
Manufacturing resource planning that connects production, inventory, and accounting. Best for businesses that build, assemble, or configure products and need bill-of-materials and production scheduling. Katana MRP →
QB Enterprise Partner
QuickBooks Enterprise
The most advanced QuickBooks tier — robust inventory, job costing, advanced reporting, and higher user capacity. Best for construction, manufacturing, and distribution that need power without a full ERP. QuickBooks Enterprise →
MISys 2024 Top Partner
MISys Manufacturing
Add-on manufacturing and MRP for shops that want deeper production and inventory control bolted onto QuickBooks. Best for discrete manufacturers needing BOM and shop-floor depth. Ask about MISys during your assessment.
Already running Odoo? Certum is a certified Odoo accounting firm listed in Odoo's accounting directory. We provide ongoing accounting, bookkeeping, and accounting-configuration support for businesses already on Odoo; we are not an Odoo implementation partner. See our Odoo accountant services →
Maybe you don't need an ERP at all. For many $2M–$10M businesses, the right answer is a cleaner QuickBooks Online or Xero setup with the right integrations; not a platform migration. We'll say so. Accounting software implementation →
Xero setup & support →
Decision support
Which Platform Would We Implement for You?
The right platform depends on your industry, operational complexity, inventory needs, and entity structure. This table reflects what we see working in real businesses. For a deeper side-by-side of the software itself, see our full accounting & ERP software comparison or use our find-my-software tool.
| Intuit Enterprise Suite | Zoho One | QuickBooks Enterprise | Cin7 | Katana MRP | |
|---|---|---|---|---|---|
| Best for | Multi-entity, professional services | Service & sales-driven | Construction, job costing | E-commerce, wholesale | Light manufacturing, assembly |
| Revenue range | $1M–$30M | $500K–$15M | $1M–$30M | $500K–$20M | $500K–$10M |
| Multi-entity | Native, consolidated | Limited | Separate files, manual | No | No |
| Inventory depth | Basic | Module-based | Advanced, serial/lot | Best for product businesses | BOM, production orders |
| Manufacturing / BOM | No | Via Zoho Inventory | Basic assemblies | Light assembly | Purpose-built |
| CRM included | No | Zoho CRM included | No | No | No |
| Typical implementation cost* | $10K–$60K | $10K–$60K | $10K–$60K | $10K–$80K | $10K–$40K |
| Typical timeline | 6–12 weeks | 6–10 weeks | 6–10 weeks | 4–8 weeks | 4–8 weeks |
| Migration from QuickBooks | Natural upgrade path | Yes | From QBO or QBD | Inventory data only | Production data only |
| Certum certified | IES Implementation Partner | Zoho Silver Partner | QuickBooks Enterprise Partner | Cin7 Certified | Katana Partner |
*Implementation cost ranges reflect Certum Solutions professional-services fees only — software licensing is billed separately by the vendor. Ranges vary with data complexity, user count, and number of integrations.
Industry fit
Which ERP Fits Your Industry?
We match the recommendation to your operational reality, not a predetermined shortlist. Here's how platforms tend to align with the industries we serve.
Construction & trades
Likely fit: QuickBooks Enterprise or IES. Job costing, subcontractor management, progress billing, WIP reporting, retainage. Learn about our construction accounting services.
Nonprofits
Likely fit: IES or QuickBooks for nonprofits. Fund accounting, grant tracking, donor reporting, Form 990 prep. Explore our nonprofit accounting services.
Professional services
Likely fit: IES or Zoho One. Project billing, time tracking, multi-entity structures, department P&Ls. Add fractional CFO & controller services post-go-live.
Retail & e-commerce
Likely fit: Cin7 + IES, or Zoho One. Multi-channel inventory, order management, Shopify/Amazon reconciliation, COGS by SKU. See inventory management services.
Startups & small business
Likely fit: Zoho One or QuickBooks Online with the right integrations. Build a system that scales instead of one you'll outgrow in a year. See accounting services for startups.
Manufacturing & distribution
Likely fit: QuickBooks Enterprise, Katana MRP, MISys, or Cin7. BOMs, production orders, inventory valuation, multi-warehouse, COGS automation. See how we handle inventory accounting & system integration.
Charlotte metro & nationwide
ERP Implementation Consultants in North Carolina — Working Nationwide
Certum Solutions is headquartered in Monroe, NC, in the Charlotte metro. We work with businesses across North Carolina, South Carolina, and all 50 states.Most ERP implementation, migration, and rescue work is delivered remotely, so a manufacturer in Charlotte and a distributor in another state get the same fixed-price, accountant-led process. If you'd rather start with QuickBooks-specific help, our Charlotte QuickBooks consultants and Monroe, NC bookkeeping team can point you to the right next step. Most assessment calls are scheduled within 48 hours.
Why Certum
Why Growing Businesses Choose Certum Over National Firms
Most ERP consultants are either national advisory firms built for $50M+ companies or freelancers who vanish after go-live. Neither fits a $5M distributor that needs real-time inventory visibility without a six-figure budget.
We recommend what fits, not our certification
Our partnerships span IES, QuickBooks Enterprise, Cin7, Zoho, Xero, and Katana. The test of vendor-neutrality is simple: ask whether a firm has ever told a client to stay on QuickBooks instead of buying a bigger system. We do that regularly.
Accounting accuracy is non-negotiable
Most ERP firms are software specialists, not accountants. Every Certum implementation includes a chart-of-accounts review, a data-migration audit, and the first month-end close completed alongside your team.
We don't disappear after go-live
Most implementation clients move into an ongoing accounting or advisory relationship after launch, so the firm that built your system keeps it accurate month to month — no handoff gap.
Rescue work is something we actually do
If a prior consultant left your ERP worse than they found it, we've seen it. You get an honest assessment of what's salvageable and what needs rebuilding before you commit to anything.
Who this is for
Signs You're Ready for ERP Implementation
You don't need a big budget or an IT team to move to ERP. You need a clear signal that your current system is holding the business back. The most common ones we see:
✓ You manage operations across disconnected tools and reconcile them by hand each week
✓ Your bookkeeper spends real time moving data between systems that should connect
✓ You have inventory, and it doesn't reconcile with your accounting software
✓ You run multiple entities or locations and can't get a consolidated view without spreadsheets
✓ Month-end close takes more than 5–7 business days and heavy manual work
✓ You've hit QuickBooks user limits, inventory limits, or reporting walls
✓ Leadership needs real-time data your current software can't produce
✓ A prior consultant set up a system that never quite worked
If four or more apply, you're likely a strong ERP candidate. A free assessment is the fastest way to find out what the right next step is for your specific situation.
Not sure if you need an ERP — or just a better setup?
That's the most common question we get, and the honest answer is: sometimes you need a full migration, and sometimes you need a chart-of-accounts rebuild and two integrations. We'll tell you which, and why, before any proposal is written.
Reviews
What Clients Say About Working With Certum
“Robert Williams was the representative assisting my company with our purchase of QuickBooks Enterprise Silver Edition - 10 Users. He has wonderful customer service skills. Each time I called with a different issue or need, he was quick to assess my company"s needs and give a great solution. Thank you Robert, for your assistance.”
— Myrna M.“Highly recommend Certum Solutions for any business needing expert accounting support - especially if Odoo is used. Unlike other firms we scouted—who were often unresponsive or pushed unnecessary services—Certum was professional, transparent, and fairly priced from day one. During our onboarding, they brought in a full team of experts (including Odoo and project management specialists) to ensure our specific needs were met. They make the financial side of the business seamless so we can focus on our operations.”
— Brahim B.“Samuel Johnson has been a huge help for us during out Quickbooks integration. The benefits of having the support has helped us resolve many issues and concerns as we get deeper into the software. We even just signed up for a longer term support deal to help continue the relationship. Thank you Certum and Sam!”
— Josh K.Free Resources
ERP Implementation Guides & Resources
Written by our consulting team based on what we see in real implementations every month. Browse all ERP guides & resources →
FAQ
Frequently Asked Questions About ERP Implementation
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ERP implementation is the process of selecting, configuring, and deploying an enterprise resource planning system that runs your core operations — accounting, inventory, purchasing, fulfillment, and reporting — in one connected platform. At Certum Solutions, implementation includes data migration, workflow configuration, integration with your existing tools, user training, and post-go-live support. We manage the full process so your team is not doing it alone.
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Yes. Certum Solutions is an accounting and systems firm that implements ERP, so the people configuring your software are the same people who understand your books. Most ERP failures are accounting-configuration failures — a wrong chart of accounts, broken COGS mapping, or a migration that kept the numbers but lost the financial logic. Because we are accountants first and implementers second, we configure the operational and the financial side as one engagement instead of two disconnected projects.
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Certum Solutions professional-services fees typically run $10,000–$60,000 depending on platform, data complexity, integrations, and user count. QuickBooks Enterprise setups can start lower, around $3,000–$15,000. Software licensing is billed separately by the vendor. Every complex project begins with a paid Discovery engagement that produces a written scope and a fixed-price proposal, so you know your full investment before implementation starts — no hourly billing surprises.
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Many businesses do not need a full ERP yet. Sometimes the right answer is a chart-of-accounts rebuild, two integrations, or an upgrade to Intuit Enterprise Suite — not a $100,000 platform migration. Our free ERP Readiness Assessment exists to answer exactly this. We will tell you whether to optimize what you have or move to something new, and why, before any proposal is written.
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We implement Intuit Enterprise Suite (IES), Zoho One, QuickBooks Enterprise, Cin7 Core and Omni, and Katana MRP, and we hold certifications across them. We recommend among these based on your industry, revenue stage, inventory needs, and entity structure — not on which certification pays us most. If you are already running Odoo, we serve as your certified Odoo accounting firm for ongoing support and accounting configuration; we do not sell Odoo ERP implementations.
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Yes. ERP rescue and stabilization is a significant part of our practice. We audit the accounting configuration first, because most failed implementations have software that technically works while the chart of accounts, COGS mapping, or reporting structure is wrong. We provide a written diagnostic before quoting, and we reconfigure an existing system rather than rebuilding from scratch whenever that is faster and less costly.
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Most implementations take 4 to 16 weeks depending on the platform, operational complexity, number of integrations, and the condition of your existing data. Cin7 and Katana setups often run 4–8 weeks; IES, Zoho One, and QuickBooks Enterprise typically run 6–12 weeks. We provide a project timeline during the paid Discovery phase so you know what to expect before work begins.
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Certum Solutions does. Most firms price ERP work by the hour, so scope creep is their revenue model. We use a Discovery-first approach: a paid Discovery engagement produces a written scope document, a Gantt-chart project plan, and a fixed-price proposal with an explicit change-order policy. You know the scope, timeline, and price before implementation starts.
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Your historical data migrates with you. Every Certum implementation includes full data migration — chart of accounts, vendor and customer records, open balances, transaction history, and inventory data are extracted, cleaned, mapped, and imported. We preserve year-over-year reporting so comparisons stay intact after cutover. We also audit your current file for data-quality issues before import, so problems are resolved up front rather than discovered after go-live.
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Large advisory and Dynamics/NetSuite partners are built for companies above $50M, on platforms like Dynamics 365, NetSuite, and Sage Intacct, where fees often reach six figures and the people in the sales meeting are not the people doing the work. Certum is a boutique firm for the $1M–$50M lower mid-market. You work directly with the consultants doing the work, the engagement is fixed-price, and because we are not locked to one platform we recommend what actually fits — including telling you to stay on QuickBooks when that is the right call.
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For multi-entity and multi-location businesses under roughly $50M in revenue, Intuit Enterprise Suite (IES) is usually the natural path because it handles intercompany transactions, consolidated reporting, and entity-level P&Ls natively while keeping a familiar Intuit interface. Zoho One suits service-driven and sales-led organizations that also need CRM, projects, and operations in one system. We assess which fits during the readiness conversation.
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Yes. Certum Solutions is headquartered in Monroe, NC, in the Charlotte metro, and we work with businesses across North Carolina and all 50 states. Most implementation and rescue work is delivered remotely, and clients across NC, SC, and nationwide get the same fixed-price, accountant-led process. Most assessment calls are scheduled within 48 hours.
Related services & systems
Explore Related Certum Services
Not sure which ERP is right — or if you need one at all?
You don't need another vendor telling you their software is the answer. You need someone who's seen what happens when the wrong system gets deployed and will tell you the truth before you spend anything. That's the conversation we're built for. Fixed proposals only — you'll know the full scope and investment before any work begins.
Or call us directly: (980) 210-6946 · Average response time: same business day