The Right Business Software,
Implemented the Right Way
We evaluate your business and recommend the accounting, ERP, or inventory software that actually fits — then implement it from start to finish. Vendor-agnostic consultants headquartered in North Carolina, serving businesses nationwide.
2012
Intuit Elite Partner
13+
Intuit awards
15+
Certified platforms
4.7/5
Google Rating
✔️ Woman-Owned & BBB Accredited
✔️ Accountants Who Speak Tech
✔️ Platform-Agnostic Advisors
✔️ Local Roots, National Reach
Why Vendor-Agnostic Matters
We Recommend the Software That Fits Your Business — Not Ours
Most business software consultants specialize in one or two platforms. Their recommendation is determined before they know anything about your business. If they are a QuickBooks reseller, you are getting QuickBooks. If they are a Zoho partner, you are getting Zoho.
Certum Solutions is different. We are certified partners for QuickBooks Online, QuickBooks Enterprise, Intuit Enterprise Suite, Xero, Zoho Books, Zoho One, ADP, Gusto, Paychex, Cin7, Katana MRP, Avalara, Digits AI Accounting, and more. We hold Intuit Elite Partner status, are a certified Odoo Accountant, a Zoho Silver Partner, and a Xero Bronze Partner. We are Level III certified Digits consultants — one of very few in the country at that level.
When you ask us which software is right for your business, we give you a straight answer based on your size, your industry, your workflows, and your budget. Then we implement it. The consulting and the implementation are the same engagement.
Intuit Trailblazer of the Year 2022
Highest individual honor Intuit awards Level III Digits Consultant
Consultant, one of few firms in the U.S.Intuit Elite Partner since 2012
Top 2% of QuickBooks consultants nationwideXero Bronze Partner
Certified for Xero implementation & trainingOdoo Accounting Firm
Official Odoo ERP accounting firm in the U.S. trained inside of Odoo ERPCin7 Verified Partner · Katana Verified Partner · ADP Certified Partner · Avalara Partner
4.7/5.0 average client rating on Google · Clutch Top Financial Consulting Charlotte 2025
How to Choose
Not Sure Which Platform Is Right for You? Here's How to Choose.
The most common question we get is: "Which accounting software should we use?" The honest answer depends on where your business is right now. Here's how the most common decision points break down — and which platform typically wins for each situation.
| Your situation | Best fit | Why |
|---|---|---|
| US small business, under $3M, straightforward needs | QuickBooks Online | Largest accountant ecosystem in the US, best support network, most integrations |
| Need unlimited users or have international transactions | Xero | Unlimited users on every plan, strong multi-currency, 1,000+ integrations |
| Want bookkeeping to run itself with minimal manual work | Digits AI Accounting | AI auto-codes 93%+ of transactions, real-time reconciliation, live dashboards |
| Have complex inventory, job costing, or 10+ users | QuickBooks Enterprise | Advanced inventory, up to 40 users, industry editions — without full ERP cost |
| Multiple entities, $5M–$100M+ revenue | Intuit Enterprise Suite | Multi-entity management, intercompany eliminations, up to 500 users |
| Want to replace 4–5 disconnected tools with one platform | Zoho One | Accounting + CRM + HR + inventory + project management under one login |
| Need a full ERP — manufacturing, distribution, or $5M+ with complex workflows | Odoo ERP | True open-source ERP — CRM, manufacturing, inventory, accounting all native |
| Zero budget, under $500K revenue | Wave Accounting | Free core accounting and invoicing — plan your migration before you need it |
Still not sure? That's what we're for. Tell us about your business in 30 minutes and we'll give you a straight answer — which platform fits, what it'll cost, and what we'd implement. No pitch, no obligation.
Book a free consultation →
Why Certum Solutions
Why Businesses Choose Certum for Business Software Implementation
The right software is only half the answer. How it gets set up determines whether it works. Businesses that implement accounting or ERP software without a specialist spend an average of 3–6 months cleaning up what the DIY setup got wrong — reconciliation errors, chart of accounts problems, broken integrations, and a team that was never properly trained. Certum Solutions prevents that.
We implement every platform we recommend
We do not consult and hand you off. Certum Solutions handles the full implementation — data migration, chart of accounts, integrations, and training — so you have one accountable partner from first conversation to go-live.
We are vendor-agnostic
When we recommend a platform, it is because it fits your business — not because a vendor is paying us to push it. We will tell you when a platform is wrong for your situation even if we are a certified partner for it.
We work in your industry
Certum Solutions serves construction, manufacturing, distribution, professional services, nonprofits, retail, and eCommerce businesses. We have implemented the same platforms for different industries and know where each one performs — and where it struggles — for your type of business specifically.
We are local to the Carolinas and available nationwide
Headquartered in Monroe, NC. We serve businesses throughout Charlotte, the greater Carolinas, and nationwide. For local clients, we can meet in person. For remote clients, we work with the same engagement level — regular calls, real availability, and a team that knows your account.
We hold the certifications that matter
Intuit Elite Partner since 2012. Intuit Trailblazer of the Year 2022. Zoho Silver Partner. Xero Bronze Partner. Level III Digits Consultant. Cin7 Verified Partner. Summit Hosting Platinum Partners. These are not badges we bought — they are earned through demonstrated client outcomes and platform expertise.
We stay after go-live
Most implementation firms disappear after the system is live. Certum Solutions offers ongoing monthly advisory, training, and support. When something changes — a new hire, a new location, a new sales channel — we are already in your corner.
Tell us about your business — we'll match you to the right software
Free 30-minute consultation. We'll tell you exactly which platform fits, what it costs, and what we'd implement — before any work begins.
Prefer to call? (980) 210-6946
Our Implementation Process
How We Implement Your Business Software
Discovery call
We review your current tools, workflows, and pain points. We ask about your industry, team size, and where the friction is. This is free, takes 30 minutes, and ends with a direct recommendation — no pitch, no obligation.
Platform selection
If you are not sure which platform fits, we tell you. If you already know, we move to scoping. Either way, we document exactly what the implementation covers before any work begins.
Data migration
We migrate your existing data — chart of accounts, open transactions, customer and vendor records, historical balances — cleanly into the new system. No data loss, no manual re-entry.
Configuration
We configure the system for your specific business: departments, classes, approval workflows, bank feeds, integrations, and reporting. The setup reflects how you actually operate, not a generic template.
Integrations
We connect your accounting or ERP system to your payroll provider, inventory tool, eCommerce platform, and any other systems your business depends on. No duct tape. Clean, mapped integrations.
Team training
We train your team in person or remotely on every module they will use. We cover day-to-day workflows, reporting, and best practices. Your team starts confident, not confused.
Go-live support
We are available during and immediately after go-live. If something surfaces on day one, we fix it in real time. You are not alone the day you switch.
Ongoing support
We offer monthly advisory and support packages so you always have access to expertise as your business grows and your needs change.
Process Timeline
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Case Studies
Real Results from Real Implementations
We measure success the same way our clients do — less time on books, cleaner financials, and systems that actually reflect how the business operates.
R-Mar Electric — Commercial Electrical Contractor
Platform: QuickBooks Online with job costing
R-Mar was managing job costs manually across multiple projects with no clear view of profitability by job. Month-end close was taking 8 days and required significant cleanup every cycle.
After implementing QuickBooks Online with structured job costing, R-Mar now closes the books in under 2 days — a 75% reduction in close time — with real-time job profitability visible at any point in the month.
→ Read the full case study
STEM ARC — Education Nonprofit
Platform: QuickBooks Online with nonprofit fund tracking
STEM ARC was managing all finances in spreadsheets with no fund-level visibility or board-ready reporting. Grant tracking was manual and reconciliation took days each month.
After implementation, STEM ARC had board-ready financial reports from day one — with fund tracking, program reporting, and grant visibility built directly into their QuickBooks structure.
→ Read the full case study
CERA — Community Nonprofit
Platform: QuickBooks Online with donor tracking and program fund reporting
CERA had never had clean, organized financials. Donor tracking was inconsistent, program funds were commingled, and the organization had no reliable way to report to its board or grantors.
After implementation, CERA had clean financials for the first time in the organization's history — with donor tracking, program-level reporting, and a chart of accounts structure built for long-term nonprofit compliance.
→ Read the full case study
Implementations across construction, nonprofit, manufacturing, professional services, and more.
Industries Served
Business Software Implementation by Industry
Certum Solutions has implemented accounting & ERP software across a wide range of industries. Industry experience matters because chart of accounts structure, reporting requirements, inventory complexity, and compliance needs vary significantly by sector. We know what the right setup looks like for your type of business — not just how to click through the software.
Construction & Contractors
Job costing, certified payroll, progress billing, subcontractor management. We implement QuickBooks Enterprise, and IES for construction businesses regularly. Talk to a construction specialist →
Recommended platforms: QuickBooks Enterprise, IES
Manufacturing & Distribution
BOM, production costing, multi-location inventory, lot and serial tracking. We implement Zoho Inventory, Katana MRP, MISys, Cin7, and QBE for manufacturers. Talk to a manufacturing specialist →
Recommended platforms: Zoho, Katana MRP, Cin7, QBES
Wholesale & Distribution
Purchase orders, multi-channel inventory, EDI, 3PL management. Cin7, Zoho, & QuickBooks Enterprise are the most common implementations for wholesale clients. Talk to a distribution specialist →
Recommended platforms: Cin7, Zoho, QuickBooks Enterprise
Nonprofit Organizations
Fund accounting, grant tracking, donor management, Form 990 prep, board reporting. We implement QuickBooks Online + Bloomerang as the standard nonprofit stack. Talk to a nonprofit specialist →
Recommended platforms: QuickBooks Online + Bloomerang
Retail & eCommerce
POS, multi-channel inventory, Shopify/Amazon/BigCommerce integration, sales tax automation. We connect Cin7, Avalara, and Shopify with your accounting platform. Talk to a retail specialist →
Recommended platforms: Cin7, Avalara, Shopify integration
Professional Services
Time tracking, project profitability, invoicing, retainer management. QBO Advanced, Xero, and Zoho One are most common for consulting, legal, and agency clients. Talk to a professional services specialist →
Reviews
What Our Clients Are Saying
4.7/5.0 on Google · Clutch Top Financial Consulting Charlotte 2025
“The team at Certum is very knowledgeable about all things QuickBooks and will get you the answers you need when the Intuit QuickBooks support team falls short. We have booked several sessions with them and always come away learning what we needed and then some.”
— Cathy D.“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.FAQ
Common Questions About Business Software
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The best accounting software for a small business depends on your industry, revenue, team size, and whether you need accounting only or a connected business system. QuickBooks Online is the most widely used platform for US small businesses and is the best starting point for most businesses under $3M. Xero is a strong alternative for teams needing unlimited users or international functionality. Digits AI Accounting is the best choice for businesses that want AI-native bookkeeping with minimal manual work. Certum Solutions is vendor-agnostic — we evaluate your situation and recommend the right platform, then implement it for you. Explore 10 Best Small Business Bookkeeping Software for 2026
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QuickBooks Online is cloud-based accounting software for small to mid-sized businesses, best for up to 5–10 users and businesses without complex inventory needs. QuickBooks Enterprise is a more powerful desktop or hosted product supporting up to 40 users with advanced inventory management, job costing, and industry-specific editions. Businesses that have outgrown QBO but are not ready for a full ERP typically move to QuickBooks Enterprise as an intermediate step. Certum Solutions is an Intuit Elite Partner and implements both.
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A vendor-agnostic accounting consultant evaluates, recommends, and implements accounting or ERP software based on what is right for the client — not based on which software vendor pays the highest commission or referral fee. Most accounting software consultants specialize in one or two platforms and are incentivized to recommend those platforms regardless of fit. Certum Solutions is certified in 15+ platforms and earns revenue from implementation services, not software sales commissions. We will recommend a different platform than the ones we are certified in if it is the better fit for your business.
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Accounting software implementation timelines vary by platform and business complexity. QuickBooks Online or Xero implementation for a small business typically takes 1–3 weeks. Mid-market implementations including QuickBooks Enterprise, Intuit Enterprise Suite, or Zoho One typically take 3–8 weeks. Full ERP implementations with Odoo or Microsoft Business Central typically take 6–16 weeks depending on the number of modules, data migration complexity, and custom development required. Certum Solutions provides a specific timeline and fixed scope before any work begins.
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Intuit Enterprise Suite (IES) is Intuit's most powerful accounting product, designed for businesses that have outgrown QuickBooks but want to stay within the Intuit ecosystem. It supports multi-entity management, intercompany eliminations, consolidated financial reporting, revenue recognition automation, AI-powered workflow automation, and up to 500 users. IES is best for businesses between $5M and $100M+ in revenue with multiple legal entities, complex approval workflows, or HR and payroll needs that need to connect to accounting. Certum Solutions is an Intuit Elite Partner and one of the few consultants in the US certified to implement IES.
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Yes. Certum Solutions provides in-person and remote training for every platform we implement. Training is included as part of every implementation engagement and covers day-to-day workflows, reporting, month-end close procedures, and best practices specific to your business. We also offer standalone training for businesses that self-implemented a platform and need help getting their team up to speed. We provide training for QuickBooks Online, QuickBooks Enterprise, Intuit Enterprise Suite, Xero, Odoo, Zoho, Digits, monday.com, and all other platforms we implement.
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Accounting software implementation cost depends on the platform chosen, the complexity of your data migration, the number of users and integrations, and whether custom development is required. Simple implementations — such as QuickBooks Online or Xero for a small business — typically range from a few hundred to a few thousand dollars. Mid-market implementations range from $3,000 to $15,000. Full ERP implementations with Odoo or Business Central, including custom development, can range from $15,000 to $75,000 or more. Certum Solutions provides a fixed-price quote after a free 30-minute discovery call — you know the full cost before any work begins.
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Yes. Nonprofits are one of Certum Solutions' core specialties. We implement QuickBooks Online with nonprofit fund accounting structure, class tracking for programs and grants, donor management integration through Bloomerang, and board-ready financial reporting. We are also certified in Bloomerang — the leading donor CRM for nonprofits — and implement it as a connected system with QuickBooks. We have worked with nonprofits in North Carolina and South Carolina ranging from small community organizations to established 501(c)(3) charities.
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Yes. Data migration is a core part of every implementation we handle. We migrate chart of accounts, opening balances, historical transactions, customer and vendor records, and any other data your new system needs from your previous platform. Common migrations we handle include QuickBooks Desktop to QuickBooks Online, QuickBooks to Xero, QuickBooks to Odoo, Xero to QuickBooks, and spreadsheet or manual records to any platform. We scope and document the migration before it begins so you know exactly what will and will not carry over.
Ready to Get the Right System in Place?
You do not need more software demos. You need someone who knows your business, knows the platforms, and will tell you exactly what makes sense — and what does not. That is what our free consultation is for. We will review your current setup, identify what is not working, and tell you specifically which platform or stack fits your business right now; not eventually, not in theory, right now. No pitch. No obligation. If we are not the right fit, we will tell you that too.