Certum Solutions

Certum Solutions We are an accounting & business systems consulting firm located in Monroe, NC. Nationwide | Free Consults & Quotes Based in Monroe, NC. Nationwide service.

We handle system implementation, bookkeeping, business tech consulting, tax, fractional cfo services, & more. Certum Solutions helps small businesses grow with strategic financial oversight and outsourced bookkeeping. We specialize in fractional CFO services, cost accounting, and operational advisory providing clarity, control, and confidence to business owners across the U.S. From job costing and

cash flow to bookkeeping and financial strategy, we help businesses without a CFO or internal team make smarter decisions.

Zoho One gives you 40+ apps under one login. Most businesses activate a handful, leave the rest on default settings, and...
08/17/2026

Zoho One gives you 40+ apps under one login. Most businesses activate a handful, leave the rest on default settings, and wonder why adoption never sticks.

A real implementation isn't turning the apps on — it's discovery, phased module configuration, a clean data migration, tested integrations, and role-based training. We broke down what each stage actually involves and how long it takes.

Read the full breakdown: https://www.certumsolutions.com/library/zoho-one-implementation-process

For years, switching payroll providers meant one thing: somebody on your team manually re-keying every employee's pay hi...
08/14/2026

For years, switching payroll providers meant one thing: somebody on your team manually re-keying every employee's pay history into the new system. One transposed number, and your first filing on the new platform is wrong.

As of July 29, 2026 Intuit rolled out an AI-assisted, human-reviewed import for businesses switching from ADP Run or Gusto to QuickBooks Workforce. Upload two reports, a specialist reviews the history for errors, and you finish the rest (SSNs, direct deposit, bank connection) through the standard setup.

It's not instant, and it doesn't replace the judgment calls that come with a real migration. But it removes the single biggest reason business owners kept putting the switch off.

If you've been holding off on leaving ADP or Gusto because of what the migration would take, this is worth a second look; and Certum Solutions is happy to walk you through what your specific setup would need.

Still coming down from a great Cin7 Summit! 🚀 We were so excited and honored to be named one of the final four finalists...
08/12/2026

Still coming down from a great Cin7 Summit! 🚀 We were so excited and honored to be named one of the final four finalists for Accountant of the Year. We may not have brought home the win, but making it to the final four was a pretty incredible recognition, and we’re very proud of it.

Congratulations to this year’s winner! 🏆 And a big thank you to the entire Cin7 team for an amazing Summit and for creating a space where partners, accountants, and industry leaders can come together, learn, and connect.

Sam Johnson had a fantastic time representing Certum Solutions and soaking it all in. We’re already looking forward to taking everything we learned back to our clients and continuing to help businesses Scale Gracefully.

A few Summit highlights below! 📸

August means one thing for growing businesses: Q4 is closer than it looks.If you don't have a financial plan heading int...
08/03/2026

August means one thing for growing businesses: Q4 is closer than it looks.

If you don't have a financial plan heading into the final quarter, you're going to feel it in January.

Here's what we help businesses lock in before September:

→ Budget vs. actuals review, where did the year go sideways?
→ Cash flow forecast through December, are you going to make it?
→ Inventory positioning, do you have the right stock for Q4 demand?
→ Year-end tax positioning, what decisions need to be made now, not in December?

This is exactly what fractional CFO support is built for. You don't need this year-round. You need it now.

We're taking on new advisory clients this month. Book a call before the spots fill, link in bio.

(980) 210-6946

Migrating from QuickBooks to Zoho Books is more straightforward than most businesses expect — if it's done right.The thr...
07/24/2026

Migrating from QuickBooks to Zoho Books is more straightforward than most businesses expect — if it's done right.

The three things that go wrong most often: incomplete transaction history migration, a chart of accounts that doesn't map properly between the two platforms, and a team that gets trained on the new software but not on how your specific setup works.

We handle QuickBooks-to-Zoho Books migrations end to end — data mapping, historical transaction import, chart of accounts rebuild, opening balance validation, and live system training for your team. You go live with clean books and a team that knows how to use them.

We're a certified Zoho partner and a QuickBooks ProAdvisor. That combination matters because the migration only goes well if someone understands both sides of it.

Free 30-day Zoho Books trial available on our site.
👉 certumsolutions.com/zoho-implementation-partner

QuickBooks for Nonprofits is not the same as QuickBooks with a nonprofit chart of accounts — and that distinction matter...
07/22/2026

QuickBooks for Nonprofits is not the same as QuickBooks with a nonprofit chart of accounts — and that distinction matters more than most organizations realize.

A proper nonprofit QuickBooks setup includes fund-based accounting that separates restricted and unrestricted revenue, class and location tracking for program-level reporting, donor and grant management that lets you pull funder-specific reports instantly, and a chart of accounts designed for Form 990 line mapping.

Most nonprofits we take on as new clients have QBO — but not a nonprofit QBO setup. The books are technically correct but practically useless for board reporting, grant compliance, or audit prep.

We specialize in QuickBooks for Nonprofits setup, cleanup, and ongoing bookkeeping. If your board is asking for financial reports you can't easily produce — that's the problem we fix.

👉 certumsolutions.com/quickbooks-for-nonprofits

If your inventory system and your accounting software are telling you different numbers, that's not a rounding error. Th...
07/20/2026

If your inventory system and your accounting software are telling you different numbers, that's not a rounding error. That's a systems problem.

Most product businesses have inventory tracking. Far fewer have inventory accounting. The difference is whether your stock counts, COGS, and purchase costs are actually flowing into your books automatically — or being reconciled manually every month by someone who has better things to do.

Cin7 fixes this. So does connecting your existing inventory tool to QuickBooks or Xero properly.

We're a Cin7 Certified Partner and we do application bridging — connecting systems that other vendors hand off when things get complex.

📅 30-minute call to figure out what you actually need: certumsolutions.com/book-consultation

Multi-channel inventory management is one of the most solvable problems in business — and one of the most ignored until ...
07/17/2026

Multi-channel inventory management is one of the most solvable problems in business — and one of the most ignored until something breaks.

Cin7 Core and Cin7 Omni are purpose-built for businesses selling physical products across retail, wholesale, e-commerce, and Amazon. They handle purchase orders, sales orders, landed costs, multi-location stock, and real-time inventory visibility — and they integrate natively with QuickBooks, Xero, Shopify, WooCommerce, and Amazon so your inventory counts and COGS flow into your accounting automatically.

The businesses we implement Cin7 for stop manually reconciling inventory to their books every month-end. That's not a feature — that's time back.

We're a Certified Cin7 Partner for both Core and Omni, and we offer Cin7 implementation nationally. If inventory is the pain, Cin7 is usually the answer.

👉certumsolutions.com/cin7-inventory-software

QuickBooks Online Advanced is not just QuickBooks with more users, it's a meaningfully different product that most QBO P...
07/15/2026

QuickBooks Online Advanced is not just QuickBooks with more users, it's a meaningfully different product that most QBO Plus users don't realize they're missing.

Finance AI now surfaces P&L summaries, flags anomalies, and brings key financial risks into your Business Feed automatically — without pulling reports manually. Built-in 13-week cash flow forecasting runs on your existing data, no third-party app required.

Batch invoicing handles hundreds of invoices at once. Workflow automation routes, triggers, and manages repetitive tasks. And you get 25 user seats instead of 5.

If you're on QBO Plus and still doing any of this work manually, the upgrade math is worth running.

We're a top 5% QuickBooks ProAdvisor and Elite Intuit Partner. We review your current QBO setup, identify what's slowing your team down, and tell you whether Advanced is worth it for your specific situation.

👉 certumsolutions.com/quickbooks-online-setup-support

Intuit Enterprise Suite (IES) is what QuickBooks Online becomes when your business outgrows it — and most businesses don...
07/13/2026

Intuit Enterprise Suite (IES) is what QuickBooks Online becomes when your business outgrows it — and most businesses don't know it exists until they've already built too many workarounds.

IES handles multi-entity consolidation, advanced job costing, complex approval workflows, custom dimensions, and FP&A-level reporting — all inside the Intuit ecosystem you already know. The May 2026 release added intercompany journal entry imports, multi-level entity hierarchy, a Command Center for cross-company visibility, and manufacturing assembly support.

If you're running multiple QuickBooks files, managing multi-entity reporting in spreadsheets, or watching your team work around limitations that didn't exist two years ago — IES is worth a serious look.

We're an Elite Intuit Partner. We run IES demos and migrations, and we'll tell you honestly if it's the right fit.

👉 certumsolutions.com/intuit-enterprise-suite-setup-support

Address

Monroe
Monroe, NC
28110

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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+19802960729

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