What Certum Solutions does

Certum Solutions is a privately held, woman-owned, boutique US-based accounting and ERP consulting firm headquartered in Monroe, North Carolina. Founded in 2011, the firm employs 11–50 people and has served more than 500 clients across 15 or more industries, with a stated revenue sweet spot of $1M to $30M for its client base. Services are delivered remotely nationwide with on-site coverage in the Carolinas.

The company does not develop proprietary technology. Its core offering is implementation, configuration, data migration, and ongoing support for third-party accounting, ERP, payroll, inventory, and eCommerce platforms — most prominently QuickBooks (Online, Desktop, Enterprise, and the Intuit Enterprise Suite), Xero, Zoho Books and Zoho One, Odoo, Cin7, Katana MRP, MISys Manufacturing, Shopify, Avalara, Digits AI Accounting, and Summit Hosting. The firm also resells ongoing bookkeeping, fractional CFO, business advisory, payroll setup, and tax preparation as integrated lines under the same engagement, with US-based senior accountants reviewing work monthly.

Certum generates revenue primarily through fixed-scope implementation projects priced by proposal after a free discovery call, complemented by monthly recurring retainers for bookkeeping and fractional CFO/advisory work, plus transactional billing for tax and one-off projects. Go-to-market combines enterprise field sales targeting mid-market firms, partner referrals from certified vendor relationships with Intuit, Zoho, Xero, Odoo, Cin7, and others, and content-led inbound marketing through a blog, YouTube tutorials, a monthly newsletter, and SEO. Multiple vendor certifications (Intuit Elite ProAdvisor, Odoo Accounting Partner, Zoho Silver, Xero Bronze, Cin7 Certified, Katana Verified, Digits III, Summit Hosting Platinum) and a BBB A+ rating underpin its credibility positioning as a vendor-agnostic alternative for businesses outgrowing basic bookkeeping but not yet ready for Big Four-scale engagements.

Name

Certum Solutions

Legal name

Certum Solutions

Website

https://certumsolutions.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Certum Solutions is a woman-owned, US-based boutique accounting and ERP consulting firm that implements, integrates, and operates QuickBooks, Xero, Zoho, Odoo, Cin7, and related platforms for growing US businesses generating $1M to $30M in revenue.

Ownership category

akta.pro rank

Product category

ERP and Accounting Consulting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Other Accounting Services (541219), Custom Computer Programming Services (541511), Other Scientific and Technical Consulting Services (54169)

SIC

Services-Management Consulting Services (8742), Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Programming Services (7371)

akta.pro primary industry

Core ERP Suites (Financials, Procurement, Projects) (HDAEAEAA)

akta.pro secondary industries

General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC), Intercompany & Consolidation Support (Eliminations, Group Reporting Support) (BPAAAGAG), Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

Keywords

• ERP implementation consulting
• Accounting software implementation
• Fractional CFO services
• Bookkeeping services
• Business tax preparation

Headquarters

HQ city

Monroe

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Implementation Services: Fixed-scope project fees for accounting software implementation, ERP setup, data migration, and system configuration. Projects include QuickBooks migration, Zoho setup, Odoo implementation, Cin7 integration, and related software deployments. Pricing delivered via proposal after free discovery call.
2. Ongoing Bookkeeping & Accounting: Monthly retainer-based pricing for outsourced bookkeeping, monthly reconciliations, financial reporting, and accounting support. Transaction-based pricing model with senior accountant oversight included. Clients use their existing software platforms.
3. Fractional CFO & Advisory Services: Monthly retainer or project-based engagements for financial advisory, cash flow forecasting, budgeting, KPI tracking, and strategic guidance. Provides executive-level financial insight without hiring full-time CFO.
4. Tax Services: Business tax preparation and compliance services including federal 990 filings for nonprofits, state annual reports, and tax planning support.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels7 records

Core offering

Certum Solutions is a boutique US-based accounting and ERP consulting firm that implements, configures, and supports third-party accounting and ERP platforms — including QuickBooks, Xero, Zoho Books/One, Odoo, Cin7, Katana MRP, MISys Manufacturing, and Digits AI Accounting — for businesses generating $1M to $30M in revenue. The firm bundles these technology implementations with ongoing bookkeeping, fractional CFO advisory, payroll setup, eCommerce integration, and business tax services, acting as a vendor-agnostic implementation and outsourced-finance partner for growing US companies across 15+ industries.

Product overview

Certum Solutions is a boutique US-based accounting and ERP consulting firm offering professional services for businesses generating $1M to $30M in revenue. The company provides an integrated suite of services under one roof: accounting software implementation (QuickBooks, Xero, Zoho Books, Intuit Enterprise Suite, Odoo), inventory and ERP systems implementation (Cin7, Katana MRP, MISys Manufacturing, QuickBooks Enterprise Advanced Inventory), ongoing bookkeeping and accounting services, fractional CFO and financial advisory, payroll services (Paychex, Gusto, Zoho Payroll), eCommerce integration (Shopify), and business tax services. The firm is vendor-agnostic and certified across multiple platforms including Intuit Elite ProAdvisor (top 2%), Odoo Accounting Partner, Xero Bronze Partner, Zoho Silver Partner, and certified Cin7 and Katana implementation partner. Services are delivered by a US-based team with senior accountant oversight.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Software Implementation End-to-end implementation of accounting software for growing US businesses, including platform selection, data migration from legacy systems, cleanup of messy books, third-party integrations, configuration, and team training. Targeted at companies generating $1M–$30M in revenue that are outgrowing basic bookkeeping or replacing failed prior implementations.
• ERP Implementation Full ERP deployment services for inventory-heavy and operations-intensive businesses across Cin7, Katana MRP, MISys Manufacturing, QuickBooks Enterprise Advanced Inventory, and Odoo. Scope spans platform selection, configuration, data migration, integration with accounting systems, and go-live support.
• ERP Rescue Services Specialized intervention and recovery service for failed, stalled, or broken ERP and accounting software implementations where a previous consultant has disappeared or systems went live but never functioned correctly. Includes rework, cleanup, and restoration of operations.
• Bookkeeping & Cleanup Recurring outsourced bookkeeping and accounting services for US-based growing businesses. Includes monthly reconciliations, financial reporting, cleanup of messy historical books, and senior accountant review on every client, executed within the client's existing accounting platform.
• Accounting Services General ongoing accounting services delivered in conjunction with the firm's bookkeeping, ERP implementation, and advisory engagements to maintain accurate financial records for SMB and mid-market clients.
• Fractional CFO Services Fractional CFO advisory for businesses needing executive-level financial insight — forecasting, budgeting, KPI tracking, cash flow planning, and strategic decision support — without the cost of a full-time CFO. Delivered on a monthly retainer.
• Business Advisory Strategic business advisory consulting that complements Fractional CFO work, covering operational and financial decision-making support for founder-led growth companies.
• Inventory Management Services Inventory systems consulting and implementation services for product-based businesses, covering Cin7 Core/Omni, Katana MRP, Zoho Inventory, QuickBooks Enterprise Advanced Inventory, and MISys Manufacturing — including multi-location tracking, barcode scanning, lot/serial tracking, bill of materials, and cycle counting.
• Payroll Services Setup, implementation, and integration of payroll platforms including QuickBooks Payroll, Paychex, Gusto, and Zoho Payroll, with direct integration to the client's accounting system.
• E-commerce Integration Integration services that connect Shopify and related eCommerce platforms to accounting and inventory systems, enabling automated sales, fee, and payout reconciliation.
• Software Training Software training services for QuickBooks, Odoo, and other supported platforms, ranging from single-user installs to complex multi-user and hosted setups with custom applications.
• Business Tax Services Business tax preparation, compliance, and planning services including federal 990 filings for nonprofits, state annual reports, and coordination with CPAs for IRS-compliant financial records.
• Technology Consulting Technology strategy and consulting engagements covering system selection, integration architecture, and broader technology decisions for growing businesses, complementing the firm's accounting and ERP implementation work.
• Sales Tax Automation Implementation and integration of Avalara for automated sales tax compliance, connected to QuickBooks, Xero, and eCommerce platforms to enable automated filing.

Quantifiable outcome

• Eliminated 15+ hours of weekly manual reporting for food manufacturing client
• +3 more outcomes

Named customers10 records

Segments6 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration23 records

AI capability5 records

Partnerships

Five partnerships are on record, tiered core.

• Intuit (QuickBooks)coreTechnology or IntegrationElite ProAdvisor (top 2% nationally since 2012) and Certified QuickBooks Solution Provider. Holds 13+ Intuit Awards including 2022 Trailblazer of the Year. Certified for QuickBooks Online, Enterprise, and Intuit Enterprise Suite implementation and support.
• OdoocoreTechnology or IntegrationOdoo Accounting Partner providing implementation, setup, and full Odoo ecosystem integration for SMBs. Official partner on Odoo.com partner directory.
• ZohocoreTechnology or IntegrationAuthorized Zoho Silver Partner providing Zoho Books, Zoho One, Zoho Inventory, Zoho CRM, and Zoho Payroll implementation and setup services.
• XerocoreTechnology or IntegrationXero Bronze Partner providing setup, QuickBooks migration, integrations, and ongoing consultant support for Xero accounting platform.
• Cin7coreTechnology or IntegrationCin7 Verified/Certified Partner for inventory and order management implementation, including migration and accounting system integration. Certified across Cin7 Core and Cin7 Omni.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Bench.co: Bench is a tech-enabled outsourced bookkeeping service for SMBs that pairs software with human bookkeepers. It directly mirrors Certum's ongoing bookkeeping, month-end close, and financial reporting offering for the same small-business segment.
• Bookkeeper360: Bookkeeper360 provides outsourced bookkeeping, tax, and fractional CFO services to SMBs on Xero, QuickBooks, and HubSpot. Its integrated bookkeeping-plus-advisory model closely parallels Certum's bundle of recurring accounting and CFO engagements.
• Pilot.com: Pilot is a bookkeeping, tax, and CFO services firm focused on startups and SMBs, with a software-plus-human delivery model. It is a direct competitor for Certum's fractional CFO and outsourced bookkeeping retainers in the lower-mid-market.
• Intuit QuickBooks Live: Intuit's own bundled bookkeeping service connects QuickBooks Online customers to virtual bookkeepers. As Intuit's own flagship channel, it competes head-on with Certum's bookkeeping and QuickBooks implementation business for the same SMB customer.
• AccountingDepartment.com: AccountingDepartment.com provides outsourced bookkeeping, controller, and CFO services for SMBs across multiple verticals. It is a comparable outsourced-finance provider competing for the same $1M–$30M revenue clients.
• CFOshare: CFOshare delivers fractional CFO, controller, and bookkeeping services to mid-market and growth-stage businesses. It directly competes with Certum's fractional CFO retainer and financial advisory offerings.

Emerging players

• Botkeeper: Botkeeper combines AI-driven bookkeeping automation with human oversight for accounting firms and SMBs. As an AI-native bookkeeping player, it represents the emerging technology layer that may pressure Certum's recurring bookkeeping model.
• SWK Technologies: SWK Technologies is an ERP and accounting software reseller and implementation partner covering Acumatica, Sage, and QuickBooks Enterprise. It competes with Certum for inventory-heavy and manufacturing ERP engagements in the SMB/mid-market segment.

Broad incumbents

• Cherry Bekaert: Cherry Bekaert is a top-30 U.S. accounting and advisory firm with a dedicated technology and ERP consulting practice. It competes for larger mid-market engagements that exceed Certum's boutique capacity.
• Wipfli: Wipfli is a top-20 U.S. accounting and consulting firm with strong ERP implementation, fractional CFO, and technology advisory practices. As a larger incumbent, it serves as the natural escalation path once Certum's clients outgrow boutique scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@CertumSolutions?sub_confirmation=1
• Xx.com/certumsolutions
• Facebookfacebook.com/certumsol
• LinkedInlinkedin.com/company/certum-solutions

Compliance13 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Certum Solutions