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Certum Solutions

2314 Katie Leigh Lane, Monroe, NC, USA

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About

At Certum Solutions, we’re more than just accountants—we’re your trusted financial partners. Our tech-forward, platform-agnostic approach ensures you have the best software fit and real-time, actionable financial insights. Whether it’s remote monthly bookkeeping, payroll, full-scale project-based accounting services, we help business owners focus on growth while we handle the numbers.

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15 hires on Bark
1 hour response time

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Reviews (13)

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4.5/5

13 customer reviews

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26 June 2026

Ashley was great to work with. She responded quickly to my questions and was able to take care of all of me needs.

Reviewed on Google Maps

4 June 2026

Ashley knocked it out of the park! Great to work with and very knowledgeable about Quickbooks!

Reviewed on Google Maps

21 May 2026

I had a great experience working with Ashley at Certum Solutions for my QuickBooks Online purchase and setup. From the start, they made the entire process simple and stress-free, guiding me through selecting the right subscription and ensuring everything was configured correctly for my business needs. Ashley was responsive, knowledgeable, and patient in answering my questions, and she took the time to make sure I understood how to navigate the system before wrapping up. What could have been a confusing setup turned into a smooth and efficient experience.I would definitely recommend Certum to anyone looking for help getting started with QuickBooks Online or needing support with setup and configuration. More...

Reviewed on Google Maps

6 March 2026

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. More...

Reviewed on Google Maps

3 February 2026

Very proactive and thorough.

Reviewed on Google Maps

3 February 2026

Certum has been great! I had a backlog of items that needed cleaning up and Neyda is doing an incredible job. My favorite thing is the communication. They are always quick to answer my questions. More...

Reviewed on Google Maps

21 November 2025

Reviewed on Google Maps

7 October 2025

I was in desperate need of help with tracking the finances for my small services business. The folks at Certum knew which software would best suit my needs, and they've been available with hands-on help during my learning curve. Highly recommend.

Reviewed on Google Maps

18 September 2025

Reviewed on Google Maps

30 May 2025

Certum is an outstanding company that provides comprehensive bookkeeping and accounting services, specializing in QuickBooks. They have been instrumental in helping me organize my books, train my employees, and establish effective policies and procedures. Their resources are exceptional, including detailed training videos covering every aspect of QuickBooks, and their team is readily available to assist me and my staff whenever needed. Katie, with her extensive experience, is incredibly knowledgeable in all areas of QuickBooks, bookkeeping, and accounting. She oversees my account with meticulous attention to detail and genuinely cares about the success of my business. I also have the pleasure of working with Crystal, who brings 20 years of expertise to the table. She ensures that everything is accurate and runs smoothly, taking great pride in her work. One of Certum’s unique strengths is their in-house specialists for third-party integrated software that works seamlessly with QuickBooks. For instance, they guided us through a smooth transition from Squarespace to Shopify and helped us implement an inventory system (CIM7) that integrates perfectly with QuickBooks. Certum takes the time to understand your business thoroughly, offering tailored advice to support growth and success. I truly cannot say enough good things about this company. If I could give them more than five stars, I absolutely would! Neil Zee More...

19 February 2025

Meaghan is my bookkeeping bestie—a true lifesaver! The DIY Bookkeeping Clinic that Certum hosts on Tuesday mornings is an incredible resource. The entire team is professional, knowledgeable, and always friendly. Highly recommend! More...

Reviewed on Google Maps

10 December 2024

Certum Solutions is convenient, the whole team has been kind, considerate, prompt, and efficient! They keep their word and are reliable. One of my favorite things about working with the Certum team is that I’m more than just a client to them now but also a friend. More...

Reviewed on Google Maps

verified
24 September 2024

Accounting

Katie has been super helpful and informative with all of my business needs! Katie answers any and all questions I have as thoroughly as she can, and I look forward to working with her as I build and grow my business.

Q&As

Our accounting services covers aspects of both Managerial Accounting and Financial Accounting, but with a focus on operational efficiency, project-based accounting, and software driven solutions rather than traditional CPA-level financial reporting and tax services. Our accounting services help businesses gain clarity, stay compliant, and improve their operations.

A great accountant ensures accuracy, helps optimize business operations, and provides insights beyond what software alone can do. Many businesses assume software can handle all their accounting needs, but the reality is that accounting isn't just data entry–it's about understanding the numbers behind your business. Understanding GAAP principles, revenue recognition, and financial reporting is crucial for making informed decisions. At Certum Solutions, we focus on simplifying accounting, improving efficiency, and offering real human support to help businesses run smoothly.

What we love most about our job is helping businesses run more smoothly by turning numbers into actionable insights. There is nothing more fulfilling than seeing the financial data click for a client or providing reports that drive smarter decisions. We also really value continuous learning, always striving to improve so we can deliver even better service and solutions to our clients.

Certum Solutions was inspired by a passion for training, education, and helping businesses grow. After leaving corporate America, I saw the need for personalized support and real solutions that empower businesses to operate more efficiently and make informed decisions. - CEO of Certum Solutions, Katherine Bunschoten

We believe that business isn't just about numbers–it's about people, trust, and real solutions that work for you.

✔ We Listen First, Then Recommend - We don't believe in pushing software or one-size-fits-all solutions. We take time to understand your business, workflows, and budget, so we can recommend the right tools

✔ Honest, Hardworking, + Invested in Your Success - We care a lot, and that shows in the way we work. We're not here to sell you something and disappear–we're here to help your business run better, smarter, and more efficiently.

✔ You'll Know Us, and We'll Know You - When you call or email us, a real person answers. No chatbots, no endless hold music–just a dedicated team that's ready to help. We build real relationships with our clients, so you always have someone in your corner.

✔ A Trusted, Long-Term Partner - We've built our reputation on honesty, expertise, and results. Whether you need project-based accounting, bookkeeping, payroll, or operational consulting, we're here to work with you, not just for you.

If you're looking for a partner who cares as much about your business as you do, we'd love to talk. Let's build something great together.

We offer services both in-person and remotely. With an office in Monroe, NC, we're able to meet clients face-to-face when needed. For remote services, we use Microsoft Teams and other remote tools to ensure seamless communication and support, no matter where you're located.

We change our actions based on the appropriate government guidance. Hand washing, sanitizer, etc.

Services

Whether you need ongoing support or a one-time fix, we ensure your books are always accurate. Our team will keep your books up to date on typically a weekly or more frequent basis, including updating 3rd party integrations. Our range of bookkeeping services include transaction categorization, bank reconciliations, financial statements, training, and clean ups. No business is too small when it comes to hiring a bookkeeper. Book a free consultation today!

We will work on a collaborative plan to map out your needed application or applications, and will knock out a Gantt chart and/or punch list to get your system up and running.

Need expertise for a specific project or transition? Certum Solutions handles system migrations, process overhauls, ERP/Accounting software rollouts, and configuration. Our team works closely with your business to develop and implement financial improvements, training, and monitor long term success. Contact us today for a free consultation!

Looking to purchase QuickBooks Online, QuickBooks Enterprise, Odoo ERP, Zoho Books, or Xero? Buy directly through us and get expert guidance on choosing the right software for your business. No services contracts required.

For businesses needing inventory control and tracking, we specialize in setting up and optimizing software like Cin7, Katana, and MISys Manufacturing to help you maintain accurate stock levels and streamline operations.

We provide training for software such as QuickBooks, Odoo ERP, Katana, Avalara, Skyline Payments, and more. Whether you purchased it from us or not. Our goal is to ensure you can confidently use your systems.

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