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.

You don't need a $200K CFO. You need someone who thinks like one.That's what fractional CFO services actually are — and ...
06/03/2026

You don't need a $200K CFO. You need someone who thinks like one.

That's what fractional CFO services actually are — and in 2026, they've gone from a startup trend to a core strategy for businesses doing $2M–$20M.

What changes when you add fractional CFO support:
→ You stop making pricing decisions based on gut feel
→ Cash flow stops being a surprise at the end of the month
→ Your Q3 and Q4 have a plan, not a prayer
→ You have board-ready reporting before you need it

We pair fractional CFO support with your existing bookkeeping, or we handle both. Either way, you get a senior financial mind on your business without the full-time overhead.

What would it mean for your business to actually know your numbers?

Free Consult: www.certumsolutions.com/book-consultation
Call: 980-210-6946

Halfway through 2026 and your books still don't tell you what you need to know? That's not a bookkeeping problem. That's...
06/01/2026

Halfway through 2026 and your books still don't tell you what you need to know? That's not a bookkeeping problem. That's a system problem.

Most businesses between $1M and $15M hit Q2 and realize their reporting is weeks behind, their inventory doesn't match, or they still can't answer basic questions about profitability.

Here's what a mid-year financial review should actually tell you:
→ Where your margins are by product, job, or location
→ Whether your cash position matches your projections
→ What's eating time that software should be handling

If you're missing any of those three, that's the conversation worth having before Q3.

Free 30-minute call. No pitch. Just clarity.

Link in bio → certumsolutions.com/book-consultation
Call: 980-210-6940

Most teams adopt Monday.com and immediately start creating boards. Which is exactly where it goes wrong.Without a proper...
05/29/2026

Most teams adopt Monday.com and immediately start creating boards. Which is exactly where it goes wrong.

Without a proper project lifecycle framework, you end up with:

— Duplicate boards nobody maintains
— Projects "completed" that never actually get closed
— Automations that fire incorrectly because statuses aren't mapped right
— No way to look back at historical project data (because someone deleted the board)

Our PMP-certified PM Tish Eaton just published a full tutorial walking through how to build a professional project lifecycle in Monday.com — from intake form to archiving — using real automation logic.

The part most people skip: archiving vs. deleting. Deleting a project breaks board connections. Archiving preserves your data. It sounds small. It isn't.

If your team uses Monday (or is evaluating it), this is the setup framework you want before you build anything.

🎯 Free tutorial: https://youtu.be/MQMdE0YBzXw?si=diZiQfs-7d0aWqPA
📅 Free consult for your team: https://www.certumsolutions.com/book-consultation

A commercial contractor didn't know which QuickBooks version was right for them.They were guessing at job profitability....
05/27/2026

A commercial contractor didn't know which QuickBooks version was right for them.

They were guessing at job profitability. No real visibility into labor costs by project. QuickBooks wasn't wrong, it just wasn't set up for how they actually worked.

We moved them to QuickBooks Enterprise Contractor edition and built out their job costing from scratch.

Now they know exactly what each job costs, what each crew costs, and whether a project made money before they close it out.

If you find yourself having the same issue, let us help. We offer a free consultation to get the conversation started, no commitment.

Free Consult: www.certumsolutions.com/book-consultation
Call: 980-210-6946

Wishing everyone a safe and meaningful Memorial Day. Our office is closed today in honor of those who served. We'll be b...
05/25/2026

Wishing everyone a safe and meaningful Memorial Day. Our office is closed today in honor of those who served. We'll be back Tuesday, May 26th. 🇺🇸

We've tested Monday's AI features so you don't have to. Here's what's actually worth using in 2026: 🧠🤖 AI-generated subt...
05/22/2026

We've tested Monday's AI features so you don't have to. Here's what's actually worth using in 2026: 🧠

🤖 AI-generated subtasks → type a goal, Monday creates the task breakdown
📊 AI summaries → get a plain-English status update on any board
💬 AI-assisted automations → describe what you want in plain language, it builds the recipe
📁 Smart column suggestions → AI recommends columns based on your board type

The catch: AI features work best when your board structure is already clean and intentional. Garbage in = garbage out.

That's why we recommend getting a proper Monday setup BEFORE leaning on AI; so the tool actually helps instead of adding confusion.

🆓 Start a free 14-day trial: https://www.certumsolutions.com/monday-com
📅 Or book a done-for-you setup consult → https://www.certumsolutions.com/book-consultation

A food manufacturer came to us spending 15+ hours a week manually pulling reports out of Excel and reconciling inventory...
05/20/2026

A food manufacturer came to us spending 15+ hours a week manually pulling reports out of Excel and reconciling inventory.

Their month-end close was a nightmare. Data lived in three places, none of them talking to each other.

We implemented QuickBooks Enterprise with integrated inventory. They were live in 32 days.

Reporting time dropped by 66%. The owner stopped spending Sunday nights in spreadsheets.

The system didn't change the business, it gave them back the time to run it.

If your team is doing manually what software should be doing automatically, that's the problem worth fixing first, and Certum Solutions can do just that.

Free Consultation: https://www.certumsolutions.com/
or Call: 980-210-6946

Your Monday boards are a mess, not because the tool is bad, but because nobody showed you the professional way to set it...
05/13/2026

Your Monday boards are a mess, not because the tool is bad, but because nobody showed you the professional way to set it up. 📋

Our PMP-certified project manager Tish Eaton built an entire project lifecycle inside Monday.com, from intake request to archiving, and she's walking you through it.

You'll learn:
✅ How to use WorkForms to capture project requests
✅ Automations that create boards the moment a request is approved
✅ How to assign tasks and due dates automatically
✅ Why you should NEVER delete a project (and what to do instead)

This isn't a feature tour. It's a real project management system.

🎯 Watch the full tutorial: https://youtu.be/MQMdE0YBzXw?si=hUJmfVsAsDgrwVfi
💼 Want it set up for you? Book a FREE consult → https://www.certumsolutions.com/book-consultation

Starting a new business in North Carolina or anywhere in the US?The #1 financial mistake new business owners make: wait...
05/11/2026

Starting a new business in North Carolina or anywhere in the US?The #1 financial mistake new business owners make: waiting too long to set up proper bookkeeping.

Here's the order to get your financial systems in place:

1️⃣ Business bank account, separate from personal, always
2️⃣ Accounting system — right system for where you're going, not just where you are
3️⃣ Bookkeeping setup — chart of accounts, opening balances, categories
4️⃣ Monthly reconciliation — so you always know where you stand

We help startups and growing businesses get this right from day 1 and we offer a FREE 30-minute consult to walk you through exactly what you need.

Don't let your books become a problem you solve at year-end.

📅 Book your free consult → certumsolutions.com/book-consultation

👇 Save this post, you'll thank yourself later

Are you on or look at the right QuickBooks Online plan for your business needs 👀 Most business owners either overpay for...
05/08/2026

Are you on or look at the right QuickBooks Online plan for your business needs 👀 Most business owners either overpay for features they'll never touch, or pick the cheap plan and outgrow it in 6 months (painful).

Here's the 60-second breakdown:

🔵 Solopreneur → You're a freelancer, gig worker, or 1-person show
🔵 Simple Start → Brand new biz, just getting organized
🔵 Essentials → Small team, tracking bills; but NOT selling products
🔵 Plus → Growing biz, products, construction, rentals = START HERE
🔵 Advanced → Complex operations, big team, scaling fast

Still unsure & want an expert's assistance? Because, let's face it, switching plans later is a headache you don't want. Book a free call with our team of certified QuickBooks experts at Certum Solutions today: https://www.certumsolutions.com/book-consultation

Watch our full plan breakdown → https://www.certumsolutions.com/library/quickbooks-online-plans-compared

Address

Monroe
Monroe, NC
28110

Opening Hours

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

Telephone

+19802960729

Website

https://certumsolutions.com/book-consultation, https://linktr.ee/certumsolutions?utm_sourc

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