As the year draws to a close, Certum Solutions, a full-service accounting and advisory firm headquartered in Monroe, North Carolina, is helping local and nationwide businesses prepare for year-end success. Whether your books need a little cleanup or a full accounting reset before tax season, Certum’s team of experts is ready to make the process smooth, stress-free, and strategic.

From reconciling accounts to preparing financial reports and filing business taxes, Certum Solutions supports clients across Union County, Charlotte, and nationwide with comprehensive bookkeeping, accounting, and advisory services. The firm’s goal: to help business owners finish the year strong and start the next one with confidence.
 

Year-End Services Include:

    •    Year-end bookkeeping cleanup and account reconciliation

    •    Financial statement preparation and review

    •    1099 filing, payroll year-end reporting, and W-2 review

    •    Add on: Business tax prep and filing (limited seats available!)

    •    Add On: Strategic planning and advisory sessions for 2026

    •    Add on: Accounting software support and training for QuickBooks, Odoo, Xero, Zoho, and more

?? Download Free 2025 Year-End Business Checklist

Get organized before December 31! Download Certum’s free Year-End Business Checklist and Maximize Q4 Profits Checklist to simplify your close-out process.

Additional Resources:

https://www.certumsolutions.com/library/maximize-your-q4-profits-with-our-free-checklist 

https://www.certumsolutions.com/library/year-end-tax-planning-tips-for-businesses

https://www.certumsolutions.com/library/time-to-plan

Free Consultations + Exclusive Chamber & Local Discounts

Certum offers free consultations and upfront quotes for all new clients.

Union County Chamber Members: Mention this announcement for a special discounted rate on year-end cleanup or tax prep services.

Local Monroe/Charlotte Businesses: Not a Chamber member yet? Mention you’re local to receive exclusive local discounts on your services.

 

Book Early — Limited Tax Prep Spots Available!

Certum’s year-end and business tax prep appointments fill quickly. To reserve your spot:

Schedule online at www.certumsolutions.com

Email: help@certumsolutions.com 

About Certum Solutions

Certum Solutions is a woman-owned accounting and advisory firm based in Monroe, North Carolina, serving clients nationwide. The firm specializes in bookkeeping, fractional CFO and controller support, business operations, payroll, and software advisory across leading platforms like QuickBooks, Odoo, and Zoho. Their mission is to help businesses grow through clarity, confidence, and better financial management.