3 Lessons Learned in Scaling from Zero to Thousands of Clients

"I started Ceterus with the mission to empower small business entrepreneurs with client accounting services in the cloud. After 13 years in business—starting with zero clients and ultimately having the privilege of empowering thousands of small business entrepreneurs—we have learned many invaluable things as a company. Our goal is that you and your firm will benefit from these lessons, implement the learnings, and join us in our mission to empower small business entrepreneurs who desperately need their accountant to also be their small business financial consultant."​

—Levi Morehouse | Author and Founder/CEO of Ceterus

Lesson 1: Be a Small Business Financial Consultant

Lesson 2: Deliver Industry Specific Expertise

Lesson 3: Use “The Right” Technology



  • White Facebook Icon
  • White LinkedIn Icon
  • White Twitter Icon
  • White Instagram Icon
  • White YouTube Icon

4900 O’Hear Avenue

Suite 100, PMB 125
North Charleston, SC 29405  


Copyright 2021 Ceterus  All Rights Reserved