Accounting Software

Over the years, we have been helping our clients to get started with QuickBooks Desktop or QuickBooks Online, empower them to manage their bookkeeping and control their cash flow, while enabling them to work with a CPA firm in an advisory capacity.

Accounting software are ideally suited for small and mid-size business owners. These programs have simplified the bookkeeping process for you. However, no accounting package can be used properly without sufficient understanding of its features and functionality. It is necessary for business management to complete the setup and installation properly. As CPA we collaborate with our clients to train them, assist them ongoing, and provide immediate answers for troubleshooting.

Martinez & Morales offer the following services including:

  • Training and setup for QuickBooks Online
  • Setup for All QuickBooks Desktop Financial Suites and Point of Sales
  • Hosting for QuickBooks Desktop
  • Remote assistance
  • Third party software integration
  • Setup for multi-user environment
  • Payroll setup and troubleshooting
  • Sales tax setup and troubleshooting
  • Password reset
  • Reviewing data files for accuracy and consistency of usage
  • Repairing broken or damaged QuickBooks company files
  • Implementation of user-friendly reporting systems
  • Data files clean-up of unnecessary or outdated information
  • Importing and Exporting lists and transactions
  • Individualized or group training
  • And more

Contact Edgar Martinez for additional information or to ask about software purchase discounts.