Accounting and Wealth Management Firms

Your clients count on you to ensure their data and finances are safe. We provide unrivaled security measures to help protect your business, and we go the extra mile to help increase your efficiency, so you can tackle your busy season with ease.

Hand holding pen, pointing at spreadsheet cell on a tablet

Protecting Your Clients

Your data makes you a tempting target for bad actors. EON Consulting will secure your network and implement industry best practices to protect your client’s data and minimize your cyber risk exposure. We offer advanced security features and backup and disaster recovery services so that you can rest assured that your data is in good hands. You know the difference your services can make for potential clients, so do we. An investment with us is an investment in your business that more than pays for itself by improving your efficiencies and providing a more secure environment for your clients’ data.

Efficiency is Key

We know how important it is that your firm operates at 110% during the busy season. We make your technologies and processes — and therefore, your people — more efficient and more productive. We’re aware that Accounting and Wealth Management Firm employees often work 50+ hours a week during tax season. EON can work around this busy schedule, and provide you with superior tech services to minimize downtime and increase productivity. We’ll ensure your staff can focus on helping your clients, rather than troubleshooting your technologies. 

We Understand Your Needs

Our team is already familiar with the tools of your industry, including:

  • QuickBooks Desktop

  • QuickBooks Online

  • Lacerte

  • Sage

  • CCH On-Premises

  • CCH Axcess

  • ATX

  • PeachTree

  • MIP Fund Accounting

  • Versa Check

  • PortfolioCenter

  • Junxure

  • CFS

  • CaseWare

  • Right Networks

 Let us handle your technologies so that you and your team can do what you do best.