IT Cloud Services -

It all adds up for Accounting and Wealth Management Firms

847-487-9797 x100

Let us show you how.

Strategic Design

Essential Technologies aligns your facility's mission, goals & activities with an IT strategy tailored specifically to your needs.

Full Migration

We will assist with migrating everything to the Cloud -- your data, servers, workstations, laptops, and mobile devices. All files, documents, applications, emails, etc. will be transferred smoothly and securely.

IT Operations

Essential Technologies can manage your Office 365 system, your network services, server admin, desktop setup & support, system updates and maintenance...you name it.

Customer Care Support

Everything we do is built with simplicity in mind. We'll provide only the Essential Customer Care Support options you need.

Quality Reviews

It's important for all businesses, including Accounting and Financial Management firms, to regularly review the quality, security, efficiency and effectiveness of their IT systems. We can make sure your facility's systems are doing their jobs well and cost-effectively.

Ongoing Advice

Using alerts, notifications and emails, Essential Technologies will keep you advised of the latest innovations and strategies that are relevant and important to your facility specifically and the financial services sector overall.

Services provided by Essential Technologies

Our Services

If your business needs comprehensive IT solutions and support, Essential Technologies services include:

• Turnkey Infrastructure Solutions, Service and Support for SMB market
• Cloud Solutions, Cloud Service Cloud Support
• Cloud Migrations, Cloud Vendor Selection
• IT liaison between Cloud providers and your business
• Windows and Mac Support
• Mobile Setup and Support
• Office 365, Email Hosting and Data Cloud Storage
• Legacy systems replacement
• Office Technology Relocation
• Office Wiring and Cloud Phone systems
• Network & Wi-Fi Configuration
• Remote access & VPN
• Desktop and Server Hosting in the Cloud

Accounting Firm Expertise

Accounting Firms have specific needs when it comes to IT systems. Essential Technologies has experience and expertise in these firm operations:

• Desktop and Server in the Cloud Solutions
• Accounting & Financial systems
• Billing & invoicing systems
• Data Management
• Office 365
• Project / Task Management
• Email Hosting
• Mobile App Integration
• Software Licensing
• Multimedia Presentations
• Asset / Inventory Management
• Operating Procedures & Manuals
• Forms & Documents

Our Philosophy

We believe that price points and amenities of small and mid-sized businesses shouldn't affect service levels provided to them.

We believe that costs are reduced by creating a high performance IT infrastructure surrounded by a high performance team of people.

Our approach is to:

• Make decisions from a customer perspective
• Be responsive
• Be proactive
• Do what is right and a best fit
• Use IT best practices & quality methodologies
• Focus always on outstanding customer service
• Deliver uncompromising value
• Communicate, Communicate, Communicate

Check out all of our Services

Explore solutions for your Firm

Discover why you should choose us

877-487-9797 x100