Discovery
The discovery process helps us understand where you are at with your business. After gathering some basic information and scheduling a full consultation, we will ask some questions to get a sense of where you are heading, what you need, and how best we can address your situation.Within this process, we will begin designing a comprehensive plan for you, factoring in both the level of service you are looking for and the size of the workload you need handled.
Identifying Your Level
Levels help us simplify the thought process and gain an understanding of the services the client is looking for.
While the descriptions are general and not intended to be a defined set of services, it does help us understand where a potential client stands.
Finding Your Fit
With your level of needs identified and with some more specific information about your financial picture, your goals, and future, ATA will shape your service package. With a driving focus on the goals and needs you have identified as most important, we will build out your service package options, allowing you multiple options to select from based on the Advantage you are looking to gain.
Let’s Get To Work
Once you have selected your package and signed the engagement letter, it’s time to get to work! Onboarding begins, and we will get you the tools and information you need to make your experience with us pain-free.
Our Goal
We want to understand where you’ve been, where you’re headed, and what role we can best play to elevate your success. To do that, we want to know as much about your business as you are comfortable with us knowing so we can take into account all factors. Our goal will be to customize the set of services best-tailored to your specific situation with the tools necessary to maximize your Advantage.
Discovery
The discovery process helps us understand where you are at with your business. After gathering some basic information and scheduling a full consultation, we will ask some questions to get a sense of where you are heading, what you need, and how best we can address your situation.Within this process, we will begin designing a comprehensive plan for you, factoring in both the level of service you are looking for and the size of the workload you need handled.
Identifying Your Level
Levels help us simplify the thought process and gain an understanding of the services the client is looking for.
While the descriptions are general and not intended to be a defined set of services, it does help us understand where a potential client stands.
Finding Your Fit
With your level of needs identified and with some more specific information about your financial picture, your goals, and future, ATA will shape your service package. With a driving focus on the goals and needs you have identified as most important, we will build out your service package options, allowing you multiple options to select from based on the Advantage you are looking to gain.
Let’s Get To Work
Once you have selected your package and signed the engagement letter, it’s time to get to work! Onboarding begins, and we will get you the tools and information you need to make your experience with us pain-free.