ATB Consulting, Technology, & Financial Solutions

$40/hour

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Responds in about 1 hour

Introduction: Why Choose ATB? Experience: 15+ years working in technology, finance, government Education: JD (Law) /MBA (Finance)/CFA (Chartered Financial Analyst) Services Offered: Business Consulting, Financial Planning, Career Services, Administrative Support, Statistical Data Analysis. Choosing ATB means investing in a partnership that prioritizes your success, offering a well-rounded approach that seamlessly blends technological savvy with a keen understanding of business. Let's work together to turn your vision into reality. Services Offered: Business Consulting: -business plan/strategy -financial analysis/modeling -enhance operational efficiency -identify growth opportunities Financial Planning: -financial planning -debt management -investment management/mutual funds -retirement planning -home purchase guidance Career Services: -resume writing -cover letter -LinkedIn Profile -interview prep -technical screens -brand management Administrative Support: -data entry -word processing (Microsoft Word) -spreadsheet management (Excel, Google Docs, Google Sheets) -email organization (Google, Outlook) -web research Statistical Data Analysis: -data analysis for decision making -survey tabulation -modeling (Python/R) -forecasting (time series) -data visualization (Power BI/Tableau) Projects for Customers: VBA Project Password Removal/Reset, LinkedIn Profile, Resume Writing, Cover Letter Writing, Business Purchase Analysis, Business Purchase Negotiation, Etsy Business Analysis.

Overview

Hired 9 times

Serves Georgetown, TX

Background checked

1 employee

2 years in business

Payment methods

This pro accepts payments via Apple Pay, Credit card, PayPal, Stripe, Venmo, and Zelle.

Featured Projects

2 photos

Reviews

Customers rated this pro highly for work quality, professionalism, and value.

Exceptional 5.0

7 reviews

5

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Rachael W.

5 days ago

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Hired on Thumbtack

Sam has been such a great support and breath of fresh air in starting up a plan to launch my new Art business! Beyond my expectations, really. He’s very attentive and adaptable to my needs, while also always listening to and understanding my goals as an artist. He’s also made good suggestions based on his experience to set my business up for success. He just really takes the time to see the whole vision and executes with resourceful professionalism. Highly recommend his services!

Details: Small business (fewer than 10 employees) • Startup (less than 2 years) • No business plan in place • Sales & marketing • Retail / consumer goods • At the pro’s location • My home, venue, etc. • Remotely (phone or internet)

Business Consulting

Rita K.

3 weeks ago

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Hired on Thumbtack

Sam was a pleasure to work with. His turn-around time was impressive as I expected a later return date. He incorporated my preferential formatting with his expert knowledge. We walked through his reasoning for drafting my cover letter in the manner he did. Sam, it was a pleasure working with you and I look forward to reaching out again soon. Sincerely, Rita

Details: I have a completed draft that needs revision • Government & public services • Entry-level (0 - 2 yrs experience) • Cover letter • Interview prep • Web presence (e.g., LinkedIn) • Career advice / coaching • Remotely (phone or internet) • At the pro’s location

Resume Writing

Olvy G.

4 weeks ago

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Hired on Thumbtack

I had an amazing experience working with Sam. He assisted us in reviewing the financials of an existing business that we were considering purchasing. He provided prompt responses to our inquiries, and his pricing was very reasonable. He conducted a Zoom meeting to discuss the advantages and disadvantages of acquiring the business. I highly recommend his services to anyone in need of a competent and exceptionally professional certified public accountant.

Details: Small business (fewer than 10 employees) • Established (5 years and more) • No business plan in place • Healthcare • Remotely (phone or internet) • My home, venue, etc.

Business Consulting

Chioke i.

4 weeks ago

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Hired on Thumbtack

I gave Sam a chaotic list of links and work history and he turned it into a professional resume, the likes of which I've never had. It's not just that he is good at drafting resumes. He also makes it a point to understand the goals of his client so he can produce the exact document needed to get the job.

Details: Partially completed draft • Non-profit • Senior-level (8+ yrs experience) • Remotely (phone or internet)

Resume Writing

Sam I.

1 month ago

Amazing team. Great work ethic. The value for the money is incredible. Highly recommend.

Credentials

Background Check

Sumeet Batra

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Everything is negotiable.
What is your typical process for working with a new customer?
I try to get a good understanding of their goals and empathize with their challenges.
What education and/or training do you have that relates to your work?
JD, MBA (Finance), Chartered Financial Analyst

ATB Consulting, Technology, & Financial Solutions

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