IB.CPA — Discovery Questionnaire
Step 1 of 5

Tell us about
your business.

We work with entrepreneurs from around the world expanding into the United States. A little context helps us prepare the right people for your call.

Step 2 of 5

Day-to-day
operations.

Understanding the rhythm of your business helps us match you with the right people on our team.

Include sales invoices, recurring billing, and subscriptions.
20
0100200300400500+
Include rent, subscriptions, supplier invoices, contractor payments.
15
060120180240300+
Other financial activities (select all that apply)
Step 3 of 5

Business structure
& compliance.

Cross-border structures are our specialty. The more detail you share here, the better prepared our team will be for your conversation.

Compliance areas that apply (select all)
Step 4 of 5

Your goals
& priorities.

This helps us understand what success looks like for you — and which members of our team will add the most value on your call.

What's on your agenda for the next 12 months? (select all that apply)
1 = stable and steady  ·  5 = rapid expansion, major decisions every week
3
1 — Stable3 — Active5 — Rapid
Step 5 of 5

Current finance
setup.

A few final questions about your existing tools and team so we understand the starting point.

Services currently missing or unsatisfying

You're all set.

Thank you for taking the time. Our team will review your answers before the call so we can make every minute count.

WHAT HAPPENS NEXT
We'll be in touch shortly.
Our team will reach out within 1 business day to confirm your discovery call. You'll hear from us at your email address.

How to prepare for your call

1
Watch for our email. We'll confirm your call time and send a calendar invite within 1 business day.
2
Gather any existing financial documents. A recent P&L, balance sheet, or bank statement can be helpful — but not required.
3
Come with your questions. This is a conversation, not a sales pitch. We want to understand your goals and make sure we're the right fit.