When you start working with Caribou, we request enough information to build a picture of what’s going on in your business. We usually request 3-5 documents depending on the complexity of your current setup.
<aside> 🏦 Financial data
Documents like a P & L or recent tax filing to understand the current financial performance of each entity.
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<aside> 👩🏼💼 Personnel data
A list of roles and where they are based
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<aside> 💾 Corporate data
Some basic details about your entities
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Once we know the current state, we get to work on solving the problems you mentioned during our consultation call.
Using Caribou means you solve legal and tax issues, which could snowball to become expensive issues, proactively.
When facing a complex tax or compliance issue, you consult with external advisors multiple times before settling on a solution. You end up as the intermediary between lawyers, accountants, and other advisors, distracting you from real work. Moreover, solutions are developed in isolation, leading to alignment problems at the end of the year.
Caribou monitors your entities to check for relevant laws as you grow your business. Compliance documentation is created, accounting information is passed to accountants, and lawyers are briefed not to expand the scope they’re working on!
