For CPAs, Tax Advisors & Legal Professionals
Structural Screening for Your Cross-Border Clients
Your clients come to you with incomplete structural pictures. Global Solo fills the gap before the consultation — so you can focus on judgment, not intake.
Share With a ClientThe pre-consultation gap
Cross-border solo founders operate across jurisdictions, platforms, and entity structures that create structural obligations most of them haven't mapped. When they arrive at your office, the structural picture is often incomplete, assumed, or internally inconsistent.
You see the tax return. You see the entity registration. What you often don't see is the complete structural position: where income actually flows, which entities are operationally active versus dormant, whether tax residency assumptions have been verified, and whether the documentation would survive examination.
Global Solo provides a structured screening that maps these dimensions before the consultation. The result is a diagnostic report — not advice — that gives you the structural context to work from.
How It Works
Client Starts the Chat Diagnostic
A guided conversation across four structural dimensions: Money, Entity, Tax, and Accountability. Takes about 10 minutes. No signup required.
Client Receives Their META Risk Profile
A structured diagnostic mapping their income flows, entity boundaries, tax positions, and documentation state. Not advice — a clear picture of what their structure actually is.
Client Brings the Report to You
The report is designed to be advisor-ready: PDF export, structured findings, dimension-by-dimension analysis. It gives you the structural context you need before the consultation begins.
What the Report Covers
The META framework analyzes four structural dimensions. Each is scored independently, then cross-dimensional tensions are mapped.
Money
- Income sources and cross-border flows
- Platform dependencies (Stripe, marketplace, etc.)
- Cash flow documentation state
Entity
- Legal entity structure and boundaries
- Entity-activity alignment
- Contractual and liability exposure
Tax
- Tax residency clarity and assumptions
- Multi-jurisdiction exposure
- Threshold tracking and authority contact history
Accountability
- Documentation completeness
- Explainability under scrutiny
- Audit readiness assessment
Why Advisors Use It
Structured intake, not scattered conversation
Instead of spending the first 30 minutes of a consultation mapping basic structural facts, the report provides a pre-organized view of your client's cross-border position.
Identifies gaps the client doesn't know about
Most cross-border founders have blind spots — assumed tax residency, undocumented entity relationships, platform dependencies. The report surfaces these before you meet.
Diagnostic, not advisory
Global Solo does not give advice, make recommendations, or suggest actions. The report describes what the structure is. You provide the professional judgment about what it means.
Shared structural vocabulary
The META framework gives you and your client a shared vocabulary: Money, Entity, Tax, Accountability. Each dimension is scored and analyzed independently, then tensions between dimensions are mapped.
Report Tiers
Quick screening across four structural dimensions. Identifies whether deeper analysis is needed.
$0
Full META profile, risk ledger, structural relationships. Comprehensive pre-consultation brief.
$99
Priority ranking, irreversibility analysis, decision brief. For clients facing structural decisions.
$349
Advisor Volume Pricing
Purchase diagnostic credits in bulk for your clients. Use them when needed, track usage, and get invoiced monthly.
Share With Your Clients
Send your cross-border clients to the chat diagnostic before their next consultation. The report gives both of you a structured starting point.