WhatsApp us — under 2hr reply info@crispadvisorsllp.com
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Bookkeeping & tax for US and Canadian businesses.

CPA-equivalent Chartered Accountants on every engagement. Save $1,400–$2,400/month versus a local CPA firm — no quality compromise.

Or book a 15-min call →
No card, no obligation NDA standard US/Canada timezone overlap
Annual cost: real client math
For a typical 14-property real estate portfolio with $2M revenue, partnership tax filing.
Service
Local CPA firm
Crisp Advisors
Monthly bookkeeping
$1,800/mo
$499/mo
Tax filing (annual)
$3,800
Included
Quarterly tax planning
$1,200
Included
Annual total
$26,600
$5,988
Annual savings with Crisp
Same scope · Same monthly P&L · CA-reviewed
$20,612
We work in the tools your business already uses
QuickBooks Xero Gusto Bill.com FreshBooks Wave Industry tools (AppFolio, A2X, etc.)
A track record you can check

Built on 164 documented engagements with US and Canadian businesses.

Since 2024, we've delivered 8,837 hours of bookkeeping, tax and CFO work for medium businesses across North America. Every engagement is documented publicly — not in a curated case-studies page we control, but in a third-party system we can't edit. Verify any of it before we ever talk.

UPWORK Verified Public Profile
Top Rated Plus
Shubham S. — Crisp Advisors
CPA-equivalent · CFO · QuickBooks Certified · AppFolio expert
$200K+
Earned
8,837
Hours
164
Jobs
98%
Success
★ ★ ★ ★ ★
We have had great success working with Shubham. He is detail-oriented and is knowledgeable. Great with our accounting needs for our rental properties.
Property Management · 4-month engagement · 139 hours · AppFolio
★ ★ ★ ★ ★
Shubham and his team were exceptional to work with. They turned around our project right on time, organized, constant communication.
Financial Statement Preparation · Fixed-price project
★ ★ ★ ★ ★
Recommend, will come back with other businesses.
CFO & Financial Management · 4-month retainer · $4,450
View live Upwork profile

Why we make our entire work history public.

Most offshore accounting firms ask you to trust a list of testimonials with no last names, no companies, no way to check. We do the opposite: every job, every dollar, every review is on a third-party platform that we can't edit.

If a CPA firm in Atlanta or Toronto could show you 164 publicly-verified five-star engagements, you'd write them a check the same day. We can. So we do.

  • Top Rated Plus — Upwork's top 1% of agencies, by their algorithm
  • 98% Job Success Score — calculated from actual project outcomes
  • Real reviews you can check — click any review above to read it on Upwork
  • $200K+ delivered since 2024 — almost entirely to US and Canadian businesses
Industries we know cold

We're not generalists. We pick three industries and go deep.

Hiring a bookkeeper who's never touched AppFolio is like hiring a tax attorney who's never done a 1065. Pick your niche — here's how we work.

01 · PROPERTY MANAGEMENT

Trust accounting that doesn't get you sued.

Built for: Residential & commercial property managers

Trust account reconciliation. Owner statements out by the 10th. Capex vs. repair categorization, 1099 contractor management, security deposit segregation. Built for portfolios from 50 to 500 units across single-family, multi-family and commercial real estate.

02 · ECOMMERCE

Real books for Shopify, Amazon and DTC brands.

Built for: $500K–$5M revenue DTC & marketplace brands

Marketplace settlement reconciliation done right. Multi-state sales tax handled. Per-SKU COGS, inventory tracking, payment gateway reconciliation. We close your monthly books so you actually know your contribution margin.

03 · SHORT-TERM RENTAL

Per-property P&L. Occupancy tax sorted.

Built for: STR operators with 5–50 properties

Per-property profit-and-loss. Multi-state occupancy taxes. Schedule E vs. 1120-S election decisions. Vacation rental depreciation done by the book. For operators scaling past the spreadsheet-and-prayer phase.

By the numbers

The math behind our pitch is not marketing. It's public.

Every number below is from real, publicly documented work since 2024. No press releases. No paid awards. No founder claims you can't check.

$200K+
Delivered to US/Canadian businesses
8,837
Hours billed since 2024
98%
Public client satisfaction score
25
CA-led team members
Pricing

Monthly plans. No surprise invoices. Quote confirmed on the call.

Every plan includes a dedicated Chartered Accountant (CPA-equivalent) reviewer. No long-term lock-in — pause anytime with 30 days' notice.

Starter
For early-stage businesses up to 500 monthly transactions
From $299 /mo
vs. local CPA: $1,500–$2,000/mo for the same scope
  • Monthly bookkeeping in QuickBooks or Xero
  • Bank & credit card reconciliation
  • Monthly P&L and balance sheet
  • Dedicated Chartered Accountant (CPA-equivalent) reviewer
  • Email support, 24-hour response SLA
Start free first month
MOST POPULAR
Growth
For growing businesses ready to scale, year-end tax filing included
From $499 /mo
vs. local CPA: $2,800–$3,500/mo equivalent
  • Everything in Starter
  • Payroll processing & filings (Gusto, Paychex)
  • AP / AR management
  • Quarterly tax planning
  • Federal & state tax filing (1065, 1120, 1120S)
  • Phone & email support
Start free first month
CFO Advisory
For established businesses or multi-entity portfolios
Custom
~60% less than a fractional CFO based in NYC
  • Everything in Growth
  • Fractional CFO services
  • 13-week cash forecasts
  • Custom KPI dashboards
  • Board / investor reporting
  • Capital raise prep
Talk to us
Not sure which plan? Start free, decide later. Just your name and email. We'll set you up for a free first month with a dedicated CA — plus a full P&L at the end. No card, cancel anytime.
FAQ

The questions every careful buyer asks first.

Where is your team based, and what does that mean for my data?

Our 25-person team is in India, led by Chartered Accountants (the international equivalent of US CPAs). All client work is reviewed by a CA before delivery and we keep 4–6 hours of timezone overlap with North American business hours daily. Data is encrypted in transit and at rest, MFA required on every system, NDAs signed by every team member. Zero data incidents across 8,800+ hours of work for US and Canadian clients.

If you're not a US CPA, can you actually file US taxes?

Yes — we prepare US returns (Forms 1040, 1065, 1120, 1120S) and have done so for years. For complex situations like multi-state nexus, international transactions, or M&A, we partner with US-licensed CPAs for sign-off. You get our cost efficiency where it doesn't matter, and a US-licensed signature where it does.

Can I talk to existing clients before signing?

Yes, on request after the discovery call. We also maintain a public, third-party-hosted track record of every engagement we've delivered — 164 jobs with timestamped, unedited client reviews — that you can verify independently before we ever speak. Ask us where to look.

How quickly can you start?

Signed engagement letter on day zero. First work output by day seven. If your books are behind, we'll tell you on the discovery call exactly how much catch-up work is needed and how long it will take — before you commit.

What software do you support?

QuickBooks Online & Desktop, Xero, FreshBooks, Wave, AppFolio, Buildium, A2X, Avalara, TaxJar, Gusto, Paychex, Bill.com, Ramp. If you're not on a platform yet, we'll recommend the best fit and handle setup.

What if your work isn't what I expected after a month?

Cancel with 30 days' notice. No multi-year contract, no setup fee to write off, no cancellation penalty. The first month is the trial — if it doesn't work, you walk.

Want to talk first?

Already explored above? Book a quick call.

If WhatsApp, email or the free first-month form aren't your style, grab a 15-minute slot below. Bring your most painful books question or a screenshot of your current P&L. You'll leave with a clear picture of what's going on — whether you hire us or not.

What we promise on the call Review your current bookkeeping setup. Identify the three biggest issues we see. Tell you honestly whether we're the right fit. If we're not, we'll tell you who is.