A Chartered Accountant-led India team you deploy under your own brand — books, sales tax, 1040s, 1120s, year-end. Roughly $50K/yr in saved payroll per FTE versus a US hire, and every claim we make is checkable against our 164 public reviews on Upwork (Top Rated Plus, 5+ years). NDA standard, productive in 2 weeks, your client never knows.
CPA partners get burned by offshore providers who can't show their work. We can. Every engagement we've delivered since 2024 lives on Upwork — third-party hosted, timestamped, unedited. We don't control the platform, we can't curate the reviews, and we can't delete the ones we don't like.
You're about to hand offshore staff direct access to your clients' books, returns, and PII. Before you do, you should be able to independently verify we are who we say we are — without taking a 30-min sales call or signing an NDA first.
That's what Upwork does for us. 164 verified reviews from real US/Canadian businesses, including CPA firms and bookkeeping practices that hired us as their offshore arm. Visit our profile, scroll, read the messy ones, read the glowing ones. Decide for yourself before you ever email us.
Most of our competitors pitch you with carefully curated testimonials hosted on their own marketing site. They control the wording, the screenshots, even the names. You have no way to verify any of it.
Crisp's track record is on a platform we don't own. If a client thought we were terrible, that review is sitting there next to all the great ones — permanently. Out of 164 engagements, we've earned 96% five-star reviews. The remaining 4% gave us notes we took seriously. You'll see all of it.
Built for CPA partners who've already been pitched a dozen times. We chose the wedge points where the typical offshore play is weakest — and made them our standard.
Your firm already bills $2,500–$5,000/month per bookkeeping client. The variable in your P&L isn't the price — it's the delivery cost. Here's the side-by-side, per FTE.
The labor delta is only part of it. Partners we work with usually say the bigger win is the partner hours reclaimed from reviewing routine bookkeeping — time that shifts back to advisory at $300–$500/hour. That's where the math really compounds, but we keep this page to the part you can verify on a spreadsheet today.
No 60-day RFP. No 6-month onboarding cycle. We're set up to start in two weeks — because that's what busy season actually demands.
30 minutes with our partner. We map your service mix, software stack, and where the actual bottleneck is — bookkeeping, 1040s, audit prep, or some combination.
Send us one tax return you'd like a second set of eyes on, or one month of bookkeeping for one of your clients. We deliver it free in 5 business days so you see the quality before signing anything.
You get a named CA-credentialed team member working US-hours overlap. NDA signed, IRC §7216 consent in place, secure VPN provisioned, your tools mirrored on our end.
Work product ships under your firm's name and branding. Your client never sees us. Daily standups during busy season, weekly otherwise. Slack, Teams, or email — your call.
8+ years across the US accounting tech stack. Our team is trained on the platforms below — no learning curve, no "we'll figure it out as we go," no asking you to switch tools to fit our workflow.
Not seeing your stack? Tell us on the discovery call — we've almost certainly worked in it, and if not, we can be productive within a week.
Routine, time-intensive, schedule-bound work that destroys partner margins when done in-house. We do it at half the cost, with the same Chartered Accountant rigor your local hires would bring.
Full-cycle bookkeeping in QuickBooks, Xero, NetSuite, Sage Intacct, or FreshBooks. We handle the categorization, the reconciliation, the monthly close package — your team handles the client conversation.
Federal + state returns prepared by tax-trained CAs, reviewed by a senior before handoff. You sign off and file. Built for the Jan–April crunch when your team can't hire fast enough.
You stay client-facing; we handle the prep work that consumes 60% of audit hours. PCAOB-aware procedures, US GAAP-trained, CaseWare and ProSystem fx proficient.
We've been on the receiving end of "is offshore safe?" enough times to know what your IT and risk people need to see. So we built for them, not just for you.
Every taxpayer engagement includes IRS-compliant written consent before any taxpayer data crosses borders. We provide template language and track consent in our PM system.
AES-256 at rest, TLS 1.3 in transit. No client data on personal devices. Secure file exchange via SmartVault, ShareFile, or your firm's preferred portal — we adapt to your stack.
For 1040s and any return with sensitive PII, we use US-hosted virtual desktops — work happens via secure RDP, no data downloads to India. Industry-standard approach for the cautious firm.
Standard NDA signed before hire, criminal background check, ongoing confidentiality training. Each engagement layered with a client-specific NDA at your discretion.
Formal SOC 2 Type 2 audit underway (target completion Q3 2026). Until then, we operate under SOC 2-aligned controls and can share our internal control matrix on request.
Our delivery team works split shifts to give you 4–6 hours of overlap with EST business hours daily. Daily standup at 8 AM EST during busy season. Slack, Teams, or email.
Send us one tax return you'd like a second set of eyes on, or one month of bookkeeping for one of your clients. We'll deliver it free in 5 business days so you see the quality firsthand — before you commit to anything. No catch, no auto-billing, no fine print.
Test us hourly with zero commitment. Lock in an FTE for 22–32% off the hourly rate. Or hand us specific returns for a flat fee. All three models share the same Chartered Accountant talent — only the contract differs.
Best for: solo CPAs, small firms (1–5 staff), one-off projects, ad-hoc overflow, "let me test their quality first" engagements. Once you cross ~80 hours/month with us, the FTE plan saves you 22–32%. We'll proactively flag the upgrade when it makes sense.
Best for: mid-size firms (10–50 staff) thinking in headcount terms ("we need one more bookkeeper"). Predictable monthly cost, dedicated FTE, 22–32% cheaper than hourly. 30-day notice to cancel or scale. No setup fees, no annual lock-in.
Best for: Jan–April tax overflow, one-off projects, firms that don't want an ongoing FTE commitment. Pay per deliverable. No FTE lock-in, no hourly clock-watching. Same Chartered Accountant talent, just a different contract structure.
A fully loaded mid-level US bookkeeper runs roughly $5,500/month ($4,000 base + benefits + software + amortized recruiting). One dedicated Crisp FTE is $1,295/month. That's roughly $50,000/year per FTE freed up on the delivery side. For a firm running 3 dedicated FTEs, that's around $150,000/year back in the P&L. Your invoices to clients don't change. Your partner sign-off doesn't change. The Chartered Accountant rigor doesn't change. Only the cost side does.
The second-order win we don't headline: partners we work with usually say the bigger ROI is the partner hours reclaimed from reviewing routine bookkeeping. That time shifts back to client advisory at $300–$500/hour billable, but we'd rather you size the deal on the labor delta you can verify on a spreadsheet today.
Open upwork.com/agencies/1887850372220028022 in your browser — that's our public agency profile. Upwork is independently operated, doesn't allow review editing, and timestamps every engagement. You'll see job titles, durations, hours billed, and the exact words our clients wrote when they closed each contract. We can't filter or delete what's there. If a review says we missed a deadline, it's still public. Scroll, read, decide.
Every engagement involving taxpayer data begins with IRS Form §7216 written consent, collected by your firm from your client before any data crosses borders. We provide template consent language. For 1040 work, our team operates on US-hosted virtual desktops — taxpayer data never resides on servers in India. All file exchange happens via your firm's preferred secure portal (SmartVault, ShareFile, Citrix ShareFile, your own SFTP). NDAs are standard, MFA is enforced on every system, internal controls are SOC 2-aligned with a formal SOC 2 Type 2 audit underway (target Q3 2026).
Every FTE we assign is a Chartered Accountant or CA-track senior — the international equivalent of a US CPA. They've trained on US GAAP, US federal + state tax code, and the actual software your firm uses (QBO, Xero, ProSystem fx, UltraTax, CCH Axcess, CaseWare). Work is reviewed by a CA partner before it reaches you. You're not getting a junior with a laptop; you're getting a credentialed accountant operating as a senior associate inside your firm. The 164 verified Upwork reviews back this up — read the work-quality comments specifically.
Yes — that's specifically what most firms hire us for. We maintain a bench of CAs who can spin up on your stack within 5–7 business days during peak season (Jan–April for tax, Mar–Jun for audit). Most firms add 2–4 additional FTEs from Feb 1 through April 30, then scale back down. You only pay for the months you use them. No minimum annual commitment, 30-day notice to scale up or down.
We staff split shifts so you get 4–6 hours of overlap with EST business hours every day. Daily standup at 8 AM EST during busy season, weekly otherwise. We work in your Slack, Teams, or Asana — whichever your firm runs. Same-day response in US business hours is standard for Senior and Partner tier; Bookkeeper tier responds within 24 business hours. No "you'll hear back tomorrow" lag.
Only if you want them to. Standard delivery is fully white-labeled: workpapers, tax returns, monthly close packages, and client communication go out under your firm's name and branding. Email signatures, response templates, document headers all reflect your firm. Many of our partner firms have used us for 18+ months with zero client awareness of offshore involvement. We can also operate in co-branded mode if your firm prefers transparency — your call.
Pick one of two options: (a) one tax return you'd like a second set of eyes on (1040, 1065, 1120, 1120S — your call), or (b) one month of bookkeeping for one of your clients. We sign a one-page mutual NDA, you grant us read-only access (or send a sanitized copy), and within 5 business days we return the completed work product. You review, you decide. No credit card, no auto-billing, no follow-up sales pressure. If you like the quality, we talk pricing. If you don't, we both walk away professionally.
Pay-per-hour ($12/$15/$20) is the easiest entry. No commitment, no minimum, 15-minute billing. Best for solo CPAs, small firms (1–5 staff), one-off projects, or "let me test their quality first" engagements. The downside: hourly is the most expensive per-hour rate. Most firms graduate off this within 60 days.
Per-FTE monthly ($1,295–$2,495) is what most established firms pick. Predictable monthly cost, dedicated team member, 22–32% cheaper than the hourly rate. Best for mid-size firms (10–50 staff) who already think in headcount terms ("I need one more bookkeeper") and have steady work. 30-day notice to scale or cancel — no annual lock-in.
Per-return flat fee is built for tax season overflow. Send us 50 1040s at $185 each, get them back in 5–7 days, sign off, file. Best for Jan–April peak, audit-season prep, or firms that want zero ongoing commitment. Same talent, just paid per deliverable instead of per hour or per month.
Most firms end up using two models in parallel: an FTE for ongoing bookkeeping, plus per-return pricing for busy season tax overflow. We're happy to mix-and-match — just tell us what makes sense on the discovery call.
30-day notice to cancel or scale down on FTE plans. Hourly and per-return are zero-commitment — pay for what you use, done. No multi-year contracts, no setup fees, no penalty clauses. We don't bill for onboarding, we don't charge for the sample work, and the first month is functionally a trial — if it's not working, you walk with no termination fee. Firms who like the work stay 3+ years; firms who don't fit usually self-select out in the first 30 days, and we'd rather lose them at day 30 than at month 6.
Crisp Advisors LLP is led by Indian Chartered Accountants with 8+ years of US accounting experience. We've delivered 164+ verified engagements on Upwork (Top Rated Plus status) across bookkeeping, tax prep, and CFO advisory, with US/Canadian businesses ranging from solo founders to $20M revenue firms. The CPA Partners practice is a direct B2B2B extension — we work with firm owners as peers, not as a faceless vendor. Founder contact and references available on the discovery call.
If the quality clears your internal review bar, we'll build a proposal for your firm. If it doesn't, you've lost nothing but five days. Most firms know within the first piece of work.