Trial request received

Thanks โ€” we've got it. Now over to us.

Your sample-work request landed in our partner inbox. A Chartered Accountant on our team will personally review your firm's setup and reply within 24 business hours with the NDA, the secure data exchange link, and the proposed scope for the sample engagement.

What happens next

  1. Within 24h: we email you the NDA (one page, plain English) and confirm the sample-work scope based on what you described.
  2. Days 1โ€“5: you send a redacted month of books or a sample return. We complete the work and return it with notes.
  3. Day 6+: you keep the deliverable either way. If it's a fit, we onboard a dedicated FTE; if not, no follow-up emails.

Reply not landing? Check your spam folder, or email us directly at info@crispadvisorsllp.com. We reply from the same address.