FAQs

We’re building you a customized Financial Benchmark Report — a first-of-its-kind resource that compares real, anonymized data across the Crisp community.

To build something this powerful, we need actual performance data — not estimates, not surveys. The more complete the dataset, the more accurate and valuable the insights.

By sharing your 2023 and 2024 financials, you’re contributing to a community-driven tool that helps you (and other firm owners) make smarter, faster, more confident business decisions.

You’ll get a complete breakdown of how your firm stacks up across:

• Revenue

• Profit margins

• Growth trajectory

• Overhead benchmarks

You’ll see how you compare to:

• Firms in your revenue range

• Top-performing firms in the Crisp community

It’s not just a spreadsheet — it’s a map of where you are, where others are, and how to bridge the gap.

And because your coach has access to the same insights, they’ll help you interpret the data, identify priorities, and turn it into an actionable growth plan.

Use it to:

• Spot opportunities to grow

• Benchmark team performance

• Make more strategic decisions, faster

We’re requesting the following for both 2023 and 2024:

• Profit & Loss Statement

• Balance Sheet

• Cash Flow Statement

Don’t have these yet?

No worries — start with what you can. Even a Stripe report or balance screenshot works.

Tip: If you’re using QuickBooks, these can be exported in just a few clicks. Here’s a step-by-step guide.

SmartVault is a secure file-sharing platform used by 30,000+ CPAs and financial professionals.

• • • Your data is encrypted, private, and accessible only by you and the Crisp finance team.

    • We do not share, sell, or use your data for marketing — ever.

    • Uploads take under 3 minutes. No account setup needed beyond clicking the link we send.

Only two parties:

• • • You

    • The Crisp CFO’s office

Your financial data will never be shared with other clients, team members, or partners. All benchmark data is anonymized and aggregated before inclusion in the report.

Once you submit your documents:

• • • You’re officially included in the Financial Benchmark Report

    • We analyze and anonymize your data

    • You’ll receive the final report when it’s published this year

You’ll also be eligible for the exclusive Financial Intensive Workshop we’re hosting later this year

We’ve prepared a simple, step-by-step guide to walk you through the upload process — from creating your SmartVault account to submitting your documents.

Click here to view the upload instructions.