Home / Legal & trust

    Shepi policies

    A modern way to pick up QoE work.

    shepi connects licensed CPAs with M&A deal teams that need Quality of Earnings analyses. You stay independent, set your hours, and put your license on real work — with software that handles the mechanical heavy lifting.

    How it works

    1. 1

      Apply and get verified.

      License check, background, brief interview. We're selective — typical admission rate around 5–10%.

    2. 2

      Pick up engagements you want.

      Browse open DFY projects in our queue. Accept the ones that fit your schedule and clear your conflict screen. No quotas, no exclusivity.

    3. 3

      Review the work, document it, get paid.

      Use Shepi's software for the mechanical lifting. Bring your professional judgment to the proposed adjustments and reconciliation chain. We handle billing and pay you per engagement.

    What you get

    • Quality deals routed to you (we vet Clients before they reach you)
    • Software that handles the keystroke work — focus on judgment, not data entry
    • Predictable per-engagement payment, paid promptly after completion
    • Your workpapers stay yours, downloadable anytime, forever
    • Direct CPA-to-Client communication — no gatekeeping

    What we ask

    • Active, unrestricted CPA license in any US state
    • If you have a day job at a CPA firm: you've checked that side work is permitted (or you're independent)
    • You disclose independence conflicts before accepting any engagement
    • You meet our response time and quality standards (we'll show you what those are at onboarding)

    Apply

    Tell us a bit about you. We'll review and come back within 3 business days.

    We respond within 3 business days.

    Questions before applying? Email hello@shepi.ai or read our DIY vs. DFY vs. Traditional comparison to see where Network CPAs fit.