Elevate your CFO.
Delegate the Admin.
Your Chief Financial Officer should be forecasting strategy, not chasing receipts. Hire a fully managed CFO Support VA to handle expense tracking, report generation, and AP/AR triage with absolute precision.
Proficient in Enterprise Finance Stacks
QuickBooksBack-Office Finance, Outsourced.
CFOs should analyze data, not enter it. Our Virtual Assistants act as your dedicated financial administrators, executing the repetitive workflows required to keep your ledger pristine.
A/P & A/R Administration
Drafting client invoices, managing the accounts receivable inbox, processing vendor bills, and preparing weekly AP reports for your approval.
Expense & Receipt Tracking
Collecting team receipts via Expensify or Ramp, verifying against corporate policies, and accurately coding them to the correct General Ledger (GL) accounts.
Reconciliation Prep
Doing the tedious groundwork for month-end close. We match bank feeds against software entries to flag missing items or duplicate charges for the CFO.
Payroll Data Aggregation
Gathering timesheets, verifying commission calculations, and organizing contractor invoices so payroll can be executed flawlessly in Gusto or ADP.
Preliminary Report Building
Exporting raw data from accounting software to format basic Profit & Loss (P&L), Balance Sheet, and Cash Flow statement drafts for executive review.
Board Deck Formatting
Taking the CFO's finalized financial data and translating it into clean, visually appealing charts and graphs for the quarterly investor presentation.
The Month-End Pipeline.
A secure, structured process to drastically reduce your closing time.
Secure Protocol Setup
We establish "View-Only" or "Accountant" access to your software via encrypted password managers, ensuring strict data security.
Daily/Weekly Triage
The VA categorizes incoming expenses, chases down missing team receipts, and processes inbound vendor invoices.
Reconciliation Groundwork
Bank feeds are matched. Any discrepancies or unknown charges are flagged in a single, organized "Exceptions Report" for your review.
CFO Final Review
You review the clean data, make strategic adjustments, and close the month in record time. Pay only for the VA's operational hours.
Sagedoer vs Traditional Hires
Why finance leaders separate strategic analysis from administrative execution.
| The Metric | Big 4 Temp Staff / Local Admin | Sagedoer Managed VA |
|---|---|---|
| Cost per Hour | $35 - $80/hr + Agency Fees | $6 - $7/hr Flat |
| Management Overhead | You must spend your valuable time training and managing them. | Dedicated PM handles all operational oversight and QA for free. |
| Role Flexibility | Strictly siloed to one task (e.g., just AP). | Adaptable. They handle AP, AR, basic reports, and inbox triage. |
| Staff Turnover Risk | High. When they leave, your close process breaks down. | Seamless internal replacements ensure continuous support. |
Scale Finance. Flat Rates.
Get high-volume administrative support without the massive corporate overhead.
Part-Time Admin
20 Hours / Week
Est. $560 USD / Month (4 Wks)
- Pay only for pure operational hours
- Dedicated PM included
- Free ledger & data QA checks
- No hidden agency retainers
Full-Time Admin
40 Hours / Week
Est. $960 USD / Month (4 Wks)
- Pay only for pure operational hours
- Dedicated PM included
- Free ledger & data QA checks
- No hidden agency retainers
Finance Ops FAQ
No. Sagedoer VAs provide Administrative and Operational Support. They do not provide tax advice, sign off on legal financial documents, or build high-level financial strategy from scratch. They execute the manual data entry, categorization, and reporting based on the rules established by you (the CFO) or your CPA.
Security is paramount. All Sagedoer VAs are internally vetted and sign strict Non-Disclosure Agreements (NDAs). We require that VAs operate strictly within your secure company portals (e.g., QuickBooks, Xero) using restricted "Accountant" or "View-Only" credentials provided via an encrypted password manager.
Yes. Our VAs are highly adaptable to new software. While they are proficient in standard tools like QuickBooks and Excel, if you use a proprietary ERP (like NetSuite or Sage), you simply provide a brief SOP or Loom walkthrough, and they will follow your exact data entry protocol.
Stop doing
Data Entry.
Reclaim your time for high-level financial strategy. Get your back-office operations managed today.