Board-Ready Financial Reports.
On Time, Every Month.
Stop flying blind due to delayed month-end closes. Hire a rigorously vetted, data-secure Financial Reporting Virtual Assistant to consolidate ledgers, generate P&Ls, and update your KPI dashboards seamlessly.
Proficient in the tools your finance department relies on
Don't risk your financial data on anonymous freelance boards.
Hiring a finance VA from a standard marketplace involves massive security risks and uncertain skill levels. Sagedoer solves this through our fully managed, secure infrastructure.
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Enterprise-Grade Security
Every VA operates under strict, legally binding NDAs. We utilize secure password managers (LastPass/1Password) so your core credentials are never exposed.
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Pre-Vetted Accounting Skills
We don't just test typing speed. Our finance VAs are internally tested on Excel formulation, ERP navigation, and basic accounting principles (GAAP/IFRS awareness).
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Dedicated Project Manager
You communicate with one dedicated PM who oversees your VA's daily output, ensuring reports are generated accurately and on schedule without you having to micro-manage.
Typical Freelancer vs. Sagedoer
| Concern | Freelancers | Sagedoer |
|---|---|---|
| Data Security | Unverified | NDA Enforced |
| Hidden Markups | Up to 40% | 0% Fees |
| Management Oversight | None (DIY) | Free PM Included |
| Replacement Policy | Start from scratch | Instant & Seamless |
Reports & Dashboards Handled For You
Delegate the repetitive data aggregation. Free up your fractional CFO or Controller to analyze the data, not just prepare it.
Month-End Packages
Extracting data from QBO/Xero to assemble standardized Profit & Loss (P&L), Balance Sheets, and Statement of Cash Flows into pristine PDF or Excel formats for board meetings.
AP & AR Aging Reports
Generating weekly Accounts Payable and Accounts Receivable aging summaries. Highlighting overdue invoices and preparing draft emails for collections.
Budget vs. Actuals
Running variance analysis reports. Mapping actual monthly spend against projected budgets and flagging significant percentage deviations for management review.
Data Cleansing & Mapping
Using advanced Excel (VLOOKUPs, Power Query) to consolidate messy data from multiple payment gateways (Stripe, PayPal, Shopify) into standardized CSVs for import.
Dashboard Maintenance
Ensuring your Looker Studio, Tableau, or Fathom dashboards are continuously synced and accurately reflecting daily KPIs like MRR, Churn Rate, and CAC.
Expense Categorization
Performing the tedious first-pass of daily bank feeds. Categorizing transactions to the correct Chart of Accounts so your CPA only has to review and approve.
Our Engagement Process
Clear, structured, and designed to integrate smoothly with your existing finance department.
Submit Needs
Share your ERP system, reporting frequency, and specific data bottlenecks.
Secure Onboarding
Your PM sets up secure credential sharing (LastPass) and signs the required NDAs.
Expert Execution
Your VA begins pulling data, reconciling, and generating your reporting packages.
Pay Only for Output
We track and charge exclusively for actual time spent compiling reports.
Fractional Support. Exceptional ROI.
Stop paying onshore CPAs to do basic data entry. Scale your finance ops efficiently with zero hidden platform fees.
Part-Time Reporting VA
20 Hours Per Week
Est. $560 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
Full-Time Reporting VA
40 Hours Per Week
Est. $960 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
Trusted by Finance Leaders
See how Sagedoer VAs are accelerating month-end close processes for scaling companies.
"Before Sagedoer, our Controller was spending 30 hours a month just dumping data into Excel. We hired a part-time reporting VA who now handles all the data mapping and Power Query refreshes. Our board decks are ready 5 days earlier."
"I was nervous about granting financial access. But Sagedoer's PM walked me through their LastPass protocol and NDA structure. Now, my VA maintains our Looker Studio dashboards flawlessly without ever seeing our core bank logins."
"Before Sagedoer, our Controller was spending 30 hours a month just dumping data into Excel. We hired a part-time reporting VA who now handles all the data mapping and Power Query refreshes. Our board decks are ready 5 days earlier."
Common Questions
Are these VAs qualified to do my taxes?
How do I grant them access to my QuickBooks or Xero safely?
Can they build custom Excel models from scratch?
Are there any hidden platform fees?
Secure Your Finance Ops.
Submit your reporting requirements below. Our project manager will respond promptly to align a vetted VA with your tech stack securely.
Request Your Proposal
Fast onboarding. Zero setup fees. No long-term commitments required.
Strict NDAs • Internally Vetted Experts