Scale Your Accounting Firm With An
Accounting Virtual Assistant
Reduce tax season burnout. SageDoer provides **Pre-Vetted Accounting VAs** trained in bookkeeping, payroll, tax prep, and client communication. Your dedicated Project Manager handles supervision, ensuring accuracy and data security—included at no extra cost.
Specialized Accounting Services
From daily bookkeeping to tax season prep, our VAs support CPAs, CAs, and accounting firms with precision.
Bookkeeping
Categorizing transactions, reconciling bank statements, and maintaining ledgers in QuickBooks or Xero.
Accounts Payable/Receivable
Creating invoices, tracking payments, processing bills via Bill.com, and managing vendor relationships.
Data Entry
Digitizing receipts (Receipt Bank/Dext), updating spreadsheets, and migrating data between accounting systems.
Tax Prep Support
Gathering client documents, organizing tax workpapers, and entering preliminary data into tax software.
Payroll Processing
Setting up new employees, calculating hours, running payroll cycles (Gusto/ADP), and generating pay stubs.
Client Onboarding
Sending engagement letters, collecting KYC documents, setting up client portals, and scheduling kick-off calls.
Email Management
Triaging client emails, responding to status update requests, and flagging urgent tax notices for your attention.
Reporting
Preparing monthly financial statements (P&L, Balance Sheet) and custom management reports for clients.
Scheduling
Managing your calendar during tax season, booking client reviews, and sending automated appointment reminders.
Audit Assistance
Retrieving and organizing sample documents, invoices, and bank statements required for audit testing.
Practice Management
Updating workflow tasks in Jetpack Workflow, Karbon, or Asana to keep the team on track.
Marketing
Sending newsletters to clients about tax updates, managing LinkedIn presence, and formatting blog posts.
The Only VA Service With
Complimentary Dedicated Supervision
Unlike freelance marketplaces, we provide a complete support system to ensure your firm operates smoothly.
Pre-Vetted & Ready
No long hiring cycles. We have a pool of seasoned Accounting VAs ready to deploy immediately.
We Manage Daily
Your PM monitors attendance, accuracy, and task completion every single day so you don't have to micro-manage.
We Maintain Comms
No more "ghosting". Your PM ensures smooth communication and bridges any gaps between you and your VA.
We Report Results
Receive detailed weekly reports on tasks completed and hours used. Total transparency, zero guesswork.
Simple Pricing
No hidden fees. No contracts. Cancel anytime.
Part-Time Firm
Perfect for smaller practices.
- Dedicated Accounting VA
- Project Manager Oversight
- Time Tracking & Screenshots
- Weekly Status Reports
- Standard SOP Creation
- Backup Support Included
Full-Time Firm
For busy accounting firms.
- Dedicated Accounting VA
- Priority Communication
- Project Manager Oversight
- Time Tracking & Screenshots
- Detailed Weekly Reports
- Advanced SOP Documentation
- Backup Support Included
How to Get Started
Share Requirements
Send us your firm's needs via our onboarding form or email.
Match
We select the perfect pre-vetted VA from our pool.
Onboarding
We help set up secure access, tools, and workflows.
Freedom
Your VA handles the books. You advise clients.
Frequently Asked Questions
Ready to Streamline Your Firm?
Your new accounting assistant is ready to start. Share your requirements to find your match.
Share Requirements