Streamline Your Books with a
Xero Virtual Assistant
From daily bank reconciliation to invoicing and reporting. We deploy pre-vetted Xero experts to keep your financials pristine—monitored by a Complimentary Dedicated Project Manager.
Xero Proficient
Our VAs are experienced with the Xero ecosystem, including Hubdoc and Xero Payroll.
Secure & Reliable
Trusted professionals who understand data security and confidentiality best practices.
Free Supervision
A dedicated Project Manager oversees accuracy and attendance at no extra cost.
Keep Your Finances Audit-Ready
Delegate the tedious bookkeeping tasks so you can focus on strategic financial growth.
Bank Reconciliation
Daily matching of bank feed transactions in Xero to ensure your accounts always balance.
Invoicing & Accounts Receivable
Drafting and sending invoices to clients, and politely following up on overdue payments.
Bill Management (AP)
Entering bills into Xero, attaching receipts via Hubdoc, and preparing payment batches for approval.
Payroll Support
Assisting with timesheet entry, leave requests, and preparing pay runs in Xero Payroll.
Financial Reporting
Generating P&L, Balance Sheet, and Cash Flow reports for your review at month-end.
Receipt Management
Organizing digital receipts and ensuring every expense in Xero has valid documentation attached.
Data Migration
Assisting with moving client data or contact lists into Xero from other platforms or spreadsheets.
Inventory Tracking
Updating inventory levels in Xero based on sales and purchase orders.
Client Communication
Handling basic billing inquiries from your clients or vendors to keep your inbox clear.
The SageDoer Difference
Why accounting firms and businesses choose our model.
Pre-Vetted Pool
We don't recruit from scratch. We select from a bench of VAs with proven bookkeeping and Xero experience.
Free Project Manager
You get a supervisor to conduct spot checks on accuracy and manage attendance for free.
Redundant Backup
Bookkeeping deadlines are strict. If your VA is sick, we have backups ready to ensure continuity.
Daily Reporting
Receive a clear End of Day report summarizing transactions reconciled and invoices processed.
Simple, Transparent Pricing
No setup fees. No contracts. Cancel anytime.
Part-Time
20 Hours / Week
- ✓ Free Dedicated Project Manager
- ✓ Pre-Vetted Xero VA
- ✓ Daily Activity Reporting
- ✓ Time Tracking & Screenshots
Full-Time
40 Hours / Week
- ✓ Free Dedicated Project Manager
- ✓ Dedicated Xero VA
- ✓ Daily Activity Reporting
- ✓ Priority Support
How It Works
A secure process to offload your bookkeeping tasks.
Share Requirements
Tell us about your business volume, Xero setup, and the specific tasks you need help with.
Match
We select a detail-oriented expert from our pre-vetted Xero pool (usually within 24 hours).
Onboarding
Your Free Project Manager assists with setting up user access in Xero and communication channels.
Freedom
Your VA starts working. You get daily reports. Your books stay up to date.
Frequently Asked Questions
How do I grant access to my Xero account securely?
Xero makes this easy. You simply invite the VA as a new user with the specific permissions they need (e.g., Standard or Invoice Only). You retain full control as the subscriber and can revoke access at any time.
Are your VAs Xero Certified?
Many of our VAs hold current Xero Advisor certifications. Regardless of certification status, all candidates in our Xero pool are tested for practical proficiency in reconciliation, invoicing, and reporting before being presented to you.
Can they help with tax preparation?
Our VAs prepare the books to the point of "Trial Balance." They handle the data entry and reconciliation so the books are clean for your CPA or Tax Accountant to file the final returns. This saves your accountant time and saves you money.
What is the role of the Free Project Manager?
In accounting, accuracy is everything. The Project Manager spot-checks the VA's work, ensures they are following your specific chart of accounts protocols, and handles attendance so you don't have to manage them.
Is there a contract?
No long-term contracts. We operate on a month-to-month basis. We believe the quality of our work should be the reason you stay with us.
Ready to Delegate Your Bookkeeping?
Get a dedicated Xero expert + a free manager for as low as $6/hr.
Share Requirements