Visualize Performance.
Automate the Summary.
Spending hours manually cleaning CSVs and formatting client dashboards? Hire a managed Virtual Assistant to consolidate your financial data, reconcile records, and build pristine executive summaries while you focus on high-level advisory.
We Operate Inside Your Reporting Stack
Your Financial Back-Office. Managed.
Strategic reporting fails when the underlying data is messy. Our VAs act as your dedicated Data Operations team, ensuring every summary is accurate, consistent, and boardroom-ready.
Data Consolidation
Pulling raw transaction data from multiple silos—Stripe, Shopify, and local bank feeds—into a single, standardized master sheet for analysis.
KPI Dashboarding
Building and maintaining real-time dashboards that visualize critical metrics like CAC, LTV, Burn Rate, and Gross Margins for your clients.
Budget vs. Actuals
Reconciling monthly performance against original projections, highlighting variances, and formatting the results into clear executive commentary.
Board Deck Formatting
Converting complex spreadsheets into visually stunning, boardroom-ready slides that make your financial insights easy to digest.
Data Hygiene & Auditing
Identifying missing receipts, uncategorized expenses, and duplicate entries to ensure the "Source of Truth" is perfectly clean before reporting begins.
Custom Summary Prep
Drafting bespoke financial narratives based on your guidelines—summarizing the month's wins, losses, and cash position in your unique voice.
The Reporting Pipeline
A highly secure, managed process to turn raw numbers into executive clarity.
Secure Data Intake
Provide read-only access to your accounting software or secure shared folders. We sign strict corporate NDAs to protect client IP.
Strategy & Template Lock
Your dedicated Project Manager audits your reporting goals and builds a standardized SOP (Standard Operating Procedure) for your summaries.
Expert Collation
The VA executes the monthly/weekly loop—extracting, cleaning, and summarizing. The PM provides free Quality Assurance on every document.
Pay Only for Activity
Experience 100% reporting consistency. We log and charge exclusively for the VA's active work time. PM oversight is completely free.
The Managed Advantage
Why high-level advisory firms choose Sagedoer over unmanaged freelancers.
Transparent Data Pricing
Stop paying $150+/hr for manual data entry. Pay strictly for time.
Part-Time Data Admin
20 Hours / Week
Est. $560 USD / Month (4 Wks)
- Pay only for pure working hours
- Dedicated Project Manager Included
- Free QA & data verification
- Zero setup or onboarding fees
Full-Time Data Specialist
40 Hours / Week
Est. $960 USD / Month (4 Wks)
- Pay only for pure working hours
- Dedicated Project Manager Included
- Free QA & data verification
- No monthly membership charges
Reporting FAQ
Our VAs are data operations and consolidation specialists, not Fractional CFOs. You or your finance lead provide the base model, logic, and templates. The VA handles the monthly execution—pulling raw data, cleaning it, and populating your summaries so you can jump straight to analysis.
Security is our highest priority. All Sagedoer team members are vetted and operate under strict corporate NDAs. We recommend giving the VA restricted "Read-Only" or "Report-Only" roles in your accounting software (QuickBooks/Xero) so they can pull data without the ability to move funds.
We use centralized time tracking software. The VA simply clocks in for the minutes they spend actively consolidating files, reconciling entries, or building reports. You receive transparent logs and only pay for the time spent growing your clinical time.
Yes! If you are a wealth manager or financial advisor, the VA can pull monthly portfolio performance data and format it into professional, branded summaries that you can send directly to your clients—saving you hours of administrative work every month.
Own the Data. Focus on the Strategy.
Stop losing days to financial formatting. Let our managed experts handle the summaries while you scale your advisory.