Lead Your Finances with Precision Oversight
Bridge the gap between bookkeeping and strategy. Hire a managed Controller Virtual Assistant to handle financial statement oversight, audit preparation, budgeting, and compliance daily.
Voices of Global Financial Leaders
"Our VA manage our entire financial close process. They caught a $12k revenue recognition error in their first week. Meticulous and professional."
"The dedicated PM oversight is vital. I don't have to explain our internal controls twice; the PM ensures the VA follows them to the letter."
"We pay strictly for active work. It’s significantly more cost-effective than a full-time in-house controller for a scaling mid-market firm."
"The audit preparation support was flawless. Our external auditors were impressed by the organized workpapers our SageDoer VA prepared."
"SageDoer assigned an expert who already knew our ERP system. No training time wasted. We saved 70% vs. a local agency hire."
"If our primary VA is unavailable, SageDoer has a backup trained on our accounts ready to step in. Financial continuity is never broken."
"Our VA manage our entire financial close process flawlessly."
Complete Financial Stewardship
Our specialists act as your tactical financial leads, providing the data and oversight needed to scale with stability.
Statement Oversight
Reviewing P&L, Balance Sheets, and Cash Flow statements to ensure accuracy and GAAP/IFRS compliance before final approval.
Cash Flow Management
Monitoring daily liquidity, forecasting burn rates, and managing accounts payable/receivable cycles to optimize working capital.
Internal Controls
Designing and enforcing SOPs for financial approvals, vendor vetting, and expense policies to prevent fraud and leakage.
Monthly Close Cycles
Managing the administrative timeline of the month-end close. Ensuring all reconciliations and adjustments are completed on schedule.
Audit Preparation
Gathering and organizing evidence for external audits. Drafting workpapers and acting as a primary liaison for auditing firms.
Budgeting & Variances
Assisting in the drafting of annual budgets and providing monthly variance analysis to explain deviations between plan and actuals.
Tax Liaison Support
Coordinating with your CPA firm to provide the necessary data for sales tax filings, income tax returns, and local regulatory reports.
ERP Data Integrity
Maintaining the health of your accounting software (NetSuite, Sage, etc.). Managing chart of accounts and departmental mapping.
Stakeholder Reporting
Drafting professional financial slide decks and summary memos for board meetings, investors, or senior leadership teams.
The SageDoer Blueprint
Eliminating the friction between data and decision.
Submit Needs
Detail your accounting stack, entity volume, and current oversight gaps.
Finalise Strategy
Your PM reviews goals and assigns a specialized financial administrator.
Expert Execution
The VA manages oversight and compliance securely under PM supervision.
Pay for Output
Billed only for tracked hours. Management and quality oversight is free.
Transparent, High-Value Pricing
Part-Time
20 Hours Per Week
Est. $560 / Month
- Pure working hours tracking
- Dedicated PM included
Full-Time
40 Hours Per Week
Est. $960 / Month
- Pure working hours tracking
- Dedicated PM included
Frequently Asked Questions
How secure is providing financial access?
Extremely secure. All VAs sign binding NDAs. We recommend providing restricted "Oversight" or "Controller" level access to your ERP so the VA only views and validates data without direct funds-transfer authority.
Can they use our custom ERP system?
Yes. Our VAs are pre-trained in NetSuite, Sage, and QuickBooks Enterprise. If you use a custom or local system, your PM will oversee the training during onboarding.
Do they handle actual tax filings?
Our VAs provide the *administrative prep* and data cleanup needed for taxes. They liaise with your external tax firm to ensure they have every document needed to file correctly.
What is the "Success Manager"?
Your single point of contact. They manage the VA's daily workflow, handle training on your specific internal controls, and ensure your financial standards are always met.
Do they work in my time zone?
Yes. We coordinate overlap hours to ensure your VA is online and responsive during your standard business day for real-time financial reporting.
What happens if a VA makes an error?
This is a managed service. Your PM conducts routine QA checks. If an error is detected, the PM addresses it immediately and handles retraining at no cost to you.
Stabilize Your Balance Sheet.
Delegate the financial oversight grind so you can focus on strategy. Reach out now for a custom proposal.
Request Your Controller
Tell us about your financial volume and current software. We reply within 24 hours.