Forecast the Future.
Control Your Cash Flow.
Stop wrestling with broken spreadsheets. Get an internally vetted Financial Virtual Assistant to handle modeling, reporting, and data consolidation while our Project Manager oversees accuracy—for free.
FLUENT IN MODERN FP&A SOFTWARE
Scale Your Financial Intelligence.
Your dedicated Project Manager ensures your FP&A Virtual Assistant maintains clean models and delivers timely insights, freeing you to focus on high-level strategy.
Cash Flow Projections
Maintaining rolling 13-week cash flow models. Pulling in current AP/AR data from your accounting software to predict exact cash runway.
Budget vs. Actuals (BvA)
Generating monthly variance reports. Analyzing why departments overspent or underperformed against their assigned financial targets.
Scenario Modeling
Building "What-If" scenarios in Excel. Calculating the financial impact of hiring new staff, opening a new location, or surviving a 20% revenue drop.
KPI Dashboard Management
Consolidating data from marketing, sales, and operations to update executive dashboards (Power BI/Tableau) with fresh daily or weekly metrics.
Data Consolidation & Scrubbing
Taking messy CSV exports from multiple disparate systems (Stripe, Shopify, Gusto) and transforming them into clean, pivot-ready financial data.
Burn Rate & Runway Tracking
Essential for startups. Tracking monthly operating expenses against capital reserves to give founders clear visibility into their fundraising timeline.
A Secure, Compliant Hand-Off.
Plug an analytical expert into your finance department in 4 simple steps.
Submit Needs
Tell us your specific modeling needs, software stack (e.g., Fathom, Excel), and required reporting cadence.
Strategy Call
Your Project Manager connects with you to set up role-based access, sign NDAs, and review your Chart of Accounts.
Expert Execution
Your VA executes data entry and updates models. The PM reviews complex variance reports for total accuracy.
Pay For Output
We track and charge exclusively for the VA's time spent modeling and reporting. PM oversight is completely free.
Why CFOs & Founders Choose Sagedoer
Stop paying premium consulting rates for routine spreadsheet updates.
| FP&A Support Standard | Expensive Fractional CFOs / Agencies | Sagedoer Managed VA |
|---|---|---|
| Data Entry & Consolidation | You pay $150+/hr for a CFO to clean up messy CSVs | VA scrubs and consolidates data at a fraction of the cost |
| Quality Assurance | Prone to single-point-of-failure spreadsheet errors | Dedicated PM double-checks models and formula integrity |
| Data Security & NDAs | Unverified freelancers viewing sensitive cap tables | Strict internal protocols, NDAs, and secure document handling |
| Software Proficiency | Often locked into their own proprietary tool stack | Adaptable talent trained in your specific reporting tools |
| Billing Structure | Bloated monthly retainers regardless of output | 0% Hidden Fees. Transparent, output-based hourly billing. |
Transparent, Output-Based Pricing
No monthly retainers. Scale your support up during board meetings and month-end closes, and down when things are quiet.
Part-Time Analyst
20 Hours / Week
Est. $560 USD / Month (4 Weeks)
- Pay only for pure modeling hours
- Dedicated Project Manager included
- Free data QA & supervision
- Zero setup or onboarding fees
- No monthly membership charges
Full-Time Forecaster
40 Hours / Week
Est. $960 USD / Month (4 Weeks)
- Pay only for pure modeling hours
- Dedicated Project Manager included
- Free data QA & supervision
- Zero setup or onboarding fees
- No monthly membership charges
"I am a Fractional CFO. I used to spend 15 hours a week just cleaning up client CSVs before I could even begin analysis. Now, my Sagedoer VA preps all the raw data, and I just focus on strategy."
— Mark D., Fractional CFO"We needed someone who understood 13-week cash flows but didn't want to hire a full-time W2 analyst. The output-based pricing is perfect for our monthly board reporting cycle."
— Jessica T., Startup Founder"The Project Manager is incredible. They double-checked our VA's budget vs. actuals variance formulas before they went into the final deck, ensuring there were no embarrassing broken links."
— Robert R., Director of Finance"Waking up to an updated KPI dashboard on Monday mornings saves me hours. The ROI on a $6/hr assistant who understands advanced Excel is undeniably massive."
— Alicia M., E-Commerce Operations"I am a Fractional CFO. I used to spend 15 hours a week just cleaning up client CSVs before I could even begin analysis. Now, my Sagedoer VA preps all the raw data, and I just focus on strategy."
— Mark D., Fractional CFO"We needed someone who understood 13-week cash flows but didn't want to hire a full-time W2 analyst. The output-based pricing is perfect for our monthly board reporting cycle."
— Jessica T., Startup FounderFrequently Asked Questions
Are the VAs certified accountants?
How do you handle sensitive financial data?
How does the Project Manager assist me?
Do I have to pay when reporting needs are low?
Ready to clear your spreadsheets?
Fill out the form below or reach out directly to start Phase 1. We match you with the perfect analyst rapidly.