Stop Drowning in Spreadsheets and Month-End Clutter.
Delegate bank reconciliation, AP/AR aging, and dashboard reporting to a rigorously vetted Financial Reporting Virtual Assistant. Overseen by a Dedicated Project Manager.
Data-Driven Financial Support
We handle the precise, time-consuming data entry and reconciliation so your CFOs and CPAs can focus entirely on strategy, forecasting, and compliance.
Bank & Credit Reconciliation
Meticulously matching transactions across multiple bank feeds and credit card statements in QBO/Xero, ensuring zero discrepancies in your GL.
Month-End Close Prep
Accelerating your closing process. We prepare adjusting journal entries, accrue expenses, and organize necessary documentation for your CPA's review.
AP/AR Management
Generating accurate aging reports. We process incoming vendor invoices, code expenses correctly, and draft follow-ups for outstanding receivables.
Executive Dashboards & KPIs
Extracting raw accounting data to build visual executive summaries. Tracking cash flow, burn rate, and profit margins using Excel or Power BI.
A Managed Framework for Financial Security
Do not hand the keys to your General Ledger to an unverified freelancer.
Standard Freelance Bookkeepers
- High risk of data entry errors that compound into tax season nightmares.
- Up to 40% in hidden platform markups and bidding fees on Upwork/Fiverr.
- You must act as the QA manager, checking every reconciled line item yourself.
- Significant data security risks giving unvetted individuals financial access.
Sagedoer Managed VA
- Internally vetted experts trained specifically in QBO, Xero, and GAAP principles.
- 0% Hidden Fees. Pay purely an hourly rate for actual output.
- Dedicated Project Manager handles delegation and secondary QA for FREE.
- Strict NDAs and secure access protocols to protect your financial data.
How We Integrate With Your Books
A structured, secure approach to delegating your back-office finance.
Secure Onboarding
Share your chart of accounts and grant restricted "Accountant" or read-only access to your PM.
SOP Mapping
Your Dedicated PM maps out your specific rules for categorizing expenses and aging AR.
Weekly Execution
The VA processes transactions, reconciles accounts weekly, and flags anomalies to the PM.
Output-Based Billing
Centralised tracking logs exactly how long the reconciliation took. Management is free.
Transparent, Output-Based Pricing
Reduce your accounting firm's overhead or your startup's burn rate instantly.
Part-Time Reporting VA
20 HOURS/WEEK
Est. $560 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Full-Time Reporting VA
40 HOURS/WEEK
Est. $960 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Trusted by CFOs & CPA Firms
"As a fractional CFO, I needed someone to handle the raw data entry so I could focus on strategy. Sagedoer's VA prepares my month-end close reports in QBO flawlessly. The PM model is brilliant."
"We offloaded our entire AP/AR aging report process to Sagedoer. They generate the reports and draft the follow-up emails for our vendors. It saves us 15 hours a week."
"Accuracy is everything in our business. I love that the Project Manager acts as an extra layer of QA before the reconciliation data hits my desk. Zero platform fees are a massive plus."
"They handle our massive Excel data dumps, using macros to format our inventory reports before importing them into NetSuite. Highly skilled and incredibly professional."
"As a fractional CFO, I needed someone to handle the raw data entry so I could focus on strategy. Sagedoer's VA prepares my month-end close reports in QBO flawlessly. The PM model is brilliant."
"We offloaded our entire AP/AR aging report process to Sagedoer. They generate the reports and draft the follow-up emails for our vendors. It saves us 15 hours a week."
"Accuracy is everything in our business. I love that the Project Manager acts as an extra layer of QA before the reconciliation data hits my desk. Zero platform fees are a massive plus."
"They handle our massive Excel data dumps, using macros to format our inventory reports before importing them into NetSuite. Highly skilled and incredibly professional."
Frequently Asked Questions
Are these VAs certified CPAs?
How do you handle financial data security?
Can they help build custom Excel or Power BI dashboards?
What is the benefit of the Dedicated Project Manager?
Ready to streamline your reporting?
Reach out directly to discuss your accounting software, transaction volume, and reporting needs, or submit your requirements via the form below.
Book a Strategy Call +91 8017067191 (WhatsApp) info@sagedoer.com Visit Contact Page