Fractional CFO Virtual Assistant for Hire

For CFO Advisors, Consultancies & Founders

Executive Financial Support.
Fractional Cost.

Scale your CFO advisory practice or startup finance team. Hire a fully managed Virtual Assistant to handle data aggregation, board deck prep, and KPI tracking—overseen by a dedicated project manager.

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Microsoft Excel QuickBooks Online Xero Fathom Jirav Power BI PowerPoint / Pitch Decks Stripe Microsoft Excel QuickBooks Online Xero Fathom Jirav Power BI PowerPoint / Pitch Decks Stripe

The Backbone of Your Advisory Practice

Stop spending billable hours on data entry and formatting. Delegate the heavy lifting of financial reporting to a dedicated assistant so you can focus on high-level strategy.

Data Aggregation & Cleansing

Pulling raw data across QBO, Stripe, Gusto, and bank feeds. The VA scrubs, formats, and consolidates the numbers into your master Excel models or BI dashboards prior to your analysis.

Board Deck & Report Preparation

Transforming spreadsheets into presentation-ready visuals. Updating monthly PowerPoint decks, formatting charts, and ensuring your client reports look polished and professional.

Cash Flow & KPI Tracking

Maintaining the 13-week cash flow model. Updating weekly actuals vs. budget, flagging significant variances, and tracking SaaS metrics (CAC, LTV, MRR churn) for your review.

AP/AR & Pre-Accounting Audits

Ensuring the ledger is clean before you analyze it. The VA chases down missing invoices, audits expense categorizations, and preps the trial balance for month-end close.

The Sagedoer Managed Advantage

Why consulting firms and fractional CFOs choose our managed infrastructure over unvetted freelancers.

Traditional Freelancers

  • ✖
    Platform Markups

    Lose up to 40% of your administrative budget to hidden bidding fees, memberships, and transaction costs.

  • ✖
    You Must Micromanage

    You spend hours double-checking the freelancer's Excel updates to ensure they didn't break your complex formulas.

  • ✖
    Client Data Risks

    High turnover risks exposing sensitive client financial data. When a freelancer vanishes, you start over.

THE SMART CHOICE

Sagedoer Managed VA

  • ✔
    0% Hidden Fees

    Pay strictly for actual hours worked. Simple, consolidated USD invoicing that protects your margins.

  • ✔
    Dedicated Project Manager

    A PM oversees the VA's output, audits data entries for accuracy, and enforces strict NDAs—at no extra cost.

  • ✔
    Seamless Replacements

    If your assigned VA takes leave, we instantly plug in an internally trained replacement. Zero workflow disruption.

Deploying Your Financial Admin

From delegation to board-ready reports in four secure steps.

1

Submit Your Workflow

Share your current tech stack (e.g., Fathom, Excel) and the specific reporting tasks you want to offload.

2

Finalise Strategy

Your Project Manager establishes secure data-sharing protocols, clarifies your formatting preferences for pitch decks, and finalizes the partnership.

3

Expert Execution

The PM takes charge. Our vetted assistants begin scrubbing data, updating cash flow trackers, and prepping your monthly advisory reports.

4

Pay For Output

Centralised time tracking ensures you only pay for actual working hours. PM oversight and QA auditing are completely free.

Predictable Support Costs

No platform markups. Scale your advisory practice by delegating the heavy lifting.

Part-Time Support

20 HOURS PER WEEK
$7/hour
Est. $560 USD / Month (4 Weeks)
  • ✔ Pay only for hours of pure work
  • ✔ Dedicated Project Manager included
  • ✔ Free QA and compliance oversight
  • ✔ Zero setup or onboarding fees
  • ✔ No monthly membership charges
Book a Call
MAXIMUM VALUE

Full-Time Support

40 HOURS PER WEEK
$6/hour
Est. $960 USD / Month (4 Weeks)
  • ✔ Pay only for hours of pure work
  • ✔ Dedicated Project Manager included
  • ✔ Free QA and compliance oversight
  • ✔ Zero setup or onboarding fees
  • ✔ No monthly membership charges
Hire Full-Time VA

Trusted by Fractional CFOs & Agencies

See how we help financial leaders increase their client capacity.

★★★★★

"I manage finances for 6 startups. Sagedoer's VA pulls the monthly data from QBO and populates my Fathom dashboards before I even log on. It has saved me 15 hours a week in pure data entry."

- Michael C., Fractional CFO
★★★★★

"The PM ensures the VA perfectly formats the PowerPoint slides for my board meetings. I just supply the high-level narrative, and they make it look like it came from a Big 4 firm."

- Sarah T., Financial Consultant
★★★★★

"Zero platform fees is huge. We pay exactly $6/hr. They track our clients' 13-week cash flow models flawlessly. Unbelievable ROI for a growing advisory firm."

- David R., Founder of an FP&A Agency
★★★★★

"I manage finances for 6 startups. Sagedoer's VA pulls the monthly data from QBO and populates my Fathom dashboards before I even log on. It has saved me 15 hours a week in pure data entry."

- Michael C., Fractional CFO
★★★★★

"The PM ensures the VA perfectly formats the PowerPoint slides for my board meetings. I just supply the high-level narrative, and they make it look like it came from a Big 4 firm."

- Sarah T., Financial Consultant
★★★★★

"Zero platform fees is huge. We pay exactly $6/hr. They track our clients' 13-week cash flow models flawlessly. Unbelievable ROI for a growing advisory firm."

- David R., Founder of an FP&A Agency

Advisory FAQs

How do you ensure data confidentiality?
We treat client financial data with the highest security. Our VAs sign strict NDAs, and we mandate the use of secure virtual environments or restricted cloud folders. Access is managed via tools like 1Password or SSO.
Is this the same as a Bookkeeper?
No. A bookkeeper categorizes past transactions. A Fractional CFO Assistant acts at a higher level—pulling that booked data to assemble board decks, tracking forward-looking cash flow, and formatting KPIs for your strategic review.
Are they proficient in Advanced Excel?
Yes. Our financial VAs pass rigorous internal testing on data aggregation, pivot tables, formatting standards, and VLOOKUP/INDEX MATCH logic to ensure your models don't break.
What exactly does the Dedicated Project Manager do?
In traditional setups, you must QA the freelancer's work. With Sagedoer, your PM oversees the VA's output, performs high-level formatting checks on your presentations, ensures deadlines are hit, and acts as your single point of contact—at no extra charge.

Ready to scale your practice?

Submit your software stack and specific reporting needs below. A Project Manager will reach out to outline a tailored administrative strategy.

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