Scale Your Accounting Firm Without the Tax Season Burnout
Offload monthly bank reconciliations, trial balance tie-outs, tax organizer workpaper gathering, 1099-NEC filings, payroll journals, and multi-entity bookkeeping to vetted CPA Virtual Assistants—supervised by a dedicated Project Manager at zero extra cost.
Up to 70%
Firm Overhead Savings
100%
Supervised Workpaper QA
< 1 Hour
Average Response Time
Zero
Platform & Bidding Fees
Accounting, Tax & Practice Management Software We Operate
Your virtual assistant connects directly into your general ledger systems, tax prep suites, payroll platforms, and secure client document portals.
QuickBooks Online & Desktop
GL, Bank Feeds, Reconciliations & Journal Entries
Xero & Dext Prepare
Receipt Extraction, Rule Mapping & Multi-Currency
Drake & UltraTax CS
1040, 1120-S & 1065 Document Staging
Lacerte & ProConnect Tax
Tax Data Input, K-1 Tie-Outs & Diagnostics
CCH Axcess & ProSystem
Engagement Workpapers & Document Storage
Gusto & ADP Run
Payroll Allocation & Tax Wage Journal Entries
Bill.com & Melio
AP 3-Way Matching & Vendor Approvals
Karbon & Canopy
Client Task Tracking, Organizers & e-Signatures
What Your CPA Virtual Assistant Handles Daily
From month-end close and bank feed clearing to organizing messy client tax organizers and 1099 filing preparation, we eliminate your firm's administrative bottlenecks.
Month-End Close & Bank Reconciliations
- Reconcile high-volume operating accounts, credit cards, Stripe/PayPal feeds, and merchant accounts with zero ledger discrepancy.
- Post month-end adjusting journal entries: prepaid expenses, deferred revenue, loan amortization splits, and depreciation schedules.
- Investigate and resolve uncleared checks, stale transactions, and unapplied customer deposits prior to partner review.
Tax Season Workpapers & 1099 Prep
- Collect and organize client tax organizers: W-2s, 1099-B/DIV/INT broker statements, K-1s, and mortgage 1098s into standardized PDF binders.
- Input trial balance data and source documents into Drake, UltraTax, Lacerte, or ProConnect for 1040, 1120-S, and 1065 returns.
- Audit vendor W-9 files, verify Taxpayer Identification Numbers (TINs), and assemble year-end 1099-NEC/MISC filing packets.
Full-Cycle Accounts Payable & Bill.com
- Process vendor invoices across Bill.com, Melio, and Dext with strict three-way matching against purchase orders.
- Enforce general ledger chart of accounts coding, department tags, and class tracking consistency across all client entities.
- Maintain AP aging reports, track recurring software subscriptions, and schedule weekly batch payment approvals for partner sign-off.
Payroll Reconciliation & Tax Journals
- Extract payroll summary reports from Gusto, ADP, or Paychex and map gross wages, taxes, and benefit deductions into the GL.
- Reconcile quarterly Form 941 federal returns and state unemployment insurance wage listings against general ledger balances.
- Audit shareholder health insurance allocations, officer compensation disclosures, and retirement match contributions.
Practice Management & Engagement Tracking
- Manage recurring bookkeeping and tax workflow boards inside Karbon, Canopy, or Asana to enforce strict milestone deadlines.
- Follow up on missing client documentation: chase unreturned e-signed engagement letters (8879s), W-2s, and bank statements.
- Stage monthly client financial statement packets (Balance Sheet, Income Statement, Statement of Cash Flows) for CPA review.
Custom SOPs & IRS 7216 Compliance
Need specific workpaper indexing, sales tax filing workflows across Avalara/TaxJar, or custom multi-entity consolidation sheets? Your dedicated SageDoer Project Manager orchestrates document preparation, security adherence, and SOP execution at zero extra charge.
How SageDoer Works
Skip hiring unvetted marketplace freelancers who mishandle tax returns or leave accounts out of balance. Deploy managed, professional CPA operational support in four simple phases.
Submit Requirements
Share your firm's specific accounting and tax workload needs with us. Choose your preferred channel to reach out: Email, Contact Form, WhatsApp.
Finalise the Deal
Our dedicated project manager will promptly get back to you to review your goals, outline a tailored strategy, and finalise the partnership details.
Expert Execution
Your project manager takes full charge of operations, getting the work done seamlessly and efficiently through our internal team of vetted experts.
Pay Only for Output
We log and charge exclusively for the virtual assistant's actual working time. Your dedicated project manager's supervision is completely free.
Traditional Platforms vs. SageDoer
Why CPAs, fractional CFOs, and regional accounting practices partner with SageDoer over marketplace sites.
| Feature Matrix | Traditional Platforms | The Smart Choice: SageDoer |
|---|---|---|
| Platform & Management Fees | Up to 40% in hidden markups, bidding, and memberships | 0% Hidden Fees. Pay strictly for hours worked. |
| Daily Team Management | You must juggle and supervise multiple freelancers | Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Hit-or-miss talent with no grasp of GAAP or IRS standards | Internally vetted, rigorously trained premium experts |
| Hiring & Deployment Speed | Endless cycles of interviewing and testing candidates | Instant delegation. We immediately assign the right specialist. |
| Billing & Invoicing | Complex, multi-freelancer invoices with currency headaches | Simple, unified, centralised USD invoicing |
| Staff Turnover & Replacements | Start the hiring and training process all over again | Seamless internal replacements with zero workflow disruption |
Flexible CPA Virtual Assistant Support Plans
No contracts, no setup costs, no hidden software fees. Scale accounting and tax workpaper support hours up during filing deadlines and down in the off-season.
20 Hours Per 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
40 Hours Per 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 CPAs, Tax Strategists & Accounting Practices
Real feedback from certified public accountants and practice owners scaling billable throughput with SageDoer.
"During our Q1 tax crunch, our firm had over 90 client 1040 workpaper packages waiting on document collection. Our SageDoer VA gathered, labeled, and staged every single W-2, 1099-B, and mortgage statement in Drake with 100% precision."
Brian M., CPA
Managing Partner, Keystone Tax & Advisory
"Reconciling multi-entity Stripe merchant payouts and clearing hundreds of uncategorized bank feeds across 25 QBO client files was devouring my billable hours. My VA now closes the books on the 3rd of every month like clockwork."
Jennifer S., CPA
Founder, Apex Cloud Accounting
"Having a dedicated Project Manager supervise our VA without charging extra fees is unmatched. When we had to file 450 Form 1099-NECs in January, our PM kept tracking TIN matching and delivery verification down to the last vendor."
David L., CPA
Partner, Vanguard Financial & Audit LLC
"Our accounts payable workflow on Bill.com was a total mess with unmapped classes and missing W-9s. Our SageDoer assistant enforced three-way matching, eliminated duplicate bill entries, and saved our firm 12 hours weekly."
Rachel T.
Operations Director, Horizon Wealth CPAs
"The $6/hour full-time rate has doubled our firm's realization rate. Our assistant handles payroll journal allocations in Gusto and manages our client workflow cards in Karbon so our CPAs can focus strictly on high-fee tax advisory."
Edward H., CPA
Owner, Cascade Valley Tax Practice
"During our Q1 tax crunch, our firm had over 90 client 1040 workpaper packages waiting on document collection. Our SageDoer VA gathered, labeled, and staged every single W-2, 1099-B, and mortgage statement in Drake with 100% precision."
Brian M., CPA
Managing Partner, Keystone Tax & Advisory
"Reconciling multi-entity Stripe merchant payouts and clearing hundreds of uncategorized bank feeds across 25 QBO client files was devouring my billable hours. My VA now closes the books on the 3rd of every month like clockwork."
Jennifer S., CPA
Founder, Apex Cloud Accounting
"Having a dedicated Project Manager supervise our VA without charging extra fees is unmatched. When we had to file 450 Form 1099-NECs in January, our PM kept tracking TIN matching and delivery verification down to the last vendor."
David L., CPA
Partner, Vanguard Financial & Audit LLC
"Our accounts payable workflow on Bill.com was a total mess with unmapped classes and missing W-9s. Our SageDoer assistant enforced three-way matching, eliminated duplicate bill entries, and saved our firm 12 hours weekly."
Rachel T.
Operations Director, Horizon Wealth CPAs
"The $6/hour full-time rate has doubled our firm's realization rate. Our assistant handles payroll journal allocations in Gusto and manages our client workflow cards in Karbon so our CPAs can focus strictly on high-fee tax advisory."
Edward H., CPA
Owner, Cascade Valley Tax Practice
Frequently Answered Queries
Real questions from Certified Public Accountants, accounting firm owners, and tax practitioners.
How do you handle client data privacy, IRS Section 7216 compliance, and secure software access?
Data security is our top operational priority. We execute mutual, comprehensive Non-Disclosure Agreements (NDAs) standard before onboarding. Your VA operates strictly within your designated cloud environment (QBO, Xero, UltraTax, Drake) using individual sub-user accounts with Multi-Factor Authentication (MFA) or through secure remote desktop (RDP) sessions. Taxpayer information is handled under strict IRS Section 7216 confidentiality protocols, and local downloading of sensitive client SSNs, EINs, or bank records is forbidden.
Can the VA adapt to our firm’s chart of accounts, workpaper standards, and naming conventions?
Yes. During the onboarding phase, your dedicated Project Manager learns your firm's specific bookkeeping checklist, workpaper index codes, and file storage naming taxonomy (e.g., ClientName_2025_BankRec_12). Your assistant follows your exact trial balance tie-out procedures and stages all reconciling items with supporting documentation for fast, 1-click partner review.
How does quality control work with the dedicated Project Manager?
Every SageDoer partner is paired with a dedicated Project Manager at zero extra cost. Your PM conducts spot audits on monthly bank reconciliations, verifies that suspense/clearing accounts are zeroed out, ensures deadlines in Karbon or Canopy are met, and acts as your single operational point of contact. If your VA is sick or on leave, your PM provides a trained internal backup so client closes never slip.
Can we scale hours up during busy tax season (January–April) and scale down afterward?
Absolutely. Accounting firms experience severe seasonality. You can easily start on a Part-Time plan (20 hrs/week), ramp up to Full-Time (40 hrs/week) or add additional specialist hours during the January through April tax sprint or October extension crunch, and seamlessly scale back during summer months. There are zero penalties, zero lock-in contracts, and zero cancellation fees.
How are working hours recorded, verified, and billed?
We utilize centralized time tracking to log precise seconds worked on your firm's accounts. You receive transparent weekly timesheets detailing exact client task breakdowns (e.g., 6 hours QBO bank reconciliations for Client A, 4 hours 1099-NEC preparation for Client B, 5 hours tax document input in UltraTax). You pay strictly for pure working hours—Project Manager supervision and workpaper audits are 100% free.
Tell Us About Your Firm's Operational Needs
Whether you are a solo CPA looking to offload monthly bookkeeping or a multi-partner firm preparing for tax season workpaper volume, submit your requirements and our accounting operations director will follow up immediately.
Ready to Supercharge Your Firm's Realization Rate?
Eliminate the operational bottlenecks of reconciliations, missing receipt chasing, and tax document input. Partner with a dedicated Managed CPA Virtual Assistant team and deploy within 24-48 hours.