Eliminate Tax Season Burnout & Scale Billables With A Fully Managed CPA Firm Virtual Assistant
Stop losing $250+/hr partner and CPA review time to manual tax data entry, missing 1099s/W-2s, unindexed PBC (Provided-by-Client) organizers, bank reconciliation cleanups, and client chasing. Access specialized accounting and tax prep virtual assistants managed by one dedicated project manager who supervises workpaper indexing (UltraTax, Drake, Lacerte, TaxDome), multi-entity month-end close (QBO, Xero), and 1099 filings at absolutely zero extra charge.
1. Free Dedicated Project Manager
Your single point of contact. Supervises tax workpaper checklists, bank reconciliation quality control, client document tracking, and hours at $0 extra charge.
2. Tax Software & Ledger Fluency
Pre-trained in UltraTax CS, Drake, Lacerte, ProConnect, TaxDome, Karbon, Canopy, QBO Advanced, Xero, Gusto, and Dext.
3. IRS § 7216 & GLBA Data Safeguards
Binding enterprise NDAs, strict role-based VPN/desktop permissions, password encryption, and zero local document storage.
0%
Platform or Recruiter Markups
Up to 70%
Savings vs. In-House Staff Accountant
100% Free
Dedicated PM Supervision
< 24-48h
Rapid Onboarding & Deployment
What Your CPA Firm Virtual Assistant Executes Daily
Protect CPA partner bandwidth and billable advisory margins. Offload repetitive tax data entry, workpaper collation, reconciliation backlogs, client document chasing, and payroll entries to a seasoned accounting assistant.
Tax Preparation & Workpaper Indexing
Eliminate tax season bottlenecks. Your assistant populates tax software fields and formats organized digital workpapers ready for CPA review.
- Entering 1040, 1065, 1120 & 1120-S data in UltraTax, Drake or Lacerte
- Indexing W-2s, 1099-INT/DIV, 1098s, brokerage 1099-Bs & K-1s
- Book-to-tax reconciliation prep (M-1 & M-3 tie-outs)
- Bookmarking and color-coding electronic tax binder workpapers
PBC Document Chasing & Portal Intake
Stop letting open returns sit stagnant waiting on client documents. Your VA maintains active Provided-By-Client (PBC) trackers and follows up relentlessly.
- Setting up and managing client checklists in TaxDome, Karbon or Canopy
- Automated yet polite phone/email cadences for missing statements
- Screening uploaded files for clarity, completeness & tax year accuracy
- Assisting less tech-savvy clients with portal logins and e-signatures
Bookkeeping Clean-Up & Month-End Close
Deliver flawless Client Accounting Services (CAS). Keep general ledgers reconciled, bank feeds updated, and balance sheets tied out monthly.
- Monthly bank, credit card & loan amortisation reconciliations
- Chart of accounts mapping and multi-entity intercompany entries
- Catch-up and clean-up bookkeeping for multi-year tax filings
- Drafting preliminary P&L, balance sheet & cash flow packages in QBO/Xero
1099 Compliance, W-9s & Payroll
Eliminate January 1099 compliance chaos. Your assistant collects W-9s, reconciles contractor spending, and prepares annual information returns.
- Reviewing vendor spend thresholds ($600+) for 1099-NEC & 1099-MISC
- Collecting and validating vendor W-9 forms with TIN matching
- Preparing electronic 1099 filings via Track1099 or Tax1099
- Posting monthly payroll summary journal entries from Gusto/ADP
Receipt Auditing, AP & Bill.com Management
Maintain audit-ready documentation for every business deduction. From invoice routing in Bill.com to automated receipt matching in Dext.
- Processing vendor bills in Bill.com, Melio, or QBO Bill Pay
- Extracting line items and tax categories in Dext or Hubdoc
- 3-way matching purchase orders, invoices, and payment receipts
- Flagging commingled personal expenses on business credit card feeds
Practice Management & Engagement Letters
Keep the administrative machinery of your firm humming smoothly so partners and senior CPAs spend 100% of their time on advisory and reviews.
- Preparing annual engagement letters and retainer updates via Ignition
- Managing status pipelines and task deadlines in Karbon or TaxDome
- Tracking Form 8879 (e-file signature authorization) returns
- Assembling final digital client delivery tax return packages
Industry-Standard Tax, Ledger & Practice Software
Our virtual assistants are already fluent in the exact tax calculation suites, client portals, and general ledgers modern CPA firms use every day.
How SageDoer Works: Streamlined & Fully Managed
No endless vetting rounds, no high fixed accounting recruiter fees, and zero micro-management stress.
Submit Requirements
Share your firm's software stack (TaxDome, UltraTax, Drake, QBO), expected return/client volume, and core bottlenecks. Reach out via your preferred channel:
Finalise the Deal
Our dedicated project manager will promptly connect to review your workpaper standards, establish security and access protocols, and finalise the partnership details.
Expert Execution
Your project manager takes full charge of operations, getting tax data populated, PBC checklists chased, reconciliations cleared, and workpapers indexed through our vetted VAs.
Pay Only for Output
We log and charge exclusively for the virtual assistant's actual productive working time. Your dedicated project manager's supervision is completely free.
Traditional Platforms vs. SageDoer Managed Model
Why busy CPA partners, accounting practice owners, and tax directors choose SageDoer.
| Key Evaluation Criteria | Traditional Platforms (Upwork, Fiverr) |
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 between client advisory calls | Dedicated Project Manager acts as your single point of contact |
| Quality Assurance & Workpaper Rigor | Hit-or-miss talent with dangerous risks of broken general ledger entries and messy tax binders | Internally vetted, rigorously trained accounting and tax specialists |
| Hiring & Deployment Speed | Endless cycles of testing bookkeeping aptitude, screening resumes, and trial tasks | 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 tax software and firm workflow playbook training all over again | Seamless internal replacements with zero workflow disruption |
Transparent Pricing for CPA Firm Support
No headhunter placement fees, zero platform markups. Pay strictly for productive assistant hours while your Dedicated Project Manager oversees operations for free.
Part-Time
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
Full-Time
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
Calculate Your Practice Overhead Savings vs. In-House Staff Accountant
Compare SageDoer managed rates against standard US/UK in-house staff accountant & bookkeeper loaded salaries ($38/hr loaded)
Trusted by Managing Partners, CPAs & Advisory Firms
See how having a dedicated project manager and CPA firm VA eliminated tax season chaos, accelerated month-end write-ups, and boosted practice profitability.
"Before SageDoer, tax season meant working 75-hour weeks just doing data entry and indexing 1040 workpapers. Our VA pre-populates returns in UltraTax CS and organizes digital binders in TaxDome. Our CPAs now only focus on review and advisory. Game changer."
Markus Sideris, CPA
Managing Partner, Sideris & Associates CPAs (Chicago, US)
"Having a single dedicated Project Manager supervise our Karbon task pipelines and QBO reconciliations has been remarkable. Our PM conducts internal accuracy audits on all bank tie-outs before they reach our senior review staff. The $0 PM supervisory fee is 100% genuine."
Karen Wentworth, CPA
Tax Practice Lead, Wentworth Advisory Group (Dallas, US)
"Client PBC document chasing used to paralyze our firm every March and April. Our SageDoer VA handles all portal intake checklists, verifies W-9 forms, and prepares 1099 filings. We filed over 400 returns ahead of deadline with zero partner stress."
Rohan Aggarwal, CPA
Founder, Aggarwal & Co. Accounting (Toronto / New York)
"The full-time plan at $6/hour with a dedicated PM is easily the highest ROI operational investment our CAS practice has ever made. We scaled from 22 monthly bookkeeping clients to 58 without hiring another full-time $75K/year local accountant."
Claire Lindemann
Partner & Head of CAS, Lindemann Tax & Financial (London, UK)
"Before SageDoer, tax season meant working 75-hour weeks just doing data entry and indexing 1040 workpapers. Our VA pre-populates returns in UltraTax CS and organizes digital binders in TaxDome. Our CPAs now only focus on review and advisory. Game changer."
Markus Sideris, CPA
Managing Partner, Sideris & Associates CPAs (Chicago, US)
"Having a single dedicated Project Manager supervise our Karbon task pipelines and QBO reconciliations has been remarkable. Our PM conducts internal accuracy audits on all bank tie-outs before they reach our senior review staff. The $0 PM supervisory fee is 100% genuine."
Karen Wentworth, CPA
Tax Practice Lead, Wentworth Advisory Group (Dallas, US)
CPA Firm Virtual Assistant FAQ
Direct, honest answers about client data security, IRS § 7216 compliance, tax software environments, and seasonal scaling.
Ready to Take the Preparation Burden Off Your Firm?
Send us your upcoming tax season volume, software stack (TaxDome, UltraTax, Drake, QBO), or CAS bookkeeping backlog, or book a 30-minute discovery call. We'll outline your delegation workflow and assign your dedicated manager immediately.
Book a 30-Min Strategy Call
Pick a time on our official Calendly
Chat on WhatsApp
+91 80170 67191 (Fastest direct reply)
Email Direct
info@sagedoer.com
SageDoer Official Contact Hub
https://sagedoer.com/contact/
Submit Your CPA Firm Scope
Tell us about your practice software, expected return volume, or CAS backlog. Our manager will reply with a tailored strategy within hours.