Hire Virtual Assistants for CPA

Hire Virtual Assistants for CPAs & Accounting Firms | SageDoer
Public Accounting & Tax Practice Operations

Survive Tax Season & Accelerate Month-End Closes With A Dedicated CPA Virtual Assistant

Stop drowning in unreturned client organizers, missing 1099s/W-2s, messy bank transaction categorizations, manual general ledger cleanups, and TaxDome portal inbox congestion. Hire vetted accounting practice assistants supervised by a dedicated Project Manager included at $0 management fee.

Up to 70%

Savings vs Domestic Bookkeepers

100% Free

Dedicated PM Quality Audits

$6 - $7/hr

Pure Productive Hours Only
Zero Backlog Guarantee

The CPA Practice Shield

Why managing partners, solo CPAs & accounting firm owners delegate to SageDoer:

Tax Season Intake & PBC Chasing

Follow up systematically on client organizers, K-1s, 1099s, and brokerage statements via TaxDome or Karbon.

Month-End Bank & Ledger Reconciliations

Categorize bank feeds, reconcile multi-currency credit cards, and draft adjusting journal entries in QBO/Xero.

Workpaper Assembly & Tax Prep Data Entry

Organize scan-and-populate tax binder files and enter baseline trial balances into Drake, UltraTax, or ProConnect.

Free PM QA & Immediate Standby Backup

Your dedicated PM audits workpapers, verifies mathematical cross-checks, and monitors timesheets at $0 fee.

CPA Virtual Assistant Rates From $6.00 / hour
Practice Management & Tax Tech Stack

Proficient In Industry-Leading CPA & Tax Software

Our virtual assistants operate the practice management portals, general ledger suites, tax preparation engines, and secure client file vaults certified public accounting firms rely on daily.

TaxDome Practice Portals & Pipelines
Karbon / Canopy Firm Workflow & Tasks
QuickBooks (QBO) GL & Monthly Reconciliations
Xero Accounting Bank Feeds & Reporting
Drake / UltraTax CS Tax Prep Data Entry
ProConnect / Lacerte Cloud Return Assembly
SmartVault / ShareFile Encrypted Document Storage
Dext / Hubdoc Receipt OCR & Bill Fetch
High-Accuracy Practice Operations

What Your CPA Virtual Assistant Handles Daily

From preliminary tax document triage and client organizer chasing to monthly bank reconciliations, 1099 e-filings, and clean workpaper assembly, our VAs take over the demanding administrative grind.

Tax Intake & PBC Document Chasing

Eliminate client communication lag and incomplete tax organizers during peak filing months.

  • Sending annual tax organizers, engagement letters & fee agreements in TaxDome/Canopy
  • Chasing missing Provided By Client (PBC) items: W-2s, 1099-NEC/MISC, 1098s, and K-1s
  • Reviewing client document uploads for clarity, missing pages, and legibility
  • Maintaining organized client digital binders in SmartVault / ShareFile with standard naming conventions

Month-End Bookkeeping & General Ledger Cleanups

Keep client books pristine and ready for corporate tax return preparation (1120-S, 1065).

  • Categorizing uncategorized bank and credit card feeds in QuickBooks Online and Xero
  • Performing monthly bank, credit card, loan balance & merchant clearing reconciliations
  • Drafting Adjusting Journal Entries (AJEs) for depreciation, prepaid expenses & accruals
  • Reconciling Accounts Receivable (AR) and Accounts Payable (AP) aging discrepancies

Tax Preparation Data Entry & Return Assembly

Free senior CPAs to focus on complex advisory, tax planning, and final return review.

  • Inputting client data into Drake, UltraTax CS, Intuit ProConnect, or CCH Axcess
  • Running scan-and-populate autofill tools and cross-verifying OCR accuracy
  • Assembling standardized 1040, 1120-S, 1065, and 990 workpaper reference binders
  • Preparing e-file signature authorization packages (Form 8879) via DocuSign / TaxDome

Year-End 1099 & Information Return Filings

Execute flawless annual compliance runs without January chaos and late-filing penalties.

  • Auditing vendor ledger details in QBO to verify W-9 collection and EIN/SSN records
  • Filtering out credit card / third-party network transactions (1099-K exclusions)
  • E-filing 1099-NEC and 1099-MISC forms via Track1099, Tax1099, or Intuit E-File
  • Dispatching recipient copies securely via email portals and archiving proof of IRS transmission

Sales Tax, Payroll Audit & Notice Tracking

Maintain recurring state and local compliance schedules with zero deadlines missed.

  • Pulling gross sales figures and prepping state sales tax filing schedules
  • Reconciling quarterly 941/940 payroll summaries against Gusto, ADP, or Paychex reports
  • Logging state and IRS correspondence notices with penalty and response deadline tags
  • Pulling IRS account transcripts and wage and income records via practitioner priority services

Practice CRM & Billing Administration

Keep accounts receivable low, manage client appointment schedules, and track billables.

  • Scheduling client tax strategy and year-end review calls via Calendly / Acuity
  • Generating monthly accounting retainers and progress invoices in QuickBooks or Ignition
  • Managing engagement scope creep by tracking billable out-of-scope work requests
  • Answering inbound firm phone calls, voicemails, and general client portal messages
The SageDoer Model

Simple, Transparent 4-Phase Delivery

No interviewing dozens of unverified applicants. We deploy experienced CPA practice support specialists who hit the ground running with zero management headache.

01 Phase 1

Submit Requirements

Share your practice model: tax software (Drake, UltraTax), practice CRM (TaxDome, Karbon), monthly client return volume, and weekly hours via Email, WhatsApp, or Contact Form.

02 Phase 2

Finalise the Deal

Our dedicated Project Manager connects to review your Chart of Accounts rules, workpaper assembly standards, and data security protocols with 100% price transparency.

03 Phase 3

Expert Execution

Your project manager oversees daily delivery, audits trial balances and document binders, while our vetted accounting VA executes daily reconciliations and tax intake.

04 Phase 4

Pay Only for Output

We log and charge exclusively for the VA's actual working hours. Your dedicated Project Manager's supervision, coaching, and QA audits are completely free.

Why SageDoer Wins

Sagedoer vs Traditional Freelance Marketplaces

Why certified public accountants, fractional CFOs, and tax advisory firm owners choose our managed model over unmanaged freelancer platforms.

Metric / Operational Standard Traditional Freelance Platforms The Smart Choice: Sagedoer
Platform & Management Fees Up to 40% hidden markups, connection fees & platform cut 0% Hidden Fees. Pay strictly for pure working hours.
Daily Team Management The CPA must personally train, audit workpapers, and chase freelancers Dedicated Project Manager acts as your single point of contact
Quality Assurance & Precision Untrained contractors who misclassify accounts or fail bank tie-outs Internally vetted, detail-obsessed public accounting specialists
Deployment Speed 2-4 weeks of screening, interviewing, and trial task tests Instant delegation. We deploy ready-to-execute talent in 24-48 hrs
Billing & Invoicing Fragmented receipts, currency conversions, platform holdbacks Simple, consolidated, transparent USD invoicing
Staff Turnover & Replacements Contractor vanishes on April 5th with 35 tax returns half-finished Seamless internal replacements with zero workflow disruption
Honest Rates

Crystal-Clear Pricing. No Hidden Markup.

Scalable public accounting support without committing to expensive domestic salaries, payroll taxes, health benefits, or unmanaged freelancer unpredictability.

Part-Time

20 Hours Per Week (Ideal for Solo CPAs, Monthly Reconciliations & Document Intake)

$ 7 / hour
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
  • Weekly deliverable audits & timesheet verification
Get Started Part-Time
MAXIMUM VALUE

Full-Time

40 Hours Per Week (Comprehensive Tax Season Support, Heavy QBO Books & Firm Ops)

$ 6 / hour
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
  • Priority standby & instant backup coverage
Deploy Full-Time Assistant
Verified Feedback

Trusted By CPA Managing Partners & Tax Firm Owners

Here is how our managed VAs help accounting practice leaders reclaim their evenings, beat tax deadlines, and scale client advisory billables.

"Tax season used to mean working 80-hour weeks just chasing client W-2s, 1099s, and unfinished organizers. Our SageDoer VA runs our TaxDome portal, tracks PBC checklists, and organizes digital tax binders. I reclaimed 25 hours every week during our busiest Q1 on record."

DH
David Holbrooke, CPA
Managing Partner, Holbrooke Tax & Advisory (Denver, CO)

"We manage monthly bookkeeping for 42 small business clients across QBO and Xero. Our assistant categorizes bank feeds, flags unusual expenses, and reconciles balance sheet accounts with zero mathematical errors. Having a dedicated Project Manager doing QA is unbeatable."

MP
Melissa Porter, CPA
Founder, Porter & Associates CPAs (Charlotte, NC)

"Preparing annual 1099 filings across hundreds of contractors in January was always a massive headache. Our SageDoer assistant audited W-9 records, excluded 1099-K transactions, and processed all forms in Track1099 two weeks ahead of the deadline."

RT
Robert Tannenbaum
Principal, Tannenbaum Accounting Services (Chicago, IL)

"At $6/hour for full-time support with no platform commission, SageDoer costs a fraction of hiring a domestic tax preparer. They input baseline trial balances into UltraTax CS and prepare Form 8879 signature packets with incredible precision."

JC
Jennifer Callahan, CPA
Managing Director, Callahan CPA Group (Austin, TX)

"Tax season used to mean working 80-hour weeks just chasing client W-2s, 1099s, and unfinished organizers. Our SageDoer VA runs our TaxDome portal, tracks PBC checklists, and organizes digital tax binders. I reclaimed 25 hours every week during our busiest Q1 on record."

DH
David Holbrooke, CPA
Managing Partner, Holbrooke Tax & Advisory (Denver, CO)

"We manage monthly bookkeeping for 42 small business clients across QBO and Xero. Our assistant categorizes bank feeds, flags unusual expenses, and reconciles balance sheet accounts with zero mathematical errors. Having a dedicated Project Manager doing QA is unbeatable."

MP
Melissa Porter, CPA
Founder, Porter & Associates CPAs (Charlotte, NC)

"Preparing annual 1099 filings across hundreds of contractors in January was always a massive headache. Our SageDoer assistant audited W-9 records, excluded 1099-K transactions, and processed all forms in Track1099 two weeks ahead of the deadline."

RT
Robert Tannenbaum
Principal, Tannenbaum Accounting Services (Chicago, IL)

"At $6/hour for full-time support with no platform commission, SageDoer costs a fraction of hiring a domestic tax preparer. They input baseline trial balances into UltraTax CS and prepare Form 8879 signature packets with incredible precision."

JC
Jennifer Callahan, CPA
Managing Director, Callahan CPA Group (Austin, TX)
Clear Answers

Frequently Asked Questions

Practical answers for certified public accountants, tax preparers, and accounting firm managing partners.

Client confidentiality and tax privacy are absolute priorities. All SageDoer personnel execute legally binding Non-Disclosure Agreements (NDAs). We enforce strict principle-of-least-privilege access using enterprise password managers (1Password / Bitwarden), encrypted data connections, and multi-factor authentication (MFA). You grant role-specific sub-account permissions inside your tax software and portals (TaxDome, SmartVault, QBO) without sharing master administrative credentials. If required by your firm's compliance protocols, we support standard IRC Section 7216 client disclosure workflows.

Our VAs possess formal educational backgrounds in accounting and finance. Under your direction and review, they handle baseline tax preparation data entry in Drake, UltraTax CS, Lacerte, or ProConnect—inputting W-2s, 1099s, K-1 distributions, itemized deductions, and business trial balances into initial draft returns. Final review, technical tax positions, and e-file authorization always remain under the licensed CPA's professional sign-off.

Your assistant integrates seamlessly into your established practice management software. They move client pipeline cards across stages, send automated reminder messages for missing documents, tag uploaded PDFs to specific tax folders, log status notes, and triage client queries inside TaxDome, Karbon, Canopy, or Asana. You maintain full visibility into every active task without managing freelancer communication chaos.

Yes. CPA practices experience severe seasonal volatility between January and April 15th, and again prior to the September/October extension deadlines. You can maintain our Part-Time plan (20 hrs/week at $7/hr) during summer advisory and recurring bookkeeping months, scale up to Full-Time (40 hrs/week at $6/hr) or add additional dedicated assistants during peak tax season, and adjust back anytime with zero contract penalties.

100% transparent. SageDoer never charges placement fees, upfront retainers, onboarding deposits, or software percentage markups. You pay exclusively for the pure productive hours logged by your dedicated CPA assistant ($6 or $7/hr), and your assigned Project Manager’s quality supervision, timesheet audits, and standby backup coverage are completely free.

Get In Touch

Ready To Scale Your CPA Practice Capacity?

Tell us about your accounting software stack, active tax clients, monthly bookkeeping volume, and firm bottlenecks. We will evaluate your workflow, outline custom standard operating procedures, and match you with a vetted CPA virtual assistant.

Send Us Your Firm's Scope

Get a practice operational review & candidate match within 24 hours.

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