Keep Your Books Audit-Ready Without the Management Overhead.
Eliminate invoice backlogs, unreconciled accounts, and late vendor payments. At SageDoer, you get an internally tested, software-fluent Finance Coordinator Virtual Assistant backed by a Dedicated Project Manager who audits transaction accuracy, enforces double-checks, and oversees daily output at zero added management charge.
Finance Coordination Queue
Weekly Task Audit & Reconciliation LogWhat Your Managed Finance Coordinator Handles Daily
Free your executive team and CPA from tedious transactional maintenance. Our assistants come thoroughly trained in general ledger integrity, GAAP principles, and accurate audit trails.
Accounts Payable (AP) & 3-Way Matching
Receive, verify, and code vendor invoices against purchase orders and receiving slips. Schedule draft payment batches in Bill.com or your bank for your final sign-off.
- 3-way matching (PO, Receipt, Vendor Bill)
- Chart of Accounts (COA) general ledger coding
- W-9 collection and 1099 vendor tagging
Accounts Receivable (AR) & Aging Collections
Generate and dispatch polished client invoices, log incoming wire/ACH remittances, and manage respectful, systematic past-due payment follow-ups.
- Client billing generation & milestone verification
- 30-60-90 day aging report monitoring
- Payment reminder cadences & dispute routing
Multi-Account & Merchant Reconciliation
Reconcile daily transactions across corporate checking, credit card feeds (Amex, Chase), and merchant processors (Stripe, Shopify, PayPal) to zero discrepancies.
- Bank feed clearing & clearing account audits
- Merchant processing fee segregation
- Monthly balance sheet account verification
Expense Reports & Receipt Compliance
Audit team corporate card spending in Ramp, Brex, or Expensify. Ensure tax-compliant receipt attachments, proper department tagging, and policy compliance.
- Receipt chasing & Dext / Expensify sync
- Per diem & mileage log verification
- Out-of-policy spending flags & notifications
Payroll Prep & Contractor Timesheet Audits
Aggregate billable hours, overtime, bonuses, and contractor milestone submissions. Draft payroll batches in Gusto, Deel, or ADP for executive release.
- Timesheet reconciliation against project tools
- Contractor invoice vs contract rate review
- Draft payroll entries preparation in payroll software
Management Reporting & Month-End Prep
Assemble monthly P&L summaries, cash burn tracking sheets, and balance sheet schedules. Prepare organized working papers ready for your external CPA or tax firm.
- Budget vs. Actual variance spreadsheets
- Cash position & runway tracking models
- Year-end 1099 & tax document binder organization
Need specific custom finance workflows or complex multi-entity consolidation?
Our pool includes specialists in multi-currency accounting, SaaS deferred revenue, and e-commerce inventory accounting.
Finance Platforms & Ecosystems We Master
Zero training lag. Your SageDoer Finance Coordinator integrates immediately into your current accounting and financial tech stack with standard operating precision.
QuickBooks Online
QBO Advanced, Banking, COAXero Accounting
Bank feeds & reconciliationBill.com
AP / AR workflow approvalNetSuite ERP
GL journals & vendor billingRamp / Brex
Card reconciliation & limitsDext / Expensify
Automated receipt captureStripe & PayPal
Payout & fee reconciliationGusto / Deel / ADP
Payroll timesheet auditMicrosoft Excel
XLOOKUP, Pivots, PowerQueryGoogle Sheets
Real-time collaborative cash logs1Password Vaults
Strictly encrypted credentialingSlack & Teams
Daily finance channel check-insHow We Protect Your Funds: The Maker-Checker & Read-Only Protocol
The #1 concern business owners have when delegating financial tasks is security. SageDoer operates under strict internal controls designed to prevent fraud, eliminate unauthorized access, and ensure complete transparency.
100% Read-Only & "Draft-Only" Access
Your VA is never given bank transfer or withdrawal authority. They prepare drafts and reconcile statements; final fund release always remains with you.
Enforceable Mutual NDAs & Data Isolation
Prior to work commencing, we execute binding Non-Disclosure Agreements. Data is accessed via encrypted vaults with no local storage allowed.
Project Manager Maker-Checker Review
Your free dedicated project manager audits entries against source documentation to eliminate human error before books are finalized.
Standard Permission Matrix
How access is typically structured for zero financial risk:
How SageDoer Works in 4 Clear Phases
Seamlessly hand off your bookkeeping and finance tasks with zero recruiting headache or management friction.
Submit Requirements
Share your specific project needs with us to get started. Choose your preferred channel to reach out: Email, Contact Form, or 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 the 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 Freelance Portals vs. SageDoer Managed Model
Why financial managers and business owners stop taking gambles on unmanaged freelance marketplaces.
| Evaluation Criteria | Traditional Freelance Platforms |
THE SMART CHOICE: SageDoer
|
|---|---|---|
| Platform & Management Fees | Up to 40% in hidden markups Bidding, payment processing, and ongoing membership fees. |
0% Hidden Fees
Pay strictly for hours worked. Free dedicated manager. |
| Daily Team Management | You must manage everything You must juggle and supervise multiple freelancers on your personal time. |
Dedicated Project Manager
Acts as your single point of contact and oversees daily ledger accuracy. |
| Quality Assurance | Hit-or-miss talent Unverified credentials, risky calculation mistakes, and messy bookkeeping. |
Internally Vetted Experts
Rigorously tested on reconciliations, software fluency, and GAAP adherence. |
| Hiring & Deployment Speed | Endless cycles & tests Weeks lost reviewing dozens of resumes, proposals, and running test tasks. |
Instant Delegation
We immediately assign the right specialist matched to your specific software. |
| Billing & Invoicing | Chaotic fragmented bills Complex multi-freelancer invoices with surprise fees and currency conversion traps. |
Simple, Centralised USD Invoicing
Unified weekly or monthly invoice with itemized timesheets and reporting. |
| Staff Turnover & Continuity | Sudden workflow stop If your freelancer leaves or ghosts, your books stall and you start from scratch. |
Zero-Downtime Backup
Seamless internal replacements with zero workflow disruption or retraining. |
Flat Hourly Rates. Dedicated Project Manager Included Free.
No platform fees, no onboarding taxes, and no locked annual contracts. Scale up or down as your transaction volumes change.
Part-Time
Ideal for small businesses, consultants, and agencies needing routine weekly reconciliation and bill processing.
- Pay only for hours of pure work
- Dedicated Project Manager included free
- Free management supervision & QA audits
- Zero setup or onboarding fees
- No monthly membership charges
- Weekly time logs & reconciliation digest
Full-Time
High-volume transaction management for fast-growing companies, e-commerce stores, and high-tempo agencies.
- Pay only for hours of pure work
- Dedicated Project Manager included free
- Free management supervision & QA audits
- Zero setup or onboarding fees
- No monthly membership charges
- Priority backup coverage within 12 hours
đź”’ No long-term contracts: Flexibility to scale hours, pause, or adjust scope as your billing cycles dictate. Invoices billed in clear USD with consolidated reporting.
Trusted by CFOs, Agency Founders & Financial Leaders
See how SageDoer keeps financial operations clean, punctual, and audit-ready.
"Our accounts payable in Bill.com was a perpetual mess of missing receipts and duplicate POs. SageDoer's Finance Coordinator took over, instituted 3-way matching, and our books close in 3 days each month."
"The Project Manager buffer gives me total peace of mind. I don't have to train anyone on QBO or review every single transaction line. The PM does the QA check before anything reaches me."
"At $6/hr full-time with zero platform fees, we are saving over $48,000 annually compared to hiring an entry-level US bookkeeper. Accuracy on multi-currency Stripe reconciliation has been 100%."
"Our external CPA firm actually complimented us during tax season. Every receipt was cataloged in Dext and categorized neatly according to our Chart of Accounts. Incredible service."
"Our accounts payable in Bill.com was a perpetual mess of missing receipts and duplicate POs. SageDoer's Finance Coordinator took over, instituted 3-way matching, and our books close in 3 days each month."
"The Project Manager buffer gives me total peace of mind. I don't have to train anyone on QBO or review every single transaction line. The PM does the QA check before anything reaches me."
"At $6/hr full-time with zero platform fees, we are saving over $48,000 annually compared to hiring an entry-level US bookkeeper. Accuracy on multi-currency Stripe reconciliation has been 100%."
"Our external CPA firm actually complimented us during tax season. Every receipt was cataloged in Dext and categorized neatly according to our Chart of Accounts. Incredible service."
Frequently Asked Questions
Everything you need to know about security, CPA coordination, software permissions, and billing.
Will the Finance Coordinator have access to move or withdraw money from my bank account?
How does the Dedicated Project Manager supervise the Finance Coordinator?
Does this replace my certified CPA or tax accounting firm?
Are there hidden fees, platform commissions, or cancellation penalties?
What happens if my assigned Finance VA is on sick leave during month-end close?
How quickly can our company begin?
Schedule a 30-Minute Call or Share Your Financial Scope
Stop letting unreconciled ledgers, overdue AR aging, and vendor invoice chaos distract you from core growth. Reach out directly or choose your preferred communication channel below.
Request Your Finance Coordinator
Tell us about your accounting software stack, weekly volume, and main bottlenecks. Your Dedicated Project Manager will respond with an execution strategy.
đź”’ Strict NDA guaranteed. Zero spam. Connected directly with a Dedicated Project Manager.