Deliver High-Stakes Financial Strategy While A Managed
Interim CFO Virtual Assistant
Builds 13-Week Cash Forecasts & Board Packs
Stop losing billable partner hours wrestling with ERP data hygiene, month-end variance reconciliations, and manual slide formatting. Access an expert financial operations VA supervised by a dedicated project manager—delivering zero management overhead and up to 70% operational savings.
Liquidity Modeling
13-Week Direct Cash Flows
Multi-ERP Audits
NetSuite, QBO, Sage Intacct
Board & Investor Kits
P&L, SaaS KPIs & Decks
M&A & Due Diligence
VDR Structuring & Schedules
Financial Systems & FP&A Ecosystem
Platforms Your Interim CFO VA Manages Fluent
Expert hands-on navigation across enterprise ERPs, FP&A consolidation engines, cap table portals, and board presentation suites.
High-Impact Financial Operations
What Your Interim CFO Virtual Assistant Delivers
Offload repetitive accounting reconciliations, FP&A hygiene, data extraction, and board presentation prep. Keep your fractional practice focused on strategic counsel, turnaround navigation, and executive leadership.
13-Week Rolling Cash Flow Forecasting
- Pulling direct cash inflows/outflows across multiple operating banks into a unified 13-week model
- Performing weekly actuals-to-forecast variance audits to pinpoint operational burn surprises early
- Modeling payment prioritization schedules during cash-constrained turnaround or restructuring mandates
Board Pack & Investor Reporting Assembly
- Compiling monthly executive decks, waterfall charts, and bridge analyses in PowerPoint or Google Slides
- Calculating growth metrics: Rule of 40, Net Retention Rate (NRR), CAC Payback, LTV:CAC, and Burn Multiple
- Ensuring complete footnote alignment between GAAP statements and management discussion summaries
Month-End Close Coordination & Reconciliations
- Managing the month-end closing calendar and holding internal bookkeepers and outsourced teams accountable
- Verifying balance sheet account roll-forwards, deferred revenue schedules, and prepaid amortization entries
- Conducting preliminary Budget vs. Actual (BvA) line-item variance reviews for partner briefing
Virtual Data Room (VDR) & M&A Diligence
- Structuring investor and buyer Virtual Data Rooms (Dropbox, Google Drive, Datasite) per standard diligence indices
- Cataloging historical contracts, debt agreements, tax returns, and audited financials for buy/sell side diligence
- Maintaining diligence request tracker spreadsheets and coordinating turnaround response logs
Cap Table & Equity Administration
- Keeping Carta, Pulley, or cap table workbooks updated with newly issued options, grants, and vesting dates
- Prepping cap table summaries and waterfall models ahead of board consent resolutions and 409A valuations
- Auditing outstanding SAFE notes, convertible debt instruments, and warrant matrices
ERP Data Scrubbing & Financial Tech Integrations
- Cleansing chart-of-accounts mapping during migrations between QuickBooks, NetSuite, and Sage Intacct
- Auditing automated spend rules in Ramp, Brex, Expensify, and Bill.com to prevent miscategorization
- Preparing monthly multi-entity intercompany elimination schedules and currency translation adjustments
The SageDoer Workflow
A Remote Workforce Without The Management Overhead!
Bypass the hassle of recruiting, training, and managing staff – we oversee the entire process on your behalf at absolutely no extra charge.
Submit Requirements
Share your specific project needs with us to get started. 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 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.
Straightforward Hourly Pricing
Scale Your Advisory Firm With Up To 70% Savings
Access top-tier financial operational support without management overhead or platform markups.
Part-Time
20 Hours Per WeekDesigned for solo Fractional CFOs and executive advisors managing 2 to 4 retainer clients who need steady weekly financial model updates and reporting prep.
- 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 WeekBuilt for fast-expanding CFO advisory partnerships and turnaround consultancies managing multiple simultaneous corporate accounts and M&A deals.
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
The Smart Choice
Traditional Platforms vs. SageDoer
Why seasoned finance executives choose SageDoer's managed infrastructure over unvetted gig networks.
| Criteria | 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 unverified credentials and high formula error risks | 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 mid-mandate | Seamless internal replacements with zero workflow disruption |
Trusted by Strategic Finance Advisory Leaders
Real feedback from fractional CFOs, restructuring advisors, and PE portfolio finance partners.
"I manage 4 fractional CFO client accounts. My SageDoer assistant pulls bank feeds, refreshes the 13-week cash forecast every Monday by 8 AM, and prepares the BvA decks. I can walk into board meetings without spending my weekends in spreadsheets."
David Walker, CPA
Managing Partner, Interim CFO Advisory (New York, NY)
"During a fast-tracked Series B due diligence process, our VA organized over 300 contracts and financial schedules into the VDR with zero missing files. The dedicated PM reviewed everything before it reached investors. Unbelievable value at $6/hour."
Samantha Krause
Fractional CFO for Venture-Backed SaaS (San Francisco, CA)
"What sets SageDoer apart is the free project manager supervision. I never have to train someone on how to map chart-of-accounts between NetSuite and Excel. The PM ensures accuracy and on-time delivery every single week."
Marcus Reynolds, CFA
Interim Turnaround CFO (Chicago, IL)
"Cleaning up legacy books for acquisition targets used to be a painful bottleneck. Our SageDoer assistant reconciled 18 months of disorderly Stripe transactions and QuickBooks entries in two weeks. Our client was blown away."
Elena Thorne
Founding Partner, M&A Advisory Services (London, UK)
"I manage 4 fractional CFO client accounts. My SageDoer assistant pulls bank feeds, refreshes the 13-week cash forecast every Monday by 8 AM, and prepares the BvA decks. I can walk into board meetings without spending my weekends in spreadsheets."
David Walker, CPA
Managing Partner, Interim CFO Advisory (New York, NY)
"During a fast-tracked Series B due diligence process, our VA organized over 300 contracts and financial schedules into the VDR with zero missing files. The dedicated PM reviewed everything before it reached investors. Unbelievable value at $6/hour."
Samantha Krause
Fractional CFO for Venture-Backed SaaS (San Francisco, CA)
Interim CFO FAQs
Frequently Asked Questions by Finance Leaders
Clear answers regarding financial data security, client confidentiality, ERP access control, and dedicated PM oversight.
Eliminate Financial Operations Bottlenecks
Connect with our team to discuss your current client portfolio, ERP stack (NetSuite, QuickBooks, Intacct), and weekly reporting requirements. We will pair you with a vetted Interim CFO VA and dedicated PM ready to deploy immediately.
Request Your Interim CFO Assistant
Tell us about your active client engagements, accounting systems (NetSuite, QBO, Intacct), and weekly hours needed. Your dedicated project manager will follow up promptly.