Scale Your Xero Advisory Practice
Without the Daily Bookkeeping Grind.
Bypass the endless cycle of matching unreconciled bank transactions, chasing client receipts on Dext, setting up repetitive bank rules, and entering bills. Delegate your back-office workflow to vetted Xero-proficient virtual assistants overseen by a free Project Manager at zero markup.
Trusted by Certified Xero Partners, Cloud Accounting Firms & Fractional CFOs
Your Managed Xero Back-Office
You (Xero Advisor / Firm Owner)
Client advisory, cash flow advisory & advisory growth
Dedicated Project Manager
100% FREEMonth-end checklist tracking, work auditing, query escalation
Vetted Xero Specialist VA
Bank Feeds, Dext, Hubdoc, ApprovalMax, Invoicing
Verified Client Results
Trusted by Xero Certified Advisors & Cloud Bookkeeping Firms
Hover over any feedback card to pause and read.
"We manage 65 recurring Xero client files. My SageDoer VA matches daily bank feeds, reviews incoming receipts in Dext, and flags ambiguous transactions before my weekly review. It freed up 20+ hours of senior partner time every week."
Tristan Bardsley
Founder & Principal, CloudEdge Accounting
"ApprovalMax and Dext workflow integration was seamless. Our assistant matches vendor bills against purchase orders, codes VAT/GST rates accurately, and maintains clean accounts payable for our hospitality clients."
Natasha Mercer
Director, Precision Books & Advisory
"Having a dedicated PM like Samrat eliminated the friction of managing remote staff. Our VA populates monthly financial packs in Fathom, reconciles clearing accounts, and verifies payroll journals without errors."
Gavin Holloway
Managing Partner, Holloway Financial Advisory
"Reconciling Shopify and Amazon seller payouts via A2X into Xero used to take my team whole days. SageDoer gives us an experienced assistant at $6/hr with zero contract overhead. Invaluable partnership."
Clara Pemberton
Lead Advisor, EcomLedger Solutions
"We manage 65 recurring Xero client files. My SageDoer VA matches daily bank feeds, reviews incoming receipts in Dext, and flags ambiguous transactions before my weekly review. It freed up 20+ hours of senior partner time every week."
Tristan Bardsley
Founder & Principal, CloudEdge Accounting
"ApprovalMax and Dext workflow integration was seamless. Our assistant matches vendor bills against purchase orders, codes VAT/GST rates accurately, and maintains clean accounts payable for our hospitality clients."
Natasha Mercer
Director, Precision Books & Advisory
Engineered to Solve the 6 Biggest Xero Practice Bottlenecks
Certified advisors shouldn't spend $100+/hr billable advisory time reconciling unmatched bank lines, chasing missing receipts, or typing invoice line items.
Single Dedicated Point of Contact
Never manage multiple disparate freelancers across book balancing, payroll, and receipt extraction. Communicate only with your dedicated Project Manager who coordinates your client ledgers.
Pay Purely for Output, Never Supervision
We exclusively bill for the actual time spent executing your client reconciliations and reports. Your dedicated Project Manager's daily task reviews, audit checks, and workflow QA are 100% complimentary.
Bank Feed & Clearing Account Rigor
Eliminate unreconciled statement lines and messy suspense accounts. We match bank feeds, set up automated bank rules, clear payment gateway accounts (Stripe, PayPal, Square), and investigate discrepancies.
Elastic Tax Season & Month-End Scaling
Ramp from Part-Time (20 hrs/wk) to Full-Time (40 hrs/wk) during Q4 closing, 1099/W-2 preparation, or fiscal year-ends, then scale back down with zero severance, insurance, or payroll liabilities.
Bank-Grade Confidentiality & Vaulted Access
Protect sensitive client financial ledgers and bank data. Every assistant signs strict NDAs. We access your Xero HQ, Dext, and practice tools through individual invited staff permissions and encrypted credential vaults.
Zero Month-End Ghosting or Disruption
If an assigned assistant is sick right before a critical month-end close or VAT/GST deadline, our internal bench steps in immediately using documented practice SOPs maintained by your PM. Your ledgers close on time.
Factually Proficient in the Xero App Ecosystem
Our virtual assistants possess hands-on proficiency in the exact cloud software, receipt extraction tools, reporting suites, and practice management platforms modern Xero Advisors rely on.
Real Tasks Delegated to Our Xero Assistants Daily
From clearing daily bank feed queues to formatting executive management packs and chasing receipt documents, here is what your managed virtual team handles.
Daily Bank Feed Processing & Rule Optimization
Reviewing green-match transactions, applying automated bank rules for recurring expenses, verifying bank statement balance vs. Xero balance, and investigating feed connection breaks.
Payment Gateway & Clearing Account Balancing
Reconciling Stripe, PayPal, Square, and Shopify Payments clearing accounts; separating gross sales from transaction merchant processing fees and recording batch deposits.
Uncoded & Suspense Transaction Client Queries
Collating uncoded transactions into organized Xero Ask questionnaires or spreadsheets, reaching out to clients for clarification, and minimizing suspense ledger balances.
Multi-Currency & FX Realized Gain/Loss Verification
Monitoring foreign currency bank accounts (USD, EUR, GBP, AUD, CAD), auditing realized and unrealized currency gains/losses, and checking exchange rate consistency.
How SageDoer Works: 4 Simple Phases
No two-week hiring delays or candidate screening fatigue. We get straight to work with proven cloud bookkeeping and Xero specialists under expert managerial oversight.
Submit Requirements
Share your specific Xero practice, client portfolio size, or bookkeeping back-office needs with us. Choose your preferred channel to reach out:
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 Platforms vs. SageDoer
See why busy accounting practice owners and Xero Advisors leave chaotic freelance networks for SageDoer’s fully managed infrastructure.
| 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 | Heavy burden: You must juggle and supervise multiple freelancers | Zero Overhead: Dedicated Project Manager acts as your single point of contact |
| Quality Assurance | Unpredictable: Hit-or-miss talent with unverified credentials | Guaranteed: Internally vetted, rigorously trained premium experts |
| Hiring & Deployment Speed | 2-4 Weeks: Endless cycles of interviewing and testing candidates | Instant: Immediate delegation. We immediately assign the right specialist. |
| Billing & Invoicing | Fragmented: Complex, multi-freelancer invoices with currency headaches | Seamless: Simple, unified, centralised USD invoicing |
| Staff Turnover & Replacements | Disruptive: Start the hiring and training process all over again | Continuous: Seamless internal replacements with zero workflow disruption |
Calculate Your Exact Practice Cost Savings
Compare the real cost of hiring an in-house bookkeeper ($38+/hr loaded wage with taxes, software licenses, healthcare benefits, and desk overhead) against SageDoer’s fully managed model.
Transparent Rates. Zero Hidden Add-Ons.
No lock-in contracts, no platform markup, and no supervisor fees. Pay only for verified hours worked by your dedicated Xero virtual assistant.
Part-Time
Ideal for daily bank recs, Dext processing & invoice creation
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
- Consolidated weekly reconciliation & client logs
Full-Time
Dedicated 8 hours/day for growing cloud practices & multi-client portfolios
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 rapid response & instant backup replacement
Frequently Asked Questions
Everything you need to know about integrating a SageDoer managed virtual assistant into your Xero bookkeeping or advisory firm.
Ready to Delegate Your Practice Bookkeeping Tasks?
Submit your requirements or contact our management team directly. We will review your upcoming client deadlines, software stack, and assign the right Xero specialist immediately.
Tell Us What Xero Tasks You Need Handled
Your dedicated project manager will follow up within 2 to 4 business hours.