Stop Guessing Your Margins.
We'll Build Your P&L.
Offload receipt categorization, bank reconciliation, expense tracking, and month-end closing. Sagedoer provides highly-trained Financial Virtual Assistants managed by a dedicated Project Manager at zero platform fees.
100%
Tax-Ready Records
0
Uncategorized Items
70%
Cost Reduction
Quality Assurance
Ledgers Audited by Master PM
Financial Clarity, Delegated.
You didn't start a business to stare at spreadsheets. Let our managed VAs handle the tedious, detail-oriented work of maintaining your ledgers.
Daily Expense Categorization
Logging into QuickBooks or Xero via delegated access to accurately map daily transactions to your specific chart of accounts (COA). No more "Ask My Accountant" piles.
Bank & CC Reconciliation
Matching software ledgers against actual bank and credit card statements at month-end to ensure every penny is accounted for and balances tie out perfectly.
Receipt & Source Doc Auditing
Chasing down missing receipts from your team. Organizing digital invoices via Expensify, Dext, or Hubdoc and attaching them directly to the transaction in QBO.
Custom P&L & Cash Flow Reports
Exporting standard P&L statements and formatting them into readable, actionable Excel/Google Sheet executive dashboards so you know your true margins.
Accounts Payable / Receivable
Staging vendor bills in Bill.com for your final approval. Sending polite but firm email reminders for outstanding customer invoices to improve cash flow.
Bank-Grade Confidentiality
Strict NDAs, clean-desk policies, and read-only access protocols ensure your data is safe. Supervised by a free PM. Zero management overhead for you.
Discuss Security ProtocolsThe Financial Tech Stack
Proficient in Top Accounting Tools
Our VAs hit the ground running. You just grant them secure, delegated accountant access to the software you already use.
The Smart Choice for Privacy & Precision
Why founders and agency owners choose Sagedoer's managed model over hiring random freelancers off Upwork.
Freelancer Platforms
Data Security Risks
Unvetted freelancers downloading sensitive financial records to personal, unencrypted drives.
Quality Control
Mis-categorized expenses throwing off your entire P&L, causing nightmares at tax time.
Management Burden
You must constantly QA their ledgers line-by-line before sending to your CPA.
Platform Fees
Paying up to 20% in hidden markups and bidding fees just to use the platform.
Managed Finance VA
Data Security Risks
Internally vetted. Strict NDA and clean-desk policies. Access managed via secure portals.
Quality Control
Highly trained specialists. Every ledger update is precise and ready for CPA review.
Management Burden
Dedicated PM handles all delegation, training, and QAing of reports for free.
Platform Fees
0% Hidden Fees. Pay an hourly rate ($6-$7/hr) purely for execution.
Seamless & Secure Onboarding
Integrate an expert into your financial workflow safely in just a few days.
Submit Requirements
Share your accounting software (e.g., QBO, Xero), transaction volume, and your specific Chart of Accounts rules.
Finalise Security
Our PM signs NDAs, establishes secure read-only/delegated accountant access, and assigns your dedicated VA.
Expert Execution
Your VA categorizes expenses and prepares P&L reports. The PM audits the initial work to ensure pixel-perfect accuracy.
Pay Only for Output
We log and charge exclusively for the VA's actual working time. The PM's QA oversight is completely free.
Transparent, High-ROI Pricing
Gain financial clarity without the high cost of a full-time, in-house bookkeeper.
Part-Time
20 Hours Per Week
Est. $560 USD / Month (4 Weeks)
- Pay only for hours of pure work
- Dedicated Project Manager included
- Free ledger QA auditing
- 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 ledger QA auditing
- Zero setup or onboarding fees
- No monthly membership charges
Frequently Asked Questions
We prioritize your security above all else. We strongly advise against sharing direct bank logins. Instead, you should invite the VA to your QuickBooks or Xero account as a "Standard User" without payroll/admin rights. If passwords must be shared for tools like Expensify, we mandate the use of secure vaults like LastPass.
Our VAs can prepare and schedule bill payments, but for your security, they do not have authorization to unilaterally move funds. They can stage payments in systems like Bill.com or your bank's draft feature, which will then notify you to simply click "Approve" and release the funds.
Yes. Sagedoer, as a registered agency, signs strict corporate NDAs with you. Furthermore, every internal team member and VA operates under comprehensive, legally binding confidentiality agreements and clean-desk policies.
A major benefit of a Financial VA is acting as a liaison during tax season. They ensure your books are closed monthly. When tax season arrives, they gather your P&L, balance sheets, and organized receipt folders, and communicate directly with your CPA to ensure they have everything needed to file efficiently.
Reclaim your weekends.
Contact us to discuss your financial setup and security requirements. We can integrate a highly-trained VA safely into your workflow.
Request a Security & Ops Audit
Fill out the form below and a PM will reach out shortly.