Meticulous SEC Filing
Data Entry & Preparation
Earnings season is stressful enough. Hand off the tedious transcription, formatting, and data entry for 10-Ks, 10-Qs, 8-Ks, and Section 16 filings to an expert VA. Supervised by a dedicated Project Manager at zero extra cost.
United States
Securities and Exchange Commission
Washington, D.C. 20549
FORM 10-K
Proficient in Corporate Reporting Environments
Precision Data Handling for Corporate Reporting
Your CFO, Controller, and Legal Counsel should be analyzing the data and crafting the narrative—not copying and pasting numbers from Excel into Workiva. Delegate the execution.
Form 10-K & 10-Q Data Entry
Meticulous transcription of financial statements, footnotes, and MD&A tables from raw Excel workbooks into your reporting platform (Workiva, ActiveDisclosure), ensuring zero transposition errors.
Section 16 Filings (Form 3/4/5)
Swift and accurate data entry for insider trading reporting. We compile transaction dates, share volumes, and price points to prep Form 4s for final legal review within the strict 2-day SEC deadline.
XBRL / iXBRL Tagging Support
Assisting your reporting team by applying, reviewing, and rolling forward standard US GAAP XBRL taxonomy tags to financials and block text, flagging validation errors for the Controller.
8-K & Current Report Formatting
Rapid formatting of press releases, material event disclosures, and attached exhibits into SEC-compliant HTML (EDGAR formatting) for quick turnaround filings.
Proxy Statement (DEF 14A) Prep
Handling the tedious administrative work of proxy season: organizing executive compensation tables, Director bios, and formatting shareholder proposals into clean documents.
Exhibit Indexing & Tick-Tying
Cross-referencing numbers within the document (tick-and-tie) to ensure the MD&A numbers perfectly match the balance sheet, and managing hyperlinked exhibit indexes.
Why Financial Leaders Choose Managed Ops
You cannot afford hit-or-miss freelancers when dealing with the SEC. Sagedoer provides institutional-grade reliability.
Standard Freelance Marketplaces
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Security & Confidentiality Risks Unvetted contractors handling material non-public information (MNPI) without institutional NDAs.
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Heavy Management Burden Your Controller must personally train, audit data quality, and supervise the VA daily.
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Disruptive Turnover If a freelancer quits during a 10-K filing week, you are completely stranded.
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Up to 40% Hidden Markups You pay platform fees, job bidding fees, and transaction charges.
Sagedoer Managed Service
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Strict Security & NDAs All staff operate under strict corporate NDAs, trained in handling MNPI and pre-earnings data.
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Free Dedicated Project Manager Your single point of contact. We supervise the VA, audit data input, and manage tight SEC deadlines for free.
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Zero Workflow Disruption Seamless internal replacements. If your VA is out, the PM steps in or assigns a cross-trained backup instantly.
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0% Hidden Platform Fees Pay strictly for hours worked. Simple, consolidated reporting and unified USD invoicing.
Onboard Compliance Support in Days
Skip the recruiting hassle. We oversee the entire integration process on your behalf, so you are ready before the next quarter ends.
Submit Requirements
Share your reporting platform (e.g., Workiva) and required forms. Reach out via Email or Form.
Finalise the Deal
Your dedicated PM reviews your filing calendar, signs NDAs, and finalises operational details.
Expert Execution
The PM takes charge, ensuring data is entered securely and deadlines are met seamlessly.
Pay Only for Output
We charge exclusively for actual working time. PM supervision is completely free.
Scalable Financial Ops Pricing
Save up to 70% compared to hiring an in-house Financial Reporting Clerk.
Part-Time
20 Hrs/Week- 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 Hrs/Week- Pay only for hours of pure work
- Dedicated Project Manager included
- Free management supervision
- Zero setup or onboarding fees
- No monthly membership charges
Trusted by Financial Executives
Confidentiality. Accuracy. Punctuality.
David H.
Chief Financial Officer
"During our 10-K preparation, the Sagedoer VA managed all the data entry into ActiveDisclosure. Our Controller was able to focus entirely on the MD&A narrative and auditor queries rather than fighting with tables. The PM supervision gave us great peace of mind."
Sarah M.
Corporate Counsel
"Handling Form 4s for our executives used to be a frantic scramble to meet the 2-day deadline. We outsourced the raw data entry to Sagedoer. They prep the drafts flawlessly, and I simply review and hit file. It's incredibly efficient."
Robert T.
Director of SEC Reporting
"Their familiarity with XBRL tagging concepts is impressive for the price point. We use them heavily for rolling forward tags quarter-over-quarter in Workiva. Highly reliable and the zero-platform-fee structure keeps our overhead low."
David H.
Chief Financial Officer
"During our 10-K preparation, the Sagedoer VA managed all the data entry into ActiveDisclosure. Our Controller was able to focus entirely on the MD&A narrative and auditor queries rather than fighting with tables. The PM supervision gave us great peace of mind."
Sarah M.
Corporate Counsel
"Handling Form 4s for our executives used to be a frantic scramble to meet the 2-day deadline. We outsourced the raw data entry to Sagedoer. They prep the drafts flawlessly, and I simply review and hit file. It's incredibly efficient."
Frequently Asked Questions
Addressing the compliance and operational concerns of Financial Directors.
Are these VAs acting as Certified Public Accountants (CPAs)?
No. Our VAs act strictly as high-level administrative and data entry support. They do not provide audit opinions, technical accounting memos, or legal advice. Their role is to meticulously execute the data migration, formatting, and platform management (e.g., Workiva) based on the numbers and narratives provided by your internal finance team or external auditors.
How do you handle Material Non-Public Information (MNPI)?
Security is paramount. All Sagedoer personnel sign strict corporate Non-Disclosure Agreements. We recommend provisioning restricted, view/edit-only credentials for your VA within your filing platform, ensuring they can perform data entry without administrative export rights. All work is conducted on secured networks.
Can they assist with XBRL and iXBRL tagging?
Yes. Our VAs are trained in the fundamentals of the US GAAP taxonomy. They can efficiently roll forward prior-period tags, apply standard tags to new block text, and run validation checks within your reporting software. Your Controller will still need to review and approve custom extensions, but the VA handles the bulk of the manual tagging workload.
What happens if my VA is sick during a 10-K filing deadline?
This is the core advantage of our managed service. Your dedicated Project Manager is always aware of your deadlines and the VA's workflow. If a VA is unavailable, the PM will immediately step in to handle the tasks or assign a cross-trained backup VA. Your critical filing deadlines will not be compromised.
Streamline your next filing cycle.
Reach out directly to discuss your specific reporting platform and confidentiality requirements. Our project managers will prepare a deployment strategy.
Request Deployment
Tell us about your current reporting platforms and immediate administrative needs.