Focus on Billable Hours.
Outsource the Admin.
We match you with pre-vetted Accounting Assistants proficient in receipt processing, bank reconciliation, and client document collection—supervised by a Free Project Manager.
✓ Accounting Proficiency
VAs experienced with QuickBooks, Xero, and TSheets, ready for data entry and processing.
✓ Pre-Vetted Pool
Skip the hiring cycle. We assign reliable talent from our bench for immediate deployment.
★ Complimentary PM
A dedicated Supervisor oversees quality and compliance at no extra cost to your firm.
Non-Billable Tasks You Can Delegate Today
Maximize your billable time by offloading tedious, repetitive back-office work to a dedicated assistant.
Receipt & Data Entry
Processing paper/digital receipts, categorizing transactions, and logging into bookkeeping software.
Bank Reconciliation
Matching bank statements to general ledger entries and identifying discrepancies.
Client Document Follow-Up
Proactively emailing clients for missing W-9s, receipts, or required financial statements.
Invoicing & Billing
Creating and sending invoices, tracking due dates, and initiating simple Accounts Payable/Receivable tasks.
Payroll Support
Collecting and entering employee hours into TSheets or similar payroll systems.
Audit Preparation
Organizing and securely filing documents, ensuring all records are up-to-date and accessible.
Software Maintenance
Setting up new client accounts, managing user access, and ensuring integrations are working correctly.
Internal Reporting
Generating standard monthly/quarterly financial reports for review by a CPA.
Tax Season Admin
Managing checklists, tracking client submissions, and organizing tax documents securely.
The SageDoer Advantage
Pre-Vetted Pool
We deploy pre-selected VAs with relevant financial and software experience immediately.
Managed Service
Your Free Project Manager guarantees quality control and data accuracy.
Confidentiality
Strict NDAs and secure access protocols to protect your client data.
Daily Accountability
Receive clear end-of-day reports on processed volume and completed reconciliations.
Transparent Pricing
Flat hourly rates. Stop paying high wages for data entry.
Part-Time Support
20 Hours / Week
~$560 / Month
- ✓ Dedicated Accounting VA
- ✓ Free Project Manager
- ✓ Daily Activity Reports
Full-Time Support
40 Hours / Week
~$960 / Month
- ✓ Dedicated Accounting VA
- ✓ Free Project Manager
- ✓ Daily Activity Reports
How It Works
Share Requirements
Outline your software stack (QuickBooks, Xero, etc.) and your delegation priorities.
We Match
We select the best-fit VA from our pre-vetted bench with the relevant software experience.
Onboarding
Your Free PM coordinates secure access and defines your firm’s specific coding rules.
Bill More
Your VA handles the data, freeing your CPA team to focus on high-value advisory work.
Frequently Asked Questions
Are your VAs trained in tax law or final preparation?
No. Our Accounting VAs are specialists in *preparatory* work: data entry, reconciliation, client follow-up, and document organization. They prepare the accurate records that your licensed CPA/accountant uses for final tax and advisory work.
What is your process for data security and confidentiality?
We require strict NDAs and advise using secure client portals and delegated access (e.g., through QuickBooks Online accountant access) instead of sharing direct passwords. Our VAs are trained on handling sensitive financial data with care.
Can they work during tax season crunch time?
Yes. Our VAs can be assigned to meet specific time zone requirements, making them ideal for handling the increased volume of administrative tasks and client communication during peak seasons.
Do I still need to reconcile everything?
Your VA performs the bulk of the transaction matching and initial reconciliation. You, as the CPA, perform the final review, ensuring the VAs work drastically reduces your time spent on non-billable processing.
Ready to Increase Your Firm's Margins?
Get a dedicated Accounting Virtual Assistant + Free Project Manager today.
Share Requirements