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Free consultation · No commitment
Client Reviews
“Lindsay has been incredible. She handles the tactical work, which has freed me up to focus on bigger-picture initiatives.”
Chad Sublet
Business Owner
“We went from 300 hours a month to over 2,500 hours with Stealth Agents.”
Erika Giron
CEO, Horizon Pacific Staffing
“They have made a real difference in our day-to-day operations and truly feel like part of our internal team.”
Alex Behrens
Client since Oct 2024
“Gained time for sales and closed 3 clients within two days. Exceptional service.”
Aisha Wonderfull
CEO, Publishing Startup
“Outstanding service. Less than 24-hour VA placement. Fast, high-quality. I have hired multiple times.”
Owen Hone
Multiple Hire Client
“Great communication, efficient and proactive assistant, visible business growth.”
Sarah Jacoby
Client
“The team learned my brand and goals and transformed my business. My dream team.”
Martine Cadet
Client
“Lindsay has been incredible. She handles the tactical work, which has freed me up to focus on bigger-picture initiatives.”
Chad Sublet
Business Owner
“We went from 300 hours a month to over 2,500 hours with Stealth Agents.”
Erika Giron
CEO, Horizon Pacific Staffing
“They have made a real difference in our day-to-day operations and truly feel like part of our internal team.”
Alex Behrens
Client since Oct 2024
“Gained time for sales and closed 3 clients within two days. Exceptional service.”
Aisha Wonderfull
CEO, Publishing Startup
“Outstanding service. Less than 24-hour VA placement. Fast, high-quality. I have hired multiple times.”
Owen Hone
Multiple Hire Client
“Great communication, efficient and proactive assistant, visible business growth.”
Sarah Jacoby
Client
“The team learned my brand and goals and transformed my business. My dream team.”
Martine Cadet
Client
“We especially appreciate how diligent and pleasant Evy is. True pros.”
Rich Cochran
Client
“Agents tackled diverse tasks seamlessly and manager Charm consistently provides excellent talent matches.”
George Assi
2-Year Partner
“Stealth Agents provided me with a fantastic virtual assistant who has been an absolute asset.”
Lee Maasen
Business Owner
“VA George eliminated late-night documentation work, restoring my sleep and enabling proper business planning.”
Kevin Carabajal
Client
“Paolo is exceptional. Communicative, fast turnaround, quality work every time.”
Lynda Sunshine West
Client
“The easiest VA onboarding process. Communicative and helpful throughout.”
McKay Jaeckel
First-Time Hire
“Continuously impressed by professionalism, punctuality, attention to detail, and the kind family approach.”
Evan
Long-Term Client
“We especially appreciate how diligent and pleasant Evy is. True pros.”
Rich Cochran
Client
“Agents tackled diverse tasks seamlessly and manager Charm consistently provides excellent talent matches.”
George Assi
2-Year Partner
“Stealth Agents provided me with a fantastic virtual assistant who has been an absolute asset.”
Lee Maasen
Business Owner
“VA George eliminated late-night documentation work, restoring my sleep and enabling proper business planning.”
Kevin Carabajal
Client
“Paolo is exceptional. Communicative, fast turnaround, quality work every time.”
Lynda Sunshine West
Client
“The easiest VA onboarding process. Communicative and helpful throughout.”
McKay Jaeckel
First-Time Hire
“Continuously impressed by professionalism, punctuality, attention to detail, and the kind family approach.”
Evan
Long-Term Client
Trusted By Over 2,000+ Businesses
4.7★
83 reviews
Trustpilot
4.8★
80 reviews
4.9★
51 reviews
BBB
5.0★
28 reviews
As Featured In
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Every hour spent on tasks you could delegate is an hour not spent growing your business. Here is what we hear most.
You operate without a structured budget, making it impossible to measure performance, control spending, or hold departments accountable to financial targets.
Revenue projections are based on gut feeling rather than data. Your forecasts are consistently wrong, which means your planning decisions are built on unreliable assumptions.
Annual budgeting turns into months of disconnected spreadsheets, back-and-forth across departments, and a final number that nobody fully trusts.
You set a budget but never systematically track actual vs. plan or investigate why numbers diverge. Without this feedback loop, the same budget errors repeat year after year.
Without rolling cash flow forecasts, sudden shortfalls appear with no warning and no time to respond. Short-term cash management becomes firefighting instead of planning.
New hires, price changes, product launches, and capital investments are made without scenario modeling that shows the financial impact before you commit.
That's where Stealth Agents comes in. We handle the work so you can focus on growth.
Scope of Work
Stealth Agents budgeting and forecasting virtual assistants build financial models, track actuals vs. budget, and produce rolling forecasts in Excel, Google Sheets, and QuickBooks. Dedicated finance VAs cost 50-70% less than a US in-house financial planner, starting at $1,600/month with full-time dedicated coverage.
Accurate budgets and reliable forecasts are the foundation of confident business decisions. Stealth Agents budgeting and forecasting assistants build financial models, track performance against plan, conduct variance analysis, and provide the financial intelligence you need-without the cost of a full-time FP&A hire.
Why It Works
Our budgeting assistants have financial planning and analysis experience, with formal accounting or finance education. They understand the difference between activity-based budgeting, zero-based budgeting, and driver-based forecasting-and apply the right approach for your business.
Expert-level Excel and Google Sheets for financial modeling. Experience with three-statement models, DCF analysis, and scenario/sensitivity frameworks that are flexible, auditable, and built to last.
Experienced with Adaptive Insights, Planful, Vena, Anaplan, Workday Adaptive Planning, and Jirav-plus legacy Excel-based models. We work in your existing environment.
Our assistants go beyond number-crunching. They provide analysis-driven insights: what the variance means, what the model implies, and what decisions should be reconsidered based on the data.
Simple Process
From your first call to your VA starting work, the whole process takes less than 48 hours.
Is This For You?
Our budgeting & forecasting assistants: financial planning & cash flow analysis are built for professionals who need reliable, skilled support without the overhead of full-time hires.
Transparent Pricing
No hidden fees. No long-term contracts. Scale up or down anytime. Every plan includes a dedicated Campaign Manager and our money-back guarantee.
Book a free 30-minute consultation and get matched with a pre-vetted VA within 48 hours.
Our Track Record
Every Stealth Agent passes multi-stage screening including skills testing, background checks, and communication evaluation. We reject over 99% of applicants so you only work with professionals who are ready to contribute from day one.
See the Difference
| Feature | Other Providers | Stealth Agents |
|---|---|---|
| Vetting Process | Self-reported skills | Multi-stage screening, top 1% hired |
| Management | You manage everything | Dedicated Campaign Manager included |
| Training | DIY onboarding | Pre-trained on your tools and workflows |
| Replacement | Start over from scratch | Free instant replacement guarantee |
| Availability | Inconsistent hours | USA timezone, reliable schedules |
| Quality Assurance | No oversight | Ongoing QA and performance reviews |
We Get It
Every Stealth Agent signs a comprehensive NDA before starting. We use enterprise-grade security protocols, encrypted communication channels, and strict access controls. Your data is as safe with us as it is in-house.
Your dedicated Campaign Manager handles the entire onboarding process. We pre-train your VA on your tools and workflows so they can contribute from day one. Most clients are fully onboarded within 48 hours.
We offer a free replacement guarantee and a money-back guarantee. If your VA is not the right fit, we will match you with a new one at no extra cost. There are no long-term contracts, you can scale or pause anytime.
However you prefer: Slack, email, Zoom, phone, or your existing project management tools. Your VA adapts to your workflow, not the other way around. USA timezone coverage means real-time collaboration during your business hours.
Common Questions
Advanced Excel and Google Sheets for financial modeling and reporting. FP&A platforms: Adaptive Insights, Planful, Vena, Anaplan, Workday Adaptive Planning, and Jirav. Accounting integrations: QuickBooks, NetSuite, Xero, Sage.
Yes. We build budgets from the ground up: historical analysis, revenue model construction, cost structure mapping, department input coordination, and final consolidated budget with P&L, balance sheet, and cash flow.
We recommend monthly rolling forecast updates, but frequency is adjusted to your needs. High-growth or cash-sensitive businesses often prefer weekly cash flow updates alongside monthly P&L forecasts.
Yes. We build scenario models with base, optimistic, and pessimistic cases for key business decisions: new product launches, hiring plans, geographic expansion, pricing changes, and capital investments.
Yes. Your assistant coordinates with department heads to collect assumptions, build individual departmental budgets, consolidate into the company-wide plan, and track actuals against each department's targets monthly.
Monthly budget vs. actual reports with dollar and percentage variances by revenue line, expense category, and department. Includes trend charts, key driver analysis, and management commentary on items that require attention.
Your assistant prepares polished board-ready packages, investor reports, and management presentations. They provide briefing notes and talking points if you present the materials yourself.
Within 48 hours of your consultation, we place a matched budgeting assistant. The first week focuses on understanding your business model, chart of accounts, historical financials, and current planning process. Meaningful output typically begins in week two.
Explore More
Free 30-minute consultation. Matched with a pre-vetted assistant within 48 hours. Book a call to get started.
