Accounting and Tax Services
for Practice & Business Owners
You’re focused on your patients. We’re focused on your numbers, helping you save on taxes, unlock profit, and build a practice that works for you.
20 minutes. No obligation. No pressure.
Average tax savings
$55k/yr
Clear route ahead
Zero roadblocks projected
17+ Years
Trusted Expertise
Founded in 2009 & trusted
nationwide
18-Person Team
Financial Specialists
CPAs, EAs, accountants and tax specialists
100% Virtual
Working Across U.S.
Modern, friction-free
collaboration
200+ Business
Owners Served
94% client retention rate
THE RED BIKE DIFFERENCE
You pedal. We help steer.
Specialized accounting and tax services for healthcare practice and business owners.
You didn’t open your practice to spend your evenings worrying about the books.
Red Bike Advisors gives practice owners the accounting, tax strategy and financial insight to know what’s happening, what needs attention and what to do next.
Dental practices
General, pediatric, and orthodontic practices with multiple operatories.
Avg. tax reduction: 24%
Medical & Specialty Clinics
Dermatology, orthopedics, optometrists, and more.
Cash-flow clarity: +38%
Chiropractic clinics
Accounting and advisory for cash and insurance-based chiropractic practice owners.
Associate comp modeling
Veterinary practices
Small and large animal practices balancing service and inventory revenue.
Equipment ROI analysis
Physical Therapy groups
Accounting and advisory for physical therapy practice owners.
Margin lift: 18%
General service business owner? Our business accounting services work for you too.
Trusted by 200+ business owners
Backed by 17+ Years of Credentials.
Our Services
Everything you need for the road ahead.
Whether you’re trying to get caught up, increase profit, save on taxes, or prepare for your next chapter, our accounting and advisory services help you build a practice that works for you.
- 94+ Medical & Dental Practices
Accounting & Bookkeeping
Keep your numbers running smoothly.
- Bank, Credit Card, Loan & Payroll Reconciliation
- Month-End Close
- "Know Your Numbers" Financial Reports
Tax Filing & Strategy
Plan ahead. Keep more.
- Tax Savings Blueprint
- Income Tax Prep & Filing
- Business & Individual Tax Projections
CFO Advisory
Know when to shift gears & where to accelerate.
- Business Owner Profit + Time Coaching
- KPI & Provider Productivity Dashboards
- 13-Week Cash Flow & Debt Modeling
M&A Support
Navigate the bigger moves with confidence.
- Quality of Earnings (QofE) Support
- Buy-Side Financial Due Diligence
- Deal Structuring & Working Capital Peg
Tax Resolution
Behind on taxes? We'll help you get current.
- IRS & State Audit Defense
- Multi-Year Delinquent Filings
- Offers in Compromise & Abatement
Forensic Accounting
When the numbers don't add up, we find out why.
- Legal Disputes & Commercial Litigation
- Partner or Family Asset Conflicts
- Insurance Claims & Business Disruptions
Experts In The Software Your Practice Already Uses
We plug directly into the software you already use, so outsourced accounting services never mean changing how you run things day to day.
The Tools Behind the Numbers
Don’t wait until tax time to think about taxes
Traditional accounting looks in the rearview mirror. We scout the road ahead.
TRADITIONAL ACCOUNTING
Once-a-Year Approach
Tax time
Look back
File
Move on
- Meets with you once a year.
- Tax prep only, no strategy.
- Static entity structure, never revisited.
- Deductions missed after year-end.
- Surprise tax bills in April.
- Reactive, backward-looking compliance
THE ADVANTAGE
RED BIKE ADVISORS
Proactive Red Bike Approach
January
Plan
Adjust
Save
Move forward
- Works with you all year long.
- Tax planning and reduction strategies.
- Real-time entity structuring.
- Proactive deductions, tracked year-round.
- Zero tax surprises in April.
- A year-round partner, not a March phone call
16+ Years of Experience.
A Growing Team Behind Your Practice.
For more than 16 years, Red Bike Advisors has helped practice owners navigate accounting, tax and financial decisions. Today, our growing team brings that experience together to give you the expertise, support and perspective you need to make confident decisions and keep your practice moving forward.
- We’re In It for the Long Haul
Experience You Can Count On. A Team You Can Rely On.
A Proven Team for the Road Ahead.
Proactive Forward Approach
A proactive, forward-looking approach to your taxes and financials, with recommendations for adjusting your strategy as your business changes and grows.
No Hourly Billing Surprises
Fixed monthly subscription tiers. Call, email, and consult without watching the 15-minute billing clock run. We are your embedded team.
A Team That's Part of Yours
A holistic team approach to your finances and tax strategy, from a team that’s part of yours and invested in your success, not just billables and deliverables.
Frequently Asked Questions.
Everything you need to know about partnering with Red Bike Advisors, our proactive
approach, and how we compare to traditional CPAs.
What are outsourced accounting services, and what's included?
Outsourced accounting services, sometimes described as having your accounting services outsourced to a specialist firm, means hiring an external team instead of building one in-house. With Red Bike Advisors, that includes bookkeeping and financial reporting, business tax filing and projections, proactive tax strategy, and advisory support, plus access to the Tax Savings Blueprint, our guaranteed, documented tax strategy engagement.
Why outsource accounting services instead of hiring in-house?
For most businesses under $5 million in revenue, hiring a full in-house accounting department, bookkeeper, controller, and tax specialist, is more expensive and harder to manage than outsourcing accounting services to a firm that already has that expertise. It gives you senior-level strategy, entity structure, tax planning, forecasting, that a single in-house hire rarely provides, at a predictable monthly cost.
Do you offer accounting services for businesses of a specific size?
We generally work with business owners in the $500,000 to $5 million annual revenue range, across industries. We do not prepare individual 1040 tax returns.
How is the Tax Savings Blueprint different from your ongoing accounting services?
The Tax Savings Blueprint is a guaranteed, standalone engagement that documents specific tax savings opportunities. Most owners use it as a low-risk way to see what a proactive firm finds before committing to an ongoing relationship. Ongoing accounting and advisory services follow after, for owners who want a year-round partner.
Do I have to switch accountants to work with you?
No. Many clients start with the Tax Savings Blueprint while still working with their current accountant. The relationship decision comes after you’ve seen what we find, not before.
Is Red Bike Advisors a local firm, or do you work nationally as an outsourced accounting partner?
Red Bike Advisors is headquartered in Wilmington, North Carolina, and works with business owners nationwide as a fully remote, outsourced accounting partner. Location isn’t a barrier to working together.
What industries does Red Bike Advisors serve?
We work with business owners across industries, with particular depth in dental, medical, chiropractic, veterinary, and physical therapy practices. See how we work with your industry.
How do I know the tax savings you find are legitimate and not aggressive positions that could trigger an audit?
Every strategy in a Tax Savings Blueprint is documented and defensible, not an aggressive position designed to fly under the radar. We show you the reasoning behind each recommendation so you understand exactly what you’re implementing and why.
Have a specific question not covered here? Speak directly with our advisory team.
THE PROPRIETARY SOAR FRAMEWORK
Every business has a different road.
Our proprietary SOAR framework guides you through each distinct stage of ownership.
STAGE 01
STABILIZE
Get back on track.
Focus: Catch-Up Bookkeeping & Setup | Tax Controversy & Resolution | Fraud Investigation & Forensic Accounting
Resolve historical inaccuracies and establish clean weekly visibility.
STAGE 02
OPTIMIZE
Find your rhythm.
Focus: Accounting, Tax & Advisory
Eliminate capital drag through
strategic tax structures and KPI alerts.
STAGE 03
ACCELERATE
Build momentum.
Focus: Breakaway Growth Accelerator | Tax Savings Blueprint
Unlock growth financing, add locations, and optimize partner equity.
STAGE 04
RETIRE
Reach your destination.
Focus: Retirement, Estate Strategy & Legacy | Exit & Succession Planning
Crystallize wealth with tax-shielded asset transfers and exit deals.
Unsure where your practice sits on the road?
Take our 3-minute assessment to see which stage your practice or business is in.
Ready to Break Away From the Pack?
Clear numbers, proactive tax savings and a team that rides with you all year.
