Discovery Call
Book a Free Strategy Session
Build the business you’ve always wanted. Let us handle the finances and tax. This free accounting consultation is 20 minutes, no obligation, and no pressure.
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
What Happens on the Call
Walk through your situation
We review your current business finances and benchmark where you are today.
Talk through your goals
What you want in the next three to five years, and what’s standing in the way.
See the path forward
See how Red Bike can help close the gap between where you are and where you want to be.
Who You Will Talk To
Gwenyth Gustafson
Client Relationship Manager
Works with business owners navigating a variety of financial and tax matters, and helps you understand your options from the first conversation.
Gretchen Roberts
CEO
Red Bike’s own founder and CEO, on a mission to help business owners gain a real competitive advantage with a strong financial foundation.
Frequently Asked Questions.
Answers to common questions before you reach out or book your free strategy call.
Is this free accounting consultation really free?
Yes. No cost, no obligation, and no pressure to sign anything on the call.
How long is the call?
20 minutes.
What should I bring or prepare?
Nothing is required. A rough sense of your current revenue and your biggest financial question or frustration is plenty to start with.
Who will I actually talk to?
Gwenyth Gustafson or Gretchen Roberts, depending on availability, both shown above. Not a call center, and not a sales script.
What happens after I book?
You’ll get a calendar confirmation and a couple of short resources to look over before your call, so the 20 minutes goes further.
Will you pressure me to sign up for something on the call?
No. The call is a genuine conversation about your business and your numbers. If there is a fit, the next step is discussed. If not, you walk away with real answers regardless.
