About Red Bike Advisors
Breakaway from the pack.
Mission
Red Bike Advisors is on a mission to equip small business owners with finance and tax insights that create exponential value for their companies, customers, employees, and families.
Vision
Our vision is to transform small business finance and tax strategy from reactive to predictive. Our business is not founded upon billables and deliverables, but on partnerships, value, and results.
Services
We deliver proactive business finance and tax services that empower our clients to take action to grow their businesses, and ultimately, their generational wealth.
Virtual CFO
Accounting & Bookkeeping
Tax Strategy & Filing
Tax Controversy & Resolution
Fraud Investigation & Forensic Accounting
What Clients Say
Location
Our History
Red Bike Advisors was founded in 2009 as Adam Shay CPA, PLLC, in Wilmington, NC. Founder Adam Shay is a CPA & MBA who had a vision for building a different kind of accounting firm. While other firms were calling their clients once a year to gather tax docs, or billing in 6-minute increments every time a client called, Adam pioneered an entirely new way of working with clients.
In 2023, Adam Shay sold the firm to Red Bike Advisors LLC, and is currently serving the company as Director of Virtual CFO Services, helping small businesses truly understand their finances so they can grow their businesses and ultimately their generational wealth.
What’s in a Name? The Origin of Red Bike Advisors
CEO Gretchen Roberts’ first W-2 job was working as a waitress at a small-town cafe 18 miles from her house. She didn’t have a car and often biked to work, then threw her bike in her boss’s truck for the ride home.
Like business, biking is speed. Resilience. Fortuitous tailwinds balanced by fierce headwinds. Strength and muscle and perseverance. Pedaling fiercely to climb a hill, and then enjoy the coast down. Strategy and route planning. Celebrations along the way.
And a Red Bike stands out from the crowd. We don’t believe in being part of the pack. Our tagline is “Breakaway from the Pack” because we truly believe that every one of our clients deserves access to strategic financial insights that help you gain a competitive advantage, stay cash flow positive, grow your company, create value for your customers and employees, and ultimately grow your generational wealth.
Red Bike Advisors Values
1
Creators of value
We are committed to creating exponential value for our clients through our finance, accounting, and tax services.
2
Excellent communication
Thoughtful, proactive communication is the backbone of trusting client relationships. All other areas of expertise being equal, we highly value team members that prioritize the client experience.
3
Analytical creativity
Finance is so much more than numbers! We are pros at first uncovering client goals, and then analyzing the numbers and patterns to help clients think holistically about tax strategy and business growth.
4
Learning, growth, and progress
We highly value taking action, learning from mistakes, and being lifelong learners both inside and outside of work.
5
Accountability
What gets measured, gets managed” is not just a finance axiom (although it’s 100% true)! We hold ourselves accountable to our mission, vision, values, an exponentially valuable client experience, KPIs, and to delivering on our promises.
Meet Your Advisors
This team is truly dedicated to serving our clients at the highest level. Get to know the experts who consistently deliver exponential value to you.
Hot off the Press
Adam Shay believes he has found the perfect vehicle to take his CPA business in additional directions. Earlier this month, businesswoman Gretchen Roberts purchased Adam Shay CPA, which has been rebranded as Red Bike Advisors LLC. Read more >