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    Our vision is to transform small business finance and tax strategy from reactive to predictive.  

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Meet Your Red Bike Advisors

We’re “analytically creative” number nerds who believe in creating exponential value for you.

Gretchen Roberts

CEO

Adam Shay, CPA, MBA

Director of Advisory & Virtual CFO

Richard Pasquantonio, CPA/CFF, CFE, CDFA, CTRS

Director of Dispute Services

Jill Crowe, CPA

Senior Tax Manager

Rachel Gillilan, CPA/CFF, CTRS

Manager of Fraud & Forensic Services

Michelle White

Accounting Manager

Alex Rader

Senior Tax Accountant

Christopher Nebel, EA

Tax Resolution Specialist

Sydny Hess, MSA

Forensic Accountant

Joshua Carter

Senior Tax Accountant

Chasity Van Hooser

Bookkeeper

Brittany Torres

Client Engagement Coordinator

Robin Soto

Office Manager

Ali Register

Administrative Assistant

Florencia Garcia

Executive & Marketing Assistant

Gypsy Girl & Stir Fry

Happiness Consultants

Scooby

Head of Security

Oakley

Health Advisor

Clarity, growth, and peace of mind. You and your business deserve it.

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