About Red Bike Advisors
Running A Business Or Practice Can Be An Uphill Climb
Red Bike Advisors provides accounting services for business owners who want more than a phone call in March. Get clear numbers, proactive tax strategy, and a team that helps you build wealth that outlasts the ride.
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
Why "Red Bike"?
CEO Gretchen Roberts’ first job was waitressing at a small-town cafe 18 miles from home. With no car, she biked there.
Riding a bike is a lot like running a business. You may have a destination, but the experience is in the journey.
A red bike stands out from the crowd, and we do not believe in being part of the pack. Our tagline says it: Breakaway from the Pack.
Gretchen’s first red bike, circa 1980.
LEADERSHIP & HERITAGE
Led by an owner who’s sat in your seat.
Red Bike Advisors was founded in 2009 (originally Adam Shay, CPA, PLLC) and rebranded in 2023. CEO Gretchen Roberts leads an 18-person, remote-first team that has worked with hundreds of business owners on accounting, tax strategy, and advisory, bringing an owner’s perspective to the numbers, not just a preparer’s.
Our team includes CPAs and Enrolled Agents and holds credentials including Association of Certified Fraud Examiners (ACFE) membership, Certified Tax Resolution Specialist (CTRS), QuickBooks ProAdvisor Elite and Gusto Silver Partner status, and we’re members of PASBA.
“We don’t just calculate your historical income. We help you architect what comes next.”
THE RED BIKE DIFFERENCE
Move From Financially Stressed to
Financially Retired by Design
OUR MISSION
We’re on a mission to help small business owners simplify, streamline, and save with “Know Your Numbers” financial and tax insights.
OUR VISION
Our vision is to transform small business finance and tax strategy from reactive to predictive.
Three ways we help you break away from the pack
Your accountant files taxes. We reduce them.
Planning starts in January, so your tax bill reflects a plan, not a surprise.
Your bookkeeping closes your books. We examine them.
Every month, the numbers are reviewed for profit, time and business value.
A year-round partner, not a March phone call.
You hear from the team when it matters, not once a year.
How We Ride With You
Our Core Riding Principles
Creators of Value
Exponential value for every client, through finance, accounting and tax.
Excellent Communication
Proactive, thoughtful communication is the backbone of trust.
Analytical Creativity
Finance is more than numbers. Your goals, tax strategy and growth, considered together.
Learning, Growth and Progress
Taking action, learning from mistakes and never stopping learning.
Accountability
To the mission, the KPIs and every promise made to you.
BUILT FOR EVERY STAGE
Accounting Services for Business
One team covering all the numbers behind your business
Accounting & Bookkeeping
Tax Resolution
Tax
Breakaway Growth Accelerator
M&A Support
Fraud Investigations and Forensic Accounting
Trusted by 200+ Business and
Practice Owners
SIMPLE 3-STEP PROCESS
Getting Started Takes One Conversation
step 01
Book a free strategy session. 20 minutes. No pressure.
STep 02
See where you stand. Find out what you may be missing.
STep 03
You decide. A clear plan and price, or an honest “not yet.”
Frequently Asked Questions.
Everything you need to know about partnering with Red Bike Advisors, our accountancy services
for business owners, and how we compare to traditional CPAs.
Who is Red Bike Advisors?
Red Bike Advisors is a national tax, accounting and advisory firm for business and practice owners. Founded in 2009 as Adam Shay, CPA, PLLC, it is headquartered in Wilmington, North Carolina, and serves clients across the United States with a team based around the country.
Why is it called Red Bike Advisors?
CEO Gretchen Roberts’ first job meant biking 18 miles to a small-town cafe. A red bike stands out from the crowd, and the firm’s tagline is Breakaway from the Pack.
What accountancy services for business owners does Red Bike offer?
Red Bike offers accounting, bookkeeping, tax filing and strategy, financial advisory, M&A support, tax resolution and forensic accounting. Most clients start with a free strategy session or the Tax Savings Blueprint.
Who does Red Bike work with?
Business and practice owners, mainly dental, medical, chiropractic, veterinary and physical therapy practices. Other service business owners are welcome. Red Bike does not prepare standalone individual returns.
How is Red Bike different from a typical firm?
Planning starts in January, not March. Your reports are explained, not just delivered. And you hear from the team all year.
How do I get started?
Book a free strategy session. It takes 20 minutes and there is no obligation. You can also send a message through the contact page.
Have a specific question not covered here? Speak directly with our advisory team.
Your Business. Your Route. Our Support.
Let's plan the ride together.
Clear numbers, proactive tax savings and a team that rides with you all year.
