Get Practical Tips on Small Business Finance & Tax Strategy

What KPIs Should I Track Monthly to Improve Profit?

You Don't Have to Outsource All of It (Or None of It)

How to Think About Bookkeeping, Payroll, Accounts Payable, and AR Separately

Quarterly Taxes for New Business Owners: A Stress-Free Guide to Doing It Right

A stress free guide for new business owners on quarterly tax filing, understand deadlines, deductions, penalties and best practices to stay compliant and avoid surprises.

Do you really understand the financial health of your therapy practice?

It was a privilege to join Gordon Brewer from the Practice of Therapy Podcast to talk about the financial side of private practice, and why understanding your numbers is essential to running a sustainable business.

Most Business Owners Never Climb the Wealth Pyramid

At Red Bike Advisors, we use what we call the Breakaway Personal Wealth Pyramid toexplain how real wealth is built — and why so many $1M–$10M business owners nevermove past the first level.

Growth is not a strategy, Structure is

During this past month, I’ve had conversations with a business owner considering an S Corporation election, two partners trying to understand how to pay themselves properly, an entrepreneur evaluating a franchise purchase, and alandscaping company scaling toward $2.5M in revenue.

Thinking About Selling Your Business Someday? Read This First.

Deciding to exit your business is one of the most important financial and emotional decisions an owner will ever make.

How S Corp Owners Can Legally Reduce Their Taxes with a Reasonable Salary Strategy

One of the biggest tax opportunities for S Corp owners is also one of the most misunderstood: how you pay yourself.

IRS Notice? Here’s What To Do

Getting a notice from the IRS of your state Department of Revenue can be downright scary. Your mind jumps to worst case scenarios, and suddenly you’re wondering what you missed or what went wrong.