Book a Free Strategy Session | Red Bike Advisors

During This Call, We Will

01

Walk through your current business situation and benchmark where you are today.

02

Talk through your goals for the next 3-5 years, and what the gaps and challenges are to get there.

03

Learn more about how Red Bike Advisors can help you bridge that gap between where you are today and your long-range goals.

Your Strategy Session Advisors

Gretchen Roberts

CEO

Adam Shay, CPA, MBA

Director of Advisory & Virtual CFO

Book Your Free Strategy Session

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Last Name ^*

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Company Name

Title

Revenue Range

Are you current with your tax filings?

How can we help?

Please describe your pain points goals, and the current status of your finance, tax, and bookkeeping solution(s). Be specific so we can make sure we cover your specific issues on our strategy call. Don't be shy...we've heard it all!

Which services are you looking for help with? Check all that apply.

Accounting & Bookkeeping

Tax Strategy & Filing

Tax Controversy & Resolution

Fraud Investigations & Forensic Accounting

Join the Club? Yes, I'd like to Join the Red Bike Club

A monthly bulletin for creating business value.

Our typical small business client:

Is running one or more businesses
Does between $500K and $15M in annual revenue per company
Wants to focus on growing your business, not managing your books and taxes
Wants to make better business decisions based on clean, clear financial reports
Recognizes that a homegrown bookkeeper or DIY won't cut it to meet your growth goals
Craves a year-round strategic partner for accounting, tax, and finance

Introducing Red Bike Advisors Breakaway Business Packages

Fixed Monthly Pricing

We discuss your exact needs and tailor a complete solution to help you achieve your business goals. Our core package includes monthly bookkeeping and tax strategy & filing as the foundation of your business success. No hidden costs, upcharges, or billing in six-minute increments.

Year Round Partnership

We're reviewing your financials all year and are just an email or phone call away. Whether you have a burning tax question or don't understand something in your financial reports, you can count on us to advise.

Grow Together

As your business grows, needs change, and tax laws shift, we're always evaluating how we can help you achieve your goals, whether that's recommending Virtual CFO services, a new tax strategy, or exit strategy services.

Book Your Free Strategy Session

Build the business you've always wanted. Let us handle the finances and tax.

Book Your Session