Book a Free Strategy Session

You deserve a thriving, successful business. Let’s see if we can help.

During this call, we will


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


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


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


Adam Shay, CPA, MBA

Director of Virtual CFO Services

Book Your Free Strategy Session

A monthly bulletin for creating business value.

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What Clients Say

Don’t take our word for it: hear directly from some of the 400+ clients who trust us with their finance & tax strategy.