Book a Free Strategy Session

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

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 Advisory & Virtual CFO

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.

Our typical small business client:

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.