Book a Free Strategy Session

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

During this call, we will

1

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

2

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

3

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 Virtual CFO Services

Book Your Free Strategy Session

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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!

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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.

Confidence in our Daily Financial Position

To say the difference in QuickBooks Online knowledge and DAILY financial position of the company has significantly improved is a huge understatement. Red Bike Advisors has eliminated any question of where the company stands financially at any given moment.

From $40,000 to $1,000 Settlement

"When we got a notice from the IRS, Richard and the Red Bike Advisors tax resolution team were right there to help us navigate it. The IRS said we owed around $40,000 in unpaid taxes and penalties, but Red Bike Advisors was able to negotiate that amount down to $1,000."

A Firm I Can Depend On

The Red Bike Advisors team is so collaborative. They don't treat me like a transaction, but like a partner. This is a firm I can depend on.

Our typical small business client:

Is running one or more businesses
Does between $250K and $10M 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.

Virtual CFO, Tax, Accounting

Red Bike Advisors