Focus on Creating Value
“My primary driver is to create value. What we deliver to clients must be exponentially more than what they are paying us to deliver. We do accounting, tax, and forecasting for small-business owners, and that ‘creating value’ often boils down to educating them about their financials so they can make good business decisions, saving on tax with a good strategy, and helping them make good forward-looking decisions with revenue and cash-flow forecasting.
Example: We have a client who opened a new dental practice and was overwhelmed with all the ‘stuff’ that comes with being a business owner when you’ve only been trained to do the work. It’s a privilege for us to help guide them through taxes, bookkeeping, and keeping their financial house in good order so they can thrive and grow.”
Gretchen Roberts, CEO
Red Bike Advisors LLC
