Is This You?
Industry-Specific Accounting & Advisory Services
If you're a small business owner who wants finance and tax insights that power growth instead of create problems, you've come to the right place.
Industries Served
Who We Serve
At Red Bike Advisors, we specialize in serving professionals not just as clients but as partners. We deeply understand the financial nuances of your industry. Our accounting, tax, and advisory services are tailored to your business model, regulatory environment, and goals. Whether you're healing patients, advocating for clients, or building your real estate portfolio, we are here to help you achieve clarity, minimize risk, and maximize growth.
Our typical small business client:
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Is running one or more businesses
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Does between $500K and $15M in annual revenue per company
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Wants to focus on growing your business, not managing your books and taxes
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Wants to make better business decisions based on clean, clear financial reports
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Recognizes that a homegrown bookkeeper or DIY won't cut it to meet your growth goals
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Craves a year-round strategic partner for accounting, tax, and finance
Types of Businesses We Serve
We work with a wide range of businesses nationwide to help them simplify, streamline, and save. Here are a few areas we have particular expertise in:
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Dental and Medical Practices
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Chiropractic & Physical Therapists
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Professional Services
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Home Services (HVAC, Plumbing, Lawn Care, etc.)
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Marketing Agencies
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Restaurants
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Real Estate
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Acquisition Entrepreneurs
Accounting & Advisory Services by Industry
Dentists
Running a dental practice requires more than clinical excellence. We provide bookkeeping and accounting services to track your collections, expenses, and production by provider. Our tax strategies help minimize liabilities while planning for future growth. We manage payroll and compliance to ensure smooth operations, and our advisory services guide you in cash-flow forecasting, KPI tracking, and strategic planning for expansion or transition.
Doctors & Medical Professionals
Healthcare professionals face unique financial challenges, from fluctuating revenue cycles to regulatory complexities. We deliver accurate accounting for multi-provider practices, optimize your tax planning, and provide cash flow forecasting tailored to your practice. Our compliance guidance helps reduce risk, and we assist with mergers, acquisitions, or practice transitions when needed.
Lawyers
Legal practices involve specialized financial dynamics including trust accounts, retainers, and partner compensation. We manage your accounting and track billable hours, receivables, and profitability. Our tax planning ensures your business structure and compensation strategies are optimized. We also provide advisory support for growth, partner expansion, and cash-flow management to keep your firm financially healthy.
Real Estate Agents & Investors
Real estate professionals juggle commissions, rental income, and complex tax requirements. We handle agent and broker accounting to track income and expenses, while providing financial modeling and entity structuring for investors. Our tax strategies maximize deductions and compliance. We also offer advisory support for scaling your business, optimizing portfolios, and planning for acquisitions, sales, or syndications.
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.
Smart Solutions for Small Business Finances
Book Your Free Strategy Session
Build the business you've always wanted. Let us handle the finances and tax.