Breakaway from the pack with Red Bike Advisors, your finance & tax partner for business growth
Accounting & Tax Growth
Starting at $3,450/month
Book a Free Strategy SessionEverything you need to make a fast impact on revenue, profit,cashflow, and tax savings.
Everything in STARTER, plus:
✓ Monthly Breakaway Business Growth Accelerator
From KPIs to cash flow, grow a profitable, sustainable business with monthly financial coaching
✓ Tax Savings Blueprint
Holistic, strategic tax savings strategies and implementation
- Transparent, fixed pricing
- Holistic team approach
- Timely communications
- Invested in your success
Accounting & Tax Standard
Starting at $1,575/month
Book a Free Strategy SessionEverything you need to Know Your Numbers, grow revenue and profit, and save on taxes.
Everything in STARTER, plus:
✓ Quarterly Breakaway Business Growth Accelerator
From KPIs to cash flow, grow a profitable, sustainable business with quarterly financial coaching
✓ Tax Savings Blueprint
Holistic, strategic tax savings strategies and implementation
- Transparent, fixed pricing
- Holistic team approach
- Timely communications
- Invested in your success
Accounting & Tax Starter
Starting at $750/month
Book a Free Strategy SessionEverything you need to stay compliant and to "Know Your Numbers."
✓ Monthly Accounting & Bookkeeping
✓ “Know Your Numbers” financial reporting
✓ Business Income Tax
✓ Personal Income Tax
✓ Income Tax Projections
✓ Secure Client Portals – Accounting & Tax
✓ TaxCycle Audit Protection
- Transparent, fixed pricing
- Holistic team approach
- Timely communications
- Invested in your success
*Pricing is customized for you based on your unique needs, plus any optional add-ons, during your initial free strategy session and in ongoing business reviews.
Add Ons
Budget Creation & Annual Update
Annual budget preparation, integration into QuickBooks Online, and monthly Budget to Actual reporting
$1,100 plus
$ 75 MonthlyMergers & Acquisitions
Whether you’re buying or selling a business, we assist with financial due diligence, cash flow modeling, budgeting, and advisory ; plus post-close accounting, tax, and advisory
Tax Controversy & Resolution
Resolve IRS and state taxing authority notices and back taxes once and for all.
Fraud & Forensic Accounting
From divorce cases to business partner disputes to insurance claims, leverage the experience and insight of our forensic accountants in and out of the courtroom.
Additional Compliance Services
1099s, sales tax, and business personal property tax listings as needed
Breakaway Business Packages Deep Dive
| Starter | Standard | Growth | |
|---|---|---|---|
| Accounting: Categorize bank and credit card transactions | |||
| Accounting: Reconcile all bank accounts, credit cards, and loans | |||
| Accounting: Reconcile payroll records to financials | |||
| Accounting: Record any adjusting journal entries as needed | |||
| Accounting: Month-end close | |||
| Accounting: Customized "Know Your Numbers" reporting | |||
| Tax: Preparation of business and individual Federal and State income tax returns | |||
| Tax: : Preparation of business property tax listing, 1099s, and sales tax (as applicable) | |||
| Business and individual tax audit protection – respond to all IRS and State correspondence on your filings | |||
| Tax Planning: Year-end business and individual tax projections | |||
| Advisory: Phone, email, and video meetings as needed and within the scope of current services | |||
| Breakaway Business Accelerator: From KPIs to cash flow, grow a profitable, sustainable business with monthly or quarterly financial coaching | |||
| Tax Strategy Blueprint: Holistic, strategic tax savings strategies and implementation | Add on | Add on | Add on |
| Payroll: Monthly, semi-monthly, bi-weekly, or weekly full-service payroll | Add on | Add on | Add on |
| Budgeting: Annual budget preparation, integration into QuickBooks Online, and monthly Budget to Actual reporting | Add on | Add on | Add on |
| Mergers & Acquisitions: Financial due diligence, cash flow modeling, budgeting, and advisory | Add on | Add on | Add on |
| Tax Controversy & Resolution: Resolve IRS and state taxing authority notices and back taxes once and for all | Add on | Add on | Add on |
| Fraud & Forensic Accounting: Divorce cases, business partner disputes, insurance claims, and more | Add on | Add on | Add on |
What Clients Say
Example Pricing
Every business has different needs and levels of complexity. We use a standardized fixed pricing methodology that accounts for both the volume and the complexity of the work, so you can count on clear, fair pricing and tangible results.
- Volume: A real estate entity that rents to a business with 5-10 transactions per month vs. a plumbing company with hundreds of transactions per month.
- Complexity: A simple single location with a single owner-employee vs. multiple partners, locations, states, accounts, real estate, employees, etc.
Here are some examples of real clients:
1
Dental Practice
This dentist had separate tax, bookkeeping, and payroll firms and everything was behind and ambiguous. She wanted to “Know Her Numbers” but struggled to get timely reports.
Solution:
Monthly accounting & bookkeeping for practice and associated real estate; payroll for employees and 1099s for contractors; S Corporation reasonable salary analysis for owner; business personal property tax listings for practice; and tax strategy, preparation, and filing for 1 S Corporations, 2 Partnerships, and Individual tax.
Monthly investment: $1,833
2
Home Services
This home services business owner was out in the field and on the go constantly. He needed a reliable outsource back office solution to handle his bookkeeping, contractor 1099s, and S Corporation taxes so he didn’t have to spend evenings behind a desk.
Solution:
Monthly accounting and bookkeeping; tax strategy, preparation, and filing for S corporation and Individual tax.
Monthly investment: $978
3
Medical Practice
This fast-growing medical practice went fast and broke a few things in the startup phase, and after realizing tremendous success, they wanted to take a step back and operationalize their back office and streamline the financial function.
Solution:
The owner of this fast-growing medical practice needed it all: accounting catch-up and cleanup, monthly bookkeeping, sophisticated tax strategy, and financial coaching to scale with confidence.
Monthly investment: $4,392
Why Partner with Red Bike Advisors
Fixed Pricing, No Surprises
In your free strategy session, we uncover exactly what you need to sustain and grow a healthy business and design a clear but customized plan for you with no hidden costs or misc. fees.
Scale Up or Down
As your business grows and your needs change, we proactively recommend adding services to continue fueling growth or transitioning services you’re ready to take in-house.
Year Round Support
Timely communications and regular phone calls, emails, and video meetings as needed within the scope of your current services.
Confidence in Your Finances
Clarity on taxes. Security with cash flow. Confidence to grow. We’re your accounting & tax partner in a thriving, successful business.
Looking for pricing for Fraud & Forensic or Tax Resolution services?
Fraud Investigations & Forensic Accounting
Investigating fraud claims, analyzing financial information for legal proceedings or government / client review, and providing expert opinions is a highly specialized area of accounting and requires a custom solution.
Tax Controversy & Resolution
Whether you're dealing with federal or state returns, back taxes, or fines, our transparent pricing and flexible payment options will alleviate uncertainty during this difficult and confusing process. Read more and get a custom fixed price quote.
Frequently Asked Questions
Accounting & Bookkeeping
Bookkeeping is likely what you did yourself or had a family member do for you when you first started your business. It’s the daily work of identifying, classifying, and recording all transactions of the company. Bookkeepers often pay bills, run payroll, and other similar work that keeps the financial lifeblood of the business pulsing.
Accounting is a higher level review role of the work of the bookkeeper, ensuring that the financial records and statements are correctly reconciled and categorized. Accountants are responsible for reporting on the business finances and providing an overview of the financial health of the company, as well as ensuring the books are tax-ready.
As soon as possible after you start your business–ideally you’d make the investment to ensure that you have a clear, up-to-date picture of the financial health of your business from the start. (Plus, most business owners would put accounting at the BOTTOM of their list of interesting things they want to do during the day.)
But, as the Chinese proverb says, “The best time to plant a tree is 20 years ago. The second-best time is now.” In other words, you’re here because you’ve realized how valuable your time is and that what you’re doing today with your books and taxes is holding your business back. So don’t wait–get your finances in order today.
We love setting up books from scratch, because we get the opportunity to do it right from the start. That said, we bring on many clients with not-so-clean books, and we do catch-up and clean-up to get them back into great shape. Here are some of the common mistakes we see when taking over many of our small business owner clients’ books:
- Accounts payable not cleared against payments
- Incorrect opening balances of accounts
- Bank and credit card accounts not reconciled properly
- Balance sheet not set up correctly to account for setup expenses, loans, etc.
- Chart of accounts not optimized for business insights and tax savings
(By the way, if this sounds like a foreign language to you, that’s what we’re here for! It’s truly amazing how clean, up-to-date books can transform your view of your business finances. You don’t necessarily need to know every stage of how the sausage is made to enjoy the end result.)
In addition to monthly bookkeeping and accounting services, we offer payroll setup and/or ongoing payroll; bill pay; Quickbooks Online setup and training; clean-up and catch-up work; and Virtual CFO strategic finance services that range from a monthly look at your historical financials to dedicated financial planning services such as cash flow forecasting and scenario planning.
We also typically bundle tax strategy and filing services with monthly accounting services so you can rest easy knowing your financial house is in order.
We believe that clean books are the foundation for strategic tax planning, and that having your accounting team and tax team under the same virtual roof means that we can work together to minimize your tax burden. We typically bundle together monthly bookkeeping and accounting services with business tax preparation and planning and (if applicable) individual tax preparation and planning.
That said, we offer a free Strategy Session with you to understand your business and growth goals, then proposed a customized but fixed price for everything you need to achieve those goals. Why don’t you go ahead and get your session booked now?
Not to sound like a lawyer, but it depends, primarily on the size of your business and the number of transactions. We typically bundle together monthly bookkeeping and accounting services with business tax preparation and planning and (if applicable) individual tax preparation and planning and Virtual CFO services. We offer a free strategy session to discuss your needs and how we can help you reach your business goals with monthly bookkeeping, tax strategy and filing, and virtual CFO services as needed. Meanwhile, check out our pricing page for typical package prices.
On the bookkeeping front, we work with small but growing businesses in all industries that are earning between $500K and $20M in revenue. While there are certainly industry-specific nuances, drivers, and KPIs, every small business is focused on one or more of these key drivers: Revenue growth, profit growth, determining and saving the right amount of working capital, fostering a customer-centric culture, attracting, recruiting, and retaining top talent, and creating transferable business value for when you’re ready to exit.
Clean books are the foundation for smart tax strategy and healthy financial decisions, and we recommend professional bookkeeping and accounting services to every small business owner who would rather work on your business, not receipts and reconciliations.
Finally, we do have a particular focus on dentists & medical professionals as well as B2B services and professional services.
Our mission at Red Bike Advisors is to equip our clients with financial and tax insights that create exponential value for their companies, customers, employees, and families—and ultimately create generational wealth. Like you, our CEO Gretchen Roberts is a small business owner who has always craved a strategic relationship with her finance, tax and accounting partner, but many accounting and tax firms reactively call once a year for tax papers.
Working with a firm dedicated to your monthly financials ensures that you’re always able to make timely business decisions and are tax-ready.
If you crave that kind of relationship with your finance & tax strategy advisor, then give us a shout.
Absolutely! Our Virtual CFO services take your squeaky-clean books and up-to-date financial reporting to the next level with services like cashflow forecasting, scenario planning, and KPI tracking. And having a strategic financial advisor to bounce ideas around with as an ancillary member of your management team is priceless. You can explore our VCFO services here, or book a free strategy session to discuss your specific needs.
Tax Strategy & Filing
Common deductions include home office expenses, business meals, travel costs, equipment purchases, and employee salaries and contractor payments. Proper record-keeping is key to maximizing deductions.
The right structure (Sole Proprietorship, LLC, S-Corp, etc.) depends on factors like income, liability, and tax advantages. When you come on board with Red Bike Advisors, we review your exact situation and future goals and make recommendations for you from a tax perspective, often working with your attorney and/or financial advisor.
Strategies include estimated tax payments, retirement contributions, strategic deductions, and taking advantage of tax credits.
If your business doesn’t withhold taxes from income, you may need to make quarterly estimated tax payments to avoid penalties. When we prepare your tax returns, we give you quarterly estimate vouchers to pay taxes, and we update those toward the end of the year to adjust for higher or lower business income.
Tax planning is a proactive approach to minimizing tax liability throughout the year, while tax preparation focuses on filing an accurate return by the deadline. We often run tax planning scenarios for our clients to show the cash outlay and tax deductions for strategies like fully funding a retirement account or purchasing a piece of equipment.
Breakaway Growth Accelerator FAQ
It’s our system for turning financial data into action. Instead of just handing you reports, we help you track the right KPIs, increase revenue, profit, and wealth, and grow your business sustainably without killing cash or margins.
A regular review of your financial management reports is a key piece of decision-making, but it’s only a start. We work with you in six phases, starting with quick wins & solid foundations; profit, cash & KPIs; scaling with confidence, maximizing transferable business value parts 1 and 2, and ongoing financial fitness strategy sessions. Each phase has from 4-8 projects we work on to impact your business’s financial health...not to mention your peace of mind.
On average, clients see profit improvements that more than cover our fee — often 2x or more. Think of it less as a cost and more as a growth tool that pays for itself.
No one can guarantee the future, but here’s what we can say: when you actually measure and manage the right financial levers, profit almost always improves. Our role is to help you identify those levers and keep you accountable.
Our goal is to save you time. We do the heavy lifting — you just show up for focused check- ins where we present insights and recommendations. You may have a little homework between calls, but once you start implementing and see your profit and free time soar, you’ll consider this your best investment yet.
Typically if you’re under $1M in revenue, you may not need the full Accelerator and we’ll typically recommend accounting, tax, and a Tax Strategy Blueprint. But if you’re already growing and want more profit, better cash flow, or less stress running your business, you’re the right fit.
Every business is different, but common outcomes include: higher profit margins, fewer cash crunches, more predictable revenue, and less time wasted on admin or “guesswork” decision-making.
Most clients see early wins within the first 90 days — whether it’s spotting wasted expenses, tightening up AR/AP, or finally having clarity on where the money’s going. The bigger gains compound over time.
Simple: book a call with us. We’ll review where you are now, talk through your goals, and show you exactly how the Breakaway Growth Accelerator could work in your business.
Tax Savings Blueprint FAQ
Traditional prep records history. Tax Strategy Blueprint is proactive and gives you a written plan that turns ideas into action using a simple “diagnose → prescribe → fill” process so strategies don’t die in a verbal consult.
Yes—our focus is on the tax code’s green lights (e.g., “gross income does not include…” or “there shall be allowed as a deduction…”) while avoiding the red lights. That’s the core of proactive, compliant planning.
We charge a flat, transparent fee based on the complexity of your situation (entity structure, income sources, state exposure, etc.). And we put our money where our mouth is with this guarantee: If we don’t identify and help you implement at least 2× your fee in legitimate, documented tax savings, the plan is on us.
A few commonsense details: savings are calculated from strategies you choose to implement; we count only legal, defensible savings; and your timely cooperation is needed to realize the results.
For business planning, yes—the fee is typically tax-deductible as an ordinary business expense.
A written, step-by-step plan with prioritized strategies, who does what, and in what order—so it actually gets implemented (not just talked about).
We start with quick wins in year one as applicable, and keep momentum with the diagnose-prescribe-fill cadence; bigger moves layer in over time as implementation proceeds.
We pull from four buckets—timing, shifting, code-based, and product-based—and tailor to your situation. Some strategies may be a fit for you on paper, but not in real life (for example, one that requires a cash investment up front to realize tax savings later, which you don’t want to do at this time). Some strategies are a perfect fit for you on paper and in real life, and those are the ones we execute on.