Packages & Pricing
Explore Our Breakaway Business Packages
Your finance & tax partner for business growth. Three fixed monthly packages, so you can find your gear before you talk to anyone.

20 minutes. No obligation. No pressure.

17+ Years
Trusted Expertise
Founded in 2009 & trusted
nationwide

18-Person Team
Financial Specialists
CPAs, EAs, accountants and tax specialists

100% Virtual
Working Across U.S.
Modern, friction-free
collaboration

200+ Business
Owners Served
94% client retention rate
Three Journeys, One Clear Goal
Prices shown are starting points. Your fixed monthly fee is confirmed on your free strategy call, based on your business’s size and any add-ons. After that, there are no surprises.
Accounting & Tax Starter
Everything you need to stay compliant and to “Know Your Numbers.”
Starting at
$850 / month
Package Details
✓ Monthly Accounting & Bookkeeping
✓ “Know Your Numbers” financial reporting
✓ Business Income Tax
✓ Personal Income Tax
✓ Income Tax Projections
✓ TaxCycle Audit Protection
See full details >>
Why Partner with Red Bike
- Transparent, fixed pricing
- Holistic team approach
- Timely communications
- Invested in your success
MOST POPULAR
Accounting & Tax Standard
Everything you need to Know Your Numbers, grow revenue and profit, and save on taxes.
Starting at
Package Details
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
See full details >>
Why Partner with Red Bike
- Transparent, fixed pricing
- Holistic team approach
- Timely communications
- Invested in your success
Accounting & Tax Growth
Everything you need to make a fast impact on revenue, profit, cashflow, and tax savings.
Starting at
Package Details
Everything in standard, 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
See full details >>
Why Partner with Red Bike
- 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.
Why Partner with Red Bike?

Fixed pricing, no surprises
You know exactly what's included and what it costs.

One team, working in sync
Your bookkeeping, tax and advisory work all happens in one place.

Timely communication, every mile
Questions get answered quickly, not at tax season.

Invested in your ride, not your invoice
We measure success by your results, not our billable hours.
Add-On Services

Budget Creation & Annual Update
A working budget for your business, built once and refreshed every year so it keeps pace with you.
$1,100 setup, then $75/month.

Mergers & Acquisitions Support
Financial and tax guidance for buying, selling or structuring a business or practice deal.
Priced on your strategy call

Tax Controversy & Resolution
Expert help resolving IRS or state tax problems, from notices to years of back taxes.built once and refreshed every year so it keeps pace with you.
Priced on your strategy call

Fraud Investigation & Forensic Accounting
Traces the money and explains what happened, for you or your attorney.
Priced on your strategy call

Additional Compliance Services
Extra filings your business needs beyond the core package, like 1099 filing and sales tax.
Priced on your strategy call

Payroll
Full-service payroll, or a one-time setup and cleanup if you just need it running right.
Priced on your strategy call
Compare the Breakaway Packages
| Feature | Starter $850/mo | Standard $1,685/mo | Growth $3,450/mo |
|---|---|---|---|
| Monthly accounting and bookkeeping | |||
| Business and personal income tax | |||
| Tax projections | |||
| Client portal and audit protection | |||
| Financial coaching (Breakaway Growth Accelerator) |
Not included | Quarterly | Monthly |
| Tax Savings Blueprint implementation | Add-on | Included | Included |
Real Businesses,
Real Progress
EXCELLENT
Based on 48 reviews
Posted on Google![]()
Matthew MorelandTrustindex verifies that the original source of the review is Google.
Incredible experience. They make my life so easy when it comes to reminders, taxes, financial planning etc. April especially is on top of it and I couldn't imagine navigating finances or taxes without her.Posted on Google![]()
Anna BarrettTrustindex verifies that the original source of the review is Google.
Alex is an exceptional accountant. He handled both my personal and corporate tax filings with a level of professionalism, engagement, and expertise that made the process easy. He is extremely knowledgeable and took the time to ensure I understood every aspect of my returns. His thoroughness and commitment to accuracy gave me complete confidence throughout the process. I highly recommend Alex — he is outstanding at providing tax accounting services!Posted on Google![]()
TJ BundayTrustindex verifies that the original source of the review is Google.
We have a strong working relationship with Red Bike Advisors, a CPA firm based in Wilmington, NC, and we value the care and professionalism they bring to the clients we refer to them across North Carolina. Our primary point of contact has been Adam Shay, who has been excellent to work with. Adam is knowledgeable, approachable, and clearly committed to serving clients thoughtfully and thoroughly. He takes the time to understand each situation and provides guidance with clarity and integrity. We place a high priority on referring business owners to professionals who genuinely care about their clients, and Red Bike Advisors consistently reflects that standard. They are a firm we trust and feel confident recommending to business owners seeking a reliable, client-focused CPA firm.Posted on Google![]()
Hunter KailosTrustindex verifies that the original source of the review is Google.
Working with Red Bike Advisors has been an outstanding experience from start to finish. Their whole team and specifically Alex Rader brings a rare combination of professionalism, deep expertise, and genuine care for their clients success. Alex went above and beyond throughout the entire process explaining the return to me. His strategic insight, attention to detail, and ability to navigate tax preparation, which I have no understanding of, made it clear to me. He communicated clearly and consistently and delivered results. You can tell he’s not just doing a job he’s invested in the outcomes and the people behind them. If you're looking for a partner who not only knows their stuff but also makes the process smooth and transparent, I highly recommend Red Bike Advisors and specifically Alex Rader.Posted on Google![]()
Chris LingerTrustindex verifies that the original source of the review is Google.
Patient and easy to work with. Would refer to anyone who needs help resolving tax issues.Posted on Google![]()
Mark & Debbie BandyTrustindex verifies that the original source of the review is Google.
Thank you Chris & Richard for all your help resolving our issues I have been trying to get resolved for several years. Thank you for stepping in and making this so much easier and easier to understand.Posted on Google![]()
David Smith IITrustindex verifies that the original source of the review is Google.
The absolute best CPA in town. Vanessa is the best to deal with and is a total professional. I interviewed with over a dozen CPAs and am so glad I found them.Posted on Google![]()
J Fn B blackburnTrustindex verifies that the original source of the review is Google.
I was told Adam Shay was the one to go to and I went there and since my return was going to be a little harder for them they wouldn't take the job, just because you have to work a little bit more is not for them.Posted on Google![]()
Stephen WalshTrustindex verifies that the original source of the review is Google.
I had a complex estate problem that no one wanted to touch but thanks to a referral, I got in touch with Adam Shay. We discussed the challenges and they were immediately willing to help me. I am delighted to say they got everything taken care of and straightened out and I was so relieved. I highly recommend them. I am indebted to Rachel, Ricard and the team at Adam Shay. Thank you!






Frequently Asked Questions.
Answers to common questions about what a CPA costs for
a small business, and how our packages work.
How much does a CPA cost for a small business?
It depends on the size and complexity of your business, but Red Bike publishes three fixed monthly packages starting at $850, so you know roughly where you’ll land before your first ride together.
What's the difference between the three packages?
All three include monthly accounting and bookkeeping, tax filing and tax projections. Standard and Growth add financial coaching through the Breakaway Growth Accelerator, quarterly or monthly, plus Tax Savings Blueprint implementation.
What if my business doesn't fit neatly into one of these packages?
That’s exactly what the free strategy session is for. Pricing is customized to your business, then revisited at your ongoing business reviews as it grows.
Why is it called a "Breakaway" Package?
In cycling, a breakaway is when a rider or small group pulls ahead of the main pack under their own power. That’s the idea behind your package too: a fixed plan built to get you out ahead of guesswork and surprise tax bills, instead of stuck riding in the pack.

Have a specific question not covered here? Speak directly with our advisory team.
Every Package, Built for the Long Ride.
Let's get you fitted.
We’ll match you to the right package in one 20-minute call.
