Red Bike Advisors Breakaway Business Packages
Breakaway from the pack with Red Bike Advisors, your finance partner in business growth
Tax Essentials
Worry-free tax compliance and strategic savings.
Starting at
$440/month
Billed monthly
Ideal for new and small businesses with up to $1M revenue
Tax Strategy:
- Financial statement reviews for tax issues and opportunities
- Proactive annual tax planning & quarterly projections
- Ad-hoc email conversations and/or meetings on tax strategy, not to exceed 2 hours/quarter
Preparation & Filings:
- 1 Federal business + 1 Federal individual return
- 1 State business + 1 State individual return
- Preparation of quarterly tax estimates
Tax Standard
Worry-free tax compliance, strategic savings, and specialized services.
Starting at
$800/month
Billed monthly
Ideal for growing companies with $1M+ revenue
Tax Strategy:
- Financial statement reviews for tax issues and opportunities
- Proactive annual tax planning & quarterly projections
- Scenario planning
- Management of cash-basis tax liabilities against accrual-basis management reporting
- As-needed year-round email support and/or meetings on tax strategy
- Special project work e.g. S Corp reasonable salary analysis, pass-through entity tax election, and change in accounting method
Preparation & Filings:
- 1 Federal business + 1 Federal individual return
- 1 State business + 1 State individual return
- Preparation of quarterly tax estimates
*Average pricing is listed to give you an idea of the investment in a strategic tax partner like Red Bike Advisors. Final pricing is customized for you based on your unique tax needs, plus any optional add-ons. We’ll customize your plan during your free strategy session.
Each Plan Includes
- Proactive annual tax planning session
- Review of financial statements for tax issues and opportunities
- Quarterly tax planning, estimations, and recommendations
- Scenario planning: 1 scenario
- Year-end tax management opportunities
- Compliance with changing federal, state, and local laws
Optional Add-Ons
- Sales and income tax nexus assessments
- Past business return reviews: correct mistakes, prevent future errors
- S Corp reasonable salary analysis
- UNICAP compliance
- Trusts & Estates
- Change in accounting method filing
- Other ad-hoc or complex tax compliance service
- Taxing authority representation (tax controversy and resolution services)
- Accounting & Bookkeeping services
- Virtual CFO services
- Fraud & forensic services
Accounting Starter
Build a solid financial foundation with accurate and up-to-date books. Starts at
$500/month
Billed monthly
Ideal for growing companies with up to $1M revenue
- Month-end close
- Monthly financial statements delivered 15th of month
- Up to 2 hours/month email support
Accounting Growth
Tailor a strong financial foundation with accurate and up-to-date books. Starts at
$1,100/month
Billed monthly
Ideal for growing companies with $1M+ revenue
- Sr. Accountant monthly reviews
- Real-time weekly financial data updates
- Monthly financial statements delivered 15th of month
- As-needed year-round email support
*Pricing scales based on complexity of your business model, number of transactions, accounts, etc., plus any optional add-ons. We’ll customize your plan during your free strategy session.
Each Plan Includes
- “Know Your Numbers” monthly or quarterly financial reports & reviews
- Monthly bank reconciliation
- Monthly payroll reconciliation
- Monthly loan reconciliation
Optional Add-Ons
- Bookkeeping catch-up / clean-up
- Bill pay
- Payroll
- Employee expense tracking
- Tax strategy & filing
- Virtual CFO services
- Tax controversy & resolution services
- Fraud & forensic accounting investigations
Finance Strategy Starter
Set measurable targets and manage cash flow for growth.
Average
$3,000/month
Billed monthly
Ideal for growing companies with $500K-$1.5M revenue and 5-15 employees
- Monthly actuals to budget, cash flow, rolling forecast
Finance Strategy Growth
Forecast and grow with cash flow management and forecasting.
Average
$5,000/month
Billed weekly
Ideal for growing companies with $1-5M revenue and 10-50 employees
- Biweekly actuals to budget, cash flow, rolling forecast
Finance Strategy Expansion
Analyze, predict, and optimize with CFO as key member of your management team.
Average
$6,500/month
Billed weekly
Ideal for structured organizations with $5-20M revenue and > 50 employees
- Weekly actuals to budget, cash flow, rolling forecast
- Headcount & compensation planning
- Marketing performance
- Scenario planning: Lag, Pack, Lead
*Average pricing scales based on revenue and employee count. Final pricing is customized for you based on your company size, plus any optional add-ons.We’ll customize your plan during your free strategy session.
Each Plan Includes
- Performance Assessment: Industry Benchmark Report
- Red Bike Advisors Growth Roadmap™: 10-year Roadmap, 3-year goals, 1-year targets, and quarterly execution map
- Annual Cash Flow Plan
- Quarterly Business Reviews
- “Know Your Numbers” monthly financial reports & reviews
- Monthly payroll reconciliation
Bonuses
- “Get Structured” Business Structuring Template
- Competitive Advantage Worksheet
- Productized Services Map
- Recurring Revenue Worksheet
Optional Add-Ons
- Tax strategy & filing
- Additional bookkeeping services
- Tax controversy & resolution services
- Fraud & forensic services

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 stopping services you’re ready to take in-house.

Unlimited Digital Support
In addition to scheduled calls, all plans except Tax Essentials and Accounting Starter include unlimited support via email and chat.

Confidence in Your Finances
Clarity on taxes. Security with cash flow. Confidence to grow. We’re your strategic partner in a thriving, successful business.
From financial reporting to forecasting, we take the confusion and scramble out of business finance and tax strategy and bring in clarity, growth, and peace of mind. How can we help you?
Looking for pricing for Tax Controversy & Resolution services or Fraud & Forensic services?
Fraud & Forensic
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
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
Virtual CFO and Finance Strategy
A Virtual CFO is a perfect happy medium between a Fractional CFO and a full-time, in-house CFO. Typically, a Fractional CFO is called in for a period of time, often in a turnaround situation where a company needs financial help, fast and furious, and they help make hard decisions to keep the company afloat and eventually to thrive. A full-time CFO is an employee of your organization and is appropriate for larger companies, but generally unaffordable for small businesses. Which brings us to a Virtual CFO: At Red Bike Advisors, we believe that every small business should have access to financial and tax insights that create exponential value for their companies, customers, employees, and families. Our Virtual CFOs are long-term partners that work with you and your management team to create and execute on your business and tax strategy. We combine a deep understanding of how finance plays a role in business growth combined with a deep understanding of your specific business, industry, and strategy to help you achieve your growth goals.
A Virtual CFO is like an extension of your leadership team that takes your strategic business goals and translates them into financial drivers that will help you meet those goals. Common goals we tackle from the financial perspective are 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.
If we were to draw a Venn diagram, there would be an overlap in the two circles of “Virtual CFO” and “CPA” because sometimes they are both, and sometimes not. A CPA is a good professional license to have for our Virtual CFO and Tax Strategy services, but it’s not required. What is required of our VCFOs is business finance experience as a CFO, CPA, senior financial analyst or controller, plus soft skills around strategic, “analytically creative” thinking, the ability to analyze data, form insights, and recommend courses of action, and excellent communication.
We typically start working with growing companies once they’ve passed $500K in annual revenue. This is where you need to make critical decisions around hiring, forecasting, and budgeting that could make or break your cash flow situation and therefore your business.
Often when companies hit around the $20M mark, they “graduate” from our Virtual CFO services to their own full-time staff.
P.S. You can also take our 5-minute Financial Fitness Checkup and see whether you’re ready for your own VCFO.
First of all, we think of our services as an investment rather than a cost center. What’s the difference? A cost is something you put money into but don’t get a ton of exponential value from. With an investment, you put money in and get more money back! An investment in strategic finance and tax planning will help you grow your business, bring clarity to your finances, and help you answer big questions like when to hire and how to position for exit.
That said, see our average pricing above. We’ll do a one-hour 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?
We start with a free strategy session in which we get to know you, your business, and your growth goals. Then we put together a flat-fee services proposal that is designed to help you meet (and exceed) those goals. When you accept the proposal, we schedule a formal kickoff and onboarding period in which we create your 3-year strategic plan, annual operating plan, and cash flow plan, and build out the processes and dashboards to operationalize those plans, execute on them, and analyze performance. For more information on the process, see our Virtual CFO Services page.
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.
Within those goals we can generally break down into service businesses or lines of business and product businesses or lines of businesses. That changes the key drivers of each goal; for example, if your goal is growing profit margin from 5% to 20%, if you’re a service-based business we’re going to look closely at your headcount and utilization; if you’re a product-based business we’re going to look closely at COGS and CapEx.
Finally, we do have a particular focus on dentists and medical professionals.
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 and don’t truly advise unless you ask them a direct question. (Which means you already have to know what to ask instead of relying on them to analyze your situation and make proactive recommendations!)
Gretchen set out to create the kind of services she herself wants as a business owner that will help her answer big questions like “how many people do I need to hire this year to meet my growth goals?” and “how much cash should I keep in the bank?” and “which marketing tactics and channels should I double down on?”
If you crave that kind of relationship with your finance & tax strategy advisor, then give us a try.
Not that we love losing clients, but we LOVE losing clients because we’ve helped them grow to the point that they have actually outgrown us! We are thrilled to work with you in any capacity to ensure a successful transition, including participating in your interview panels, helping to onboard your new CFO, and ensuring a smooth transition between us and them.