ACCOUNTING & BOOKKEEPING SERVICES
Accounting and Bookkeeping Services: Books Closed. Numbers Explained.
Your books, reconciled monthly and reviewed by an accountant, then explained in plain English.
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
Sound Familiar?
Your Books Are Behind.
Your Statements Don't Make Sense.
The Problem
Receipts pile up, the bank never quite reconciles, and the reports you do get read like a foreign language. So big decisions get made on a guess.
The Resolution
One team handles both. Your books are done every month, your accountant reviews them, and you get a short walkthrough of what changed and what to do next.
DIY Books Cost More Than They Save
82%
Fail From Cash Flow Problems
Business failures linked to poor cash flow management (SMB Compass)
40%
The Least Favorite Job
Owners who say bookkeeping and taxes are the worst part of running a business (SCORE)
5 to 10 hrs
A Week Lost to the Books
Typical time owners spend doing their own bookkeeping (Xero)
Scope & Definition
What Do Accounting and Bookkeeping Services Include?
Accounting and bookkeeping services record, reconcile and report every transaction in your business, then turn those numbers into decisions. Bookkeeping keeps your books accurate and current. Accounting reviews them, produces your financial statements and gets you tax-ready. Red Bike does both, every month.
Bookkeeping Services
Transaction coding and bank & card reconciliations
Payables and receivables
Payroll, processed with Gusto
Accounting Services
Monthly close and financial statements
"Know Your Numbers" monthly review
Year-end, tax-ready books
Books months behind? Catch-up and clean-up comes first.
How Our Virtual Accounting and Bookkeeping Services Work
100% virtual, built on QuickBooks Online and Gusto. No office visits, no shoebox of receipts.
Free strategy session
A 20-minute call about where you stand.
CATCH-UP AND SETUP
Your books are connected, caught up and corrected.
MONTHLY CLOSE AND REVIEW
Books closed, reviewed and explained, every month.
Stop Letting “Dr. IRS” Take 37 Cents of Every Dollar You Earn
A guaranteed, documented tax strategy. If we don’t find at least 2x your investment in savings, we refund the difference.
COMPARE YOUR OPTIONS
Bookkeeping & Accounting Services Compared
Most accounting services stop at the tax return. Here’s what changes when your bookkeeper and accountant are one team.
| Criteria | Do It Yourself | Bookkeeper Only | Once-a-Year CPA | Red Bike Advisors |
|---|---|---|---|---|
| Your time | Your evenings | Freed up | Freed up | Freed up |
| Books closed monthly | Rarely | Yes | No | Yes |
| Reviewed by an accountant | No | Sometimes | Once a year | Every month |
| Tax planning | No | No | After the year ends | Built into every month |
| Numbers explained | You work it out | Rarely | At tax time | Every month, in plain English |
Breakaway from the pack with Red Bike Advisors, your finance & tax partner for business growth.
Fixed monthly packages from $850.
Trusted With the Numbers
Behind Real Businesses
Frequently Asked Questions.
Everything you need to know about our accounting services, our proactive
approach, and how we compare to traditional CPAs.
What is the difference between Accounting and 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.
When is it time to outsource my bookkeeping?
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.
What are some common mistakes small business owners make when setting up their bookkeeping for the first time?
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.)
What other business finance services do you provide?
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 financial advisory services that range from a monthly look at your historical financials to dedicated financial planning services such as cash flow forecasting and KPI benchmarking against your industry. 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.
Can I hire you for bookkeeping but keep my current tax preparer?
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?
How much does it cost to outsource my business bookkeeping and accounting?
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 financial advisory services as needed. Meanwhile, check out our pricing page for typical package prices.
What industries do you work with?
On the bookkeeping front, we work with small but growing businesses in all industries that are earning between $500K and $15M 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 practice owners as well as B2B services and professional services.
Why should I work with Red Bike Advisors as my bookkeeping and accounting partner?
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.
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.
I need more than just historical financial reporting; I’m also interested in forecasting. Is that a service you offer?
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.
How hard is it to switch from my current accountant?
Less than you think. We handle the transition. That includes requesting records from your prior firm, cleaning up anything that needs it, and getting you set up right. And you don’t have to wait for tax season. The truth is, the most expensive time to switch is after the year is over, because by then the tax-saving moves are gone.
How do you keep my financial information secure?
All documents move through our secure client portal. Access is limited to the team members who work on your account.
I'm a clinician, not a numbers person. Do I need to understand accounting?
Not at all. You focus on your patients. We translate your numbers into plain-English decisions: what to spend, what to save, and what to change. You’ll understand your practice’s finances better than ever, without needing an accounting degree.
Have a specific question not covered here? Speak directly with our advisory team.
Where Do You Want Your Numbers to Go?
Let's map the road ahead.
Monthly books, closed and explained, so your business keeps rolling.
