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Small Business Accounting, Tax, and Advisory Services

Tailored tax & accounting solutions to help your business grow with confidence.

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ACCOUNTING, TAX, AND ADVISORY SERVICES

We’ve worked with hundreds of business owners since 2009, and no matter the industry or size, most business owners struggle with the same painful issues. Any of this sound familiar to you?

Tax Panic

How much do I owe? Do I have the cash?

Receipt Scramble

Where are those receipts and tax filing documents anyway?

Lost in Translation

Where did my cash go when the accountant says I’m profitable?

Bookkeeping Fatigue

That heavy feeling when you’ve put bookkeeping off too long again

Payroll Pressure Paranoia

Lying awake wondering if you have enough in the bank.

Tax FOMO

What tax breaks am I missing and don’t know to ask about?

The Truth About Your Competitors

If taxes and bookkeeping feel like the heaviest item on your to-do list, it’s time to level up.

82%

of small businesses fail because of poor cash flow management (Business.com)

60%

of small business owners say that bookkeeping and taxes are the worst part of owning a business (National Small Business Association)

82h

Small business owners spend approximately 82 hours annually on tax compliance (IRS)

How to Have a Thriving Business

95%

success rate for small businesses that look at financial statements weekly (Netsuite)

82%

of small business owners who experienced growth in the past year cited effective financial management as a key factor (Sage)

You Handle Your Business, We Handle Your Books & Taxes

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.

Optional Add-Ons

Customize your service package today with add-on services including individual tax preparation and planning, M&A support, budgeting, and more.

Year Round Support

Timely communications and regular phone calls, emails, and video meetings as needed within the scope of your current services.

Tax Preparation, Filing & Representation

Our Packages include planning, advising, preparation and filing for your business and family. And should you need taxing authority representation in case of an audit, we’ve got you.

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.

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:

From Financially Stressed to Financially Free

The SOAR Framework is our structured pathway for building a business that works for you, not the other way around.

01

Stabilize

Stop the bleeding. 
Regain control.

02

Optimize

Know your numbers. 
Eliminate surprises.

03

Accelerate

Unlock profit, time, 
and growth.

04

Retire

Work (or don’t) 
on your terms.

What Clients Say

  • 5 out of 5 stars

    Confidence in our Financial Position

    To say the difference in QuickBooks Online knowledge and DAILY financial position of the company has significantly improved is a huge understatement. Red Bike Advisors has eliminated any question of where the company stands financially at any given moment.

    Phillip Smith, Office Manager
    Lazy Hiker Brewing Company

  • 5 out of 5 stars

    From $40,000 to $1,000 Settlement

    When we got a notice from the IRS, the Red Bike Advisors tax resolution team were right there to help us navigate it. The IRS said we owed around $40,000 in unpaid taxes and penalties, but Red Bike Advisors was able to negotiate that amount down to $1,000.

    Red Bike Advisors Tax Resolution Client
    North Carolina

  • 5 out of 5 stars

    A Firm I Can Depend On

    The Red Bike Advisors team is so collaborative. They don't treat me like a transaction, but like a partner. This is a firm I can depend on.

    Jay Lenier
    Tax Client

  • 5 out of 5 stars

    Red Bike Advisors: Proactive & Stress-Reducing

    It has been such a positive experience working with Red Bike Advisors for our Dental Practice over the last few years. As stressful as tax time can be for any business, the work they put in throughout the year makes tax time a much easier process for us.

    Samantha Breeding, Office Manager
    A Beautiful Smile, The Office of Dr. Gina Mancini

  • 5 out of 5 stars

    Red Bike Solved our Issues

    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.

    Mark & Debbie Bandy
    Tax Clients

  • 5 out of 5 stars

    Professional Service & Excellent Value

    The best decision I made was hiring Adam Shay CPA. I am more than satisfied with the accountant assigned to do my taxes. They also helped me with some tax resolution and I am more than pleased with the outcome. I have nothing but good things to say about this firm and look forward to them doing my taxes for many years to come.

    Lisa Kirtright
    Tax Client

Book Your Free Strategy Session

Build the business you've always wanted. Let us handle the finances and tax.

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