Conquer Your Cash Flow with Red Bike Virtual CFO Services
Rest easy knowing you can make payroll–and bank a nice profit at the end of the year.

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

Budget Pain
Like having an annual financial root canal

Payroll Pressure Paranoia
Lying awake wondering if you have enough in the bank

Vicious Debt Cycle
Funding operations with a LOC instead of cash

Capacity Crunches
Grow then hire, or hire to grow?

Lost in Translation
Where did my cash go when the accountant says I’m profitable?
The Truth About Your Competitors
How to Have a Thriving Business
How Strategic Financial Planning Transforms Your Company
Without VCFO | With VCFO | |
---|---|---|
Growth & Performance | I’d like to grow but don’t have the financial know-how to plan right. | Exponentially increase company performance with forecasting & KPIs |
Profitability | I’ll find out if I made any money at the end of the year? | Determine ideal profit margin and budget to it—profit first! |
Cash Flow | Where’s my money going? Can I pay the bills? | Never lie awake wondering where your money’s gone again. |
Peace of Mind | I can’t predict the future and am stuck in a vicious cycle of reactivity | Proactively manage risks and uncertainties as a competitive edge. |
Without VCFO | With VCFO | |
---|---|---|
Growth & Performance | I’d like to grow but don’t have the financial know-how to plan right. | Exponentially increase company performance with forecasting & KPIs |
Profitability | I’ll find out if I made any money at the end of the year? | Determine ideal profit margin and budget to it—profit first! |
Cash Flow | Where’s my money going? Can I pay the bills? | Never lie awake wondering where your money’s gone again. |
Peace of Mind | I can’t predict the future and am stuck in a vicious cycle of reactivity | Proactively manage risks and uncertainties as a competitive edge. |
Introducing Red Bike Advisors Virtual CFO Services
Flat, Transparent Pricing
In your free strategy session, we uncover your exact needs and propose a complete solution to help you achieve your business goals. No hidden costs, upcharges, or billing in six-minute increments.
Three Service Tiers
Our Starter, Growth, and Expansion tiers are designed to give you exactly the level of support you need at your current growth stage, and you can adjust up or down at any time as you grow.
Optional Add-Ons
Customize your service package today with add-on services including tax strategy & filing and ad-hoc accounting & bookkeeping services.
Plans Built for Small and Growing Businesses
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
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 is listed to give you an idea of the investment in a strategic financial partner like Red Bike Advisors. 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
Who are Red Bike Advisors Virtual CFO Services for?
- Growing companies and structured organizations that need strategic financial advice but aren’t large enough for a full-time CFO or Controller
- CEO and/or management team is open to bringing in strategic financial leadership as a key member of your extended management team
- You are committed to business and financial excellence and growth
A True Investment
Red Bike Advisors Virtual CFO Services aren’t a cost center, but a profit center.
Do Nothing | Full-Time Team | Red Bike Advisors |
| CFO $250K+ salary + benefits Sr. Accountant $100K salary + benefits Bookkeeper $60K salary + benefits Total: $410K+ annually | VCFO Full Service
Average annual investment: $70K
ROI: Priceless! |

Strategy
10-year vision, 3-year plan, and annual operating plan

Operationalize
Implement technology, processes, financial and KPI dashboards, and meeting cadence

Execute
Quarterly, monthly, bimonthly, weekly reviews and optimizations

Optimize
Adjust and optimize to meet the Annual Operating Plan goals; feed learnings into next strategy session

What Clients Say
Red Bike Advisors (formerly Adam Shay CPA, PLLC) is a great business finance and tax firm that not only focuses on tax compliance but is one of few firms that has the ability to help you use your financials as a tool to help you grow your business. The team at Red Bike Advisors is more than tax accountants, they are trusted advisors that you need to have on your team.
Red Bike Advisors (formerly Adam Shay CPA, PLLC) is a great business finance and tax firm that not only focuses on tax compliance but is one of few firms that has the ability to help you use your financials as a tool to help you grow your business. The team at Red Bike Advisors is more than tax accountants, they are trusted advisors that you need to have on your team.
Red Bike Advisors (formerly Adam Shay CPA, PLLC) is a great business finance and tax firm that not only focuses on tax compliance but is one of few firms that has the ability to help you use your financials as a tool to help you grow your business. The team at Red Bike Advisors is more than tax accountants, they are trusted advisors that you need to have on your team.