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.

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?

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

0 %
of small businesses fail because of poor cash flow management (Business.com)
0 %
of small business owners prepare financial forecasts regularly (QuickBooks)
0 %
of small business owners have been kept up at night by concerns about cash flow (Intuit)

How to Have a Thriving Business

0 %
success rate for small businesses that look at financial statements weekly (Netsuite)
0 %
of small business owners who experienced growth in the past year cited effective financial management as a key factor (Sage)

How Strategic Financial Planning Transforms Your Company

Without VCFOWith 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
ProfitabilityI’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 MindI can’t predict the future and am
stuck in a vicious cycle of reactivity
Proactively manage risks and uncertainties
as a competitive edge.
Without VCFOWith VCFO
Growth & PerformanceI’d like to grow but don’t have the financial know-how to plan right.Exponentially increase company performance with forecasting & KPIs
ProfitabilityI’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 MindI can’t predict the future and am stuck in a vicious cycle of reactivityProactively 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

Bonuses

Optional Add-Ons

Who are Red Bike Advisors Virtual CFO Services for?

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
  • Reactive
  • Worried about cash
  • Irregular growth
  • Debt issues
  • Lack of insights
  • Compliance worries
  • Low profit margin

CFO

$250K+ salary + benefits

Sr. Accountant

$100K salary + benefits

Bookkeeper

$60K salary + benefits

Total: $410K+ annually

VCFO Full Service

  • Includes finance strategy, accounting & bookkeeping
  • Tax strategy optional

Average annual investment: $70K

 

ROI: Priceless!

Our Process

Every business has a lifecycle that begins with strategic planning. In our strategic financial planning lifecycle for Virtual CFO, Accounting & Bookkeeping, and Tax Strategy & Filing services, we cycle through the full calendar year as your strategic partner.

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

Don’t take our word for it: hear directly from some of the 400+ clients who trust us with their finance & tax strategy.