0
Client Reviews
$750
Monthly Fixed Fee
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Annual Revenue
$500,000
Minimum Annual Income
N/A
Industries We Specialize In
Specialties We Work With
Services We Offer
✔ Advisory Services
✔ Bookkeeping
✔ Forensic Accounting
✔ Mergers and Acquisitions
✔ Payroll Services
✔ Tax Preparation
✔ Budgeting & Forecasting
✔ Business Tax Preparation
✔ Individual Tax Preparation
✔ Tax Planning & Strategy
✔ Tax Resolution & IRS Representation
✔ Due Diligence
✔ Fractional CFO Services
✔ Sales Tax
✔ Accounts Payable/Receivable
✔ Cash Flow Management
✔ Business Valuations
Our Ideal Client Profile
Small business owners who understand the value of clean books, money-saving tax strategy, and want a year-round relationship with their accounting, tax, and strategic finance partner.
How We Work
1
Free Strategy Session
Walk through your current business situation, talk through your growth goals; and discuss how Red Bike Advisors can help you bridge the gap between where you are today and where you want to be.
2
Diagnosis--Under the Hood
We'll take a look at your books and taxes, diagnose issues, and put together a plan that helps you "Know Your Numbers"; unlock more time, profit, and growth; and save strategically on taxes.
3
Implementation Plan Review
We'll meet again to review your Diagnosis and our recommendations for helping you achieve your growth, profit, and wealth-building goals.
4
Onboarding and Takeoff
We'll onboard you with Red Bike Advisors and help you transform your finances and tax from reactive to predictive.
Behind The Scenes At Red Bike Advisors
7 Ways Your Accountant is Secretly Failing You
Have you outgrown your current accounting firm, or are they a true finance & tax partner in achieving your business goals?
From Bookkeeping Chaos to Clarity
Hot off the Red Bike press! How to work on your business, not on receipts and...
Tax Trouble Turnaround: Get your life back from the IRS
Unpaid tax is a slippery slope of missed deadlines and compounding fines and interest. The IRS can take it all...or you can turn your tax...
Transparent Pricing
Starter: Everything you need to stay compliant and to "Know Your Numbers."
$750 Monthly Fixed Fee
Monthly accounting & bookkeeping, business & personal tax prep and filing, income tax projections, and optional add-ons.
Standard: Everything you need to Know Your Numbers, grow revenue and profit, and save on taxes.
$1,575 Monthly Fixed Fee
Everything in Starter, plus Quarterly Breakaway Business Growth Accelerator AND Tax Savings Blueprint - holistic, strategic tax savings strategies and implementation
Growth: Everything you need to make a fast impact on revenue, profit, cashflow, and tax savings.
$3,450 Monthly Fixed Fee
Everything in Starter, plus Monthly Breakaway Business Growth Accelerator AND Tax Savings Blueprint - holistic, strategic tax savings strategies and implementation
Red Bike Advisors's Tech Stack
About Red Bike Advisors
Red Bike Advisors provides monthly accounting & bookkeeping, tax strategy & filing, business & tax advisory, tax resolution, and fraud & forensic investigative services to business and individual clients across the U.S.
On the "proactive" side of the house, our business clients typically have revenues between $500,000 and $20M and often own more than one company. For the majority, depending on their needs, we provide ongoing monthly services bundled into the Business Owner's Breakaway Package that includes:
1. Monthly bookkeeping & accounting and "Know your Numbers" financial reports
2. Breakaway Business Growth Accelerator: Unlock more profit, time, and growth—with less stress and busywork
3. Tax Savings Blueprint: Comprehensive, strategic tax savings strategies, implementation, and filing
We also manage payroll, mergers & acquisitions support, budgets, S corp elections and reasonable salary analysis, and more.
We help small business owners:
- Conquer their cash flow
- Work on their business, not receipts and reconciliations
- Proactively plan for taxes and stay compliant
- Get clarity on finances and taxes from a single source of truth
- Know their numbers so they can make strategic business decisions
- On our "financial medic" side of the house, we help businesses and individuals resolve tax notices from the IRS and state taxing authorities, negotiate resolution, and help you achieve freedom from the stress.
- Our fraud investigations and forensic accounting team provides expert consulting on complex financial fraud, family law, litigation, insurance claims, and more.
On the "proactive" side of the house, our business clients typically have revenues between $500,000 and $20M and often own more than one company. For the majority, depending on their needs, we provide ongoing monthly services bundled into the Business Owner's Breakaway Package that includes:
1. Monthly bookkeeping & accounting and "Know your Numbers" financial reports
2. Breakaway Business Growth Accelerator: Unlock more profit, time, and growth—with less stress and busywork
3. Tax Savings Blueprint: Comprehensive, strategic tax savings strategies, implementation, and filing
We also manage payroll, mergers & acquisitions support, budgets, S corp elections and reasonable salary analysis, and more.
We help small business owners:
- Conquer their cash flow
- Work on their business, not receipts and reconciliations
- Proactively plan for taxes and stay compliant
- Get clarity on finances and taxes from a single source of truth
- Know their numbers so they can make strategic business decisions
- On our "financial medic" side of the house, we help businesses and individuals resolve tax notices from the IRS and state taxing authorities, negotiate resolution, and help you achieve freedom from the stress.
- Our fraud investigations and forensic accounting team provides expert consulting on complex financial fraud, family law, litigation, insurance claims, and more.
Book a Free Strategy Session
Build the business you've always wanted. Let us handle the finances and tax. https://redbikeadvisors.com/book-a-free-strategy-session
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
