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Red Bike Advisors LLC
Red Bike Advisors is on a mission to help small business owners simplify, streamline, and save with “Know Your Numbers” financial and tax insights.
📍 Works with clients across the U.S.
Red Bike Advisors LLC | Advisory Services, Bookkeeping, Forensic Accounting
0
Client Reviews
$7,800
Monthly Fixed Fee
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.

Clients who would be a good fit

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.

Clients who wouldNOTbe a good fit

Startups, micro-businesses, individuals looking for tax preparation only.

Minimum Financial Requirements

Annual Income
No minimum required
Annual Revenue
$500,000

Client Specialties

Preferred Industries

Client Type

Services Offered

Service Pricing

Monthly Fixed Fee
$7,800

Meeting Options

Video meetings
Email
Client Portal/Online Platform
Phone
Red Bike Advisors LLC's Tech Stack
About Red Bike Advisors LLC
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
2. "Know your Numbers" financial reports
3. Tax strategy and filing
4. Financial and tax advisory

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.
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.
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