Red Bike Advisors LLC
Red Bike Advisors LLC
Red Bike Advisors provides monthly accounting & bookkeeping, virtual CFO, tax strategy & filing, 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. Virtual CFO - cashflow, budgeting, forecasting, advisory
We also manage payroll, bill pay, 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
2. "Know your Numbers" financial reports
3. Tax strategy and filing
4. Virtual CFO - cashflow, budgeting, forecasting, advisory
We also manage payroll, bill pay, 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.
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. Our ideal monthly services client does at least $500K in annual revenue, may have multiple businesses, and
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
No minimum required
Client Type
Services Offered
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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6 Client Reviews
"Securing Matt's services has been my best investment in the last 24 months. He does all of my business and personal accounting. I don't spend one minute worrying about it anymore. He affords me more time with my family and friends. I couldn't ask for anything more."
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
3 Client Reviews
"Jeremy and his team have been my go to firm for over 6 years. I have been delighted with quick results, very responsive answers to my questions and have even been educated when needed. This firm cares about your taxes 365 days a year and does a great job of tax planning and preparation so tax day is not a dreaded experience. I need my complex corporate taxes and personal taxes handled by a knowledgeable, tax oriented team of professionals, and this team is the best."
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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.
