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.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Services Offered
Client Type
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.
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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Works with clients across the US
6 Client Reviews
Requirements:
$250,000 Minimum Revenue
White-Glove CPA Services for Solopreneurs (Ad Agencies, Consultants, Attorneys, and More) with $250K–$2M in Revenue
Advisory Services
Bookkeeping
Fractional CFO Services
Payroll Services
Tax Preparation
Budgeting & Forecasting
Cash Flow Management
Individual Tax Preparation
Tax Planning & Strategy
Specialities
Solopreneurs
SMB Owners
$1,700-Monthly
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. 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.
