Simplify
Your Finances,
Amplify
Your Growth

We make managing your business finances easy, so you can stay focused on achieving your goals.

Helping Small Businesses & Individuals Navigate the Financial Road Ahead

At Red Bike Advisors, we believe you deserve more than once-a-year check-ins and surprise bills. Since 2009, we’ve helped business owners and individuals take control of their finances with proactive accounting, strategic tax planning, and expert guidance in complex financial matters. Whether you're growing a business, preparing for litigation, or investigating fraud, we give you the clarity and confidence to keep moving forward.

Book a Free Strategy Session

Smart Solutions for Small Business Finances

Accounting &
Bookkeeping

We handle your books, you handle your business.

Tax Strategy
& Filing

Clean books, smarter taxes, bigger savings.

Advisory

From strategy to success: build lasting value.

We Support Growth
and Success

Accounting, Tax, and Advisory

We provide small businesses across the U.S. with accurate books, smart tax strategies, and hands-on advisory support. Whether you're looking for monthly accounting services or long-term financial guidance, our team helps you stay compliant and plan ahead.

Tax Controversy and Resolution

Facing an IRS audit, back taxes, or state agency inquiry? We help individuals and businesses across the U.S. resolve tax issues with calm, experienced representation while minimizing penalties and guiding you through every step.

Fraud and FinancialInvestigations

Fraud Investigation and Forensic Accounting

Our experienced forensic accountants uncover the facts in complex financial cases. From embezzlement and partnership disputes to expert witness testimony, we deliver the clarity needed to support legal action or internal resolution.

Merger & Acquisition Support

Buying or selling a business? We assist at every stage of the transaction. Our M&A services include due diligence, valuation support, and financial analysis to ensure you make confident, informed decisions.

Flat Fees, No Surprises. Just Exponential Value.

Working with Red Bike Is Easy

1) Schedule a free consultation with our professionals.

3) Let our team do the heavy tax and finance lifting.
2) Get a custom action plan to address your specific needs.

4) Reap the rewards of better financial decisions.

What Clients Say

  • 5 out of 5 stars

    Confidence in our Financial Position

    To say the difference in QuickBooks Online knowledge and DAILY financial position of the company has significantly improved is a huge understatement. Red Bike Advisors has eliminated any question of where the company stands financially at any given moment.

    Phillip Smith, Office Manager
    Lazy Hiker Brewing Company
  • 5 out of 5 stars

    From $40,000 to $1,000 Settlement

    When we got a notice from the IRS, the Red Bike Advisors tax resolution team were right there to help us navigate it. The IRS said we owed around $40,000 in unpaid taxes and penalties, but Red Bike Advisors was able to negotiate that amount down to $1,000.

    Red Bike Advisors Tax Resolution Client
    North Carolina
  • 5 out of 5 stars

    A Firm I Can Depend On

    The Red Bike Advisors team is so collaborative. They don't treat me like a transaction, but like a partner. This is a firm I can depend on.

    Jay Lenier
    Tax Client
Woman riding her red bike

About Red Bike Advisors

Founded in Wilmington, NC in 2009 as Adam Shay CPA, Red Bike Advisors was built on a belief that accounting should empower people, not frustrate them. We ditched the hourly billing model, prioritized proactive communication, and built long-term relationships with business owners and individuals across the country. Today, we continue that mission under the Red Bike Advisors name, helping clients move forward with clarity and confidence no matter the road ahead.

Red Bike Advisors is on a mission to help small business owners simplify, streamline, and save with “Know Your Numbers” financial and tax insights. We provide accounting & bookkeeping, tax strategy & filing, tax controversy & resolution, and fraud & forensic investigative services to business and individual clients. The firm is based in Wilmington, North Carolina, and serves clients across the U.S. who are craving a strategic, rather than transactional, relationship with their finance and accounting firm. To learn more, visit www.redbikeadvisors.com

Book Your Free Strategy Session