Gretchen Roberts

CEO, Red Bike Advisors
BIO

Gretchen Roberts is CEO of Red Bike Advisors, formerly Adam Shay CPA PLLC. We believe that strategic financial advice is a value driver, not a cost center. We work with you to achieve your business goals, whether that's growing re  

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Other
Feb 9, 2024

New Requirements for Small Businesses: Beneficial Ownership Information Reporting

Welp, the government has gone and done it again. In an effort to crack down on money laundering, financing terrorism, tax fraud, and other illegal acts via sketchy shell companies, Congress has enacte ...

Other
Jan 31, 2024

7 Reasons Your Messy Books are Hurting Your Business

Clean books and regular reviews are the foundation of a strong financial position for your business. Here are seven ways messy books are holding back your business growth: 1. Risky Business Risk ...

Financial
Nov 13, 2023

Show Me the Money: How to Put Profit First

“A budget is telling your money where to go instead of wondering where it went.”    –John C. Maxwell   There’s nothing worse than getting to the end of the y ...

Other
Oct 19, 2023

ERC Audits On the Rise: Are You On the IRS’s Radar?

If you’re anything like most small business owners we work with, you’ve got better things to do than scroll Google for news about the IRS and what it’s been up to lately.  &nbs ...

Other
Sep 5, 2023

Financial Page-Turners: 3 Business Finance Books to Conquer Cash Flow and Turn a Healthy Profit

"Revenue is vanity, profit is sanity, but cash is king."  — Unknown Many business owners are what serial entrepreneur Roland Frasier calls “accidental entr ...

Financial
Aug 17, 2023

Will ChatGPT Do My Taxes Next Year?

We have a Google Home at my house, and sometimes Google just can’t get it straight. It will set a timer when we’ve asked it to play a song on Spotify, or listen in on our conversation and ...

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