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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Financial
Jun 4, 2024

Buying a Business? 6 Critical Finance and Tax Questions Before the Purchase

As Baby Boomers continue to retire, business-buying is a hot opportunity for new entrepreneurs and existing business owners alike. Before you ink your first (or next) deal, ask these questions and g ...

Financial
May 1, 2024

Are You Protected from Employee Theft?

Employee theft is the reason for more than 30% of small business bankruptcies, according to the Better Business Bureau.    And that's not even counting the businesses that are stolen f ...

Financial
Apr 9, 2024

5 Finance Topics Every Small Business Owner Should Master

Cash is king, and profit is queen. With 82% of small business failure due to poor cash flow management (Business.com), it's no wonder business owners lie awake at night wondering if they're g ...

Financial
Mar 9, 2024

7 Secrets the IRS Doesn’t Want You to Know

It’s tax time, and for most people it’s a frenzy of paperwork and filings. But for anyone who’s fallen behind on their taxes, or is starting to get notices from the IRS or the North ...

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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Potential Swells For More Swimming

As the population increases, demand continues to grow for pools the public can access in Wilmington and New Hanover County....


Home Options: Stage Set For Accessory Dwelling Units To Proliferate

Defined as a separate residential living space on the same lot as a primary dwelling, the topic of ADUs is seeing a resurgence in the Port C...


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