Breakaway Bulletin: It's tax time, why people love their accountants, and how to put Profit First

Published 5 months ago • 1 min read

Quick hits

Stat of the Month: We ❤️ our accountants

According to OnPay’s Small Business Finance and HR Report, 31% of small business owners say their accountant is the advisor they trust the most, followed by family and friends (22%), and lawyers (16%).

Tax Tip of the Month

Tax season is here! We're kicking off with 1099 filings and business property tax listings while you collect your tax documents. If you haven't signed your renewal agreement, please do so ASAP! If you're not already a client and need a strategic tax partner, please get in touch.

Finance Tip of the Month

Clean books are the foundation for great tax strategy and filing. Are your books "tax ready?"

Essential Reads

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. Here's why you need to start bossing your money around in 2024. Read more >

Small Businesses Run America

Forbes: 99.9% of U.S. businesses are small businesses and employ nearly half of all U.S. employees. Read more small business stats from Forbes >

New Around Here

Meet Lisa Laday-Davis CPA, our new Sr. Manager of Tax. Lisa's an experienced tax advisor and former business owner who really "gets it" when it comes to what small business owners want from their tax advisor. Welcome, Lisa!

A Question for You

What are you most excited about in 2024? How can we help?

Until next month,

Your Red Bike Advisors Team

About Red Bike Advisors

We're on a mission to equip small business owners with finance and tax insights that create exponential value for their companies, customers, employees, and families. From financial reporting to forecasting, we take the confusion and scramble out of business finance and tax strategy and bring in clarity, growth, and peace of mind.

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1650 Military Cutoff Rd. Suite 104, Wilmington, NC 28403


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