Gretchen Roberts
Entrepreneur who acquired Red Bike Advisors, a remote-first accounting, tax, and advisory firm; transitioned from a corporate marketing background to owning and operating a professional services business without being a CPA.
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Jan 30, 2026 • 49min
[Greatest Hits] Buying an Accounting Firm Without Being a CPA? She Did It.
Gretchen Roberts, entrepreneur who bought Red Bike Advisors after a corporate marketing career. She explains how she found and financed a remote-first accounting firm without being a CPA. Conversations cover sourcing deals, convincing lenders, legal limits for non-CPAs, managing staff churn, post-close surprises, modernization push, and plans for selective M&A and growth.
