Buying an Accounting Firm Without Being a CPA? She Did It.
Update: 2025-04-03
Description
Join me as I interview Gretchen Roberts, an entrepreneur who acquired Red Bike Advisors, a remote-first accounting, tax, and advisory firm based in Wilmington, NC.
What makes Gretchen’s story unique? She’s not a CPA and doesn’t come from an accounting background.
Before buying the firm, she worked in marketing at a major public tech company. Now, she owns and operates a professional services business — without ever having prepared a tax return.
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