PROVIDENCE-AREA CPA · RHODE ISLAND & SE MASSACHUSETTS14 Breakneck Hill Rd, Lincoln, RI • (401) 475-6960
CONTACT

Contact Bibby & Co. in Lincoln, RI.

Tell us a little about your business and what you want fixed. We'll start with a short conversation about whether we're a good fit.

Office reception area
REACH US

We'd like to hear from you.

We work with owner-operated businesses in Rhode Island and Southeastern Massachusetts.

HOURS

Monday–Friday, 9 am–4 pm

OFFICE

14 Breakneck Hill Road, Suite 201
Lincoln, RI 02865

EXISTING CLIENTSClient Portal Login ↗
REQUEST A BUSINESS FINANCIAL REVIEW

Tell us about your business.

Please don't include Social Security numbers, tax returns, account numbers or other confidential information. We'll set up a secure portal for documents.

HOW WE START

What happens after you reach out.

01

Fit conversation

A short call about your business and what isn't working. No documents needed.

02

Financial questionnaire

A guided set of questions about how your books, payroll and taxes run today.

03

Secure records request

We request statements and reports through our secure client portal, never by email.

04

Financial review

We look at the condition of your books and what it will take to get them right.

05

Scope in writing

A clear engagement: what we do, deadlines, and the monthly fee. No surprises.

06

Digital onboarding

E-sign, portal setup, and access to QuickBooks or Xero.

07

Monthly rhythm

Books closed every month, payroll coordinated, and tax planning done during the year.