The history of CBI is built upon a tradition of service, technical expertise, and innovative thinking to meet the needs of a rapidly changing world. The experience and academic credentials of our staff provide our clients with the expertise of larger firms, while our commitment to superior customer service offers a personal, one-on-one approach.
We invite you to meet our staff.
Richard L Petrucha EA, ABA - Accountant & Tax Preparer:
Rick is the President of CBI, he graduated from Olivet Nazarene University in Illinois. Rick is the current Treasurer (since 2009) and past President of the Independent Accountants Association of Michigan as well as the NSA State Director for Michigan. He is an Enrolled Agent (EA) & Accredited Business Accountant (ABA). Rick is in charge of the Tax side of the company.
Patty Simms-Beauchamp EA - Accountant & Tax Preparer
Patty is the Vice President of CBI, she graduated from Utica College with a Masters in Fraud Management. Patty is also an Enrolled Agent and has over 15 years of experience in Accounting. She is charge of the Accounting side of the company.
Annette - Office Manager
Annette is in charge of keeping the office running smoothly, she handles the accounts payable, human resources, accounts receivable, billing and condominium / HOA accounting.
Renee Lindsay EA -Tax Preparer & Bookkeeper
Renee has an Associate degree in Accounting from Macomb Community College and is an Enrolled Agent. She has been a bookkeeper and preparing taxes for over 3 years at CBI.