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Our Staff

 

 

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 Michigan Tax & Accounting Professionals organization. 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 a current member of the Michigan Tax & Accounting Professional organization and is in 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.

 

 

 

Angela Farver is our payroll and accounting clerk. Angela started out with Proulx Financial in 2018 and she is the heart of our Au Gres office.

Jim Proulx has retired but is still working with us during the tax season

Renee Lindsay has been with CBI since 2013. Renee was our staff accountant until 2017 when she left  for bigger pastures. Renee still works with us during tax season.

We would like to welcome the RLG staff to CBI:

Ron Gorski will be working with us consulting and will continue to work with us during tax season.

Terri Boynton is semi retired now and will be working the tax season with us.

Renee Gorski will be working with us thru the transition and consulting.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(586) 883-6146