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 the heart of our Au Gres office.