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Carol Patridge, CPA

CPAs & Advisors

Principal – Retired

Carol Patridge is a retired Principal based the firm’s Kalamazoo office. She joined Yeo & Yeo in 1988 and previously served on Yeo & Yeo’s Board of Directors.

Expertise

    • Construction Industry
    • Governmental Units
    • Not-for-profit Organizations
    • Estate Planning
    • Tax Planning and Preparation for individuals and corporations
    • Employee Benefit Plan Audits

Professional Certifications and Education

    • Certified Public Accountant (CPA)
    • Certificate in Estate Planning from the MACPA Surgent and Associates
    • Western Michigan University, Bachelor of Business Administration in Accounting

Professional Membership

    • American Institute of CPAs
    • Builders Exchange – Treasurer
    • Construction Industry CPAs/Consultants Association
    • Home Builders Association of Western Michigan
    • Michigan Association of CPAs
    • Michigan Association of CPAs Construction Task Force
    • National Association of Women in Construction, Secretary
    • Southwest Chapter of Michigan Association of CPAs, past President

Publications/Seminars

    • Conducted seminars on retirement and estate planning, year-end tax filing requirements, tax updates and small business filing requirements
    • Presentation at MACPA Governmental Accounting & Auditing Conference: Audits of School Districts, May 17, 2007
    • Presentations at Southwestern Michigan School Business Officials’ conferences: Sales Tax for Schools, April 2020; GASB 84 – Fiduciary Activities, March 2019; Fraud and How to Spot It, March 2019; GASB 54, March 2010; Nuts and Bolts of Agency Funds, March 2009
    • Presentation at MACPA Governmental Accounting & Auditing Conference: School District 101, April and May 2011
    • Basics of Single Audits: April 2012, May 2012

     

    Articles

     

Community Involvement

    • Singing Sands Girl Scout Council, past Troop Leader
    • Mattawan High School Grad Bash, past Treasurer
    • Hospital Hospitality House, Treasurer             
    • Kalamazoo Nature Center, past Treasurer
    • Mattawan Lions, President, District IIB2 Treasurer 
    • Miss Mattawan Scholarship Program
    • Western Michigan University – Department of Accountancy Advisory Council 
    • United Way of Kalamazoo & Battle Creek, Finance Committee member            

Awards

    • 2011 ATHENA International Award recipient (Kalamazoo Regional Chamber of Commerce)
    • National Association of Women in Construction (NAWIC) chapter’s 4-Most Member award
    • 2021 Mattawan Lions Club Howard Bristol Lion of the Year Award
     

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