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Barb Gacic,
Mary de Raismes, Paula Joers, Tory Haines, Steve Sager
In 1981, Steve Sager founded the
firm in downtown St. Charles to serve the Tri-Cities’
businesses and residents. With one phone line, one typewriter, a
copy service in the building, a part time secretary and a
helpful wife, business was underway and life was low tech and
simple. But the reputation of personal care and respect of the
client’s needs was becoming well
established. Many of the original clients are still with us
today.
Twenty years of experience have
taught us that the one constant in our profession is change.
Our
annual firm development meetings have centered around the issues
of IRS law revisions, technology, growth of our clients’
businesses, community expansion, family issues of : children,
divorce, retirement and, of course, the graying of the Baby
Boomers. Our first computer was borrowed from a client and had a
very loud daisy wheel printer which had to be kept in a hallway
for noise control. The first copier was also a loaner.
Today, we
are networked and each of us uses a PC along with a variety of
software applications for financial or tax planning and
preparation. We have this Web Page and many of our clients
transmit information via disc, e-mail, FAX or the old-fashioned
way on our four line phone system with voice mail. The copier is
now ours and is state of the art. Confidentiality is even
further guarded by our shredder. Our expansive professional
library once included several shelves of the multiple volumes of
CCH Binders which now arrive on CD Rom for efficiency and speed.
So, along with the number of our
clients and their changing profiles, we have changed and grown
in many ways. Technology has made the job faster but sometimes
also more complicated. Many bigger and smaller accounting firms
have come and gone or moved to the larger buildings. We have
chosen to remain in control of our own growth so that we are always personally and consistently
available and responsive to our clients’ needs and concerns.
Steve became a CPA in 1972.
He
worked for Checkers, Simon and Rosner CPA’s in Chicago and
then as controller for two large multinational corporations thru
1980. After taking night courses at Northwestern and DePaul
Universities he received his MBA from DePaul and hung out his
"shingle" to practice accounting on his own. Since
then his focus has been to be the all around financial advisor
to small businesses and individual clients. His goal is to
provide a total quality, caring and involved approach to
assisting his clients in obtaining and maintaining their
financial security.
Tory joined the firm in1985,
while still attending accounting courses. After graduating from
Benedictine University, Tory passed the CPA Exam in 1990 and
became a partner in the firm in 1994. Primarily, she has worked
with businesses and individual tax clients. Tory prefers to work with people rather than numbers and
looks at her career as a way to help others achieve their goals by making wise financial decisions today and
preserving or developing the level of financial security that
will provide them with a comfortable retirement.
Since joining the firm in March
1985, Mary has filled many key roles and responsibilities.
As a
Staff Accountant, her primary expertise has been write-up work.
Mary brings considerable accounting experience to her position,
including a strong background in data integrity, problem
resolution, and client confidentiality. Mary is also the firm’s
Certified QuickBooks Pro Advisor offering assistance and
expertise to the small businesses that are using off-the-shelf
accounting software. With her interpersonal communication
skills, she has given her clients a level of comfort knowing she
can answer their questions and resolve their accounting and
computer problems as well as working with and training the
client’s staff.
Barb has been with Sager, Haines
& Co. LLP since September, 1997. As Office Administrator
Barb has a variety of responsibilities to ensure a smooth flow
of information between clients and office personnel as well as
the efficient running of the day-to-day operations of the firm.
Barb views her position as the initial office contact for the
client to be her most important duty. Whether it is calling a
client to remind them of an important date or helping them
obtain copies of documents she always takes the client’s needs
into account. Barb holds both a Certificate of Management and an
Associates Degree in Arts, Retail Management, from Elgin
Community College and is a January, 2001, graduate from
Roosevelt University with a Bachelor of General Studies in
Administrative Studies.
Paula joined our firm in October,
2002. Paula's strong background in accounting and tax made
her a perfect fit for the part-time Staff Accountant
position. Paula's genial attitude combined with her solid
experience are the assets she offers her many clients to answer
their questions, to solve their problems and to assimilate their
accounting information. |
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NO
OUTSOURCING
To
ensure confidentiality and quality of work all client
work is done in house here at Sager, Haines.
CELEBRATING
27 YEARS OF SERVICE IN THE FOX VALLEY
IRS
REVISED MILEAGE 7-1-08
THRU 12-31-08
Deductible
Transportation Expense
Rates
Business
- 58.5¢/mile
Medical
& Moving 27¢/mile
2008
SUMMER
HOURS
May
23 - Aug 29
MONDAY
- THURSDAY
8:00
- 5:00
CLOSED
FRIDAYS
QUICKBOOKS
CONSULTING & TRAINING
Mary de Raismes continues to update her
certification in the Quickbooks Professional Advisors Program.
Call or email
Mary for assistance in developing your Quickbooks
utilization skills.
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