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. 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. 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.
On November 1, 2010 Sager, Haines & Co. LLP merged with Paul Jones & Co. CPA’s to continue to offer the same personal service both firms prided themselves on.
Thirty plus 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.
Along with the number of our clients and their changing profiles, we as a firm have changed and grown in many ways. With the progression of technology, the work in our profession has become quicker-moving while at the same time becoming more complex. We have mastered the balancing act of efficiency, speed, and quality to successfully serve our clients. Both large and small accounting firms have come and gone in the area but we have remained in control of our own growth, allowing our presence in St. Charles to remain constant and reliable. With our foundation firmly set, we can assure our clients we will always be personally available and responsive to their needs and concerns.
Paul passed the CPA exam in 1989 and has been a partner at two regional CPA firms in the Chicago land area. With a strong business and tax background he specializes in consulting with his clients to develop financial strategies and to serve as a CFO for hire to the small business client. He started Jones and Co CPA’s and Consultants in the fall of 2008 and merged with Sager, Haines & Co. LLP in the fall 2010. Paul prides himself on being his client’s best business financial advisor. Paul also teaches undergraduate classes at Aurora University. He is an adjunct professor for classes including the Federal Taxation of Individuals and Federal Taxation of Business Entities. He and wife, Jean, live and work in St. Charles. Paul believes in supporting the community and has served as the president of St. Charles Breakfast Rotary, St. Charles East High School Boosters and St. Charles Baseball Association.
Steve became a CPA in 1972. He started at Checkers, Simon and Rosner CPA’s in Chicago and then served as controller for two large multinational corporations thru 1980. Steve received his MBA from DePaul and opened his own accounting firm in 1981. For over 30 years his focus has been to be the all around financial advisor to small businesses and individual clients. Steve has provided a total quality, caring and involved approach to assisting his clients in obtaining and maintaining their financial security. Sager, Haines & Co., LLP merged with Jones and Co. CPA’s in 2010. Steve and wife, Mary, are long time residents of St. Charles. Steve has served on the Board of Rosary High School, a local bank and currently is serving on the Board of Lazarus House as well as volunteering his time to the guests of Lazarus House.
Ginny is an Enrolled Agent and has unlimited practice rights to represent taxpayers before the Internal Revenue Service. Ginny holds a Bachelor’s Degree in Accounting and Business Administration from Augustana College and is a Certified QuickBooks Pro-Advisor. Prior to joining Jones & Co CPA’s and Consultants, Ginny worked in various capacities at medium sized public accounting firms in the Chicago land area for over 19 years, and in private industry for 10 years. Her knowledge and experience gives client’s a level of reassurance as she provides tax and controllership services to small and mid-sized businesses. Ginny also serves on the executive board of Hosanna! Preschool in St. Charles.
Kristen started as an intern with the firm during the 2011 tax season. She graduated from Aurora University with a degree in Accounting and Business & Commerce. Kristen joined the firm as a Staff Accountant in September, 2011 offering accounting assistance to small business owners as well as payroll tax compliance services. She is involved in the Women’s Business Council of the St. Charles Chamber of Commerce.
Paula joined the firm in October, 2002. Paula’s strong background in accounting and experience in corporate management made her a perfect fit for her 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.
Rodger received his CPA license with Illinois in March, 2016. Rodger holds a Bachelor of Arts Degree from Valparaiso University and is a 2014 graduate of Aurora University with a degree in Accounting. Rodger joined the firm as a Staff Accountant in October, 2014 offering accounting assistance with QuickBooks, payroll, and sales tax to small business owners. He helps business owners with tax planning as well as analyzing key performance metrics versus industry averages to help them look for ways to improve their bottom line. Rodger also assists individual taxpayers with tax planning and tax preparation services.
Kathy joined Jones, Sager & Co. LLP in October, 2014 bringing her extensive background in business accounting to the firm. Kathy passed the CPA exam in 2001 while working as a Senior Financial Analyst for a multi-national corporation. Kathy has recently utilized her accounting skills as the lead accountant in a Fox Valley law firm.
Maria earned a BS in Accounting and an MACC in Accounting Information Systems from the University of South Carolina. She passed both the CPA and CMA exams in 1991, and has worked in both public and corporate accounting. Additionally, Maria has served as the Treasurer for several non-profits, including the Hillshire Estates Homeowners Association, the Barrington Swim Club, and the St. Charles North Running Boosters.
Since joining Jones Sager in December of 2015, Maria has been focusing on tax research, planning, and preparation for individual, small business, and tax-exempt clients.
Maria is currently pursuing her MS in Tax at Northern Illinois University.
Barb started with the firm as office administrator in September, 1997 utilizing her organizational skills and attention to detail to maintain the highest level of efficiency in running the daily administrative flow of the firm. Barb continues this attention to accuracy and consistency in her current position providing bookkeeping assistance to the firm’s staff accountants. Barb holds both a Certificate of Management and an Associates Degree in Arts, Retail Management, from Elgin Community College and a Bachelor of General Studies in Administrative Studies from Roosevelt University.
Abbey began working for the firm part time in 2009 and became the firm’s Office Manager in late 2013. She oversees all administrative and technology functions at Jones, Sager & Company. Abbey supports the firm’s philosophy that client service is the number one priority, while utilizing her organizational skills and attention to detail to main the highest level of efficiency in running the day-to-day operations of the firm. Abbey’s goal is to ensure a smooth and accurate flow of information between our client and office personnel
Julie joined the team in December 2016 as an Office Administrator. She assists Abbey in all administrative functions to keep the office running smoothly. She values customer service and strives to meet each client’s needs. She is a very detailed and organized person who takes pride in her work. She received her Associates Degree from Elgin Community College.
Jean joined the firm in the fall of 2010 as The Billing Department Manager. Jean is responsible for handling internal accounting functions for the firm. She received a bachelor degree in Business Administration from Milligan College.