Ann Jagert Email & Phone Number

• Providing professional services to small businesses around the country through these entities:Breakthrough Solutions, Inc: www.breakthrough-solutions.com Services: Virtual CFO/Controller services, Zoho and Xero.
• Automated business operations and bookkeeping for more than seventy businesses through smart systems like Zoho and Xero.
• Provided financial reporting and forecasts to facilitate management decision making and funding. Eight clients have received $500K-$8M in bank loans and investment over the last two years.
• Recommended helpful tax strategies – with one client accelerating over $1M in tax deductions in one year alone.
• Helped several clients get back on track by cleaning up financial reporting, filing late tax returns, and working with the IRS to settle tax obligations.
• Created custom systems and processes for companies with highly unique or sophisticated business models, including eCommerce.

Provided consulting and tax services to several businesses in the Austin area. Achievements include: Managed accounting and financial operations for eCommerce start-up. Implemented new accounting system with automated sales feeds. Reduced data entry and reconciliation time from a half day to a half hour. Moved online retailer from cash basis to accrual.

Round Rock, Texas, US

Synthesized complex tax requirements from several European countries. Steered development team towards successful delivery of new VAT system. Created sophisticated test plans to coordinate activities across three regions (Asia – Europe – US).

El Segundo, CA, US

Gathered international accounting requirements for ERP software product. Worked closely with domestic and offshore development teams. Designed software to ensure global clients with different local reporting requirements could work successfully on the same platform – and still adhere to GAAP and IASB requirements.

Analyzed business requirements, streamlined business processes, and implemented integrated systems for clients in US and Latin America. Industries included manufacturing, construction, and insurance.Developed “bullet-proof” reconciliation processes and tools. Used the reconciliation process as a vehicle for identifying root causes based on six-sigma.

Provided ERP system consulting services to more than 20 clients, including Freeport-McMoRan, Holley Performance Products, and Sumitomo. Jump-started ERP project as a new consultant. Client had been trying to implement system for more than two years without success. Developed "meeting rules" to foster constructive feedback among team members. Asked to.

Start-Up Incubator

Prep For Cpa Exam

Graduate Work, Asian Studies

B.S., Finance