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 consulting, bookkeeping, tax planning & preparation.We love providing smart accounting solutions in the cloud! From system setup & training to bookkeeping support and tax planning & preparation.Our clients include ecommerce, start-ups, established family businesses, and mature enterprises taking their businesses to the next level. Companies range from pre-revenue to $40M in annual sales, from one owner-employee to over 150 employees. Achievements include: • 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 basis. Provided financial reporting and cash plan to investors who contributed $1.3M in funding. Implemented global system for international distributor with offices in three countries. Gathered requirements from subsidiary in Chile and implemented Spanish language version of ERP system. Developed global chart of accounts to facilitate product line reporting across the enterprise. Analyzed revenue projections and cash flow requirements. Steered management away from additional investment in unsustainable business model, which saved $500K-$1M.

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 concepts. Streamlined A/R reconciliation process at one firm, which resulted in a 90% reduction in staff time and more reliable data. Spearheaded data integrity project at another firm and recommended strategy to CFO and VP of IT. Clients included Freeport-McMoRan, Bumble Bee Seafoods, and GEICO.

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 managed project, eight consultants, and thirty members. Brought system live in 4 months.Led financial piece of several million-dollar project for $1B manufacturer over 3-year period. Facilitated global meetings to identify key requirements. Streamlined and standardized business processes on one global system for business units in four countries.

Start-Up Incubator

Prep For Cpa Exam

Graduate Work, Asian Studies

B.S., Finance