Professional Overview
Ann Jagert serves as the Founder, CEO, and Owner of Breakthrough Solutions, Inc., a specialized consulting firm providing accounting solutions primarily for small businesses and start-ups. She is a Certified Public Accountant (CPA) licensed by the Illinois Board of Accountancy and is based in the Austin, Texas metropolitan area, where Breakthrough Solutions operates.
Company Profile: Breakthrough Solutions, Inc.
Breakthrough Solutions focuses on tax planning and preparation of business and individual tax returns, as well as bookkeeping, payroll, and financial consulting services. The firm is also a partner with cloud accounting platforms Xero and Zoho, offering system setup, customization, and training, thereby positioning itself as a provider of modern, cloud-based accounting solutions. The client base spans various industries including eCommerce, technology, and professional services.
Key Roles and Responsibilities
- Strategic Leadership: As CEO, Ann Jagert leads all aspects of Breakthrough Solutions’ financial and operational management.
- Financial Operations: She has successfully managed accounting and financial operations for an eCommerce start-up, evidencing capability in fast-paced, technology-driven business environments.
- Accounting System Implementation: Ann spearheaded the implementation of a modern accounting system integrating automated sales feeds, streamlining financial data processing and reporting.
- Investor Relations: Provided financial reporting and cash planning to investors responsible for contributing $1.3 million in funding, demonstrating experience in capital management and communication with financial stakeholders.
- Client Services: Provides tailored consulting and tax services to multiple businesses and start-ups, emphasizing hands-on, customer-focused solutions.
- Technology Enablement: Facilitates transitions to cloud-based bookkeeping with Zoho Books, improving accounting accuracy and efficiency—highlighted in documented customer success stories and featured video interviews.
Expertise and Competencies
- Tax Planning & Preparation: Extensive experience preparing tax returns and projections for businesses and individuals.
- Bookkeeping & Payroll Services: Offers comprehensive bookkeeping and payroll management, supporting clients who prefer outsourcing these functions.
- Cloud Accounting Platforms: Recognized as a partner for Zoho and Xero, with expertise in platform implementation, training, and ongoing support.
- Fractional Controller Services: Provides scalable controller/CFO functions for small and medium-sized enterprises, focusing on controlling company finances and improving financial processes.
- Client Industry Exposure: Works with clients from diverse sectors such as eCommerce and technology startups, indicating familiarity with dynamic, growth-oriented businesses.
Geographic and Contact Details
- Headquarters: 7000 N. Mopac Expressway #200, Austin, Texas 78731
- Phone: +1 512 440 1040
- Email Contact: ann@breakthrough-solutions.com
- Service Area: Central Texas region including Austin, San Antonio, Houston, and remote/online service capabilities.
- LinkedIn Profile: [https://www.linkedin.com/in/annjagert](https://www.linkedin.com/in/annjagert)
Industry Recognition and Visibility
- Ann Jagert has been featured in published customer success stories, particularly with Zoho Books, that articulate how digital transformation has enhanced accounting operations at Breakthrough Solutions.
- Her professional narrative includes successful management of investor relations and financial systems modernization.
- While formal awards or recognitions are not detailed, customer testimonials emphasize “best of class financial procedures” and “innovative solutions to complex issues”, reflecting a high standard of service delivery.
Strategic Insights for Engagement
Ann Jagert’s leadership of a technology-savvy accounting consultancy that integrates cloud platforms positions her as a key decision-maker with a focus on efficiency, automation, and scalability in financial operations. Her direct experience with eCommerce clients and startup environments suggests a strong understanding of the challenges faced by businesses undergoing rapid growth and digital transformation. Additionally, her role in managing significant investor funding underscores proficiency in financial stewardship and investor communications.
Her firm’s location and flexible delivery model (in-person across Central Texas and online) enable accessible service provision tailored to client needs. Partner certifications with Zoho and Xero, combined with hands-on involvement in system implementation, indicate openness to innovative financial technologies and solutions.
This profile suggests that engagement opportunities which emphasize cloud accounting advances, automation benefits, and comprehensive financial oversight cater directly to her demonstrated professional priorities.
