Jillian Bergman
Audit Senior Manager
Jillian Bergman

Jillian takes pride in the strong and positive relationships she develops with her clients. Her clients know that exemplary service is her top priority because she is genuinely interested in how they are doing, how their companies are growing and how she might add value to their organizations.

Jillian finds her work on mergers and acquisitions due diligence projects most fascinating because she becomes an extension of her clients’ teams to critically assess a target company’s financial data from both an operational and Generally Accepted Accounting Principles (GAAP) perspective. Utilizing her extensive knowledge of her clients’ businesses, Jillian enjoys identifying potential financial and integration issues her clients might face post-close.

In addition to merger and acquisition due diligence engagements, Jillian works on financial statement audits, software revenue recognition consulting, business combination consulting and business SOX consulting in the software, manufacturing, real estate, and nonprofit industries. Her clients include Upland Software, Magnitude Software, Periscope Holdings, eRelevance, FSTI and the Michael & Susan Dell Foundation.

Prior to becoming a CPA in the state of Texas in 2006, Jillian earned a B.S. in business administration and an M.S. in accountancy from Baylor University. She began her accounting career at Deloitte in Houston and was responsible for auditing financial data as part of an IPO for one of the firm’s major clients, Duncan Energy Partners.

In 2008, Jillian moved to Austin and joined Holtzman Partners as a senior. She leads various internal employee initiatives at the firm, including the Women’s Initiative, Training Committee and Wellness Committee, and is actively involved in recruiting. Jillian is a member of the AICPAAmerican Woman’s Society of CPAs and Habitat Young Professionals; serves as a board member and chair of the finance committee for BookSpring; and is the treasurer for her daughter’s Girl Scout troop.


Where Did My Revenue Go?

A Case for Adequate Accounting Staffing: How minimizing this department can cost public companies

Q&A With Jillian

What’s something you know a lot about?
Thanks to an interdisciplinary liberal arts undergraduate program at Baylor, I know more than your average accountant about the classic works of ancient and medieval philosophers like Plato, Aristotle, Augustine, Aquinas and Machiavelli. Plato’s Republic is the reason I decided to major in accounting.

What are your favorite things to do in Austin?
Happy hours on a patio, discovering new restaurants and family bike rides at the Veloway.

What are you passionate about personally? What do you really enjoy?
I’m a foodie and I love to exercise. I collect recipes and have always been creative in the kitchen. I could cook dinner every night for a year and not make the same thing twice. Health and fitness is a huge part of my family life. I’m at the gym or on a run at 5:30 am during the week, and we go on family runs or bike rides to Starbucks on the weekends. My husband and I make a conscious effort to talk about healthy habits with our two kids and set a positive example.

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