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 company is doing and how she might be able to add value to their organization.
One aspect of her career that she enjoys most are the mergers and acquisitions due diligence projects because she is able to critically assess financial data from both an operational and GAAP (generally accepted accounting principles) financial accounting point of view. Her technical ability to iron out purchase accounting for clients is a major asset.
In addition to due diligence engagements, Jillian works on financial statement audits, software revenue recognition consulting, SSAE 16 audits and business SOX consulting. She has a wide variety of clients, which include Michael and Susan Dell Foundation, Upland Software, Magnitude Software, Venture Capital Funds, St. Gabriel’s Catholic School, Draker and All Web Leads.
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 Holtzman Partners, such as the Women’s Initiative, Knowledge Coach Committee, Training Committee and Wellness Committee. She is a member of the AICPA, American Woman’s Society of CPAs and Habitat Young Professionals; serves on the board of BookSpring; and is the treasurer for an organization at her church.
What are you known for professionally?
I can enter a client situation where there are few records, the general ledger may not be maintained properly, and there is a short audit deadline and still be able to clean up the records, instruct them on proper GAAP accounting, and meet the deadline.
What is your favorite thing to do in Austin?
Family bike rides at the Veloway.
What are you passionate about personally? What do you really enjoy?
I love to cook for my family and guests. I collect recipes and hardly ever make the same thing twice. Also, health and fitness is a huge part of my life. My husband and I make a conscious effort to talk about healthy habits with our two kids and set a positive example. I am also passionate about working mom issues.