Jillian Bergman

Jillian Bergman

Audit & Advisory Director

Areas Of Expertise: Audit and Assurance, SOX Readiness and Compliance, Advisory

Jillian began her career at Deloitte in Houston prior to moving to Austin and joining Holtzman Partners in 2008. She has led technical trainings both internally and for clients on topics such as revenue recognition, purchase accounting, tax provisions, and mergers & acquisitions. For more info, click HERE.

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Sell Side QoE

What is a Sell-side Quality of Earnings Report?

By Jillian Bergman / October 14, 2021 / 0 Comments

One of the most significant career events for a business owner is selling his or her company. The stakes are high, and a financial payout is on the line. That is where a sell-side Quality of Earnings report (also referred to as a QoE report) comes in. Not only will it convey key information to… Read More »

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Quality of Earnings

What is a Buy-side Quality of Earnings Report?

By Jillian Bergman / September 10, 2021 / 0 Comments

A Quality of Earnings report (also referred to as a QoE report) is a vital step of financial due diligence when selling, buying, or investing in a business. A Quality of Earnings report provides potential buyers or investors with more information about a company’s financial condition than can be gleaned from an audit report or… Read More »

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spac vs ipo

The Accounting Firm’s Role: SPAC vs. Traditional IPO

By Jillian Bergman / May 20, 2021 / 0 Comments

Co-authored by Kat Peterson At a glance: A Special-purpose acquisition company, or SPAC, is a way for companies to go public that’s often more efficient than a traditional initial public offering. Companies can go public within a few weeks or months with a SPAC versus months or years with a traditional IPO. The SEC review… Read More »

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Quality of earnings report

Why You Need a Quality of Earnings Report

By Jillian Bergman / April 14, 2021 / 0 Comments

Buying or selling a business can be an exciting, yet stressful, process. The seller may have dedicated a large part of their time, effort, and energy to growing a business they’re now saying goodbye to. Buyers are typically focused on a long list of due diligence items to ensure they can negotiate a fair price… Read More »

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Quality of Earnings Report

Audit vs. Quality of Earnings Report

By Jillian Bergman / April 5, 2021 / 0 Comments

If you are buying or investing in a business, you may feel a level of comfort knowing that the target company has audited financial statements. However, relying solely on those financial statements can be risky. What if the financial statements include significant nonrecurring revenues, lower-than-average expenses, or overly aggressive accounting policies that inflate the company’s… Read More »

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Where Did My Revenue Go?

By Jillian Bergman / March 6, 2021 / 1 Comment

The elation of acquiring a company can end abruptly when you realize your company will never get a chance to recognize a significant portion of the acquired company’s pre-acquisition deferred revenue.

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Pandemic parenting

Pandemic Parenting: A New Frontier for Working Parents

By Jillian Bergman / November 23, 2020 / 0 Comments

Day 245: After ending yet another Zoom call, I notice the house is unusually quiet. My second-grade son, who shares my desk in our home office, has stepped out of the room but left his school-issued iPad. As I approach my kids’ rooms, I can hear my husband on a call in the guest room… Read More »

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Business Email Compromise

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

By Jillian Bergman / April 26, 2016 / 0 Comments

The MHR case is the latest in a series of enforcement cases involving ICFR, and it emphasizes the point that the existence of a material weakness as of a particular date does not hinge upon on whether a material misstatement actually occurs.

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