Joan Richardson Email & Phone Number

Dallas-Fort Worth Metroplex

We provide customized Client accounting & advisory services (CAAS), fractional CFO & COO services, business operations, philanthropic management, and real estate services. Beyond your accounting needs, we leverage the best-in-class technologies and software solutions customized for your business and the future.We specialize in complex projects, assisting businesses and high net worth individuals with accounting and advisory services, asset and divorce settlement management. We assist… Show more We provide customized Client accounting & advisory services (CAAS), fractional CFO & COO services, business operations, philanthropic management, and real estate services. Beyond your accounting needs, we leverage the best-in-class technologies and software solutions customized for your business and the future.We specialize in complex projects, assisting businesses and high net worth individuals with accounting and advisory services, asset and divorce settlement management. We assist business owners with back-office operations, management, and reorganization geared towards future growth. We are top professionals with more than 30 years of experience working with private businesses, multi-entity businesses and high net individuals. Show less

Allen, Texas, United States

Dallas/Fort Worth Area

Mission Allies Publishing {MAP} works with non-profits and foundations helping them tell the story of their mission through children’s books. Every mission begins with a story. MAP helps tell that story and shows their clients how to use that book for fundraising and marketing.

Dallas/Fort Worth Area

JCR Enterprises, LLC is a business operations consulting firm lead by Joan C. Richardson in the Dallas-Ft. Worth Metroplex. Joan helps firms, entrepreneurs and executives be more efficient, effective, organized and productive in their business. Whether that means operations consulting and support, author production services for self-published authors, or special project management, JCR Enterprises can help you drive your business forward. Areas of focus can include the… Show more JCR Enterprises, LLC is a business operations consulting firm lead by Joan C. Richardson in the Dallas-Ft. Worth Metroplex. Joan helps firms, entrepreneurs and executives be more efficient, effective, organized and productive in their business. Whether that means operations consulting and support, author production services for self-published authors, or special project management, JCR Enterprises can help you drive your business forward. Areas of focus can include the following:• Business Operations• Human Resources• Marketing• Social Media• Author Production Services• Accounting• Benefits• Compliance• Business Development Show less

Plano, Texas

Helping people with the business of buying and selling real estate. Whether it is your personal home or an investment, I will guide you through the process from start to finish and beyond creating a partnership for life.

Dallas/Fort Worth Area

• Worked with CEO to determine the needs of our clients to customize coaching and training solutions. • Secured an ongoing writing/blogging position for a business owner on Huffington Post through social media.•Coordinated and managed recruiting and training of coaching professionals to become certified coaches of the Honorée Method of coaching and certified facilitators for branded programs.•Advanced-reader and editor for 10 books.• Created dashboards and other proprietary… Show more • Worked with CEO to determine the needs of our clients to customize coaching and training solutions. • Secured an ongoing writing/blogging position for a business owner on Huffington Post through social media.•Coordinated and managed recruiting and training of coaching professionals to become certified coaches of the Honorée Method of coaching and certified facilitators for branded programs.•Advanced-reader and editor for 10 books.• Created dashboards and other proprietary tools for coaching programs and other branded programs used by clients, certified coaches and facilitators.• Marketing and strategy for books, programs, etc. including social media and vanity printing options.• Designed and printed bookmarks, postcards and other collateral for several of the author’s books. Show less

Dallas/Fort Worth Area

● Managed office operations for five (5) offices across the US.● Human Resource duties including recruiting, hiring, orientation, relocation and intern program management.● Interim Marketing Officer that coordinated with EVP in website redesign, print-ad marketing development, white paper editing, coordinated various interviews and articles featuring CEO in national print magazines and industry publications.● Licensing and compliance management for all offices, brokers and… Show more ● Managed office operations for five (5) offices across the US.● Human Resource duties including recruiting, hiring, orientation, relocation and intern program management.● Interim Marketing Officer that coordinated with EVP in website redesign, print-ad marketing development, white paper editing, coordinated various interviews and articles featuring CEO in national print magazines and industry publications.● Licensing and compliance management for all offices, brokers and associates● Commission agreement and deal file management along with supervision of commission invoicing & collection● Commission report approval and reconciliation● Worked directly with CEO to open a New Jersey office (“New York” office)● Benefits management and administration for all offices● Building management liaison for parking, security, and lease and operating issues● Fund Administrator for The Fischer Family Foundation Fund through The Dallas Foundation Show less

Greater Nashville Area, Tn

• Assisted owners in successfully opening and running franchise as franchise administrator and managing broker.• Worked directly with Canadian Headquarters as franchise liaison.• Managed payroll and all related functions including tax and government reports.• Supervised support staff, recruited, trained and managed real estate agents.• Trained real estate agents in marketing strategies that included marketing listings, open houses, buyer agent services and social media… Show more • Assisted owners in successfully opening and running franchise as franchise administrator and managing broker.• Worked directly with Canadian Headquarters as franchise liaison.• Managed payroll and all related functions including tax and government reports.• Supervised support staff, recruited, trained and managed real estate agents.• Trained real estate agents in marketing strategies that included marketing listings, open houses, buyer agent services and social media strategy.•Tracked licensing and continuing education requirements.• Managed agency deal files and supervised TREC compliance audits.• Top listing and selling agent for office. Show less

Greater Nashville Area, Tn

• Top Listing and Selling Agent.• Successfully ran and managed my own real estate business.

Greater Nashville Area, Tn

• Successfully ran and managed my own real estate business after being a buyers agent on a team.• The National Trust for Historic Preservation recognized Joan Richardson as a member of the Historic Real Estate Program.

Nashville, Tn

• Assisted CEO in developing processes and procedures for day-to-day operations and branch office openings including office relocations and internal moves.• Instrumental in designing and implementing guidelines for completing mortgage broker enrollment packages for multiple lenders including obtaining VA and FHA approval.• Recruited and trained new mortgage consultants in corporate policies and procedures, loan programs and various computer/office systems.• Developed and instituted… Show more • Assisted CEO in developing processes and procedures for day-to-day operations and branch office openings including office relocations and internal moves.• Instrumental in designing and implementing guidelines for completing mortgage broker enrollment packages for multiple lenders including obtaining VA and FHA approval.• Recruited and trained new mortgage consultants in corporate policies and procedures, loan programs and various computer/office systems.• Developed and instituted an aggressive marketing strategy that created new business opportunities that included marketing brochures and web-site development. Show less

Dallas, Texas

• Managed office operations for 3 offices across the US; including office relocations/moves, systems management, small & large capital purchases. • Human Resource duties including recruiting, hiring, orientation, relocation and intern program management.• University (multiple) liaison for intern, undergraduate and MBA recruiting.• Analyzed and implemented a total reorganization of the accounting department and associated functions and managed all accounting/financial functions… Show more • Managed office operations for 3 offices across the US; including office relocations/moves, systems management, small & large capital purchases. • Human Resource duties including recruiting, hiring, orientation, relocation and intern program management.• University (multiple) liaison for intern, undergraduate and MBA recruiting.• Analyzed and implemented a total reorganization of the accounting department and associated functions and managed all accounting/financial functions including PR, GL, AR, AP, JC and financial statements, tax returns/reports and other various government reporting worked directly with outside CPA firm.• Managed payroll and all benefits including 401k, medical, dental, WC, PTO, profit sharing and COBRA administration.• Responsible for company insurance, company cars, office leases, branch operations, contract & commission agreement administration and independent contractor agreements, licensing and compliance. Show less