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With over 30 years of experience in IT, accounting, and business development, I am the President of Artesian Financial Services, LLC, a turn-key bookkeeping solution for Texas Special Districts. I lead a professional team that provides our clients with precise and transparent services, using advanced technological systems and integrated workflows. My core competencies include listening to clients, understanding their needs and concerns, and helping them come up with viable solutions. I also have a strong background in process and functionality development and support, as well as social networking, marketing communications, and new business development. As a business owner, my mission is to create a culture of people motivated to perform and provide a high standard of services. I am very excited to build on our success and grow our company.
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PresidentArtesian Financial ServicesSugar Land, Tx, Us
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PresidentArtesian Financial Services Apr 2022 - PresentHouston, Texas, United StatesArtesian provides a turn-key bookkeeping solution for Texas Special Districts. We handle the full cycle accounts payable, accounts receivable, payroll, bank reconciliations, investments, and general consulting. For districts that utilize the County Tax Assessor/Collector for collection of their ad valorem taxes on behalf of their political taxing authority, we can reconcile and report with complete transparency collections based on current data received from the county. Our vast experience and professional team provide our clients with services that are precise and make use of advanced technological systems. We can address concerns related to data redundancy and fragmented systems with a fully integrated workflow that allows for higher data accuracy and more flexible reporting abilities.https://artesianfs.com/ -
DirectorFort Bend Municipal Utility District 139 Feb 2022 - PresentSugar Land, Texas, United States
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Business ConsultantSelf-Employed Dec 2020 - Mar 2022Sugar Land, Texas, United States
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DirectorFort Bend Municipal Utility District 152 Mar 2005 - Feb 2022Rosenberg, TxMunicipal Utility District
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Avp/Business Development OfficerNewfirst National Bank Oct 2019 - Dec 2020Sugar Land, TxServed as the BDO for all commercial accounts for the eastern division of NewFirst National Bank. Provided client support services and helped develop new clients through leads from loans and through relationships in multiple industries. Was able to onboard new clients that came to our division through the PPP loans, including 4 that brought over 15 million in deposits. Responsible for working with clients on the transition process and determining Treasury Management needs in addition to working with or recommending 3rd party services to maximize efficiency and savings. Worked on developing a client intake tool to increase efficiencies along with customized proposals for clients. -
Director Of Business DevelopmentMunicipal Accounts & Consulting, L.P. Oct 2017 - Sep 2019Houston, Texas AreaResponsible for press releases, website content and updates, logo creation and branding, advertising and more. Worked with Owner and Regional Managers on developing leads and business strategies for future growth and development. Prepared and implemented a strategic plan for identifying potential clients and assist in determining base monthly contract amount along with fee structure. Created relationships with developers, attorneys and other consultants to promote the organization and stay current with the latest regulations and client development. MAC saw a growth of 20% in the number of clients during my tenure as Director of Business Development. -
Vice President Board Of DirectorsAssociation Of Water Board Directors - Texas May 2013 - May 2018Houston, Texas, United StatesProvided leadership and decision making for the largest trade organization serving Municipal Utility Districts in the state of Texas. During my tenure, participated in programs to promote increased membership, recognize members for projects they implemented, and increased the communication of information to the members. -
PresidentFsg Information Systems Jun 2015 - Sep 2017Houston, Texas AreaBookkeeping firm serving Texas Special Districts in the Houston area. Startup that was able to grow quickly in 2 ½ years by acquiring 24 clients and staff of 5 full time and 4 part-time employees. Developed bookkeeping reports and system that also allowed for live access to data by directors/consultants using latest ERP system as platform. Differentiated ourselves from the competition by creating a product that utilized latest accounting technology on the cloud that can simplify, automate and offer projections to clients. Reduced data redundancy while offering 24/7 availability in a protected environment.
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Executive DirectorRosenberg Railroad Museum Jan 2013 - May 2015Rosenberg, TxExecutive Director, responsible for all operations of the museum, including managing staff and volunteers, advertising, educational programs, exhibits, payroll, financials, grant writing and fund-raising events. Reported to the 13-member Board of Directors. Was able to procure recurring grants and establish revenue producing programs and fundraising activities that brought the museum from over $20,000 in debt to over $150,000 in the bank within fifteen months. Attendance at the museum was 3,000 per year and increased to 16,000 during my tenure. -
OwnerRickert Technology Jun 1994 - Nov 2012Sugar Land, TxA self-employed Computer Consultant in the Fort Bend area. Developed software and database systems used by small businesses and organizations. Provider of user support and application training including hardware and software installs and upgrades.
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Computer ProgrammerStewart Enterprises Feb 1986 - Aug 1991New Orleans, La -
Salesperson - Sales ManagerD. H. Holmes Company, Ltd Nov 1979 - Dec 1985New Orleans, La
Lisa Rickert Skills
Lisa Rickert Education Details
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Cum Laude -
College Preparatory
Frequently Asked Questions about Lisa Rickert
What company does Lisa Rickert work for?
Lisa Rickert works for Artesian Financial Services
What is Lisa Rickert's role at the current company?
Lisa Rickert's current role is President.
What is Lisa Rickert's email address?
Lisa Rickert's email address is li****@****ert.com
What is Lisa Rickert's direct phone number?
Lisa Rickert's direct phone number is +183272*****
What schools did Lisa Rickert attend?
Lisa Rickert attended Tulane University, St. Marys Dominican High School.
What are some of Lisa Rickert's interests?
Lisa Rickert has interest in Politics, Education, Arts And Culture, Poverty Alleviation.
What skills is Lisa Rickert known for?
Lisa Rickert has skills like Leadership, Public Speaking, Management, Nonprofits, Strategic Planning, Fundraising, Event Planning, Community Outreach, Marketing, Leadership Development, Team Building, Public Relations.
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