Dale Thompson personal email
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Officially retired! Okay I'm back for a while. Helping mostly former clients but also some one- off jobs and short term commitments.
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Independent Accounting Professional And ConsultantQuickbooks In Nonprofits Specialty Jun 2011 - Oct 2023Austin, TexasVarious consulting and contract projects – July 2011 to present• Bookkeeping,• Financial Statement Prep, • IRS tax workout for small law firm, • Winding down small nonprofit in order to merge with a larger nonprofit, audit prep, form 990, W-2s, 1099s, board communications including monthly financial statements during wind down,. Assisting Director of Accounting for large nonprofit with complex reporting requirements for large State grant – including data and coding integrity review and report prep using pivot tables and VLookup in Excel for combining data in case manager database and accounting records• Tax filings – 940, 941, 1099 & 1096, W-2 & W-3, 990• Created client database for small law firm in QuickBooks 2013• Subbed for CFO of medium size nonprofit during transition • Created grant reporting system in Excel for small nonprofit• Hired by nonprofit board to review boxes of documents, save and index documents of importance.* Catch up books and IRS filings for 501(c)4 association (Form 990 epostocard, restore tax exempt status with state, report to board* Catch up IRS filings for 501(c)4 association (Form 990).
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Financial ConsultantCity Of Austin May 1998 - Jun 2011Austin, TexasStarted as temp for one year - hired to provide financial management to fledgling nonprofit, Austin Free-Net, as part of the City's Community Technology Initiative. See details under Austin Free-Net experience (below). -
Financial Manager, Acting Executive DirectorAustin Free-Net 1998 - Jun 2011Austin, Texas Area• As Acting Executive Director from 2006 to 2011 (following illness and resignation of the Executive Director) - whatever it took to run a small nonprofit organization: strategic planning, HR, email administration, web site updating, coordinating office moves, creating employee handbook, writing grants big and small. Designing spreadsheets for analysis, cash flow projections, etc. Created a friendly, hardworking culture with an awesome board of directors and excellent staff. Left the organization in the best financial condition in its history.• Designed and implemented accounting systems and procedures. Moved accounting system from CYMA to QuickBooks.• Maintained and supervised accounting records and produced financial statements, created budgets/forecasts and monitored and analyzed them for executive and board review• Assured financial/internal controls, • Annual Form 990 (tax returns). • Planned and implemented with IT staff: Project Fix-Net – tech support to small nonprofits on a sliding scale.• Researched, evaluated, implemented and maintained systems: automated payroll, phone and voicemail, volunteer management, various databases, trained staff on the systems.• Researched and negotiated health insurance contracts, chief liaison for City and Federal contracts, building services, all vendors as well as Workers Compensation Agency, State Unemployment Insurance Department, IRS, banking, insurance broker, liability insurance companies• Ordered and supervised audits, performed internal audits.• Maintained and nurtured funder, community and academic partnerships• Produced reports - financial and program - for various funders, contracts, performance management evaluation and board of directors. • Hired, supervised and trained all staff from 2006 to date of departure in 2011.• 2010- awarded Broadband Technology Opportunities Program (BTOP) grant for public computer centers, the second-largest such grant awarded in the United States. See txc2.org. -
Vice President, Private BankingChase Bank Of Texas - Now Jpmorganchase Aug 1985 - May 1998Austin, Texas Area• Recruited by college recruiter in 1985 for Officer Development Program - looking for mix of good grades and personality.• Started as Credit Analyst with emphasis on large commercial customers and financial statement analysis,• Proceeded to Professional Banking Department as lender (people with a practice such as doctors, attorneys, architects, etc.)• To Private Bank Relationship Manager - lending, working with Trust and Investment Departments to build and protect customer wealth (investments, insurance, wills, estates, and trusts), large home mortgages and bridge financing.
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Oil And Gas Exploration And Production - Accounting ClerkGoldking Production Company Sep 1981 - Jul 1985Houston, TexasFinancial accounting part-time while in college.
Dale Thompson Skills
Dale Thompson Education Details
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Accounting
Frequently Asked Questions about Dale Thompson
What is Dale Thompson's role at the current company?
Dale Thompson's current role is Accounting, Virtual CFO.
What is Dale Thompson's email address?
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Dale Thompson's direct phone number is +151257*****
What schools did Dale Thompson attend?
Dale Thompson attended University Of Houston-Downtown.
What are some of Dale Thompson's interests?
Dale Thompson has interest in Nonprofit Management, Social Services, Economic Empowerment, Community Technology, Gardening, Technology And Accounting, Education, Adult Literacy, Mental Health Issues, Homelessness Issues.
What skills is Dale Thompson known for?
Dale Thompson has skills like Accounting, Policy, Non Profits, Quickbooks, Microsoft Excel, Budgets, Internal Controls, Bookkeeping, Analysis, Training, Financial Reporting, Payroll.
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Dale Thompson
Tallahassee, Fl -
Dale Thompson
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Dale Thompson
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