Decoding AE Financial Statements Webinar graphic

Webinar: Decoding A/E Financial Statements

October 7, 2025 10:00 am — 11:00 am

This webinar will take place at 10:00 am EST and is offered at no charge

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Having a thorough understanding of your firm’s financial statements is essential for making informed decisions, driving profitability and building long-term value. They provide a picture of your firm’s past and current financial performance, as well as insights into the future potential of your firm. Whether you’re an owner, principal, or part of the operations or project team, financial fluency is key to supporting the success of your A/E practice.

In this Part One of the 2-Part Webinar Series, you will learn how to:

  • Understand the structure and key elements of A/E firm financial statements
  • Distinguish between cash and accrual accounting methods, and when to use each
  • Leverage financial data to assess performance and improve profitability
  • Align financial reporting practices with your firm’s strategic objectives

 

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View Part Two Leveraging Key Ratios in A/E Firms

 

FEATURED PRESENTER

Charla A. Roth, CPA, is an audit partner at Dannible & McKee, with over 23 years of experience serving architecture and engineering (A/E) firms. She specializes in helping clients improve financial performance, increase profitability and strengthen the value of their businesses. Charla has extensive expertise in interpreting and analyzing A/E financial statements and key performance metrics to drive strategic decision-making. She is also highly experienced in FAR compliance, overhead rate audits and government contracting, including overseeing audit services for the New York State Department of Transportation (NYSDOT).