Charla Roth, CPA, CDA is an audit partner with more than fourteen years of experience. She builds relationships with her clients to ensure that they maximize the profitability and value of their business. Charla is responsible for handling all aspects of the audit, accounting and consulting services she provides, including oversight of planning, supervision of staff, seniors, and managers and coordination with the client. She specializes in working with not-for-profit corporations, manufacturing, and architecture and engineering firms, and has extensive experience performing FAR audits.

  • Professional Certifications

    Certified Public Accountant in New York State (CPA)
    Certified Design Accountant (CDA)

  • Professional Affiliations

    American Institute of Certified Public Accountants (AICPA)
    New York State Society of Certified Public Accountants (NYSSCPA)
    Accounting & Financial Women’s Alliance (AFWA) – Past-President and Treasurer
    Certified Design Accountants Association (CDAA)

  • Community Involvement

    Accounting & Financial Women’s Alliance’s Central New York Chapter, President, Treasurer
    New York State Society of Certified Public Accountants, Career Opportunities in Accounting Profession Committee
    County North Children’s Center, President of the Board of Directors
    Crouse Hospital Auxiliary, Board of Directors and Treasurer
    United Way of Central New York, Fiscal and Management Review Committee

  • Education

    Bachelor of Science, Accounting, State University of New York at Oswego, 2002
    Master of Accounting, State University of New York at Oswego, 2003

  • Publications

    “Improvements to Not-for-Profit Financial Reporting” Dannible & McKee, LLP Annual Nonprofit Conference, January 2017

    “How to Read IRS Form 990 & Understand its Importance,” Dannible & McKee, LLP’s Annual Nonprofit Conference, January 2016

    “Grant Reporting – What’s Missing from your Financial Toolbox?,” Dannible & McKee, LLP’s Annual Nonprofit Conference, January 2015

    “Financial Ratio Analysis and Managing Your Firm for Profitability,” A&E Business Magazine, May 2015
    Dannible/McKee and Associates, Ltd. Summer Webinar Series, August 2015