DM Consulting Group

Decoding A/E Financial Statements
MAR 10 | 10am – 11am

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Decoding A/E Financial Statements
MAR 10 | 10am – 11am

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.

Date and Time

Tuesday, March 10, 2026

10:00-11:00 AM EST

Webinar Description

Tuesday, March 10, 2026

10:00-11:00 AM EST

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

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

Register for Webinar

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Presenter

Charla Roth PhotoCharla A. Roth, CPA, is an audit partner at Dannible & McKee and has over 23 years of experience providing audit, accounting and consulting services for a variety of clients. She specializes in working with A/E firms, helping clients maximize profitability, enhance business value and navigate industry-specific financial challenges. Charla has deep expertise in FAR compliance and overhead audits, and she oversees the audit services provided to the New York State Department of Transportation (NYSDOT) for contract closeouts of consulting firms. Charla works closely with clients to help them navigate the complexities of government contracting and ensure their FAR overhead rates are accurate, well-supported and strategically positioned for growth.

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