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.
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:
Charla 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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