Aouad Associates LLC is a CFO and COO led accounting and business advisory firm offering bookkeeping, accounting, payroll, tax strategies, interim CFO and COO services, and strategic business advisory. We serve small and mid-sized businesses and non-profits across Pennsylvania, New Jersey, New York, and nationwide. Our approach combines compliance, operational insight, financial strategy, and execution to support sustainable growth.

You can schedule a free 30 - 45 minute consultation from our website or by emailing reachout@aouadassociates.com or calling +1 (610) 419 1500. During the consultation, we evaluate your bookkeeping, accounting systems, tax exposure, cash flow, operational structure, and leadership gaps to determine whether accounting support, interim CFO/COO services, or business advisory is the right fit.

Onboarding begins with a discovery call and execution of a mutual confidentiality agreement (NDA). We then perform secure data collection, review financial and operational records, and define service scope whether bookkeeping, tax compliance, interim CFO/COO engagement, or change management. Most onboardings are completed within 1–2 weeks.

Yes. While we provide in person support in Lehigh Valley, Central and Eastern Pennsylvania, and Western New Jersey, our interim CFO, interim COO, change management, and business advisory services are offered nationwide and remotely, including for businesses with multi state or international operations.

Our bookkeeping services for small businesses include transaction recording, reconciliations, accounts payable and receivable management, financial statement preparation, and QuickBooks bookkeeping support. We also perform catch-up bookkeeping and historical data cleanup.

Our One Stop Shop Accounting Services include bookkeeping, payroll processing, tax planning and compliance, financial reporting, forecasting, ERP and payroll system implementation, internal controls, non-profit accounting, cost segregation studies, transfer pricing, business valuation, and executive level advisory.

No. We do not prepare, sign, or adjust tax returns. We provide tax planning, coordination, and compliance support only. All tax preparation and adjustments are completed by a licensed tax firm with over 60 years of experience, while we manage the process end-to-end so clients have a single point of contact.

Yes. Our payroll processing services include payroll calculations, tax withholdings, direct deposits, payroll tax filings, and preparation of W 2 and 1099 forms, ensuring compliance with wage and labor regulations.

Interim and fractional CFO services provide experienced financial leadership without the cost of a full-time executive. Services include cash flow management, budgeting, forecasting, financial reporting, board and lender communication, capital planning, and strategic financial decision making.

Our interim COO services focus on operational leadership, process improvement, organizational structure, KPI development, and execution discipline. These services are ideal for businesses experiencing growth, restructuring, leadership transitions, or operational inefficiencies.

Yes. Our change management services support businesses undergoing system implementations, reorganizations, leadership transitions, ERP migrations, or rapid growth. We help align people, processes, and systems to ensure smooth adoption and sustainable results.

Our business advisory services include strategic planning, financial and operational assessments, performance improvement, governance support, risk management, and decision support analysis. We work closely with owners, executives, and boards to translate strategy into execution.

Businesses often engage interim CFO or COO services during rapid growth, financial distress, mergers or acquisitions, system implementations, leadership gaps, or when preparing for audits, financing, or exit strategies.

Pricing is customized based on engagement scope, business complexity, duration, and service mix. We offer scalable options ranging from affordable bookkeeping services to project-based interim CFO/COO and advisory engagements.

Yes. A one-time onboarding fee that may be waived depending on your tailored needs. The setup fee covers setup, data migration, and system configuration. There are no hidden fees.

Yes. We provide QuickBooks setup and support, ERP system selection, implementation, integration, and post implementation optimization as part of our accounting, COO, and change management services.

We use secure cloud platforms, encrypted data transfers, controlled access protocols, and cybersecurity best practices.

Professional oversight ensures accurate filings, maximized deductions, reduced audit risk, and proactive planning helping businesses improve cash flow and remain compliant year-round.

Yes. We support international tax planning, transfer pricing, and intercompany transactions, helping businesses comply with U.S. and cross border regulations.

We provide non-profit accounting and advisory services, including fund accounting, grant tracking, Form 990 support, and financial reporting.

Yes. Our cost segregation studies identify assets eligible for accelerated depreciation, potentially generating significant tax savings.

We are available Monday - Friday, 9:00 AM - 5:00 PM EST. Most inquiries receive a response within 24 hours.

Yes. We offer hands-on training and ongoing support following accounting system implementations, ERP rollouts, and change management initiatives.