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Accounting & Financial Management

Reliable bookkeeping, reconciliations, AP, AR, payroll, and reporting in one organized finance workflow.

Monthly accounting cycleBooks you can trust
01Record
02Reconcile
03Report
The problem we solve

Outdated books make every financial decision less reliable.

Behind or incomplete bookkeepingUnreconciled bank and card accountsOverdue invoices strain cash flowReporting consumes owner time
Capabilities

Accounting & Financial Management services built around the work you need.

Scope is confirmed before work begins and adjusted to the complexity of your organization.

Monthly Bookkeeping & Close

Bank & Credit Card Reconciliations

Accounts Payable (AP) Management

Accounts Receivable (AR) Management

Payroll Processing

Financial Statement Preparation

Chart of Accounts Design & Optimization

Data Cleanup & Bulk Data Entry

Frequently asked questions

Answers before the first call.

Can you clean up bookkeeping from prior periods?+

Yes. We first assess the records, define the periods and control totals, and then scope bookkeeping cleanup, reconciliations, and corrections.

Do you work with an existing bookkeeper?+

Yes. We can perform the work directly or provide accountant, controller, and review support around an internal team.

Who is accounting & financial management for?+

The service is tailored after discovery based on your organization, records, systems, deadlines, internal team, and desired outcome.

Can this service work with our existing professionals?+

Yes. With authorization, Aouad Associates can coordinate with your internal staff and outside tax preparers, CPAs, attorneys, bankers, brokers, and technology providers.