Meet Our Leaders:
Driving Financial and Operational Excellence
Who We ARe
Aouad Associates is a CFO- and COO-led advisory firm delivering integrated financial and operational leadership to growing organizations, complex entities, and mission-driven institutions. We partner with owners, boards, and executive teams to stabilize operations, strengthen controls, and support informed decision-making through disciplined financial and operational execution.
Our model is hands-on, execution-driven, and built for organizations that need senior leadership without the overhead of full-time executives.
Our Leadership Team
Senior-Level CFO and COO Expertise, Delivered Hands-On
Aouad Associates is led by experienced executives who bring institutional-grade financial and operational discipline to growing organizations. Our model provides hands-on, execution-driven leadership without the overhead of full-time hires. Together, our leaders ensure financial insights translate into operational results, focusing on stabilization, scalability, and long-term value.
Our Values
Clients engage Aouad Associates for:
- Senior-level CFO and COO leadership
- Strong internal controls and governance
- Operational and financial alignment
- Clean, reliable reporting
- Scalable systems and processes
We operate as trusted partners, not just advisors focused on execution, sustainability, and long-term value creation.
How We Engage
Aouad Associates is a CFO- and COO-led advisory firm delivering integrated financial and operational leadership to growing organizations, complex entities, and mission-driven institutions. We partner with owners, boards, and executive teams to stabilize operations, strengthen controls, and support informed decision-making through disciplined financial and operational execution.
Our model is hands-on, execution-driven, and built for organizations that need senior leadership without the overhead of full-time executives.
What WE DO
- Business Shower & Quick Start Programs
- Payroll Processing
- Accounts Payable & Accounts Receivable
- Financial Reporting & Forecasting
- Chart of Accounts Optimization
- Data Cleanup & Bulk Data Entry
- Interim & Fractional CFO
- Interim & Fractional COO
- Strategic Planning
- Board Reporting
- Non-Profit Accounting
- Data Cleanup & Bulk Entry
- Tax Planning & Compliance
- Entity Structuring
- Transfer Pricing
- Cost Segregation
- International Tax Planning
- Business Valuation
- Closing Balance Sheets
- Debt Service Advisory
- Exit Strategy
- Due Diligence
- Audit Assistance
- Internal Controls
- Risk Assessments
- Audit Committee Reporting
- Regulatory Reviews
- Workflow Automation
- ERP & Payroll Setup
- System Optimization
- Testing & Handover
- Training & Support
Send a message
Contact Us
Contact Info
Monday – Friday 9:00 AM to 5:00 PM EST
2114 West Union Boulevard
PO Box 4502
Bethlehem PA, 18018


