Strategic accounting leadership that moves your business forward.

Brookfield Advisory Partners collaborates with founders and leadership teams to navigate their most critical financial milestones. We build scalable foundations that replace messy month-ends, deliver audit-ready financials with confidence, and prepare your company for a successful sale or acquisition.

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Close Acceleration: 3 Day
Preparedness: 100%
Strategic Impact: 4x

Brookfield Advisory Partners team collaborating

Services

Build a finance organization that invites investor confidence.

Every engagement blends disciplined accounting, thoughtful change management, and executive-ready storytelling. We design operating systems that empower lean teams without adding complexity.

Establishing Scalable Foundations

Design streamlined operating procedures, automate reconciliations, and shorten your close so you can trust the story your numbers tell every month.

Standardized playbooks for billing, AP, and revenue recognition
From chaos to clarity with a repeatable month-end checklist.
Complete reconciliation packages, delivered monthly for transparent management oversight.

Achieving Audit & M&A Readiness

Anticipate what auditors, investors, and buyers expect. We organize your data room, document controls, and prepare your team to win confidence during diligence.

Audit-ready Financials and supporting documentation
Documented control environment tailored to lean teams
Narrative financials that defend valuation and reduce surprises

Providing Strategic Leadership

Shift from reactive bookkeeping to proactive decision-making. Translate metrics into strategic plays that protect runway and fuel growth.

Forward-looking forecasts anchored to operating reality
Insightful board reporting that prompts decisive action
Fractional Controller partnership without the full time overhead

Approach

A proven playbook that blends operational discipline with strategic foresight.

We embed with your leadership, align finance to your growth goals, and provide change leadership that sticks. Expect clear communication, working sessions with stakeholders, and adoption support that keeps momentum.

Step 01

Finance Health Diagnostic

We interview stakeholders, review workflows, and assess tooling to identify friction that slows down reporting and decision-making.

Step 02

Build the Operating Blueprint

We redesign processes, implement controls, and stand up reporting infrastructure with clear owners and measurable KPIs.

Step 03

Lead & Iterate

We embed alongside your team, providing fractional leadership, training, and executive-ready insights that keep you ahead of change.

Why founders choose us

Finance clarity that empowers bold moves.

Operator-first mindset — we build systems with the people running them in mind, balancing automation with practical guardrails.
Transparent partnership — weekly progress recaps, clear KPIs, and executive-ready dashboards keep leadership aligned.
Flexible engagement — from project-based close acceleration to ongoing fractional Controller support, we meet you where your growth demands.

Client Outcomes Snapshot

Family-Owned Manufacturer: Cut month-end close time by 40% and led the M&A process for a successful sale to a public company.
Series C SaaS Platform: Passed first-time audit with zero material adjustments.
Non-Profit Athletic Club: Overhauled and restated all historical financials for GAAP compliance.