Client results
Practical work teams can use, explain, and sustain.
Real engagements. Real outcomes. Anonymized for client confidentiality.
Case studies
Complex environments. Practical outcomes.
These are the approved publication-level facts. Client names and identifying details remain confidential.
Multi-State Cannabis Operator · $1.5B+ Revenue
Material Weakness Remediation & Control Framework Rewrite
Challenge. Three material weaknesses were threatening the effectiveness of the audit opinion across a multi-state, multi-entity environment.
Scope. Led remediation of all three material weaknesses, rewrote and tested 125+ business-process controls, reimplemented AuditBoard, managed PBC collection, and coordinated more than ten process walkthroughs.
Outcome. A clean, effective opinion was achieved in approximately eight months, with a control framework the internal team could sustain.
Insurance Company · $1B+ Revenue
Pre-IPO SOX Readiness
Challenge. A pre-IPO insurance company needed a defensible controls program ahead of public-company requirements.
Scope. Managing the hired internal audit team and working directly with management on more than 100 remediation items.
Outcome. The active engagement is moving the program toward pre-IPO readiness through tracked remediation and accountable ownership.
Financial Services · Big 4 External Audit
External Audit + Alteryx Technology Implementation
Challenge. Complex financial-services audit areas relied on manual testing and reconciliation across a large engagement team.
Scope. Tested 150+ controls across more than ten audit areas and led Alteryx adoption, training team members and automating reconciliations and documentation.
Outcome. Technology adoption improved testing efficiency and created repeatable, standardized audit workflows.
- Control framework development — active advisory engagement
- AI workflow implementation — finance-process automation and decision support
Bricks Advisory provides advisory services only — not legal, tax, audit, or attest opinions.
Client feedback
Trusted in complex, high-accountability work.
“Alyssa brings deep expertise in SOX compliance and AuditBoard, and she excels at translating technical requirements into practical, management-friendly solutions.”Executive Director · Multi-State Cannabis Operator
“She left our program in impeccable shape in a short time—created narratives and flowcharts from scratch, and provided management training in SOX compliance.”Senior Analyst · Multi-State Cannabis Operator
“She has a gift for taking complex workflows and translating them into clear, structured, actionable documentation that teams can easily follow and sustain.”Senior Accounting Manager · Multi-State Cannabis Operator
“Alyssa quickly gets to the core of an issue and translates that into clear, actionable next steps. Most importantly, she is someone you can trust in any situation.”Managing Director · Big 4 Accounting Firm
Bring the environment as it is.
The first conversation identifies the smallest useful scope—not a generic program.