About
For owners who need to plan, not just report.
Ish Advisory works with profitable, growing small and mid-sized businesses that have outgrown basic reporting and need more than a monthly close. The owner knows the business. The problem is that the information is lagging the decisions.
Revenue is growing
Growth has changed what the business needs to know.
No one owns the forward view
There may be a bookkeeper and CPA, but no dedicated planning function.
The next decision is bigger
Hiring, pricing, cash, expansion, or product mix now needs more than instinct.
Built from FP&A work, not generic consulting language.
I am currently a Director of FP&A and Business Intelligence in the wine industry — a business with retail, wholesale, hospitality, and inventory all running at once. That work is close to the decisions owner-operators make every week: what is profitable, what can be funded, what needs to change, and what the next several years are likely to look like. The goal here is the same. Make the numbers usable before the decision is made.
FAQ
How does this work with my bookkeeper?
Your bookkeeper keeps the books moving. Your CPA handles tax. I use the information they produce to help you plan and make decisions.
What if I'm not sure which tier I need?
Most owners aren’t at first. Start with the conversation. We’ll talk through what you’re deciding and what information you have, and the right starting point usually becomes obvious. You can also move up as the business needs more.
What if my books aren’t clean?
That is common. We will be direct about what can be used, what needs cleanup, and whether your bookkeeper or CPA should handle it first.
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