Fulton Advisory
visit site- $1,000+
- 2 - 9 employees
- Chicago, IL
Based in Chicago, Fulton Advisory is an advisory firm with a small team of 2. Since 2019, they've delivered accounting, FAO, and business consulting services to small businesses.
Client Insights
Industry Expertise
90%
10%
Client Size Distribution
Small Business (<$10M) 85%
Midmarket ($10M - $1B) 15%
Common Project Size
$10K-$49K 1 project
$50K-$199K 1 project
Clients
- Circa Interactive
Highlights from Recent Projects
Fulton Advisory provided consulting and accounting services for Socratik, a digital marketing agency specializing in SEO. The team, led by Terry, offered financial and strategic business guidance to the agency's founders. They provided monthly reports and financial overviews, tracked expenses, and gave advice on business decisions such as hiring and profitability. They also assisted with goal setting for forecasting and projections. The collaboration, which began in January 2020, was based on a recommendation from a trusted agency. Socratik has invested approximately $15,000 in the partnership, and the collaboration continues as the agency grows its business.
Fulton Advisory was engaged by Circa Interactive, a higher education enrollment marketing company, to provide business consulting services. Circa sought financial expertise and strategic decision-making guidance when they were experiencing growth. Over the course of the two-year partnership which started in April 2018, Fulton Advisory refined accounting practices, developed forecasts and budgeting models, created monthly business health scorecards, and performed light bookkeeping. They played a significant role in successfully navigating a merger. The partnership, primarily with Terry, has been highly valuable for Circa, with approximately $100,000 invested in their services.