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 to Socratik, a digital marketing agency specializing in SEO. The Socratik team lacked financial and business strategy experience and sought guidance from Fulton Advisory, which came highly recommended by a trusted agency. Fulton Advisory, led by founder Terry, provided monthly reports, financial overviews, and recommendations on business decisions. They tracked all credit cards, bank accounts, and invoices, and helped determine hiring budgets and profitable billable rates. Since starting the collaboration in January 2020, Socratik has invested around $15,000 and continues to grow its business with Fulton Advisory.
In another project, Fulton Advisory offered business consulting to Circa Interactive, a higher education enrollment marketing company. Circa Interactive needed to improve its financial reporting and strategic business decision-making but did not require a full-time CFO. Fulton Advisory stepped in to provide the necessary expertise on a fractional basis. They helped the company with accounting best practices, forecasting, budgeting, and creating monthly scorecards to measure business health. They also assisted in a merger. Circa Interactive has been working with Fulton Advisory since April 2018, investing around $100,000 and continues to benefit from their services.