Fulton, Brown & Co
Business development service, Bookkeeping service, Financial advisor in Knightdale, NC
- Address
- 5808 Knightdale Blvd Suite 207, Knightdale, NC, 27545
- Phone
- (919) 896-3329
- Website
- fultonbrownco.com
About Fulton, Brown & Co
Fulton, Brown & Co. is a business, financial and tax advisory firm on Knightdale Boulevard, founded by Dorcas Fulton. It works with established entrepreneurs, service businesses and real estate professionals, on the premise that a business owner's books, taxes, cash flow, structure and long-term goals should not be five separate conversations. The firm organises its work in three stages. Structure it: business structure review, entity selection, structuring and optimisation, financial systems and bookkeeping setup, and a business and financial diagnostic — because how a business is structured shapes how the owner pays themselves, manages risk and approaches tax. Manage it: monthly bookkeeping, bookkeeping cleanup, sales tax filing, financial reporting, compliance filing, cash flow management, payroll and tax preparation, with quarterly financial reviews. Scale it: tax planning, quarterly advisory, financial strategy, fractional CFO services, forecasting, budgeting, business acquisition and growth planning. Real estate professionals are a stated specialism, with strategies built around the realities of commission income, irregular cash flow, expenses and investment. Add-on work covers payroll setup, 1099 filing, catch-up and cleanup projects, strategic planning sessions and implementation support. The firm's pitch is aimed squarely at owners who recognise a particular set of problems: making money but unsure where it is going, tax seasons that bring surprises rather than strategy, books that get done but never used, and growth that has outpaced the financial systems underneath it. Clients describe Dorcas as detail-oriented, organised and responsive, and note being asked questions no previous preparer had thought to ask. New clients start with a discovery call. The firm can be reached at [email protected] or (919) 896-3329.
Services
- Business structure review, entity selection and structure optimisation
- Financial systems and bookkeeping setup
- Business & financial diagnostic
- Monthly bookkeeping
- Bookkeeping cleanup and catch-up projects
- Sales tax filing
- Business compliance filing
- Payroll services and payroll setup
- Financial reporting and quarterly financial reviews
- Cash flow management
- Tax preparation
- 1099 filing
- Tax planning and quarterly advisory
- Fractional CFO services
- Financial strategy and forecasting
- Budgeting
- Cash flow & profit planning
- Business acquisition and growth planning
- Strategic planning sessions and implementation support
- Notary public
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