How Much Did Fulton & Kozak Raise?
Funding & Key Investors

Fulton & Kozak, a prominent accounting firm, has secured $150K in total capital, with its most recent financing round bringing in $150K. This significant strategic investment underscores the company's established position and its trajectory for continued expansion within the financial services sector.

What is Fulton & Kozak?

Fulton & Kozak
Business ServicesAccounting for Legal Practices

Fulton & Kozak CPAs operates as a service-centric accounting firm, delivering a comprehensive suite of services that include tax preparation, attestation, and advisory solutions. The firm serves a diverse clientele, encompassing businesses, individuals, and non-profit organizations, and caters to specific sectors such as healthcare, construction, and retail. Their core mission revolves around addressing complex accounting challenges, fostering client growth, and providing punctual tax solutions. With a strong emphasis on client satisfaction, Fulton & Kozak is actively seeking new clients and values referrals.

How much funding has Fulton & Kozak raised?

Fulton & Kozak has raised a total of $150K across 1 funding round:

2020

Debt

$150K

Debt (2020): $150K with participation from PPP

What's next for Fulton & Kozak?

The substantial backing, indicated by the $150K in total funding and the recent $150K strategic investment, positions Fulton & Kozak for significant scaling and service enhancement. This capital infusion is expected to fuel further development of their advisory services, potentially expanding their reach into new markets or deepening their expertise within existing sectors like healthcare and construction. The firm's focus on resolving accounting challenges and supporting client growth suggests a strategic allocation of these funds towards enhancing their operational capabilities and client-facing solutions, solidifying their role as a key player in the accounting and tax advisory landscape.

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Frequently Asked Questions Regarding Fulton & Kozak Financial Insights

What are the most recent funding rounds that Fulton & Kozak has completed, and what were the funding rounds?
Fulton & Kozak has recently completed 1 funding rounds: Debt on Apr 9, 2020.
What is the total amount of funding Fulton & Kozak has raised to date?
Fulton & Kozak has raised a total of $150K in funding to date.
How many funding rounds has Fulton & Kozak completed?
Fulton & Kozak has completed 1 funding rounds.
How much funding did Fulton & Kozak raise in its most recent funding round?
Fulton & Kozak raised $150K in its most recent funding round.
Who are the lead investors in Fulton & Kozak's latest funding round?
The lead investor in Fulton & Kozak's latest funding round was PPP. To access investor data and explore similar companies, sign up for ZoomInfo.
Which was the largest funding round in Fulton & Kozak's history?
The largest funding round in Fulton & Kozak's history was $150K.
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