Celebrating Our 15th Anniversary · Specializing in QuickBooks Software

Carlton Services, LLC

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Although every enterprise is unique, by focusing on service businesses, we can start with a consistent set of general procedures and reports that are then customized to your business. As such, Carlton Services can provide a solution that meets your specific needs, while keeping our costs and your fees down.

Legal and Medical Industries

A Diverse Pool of Clients

Our clients operate a variety of service businesses that typically consist of the owner and up to 25 employees. Client revenues typically range from $500,000 to $10,000,000 per year. We currently serve clients in the following industries:

  • Architectural Firms
  • Galleries
  • Religious Organizations and Other Nonprofit Organizations
  • Computer-Related Firms (Software Implementation; Networking Consultants)
  • Construction-Related Contractors
  • Consultants (Marketing; Management; Engineering)
  • Engineering Firms
  • Financial Planning Firms
  • Institutional Stock Trading Firms
  • Landscaping Contractors
  • Law Firms
  • Medical Practices
  • Real Estate Investment and Management Firms
  • Restaurants and Food Operators
  • Telesales Firms

A Beneficial Relationship

Your bookkeeping needs may be minimal, or you may want comprehensive services. Our client relationships generally fall into the following categories:

Full Service — A Carlton Services employee acts as your part-time bookkeeper, performing most or all of your bookkeeping work. We can provide service at your office or ours, depending on the circumstances and your location.

Month-End Work — A Carlton Services employee assists you with certain monthly activities, such as reconciling your bank and credit card statements and reviewing data entry for accuracy. We can provide service at your office or ours, whichever you prefer.

Project Work — A Carlton Services employee can handle your "one-time" bookkeeping-related projects, such as setting up your books or entering transactions at year-end for tax preparation.

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