Carlton Services, LLC. Services.

For Our Clients

Carlton Services, LLC

Bookkeeping for Service Businesses

Approach

Our client relationships generally fall into the following categories:

Full Service. A Carlton 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 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, as you prefer.
Project Work. A Carlton employee can handle your “one-time” bookkeeping-related projects, such as setting up your books or entering transactions at year-end for tax preparation.

We use QuickBooks® software, so if you are already using QuickBooks, we can begin using your files immediately. Otherwise, we will set up your business on QuickBooks. We can also share your QuickBooks files via e-mail or this Web site.

Services List

We can provide one, some, or all of the following services, depending on the needs of your business:

Customer Billing. We can prepare your customer bills, receive and deposit your customer checks, and help you manage your past-due accounts.
Bill Paying. We can pay your bills and fully manage your business checkbook, including helping you manage your cash flow.
Payroll. We recommend that our clients use a payroll company for processing payroll checks and handling payroll tax deposits and returns. If you are not using a payroll company, we can help you select one and get started; if you are using a payroll company, we can enter the payroll report data into QuickBooks each pay period.
Month-end. We can reconcile your bank account(s), submit sales tax, and perform other month-end tasks appropriate to your business. We can provide management reports to track your performance, and we can generate reports for your accountant for your quarterly estimates and income tax returns.

Note: Although the above list is intended to be comprehensive, your business may have unique needs that are not listed. We are flexible and can generally perform any bookkeeping or related administrative task that you require.

Geography

Although we are headquartered in Wayne, Pennsylvania, and focus on the Philadelphia area, we are able to provide a high level of service to remote clients through the use of mail, e-mail, fax, and this Web site. For example, several of our consulting clients have principals in other states, and we work for an art gallery and a semi-conductor firm that are located in California.

Pricing

For most clients, we take a very simple approach: after obtaining some basic information about your business (such as the number of checks you write per month), we provide you a fixed-rate monthly quote. Thus, there are no surprises like there can be with an hourly-rate arrangement. You can budget for our monthly cost, and it puts the responsibility squarely on us to do your work as efficiently as possible. We do offer hourly rate billing for clients who prefer this arrangement or in circumstances where work volume is variable, unpredictable, or expected to change.


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