We help you to
Optimize. Automate. Grow.
We streamline your finances and operations by combining expert bookkeeping, smart automations, and proven business systems that help small business grow with confidence.
How We Serve
We Deliver organized, & automated Operations
Management
Manage ad campaigns, automations, and financial reporting to allow you to focus on what you do best.
Financial Reporting
Set up your QuickBooks chart of accounts and rules for clear and accurate financial reporting.
Automated Workflows
Automate repetitive tasks and generate custom integrations saving you time and money.
CRM & Pipeline Setup
Set up your CRM and Sales Pipeline so leads are tracked, follow ups are automated and nothing falls through the cracks.
Custom Strategies
Tailored communication plans to match your brand’s unique goals and amazing audience.
Seasonal Campaigns
Leveraging seasonal trends to boost visibility and with amazing audience engagement.
Event Promotion
Creating impactful PR campaigns that elevate your events and amazing brand image.
Media Relations
Building strong media connections for effective and amazing memorable brand stories.
Efficient Communication
Streamline Customer and Client Interactions
Seamless communication is vital for business success. At Carter Ledger Solutions, we streamline customer and client interactions by building efficient, automated pathways that keep communication clear, timely and consistent.
From setting up CRM systems that track every lead to creating automated follow-ups, reminders, and onboarding workflows, we ensure no message gets missed and every client gets a smooth, professional experience. By standardizing processes and eliminating manual steps, we help your business respond faster, stay organized, and deliver a higher level of service with less effort.
Financial Clarity
Organized Finances, effortless Reporting, confident decisions
At Carter Ledger Solutions, we set up your QuickBooks account the right way from day one, building a customized chart of accounts tailored to your business so every dollar is categorized accurately. We create automated banking rules that save you time and ensure transactions flow into the correct categories without constant manual work.
Finally, we configure clear, easy-to-read financial reports that show exactly how your business is performing. With a clean setup, smart automation, and reliable reporting, you gain the financial clarity needed to make confident, informed decisions.
Dawson Carter
Founder & President
Dawson Carter is the Founder and President of Carter Ledger Solutions, dedicated to helping small businesses streamline operations, optimize finances, and achieve scalable growth. A Georgia Southern University graduate (Business Administration: Finance), Dawson combines a strong foundation in accounting and business with a passion for creating efficient systems and smart automation. He leads his team in delivering clarity, organization, and actionable insights, empowering business owners to focus on growth while leaving the complexities of bookkeeping and operations to the experts.
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