Series III. Financial Records contains materials documenting the financial activities of the firm, including account books, bills and receipts, banking records, estate documents, insurance on non-vessel properties, and pay stubs from their lime quarry. Materials in this series are arranged by type of record, then chronologically.

Account books form the bulk of the firm’s financial records. The cash books, day books, and ledgers in particular document every aspect of the business through the daily and yearly transactions of the company throughout most of its existence, beginning in 1849 only five years after the firm had built their first vessel and ending in 1927 after the death of co-partner Ralph W. Carleton. Also of interest are documents from the estate of founding member S.D. Carleton, which provide insight into a major shift in the firm’s management after his death in 1892.