Barklee Financial Group, LLC

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Fostering the Financial Health of Your Business

Virtual Financial Services Tailored to Fit Your Needs

Barklee Financial helps busy entrepreneurs and business owners take charge of their finances with our suite of virtual accounting services. From our base of operations in Lubbock, Texas, the Barklee team provides CFO and controller services, financial reporting, tax solutions, strategic growth planning, and more, all through our convenient and secure virtual platform. 

Barklee Financial's Service Offerings

At Barklee Financial, we empower business owners with the financial knowledge and tools they need to make the best decisions for their businesses. Our goal is simple: To create a foundation of long-term financial health for our clients. And we achieve this goal time and time again through our exacting standards and our unwavering commitment to you.

CPA FIRM LUBBOCK, TX

Virtual CFO 

A full service, on-demand accounting and tax package that utilizes a full breadth of advisory services, from budgeting and forecasting to financial modeling and intra-year tax projections. This service is tailored to the entrepreneur whose business is thriving and stable but needs help stepping up to the next level of gross revenue. 

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CPA for Small Business

Whether your dream is to grow your small business or you think it’s perfect just the way it is, Barklee Financial’s CPA for small business services can help you achieve your goals. We’ll handle the basics, like tax preparation, account reconciliation, and financial reporting, and we’ll work with you to plan the next phase of your business’s journey.

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Virtual Controller

Our virtual controller is essentially a premier upgrade of our virtual accountant service.  The virtual controller provides on-demand CFO services, only when you need them. Our virtual controller service is ideal for clients who have a great handle on their monthly operating cash flows and is ready to dig deeper into financial statements, key performance indicators, and expansion opportunities.

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Bookkeeping Services

Barklee Financial’s virtual bookkeeping deals with your day-to-day administrative tasks, allowing you the time you need to manage your business. From managing data and entering transactions to reconciling old accounts and helping with tax prep, our virtual bookkeepers are ready to take on those fundamental tasks that are essential to your business.

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Virtual Accountants

A virtual accountant from Barklee Financial is perfect for the young and growing startup. Barklee’s virtual accountants provide a baseline bundle of accounting activities, including monthly data entry, payroll, and other bookkeeping tasks. Whether you have a great handle on your business’s finances or you need a little guidance, our virtual accountants can help.

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An enterprising mind and drive to succeed does not always equate to financial acumen. And that’s okay—Barklee Financial is here to lend you our financial expertise. With our suite of virtual accounting services, you can foster your entrepreneurial spirit while we crunch the numbers. 

Invest in the future of your business with Barklee Financial. Whether you’re local to us here in Lubbock, Texas, or you’re a distant neighbor, we look forward to hearing from you. 

Invest in Your Financial Future with Barklee

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