How to Contact Us
At Barklee Financial Group, we understand that clear and efficient communication is key to providing excellent service.
That’s why we offer multiple ways for you to get in touch with us. Whether you need to upload documents, ask questions, or set up an appointment, here are the 5 best ways to contact our team:
Feel free to email us anytime, and we will respond within 2 business days. This is the fastest and most efficient form of communicating details to our team.
Email is great for:
- Asking for advice and explaining detailed information
- Quick questions
- Checking a status of a project
- Prepping for an appointment
- Requesting an appointment time
Please note that to keep your data secure, we do not click on links or attachments provided in emails. All documents must be uploaded through the SmartVault Portal.
Phone
We are always available by phone. This is the best method for:
- Setting up an appointment
- Considering other services and want to speak with a CPA
- Getting general information about Barklee or non-CPA advice
- Handling technical issues
- Relaying quick messages
While calling might not provide immediate access to your accounting or tax professional, we are happy to schedule an appointment for you.
Text
Texting is only suitable for appointment requests. We cannot provide advice through text and will always reply via email to request more information.
Comment in Your Barklee Checklist Emails
When you need to communicate about a specific service such as accounting or taxes, using the comments section in your checklist email is the fastest way to get in touch.
- Look for the comments button in your Barklee Checklist emails.
- This method is ideal for communicating specific details related to your ongoing work.
Upload Documents Through SmartVault
SmartVault is our secure document management system, designed to make uploading and sharing documents easy and safe.
You can find the SmartVault link on our front page at any time. Additionally, it is available throughout our workflow process sent by email, ensuring you always have access when needed.
Schedule an Appointment with Jeremy
This is the best and only way to communicate directly with your CPA through a phone of video meeting.
When to use this method:
- Tax projections
- Specific tax situations and questions
- Considering a new service
- Major updates to your monthly services
- Reviewing your tax return before approval
- Monthly financial meetings to review financials
By offering these various communication channels, we aim to make it easy for you to connect with us in the way that best suits your needs. If you have any questions or need assistance, don't hesitate to reach out through any of these methods.
Thank you for choosing Barklee Financial Group!
