“To be money savvy is to be financially aware. The Barklee Institute was intentionally founded and built to help people become financially aware.”

Jeremy Knight, DVM Co-Founder

Meet the Team!

Jeremy Knight, DVM

Co-Founder, CEO

Kristine Knight

Co-Founder, Executive Director

Samantha Dossett

Executive Assistant

Our Virtual Team

The Brains Behind The Operation

Our Goal

We want our friends and family to be aware of where their money goes, how debt can rob from your future and retirement years, and how obtainable it is to be financially successful in your business and personal life.

This information needs to be time sensitive for the Mom Boss who should be spending more time with her children than trying to figure out profit and loss statements, or the dadpreneur who is gearing up to step away from the 9-5 and find freedom in small business ownership.

Our Process

Therefore, we have chosen to craft small business-related finance services that help the entrepreneur learn the basics of financial management right from their home, on their time, and on their budget.

courses

These are delightfully in – depth banks of knowledge that focus on a single area of finance. Here you will learn "how to" successfully complete daily accounting and money management tasks using software that requires a bit of skill.

blogs & Articles

Our blog articles are edible little chunks of the primary content found in the courses. These articles should be quick refreshers on how to perform an individual task.

ebooks

Here you will learn how to officially start the business, where to put your first pay check, how to budget for each month’s growth and expenses, and other more detailed money habits that cannot be simply taught in a lesson or article.

services

When the going gets tough we are here to pick up the reins and complete the work. We will set up your QBO account so that it is fully functional from day one.

Do You Need a Trusted Wealth Manager?

  • If you need to delegate the management of your wealth to a trusted partner, consider our team.
  • If you find that you are unable keep track of your budget and profits for the month, consider our team.
  • If you realize that your retirement and future is so important that it must be managed by professionals who know the path to success, then only consider our team at Barklee Financial Group, LLC, our parent company.
  • For Virtual CFO Services, Virtual Accounting, Retirement and Tax Preparation click below.

Our Offer to Entrepreneurs

  • Growth in your awareness of finances brings about the understanding of teamwork. No one individual can manage wealth with excellence by themselves.
  • Therefore, Barklee has established itself as a proven partner to help others manage their business and
    personal finances.

Contact Us Directly:

  • Are you still not getting the information that you need to know?
  • We try to make ourselves available when needed, and you can contact us by reaching out the link below.

Trusted Partners

Let Barklee Setup your QBO Account Today