About You

To be money savvy is to be financially aware. Barklee Financial Group, LLC was intentionally founded and built to help people become financially aware. From the resources offered to the team that offers them, every aspect of Barklee is a foundational piece carefully crafted to provide financial awareness to the mompreneur, the dadpreneur, and all the ‘preneurs. 

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 courses to help the entrepreneur learn the basics of financial management right from their home, when they are ready.

  • Courses & eBooks: These are delightfully in – depth banks of knowledge that focus on a single area of finance. 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 how to set up your QBO software in order to track all your transactions.
  • Blog and 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.
About Barklee's Money Savvy Institute.

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.


Do you need a Trusted Partner?

If you need a trusted partner to begin delegating the management of your finances too, 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: