Updated:
← Back to Top 56 Bookkeepers Elsewhere in Texas (2026)Barklee Financial Group, LLC
What we could verify
- Registered business?
- Registration found: Texas Comptroller, status Active franchise taxpayer, formed 2019
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- QuickBooks, Xero
3 of 5 answered from a dated source.
Documents 2 of 5 core services; IRS preparer record found for a named person; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Barklee Financial Group, LLC | home page | |
| Website | https://www.thebarkleegroup.com/ | home page | |
| Office locality | Lubbock, TX | home page | |
| Phone | +14322193408 | home page | |
| Offers bookkeeping | Documented: ...you get reliable, personalized support wherever you are. Monthly Accounting & Bookkeeping Reliable, accurate bookkeeping and financial reporting to keep your business organized... | /accounting-service-lubbock-tx | |
| Monthly bookkeeping | Documented: ...a fully virtual environment-so you get reliable, personalized support wherever you are. Monthly Accounting & Bookkeeping Reliable, accurate bookkeeping and financial reporting to... | /accounting-service-lubbock-tx | 8 pts (max 8) |
| Payroll coordination | Documented: ...challenges for Small Business Owners Financial Compliance We handle your accounting, payroll, and tax prep so you stay compliant-without the headaches. Business Health & Clarity... | home page | 4 pts (max 4) |
| Software supported | QuickBooks, Xero | /accounting-service-lubbock-tx | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Jeremy Alan Knight · CPA (self-reported to the IRS, not a state license) · business name on the record: Barklee Financial Group LLC | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Communication channel / process | Documented: ...service tailored to your goals 100% online for maximum flexibility and security Secure client portal for document sharing and access Transparent communication and proactive... | home page | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: BARKLEE FINANCIAL GROUP LLC · SOS file 0803395446 · Texas Comptroller · Active franchise taxpayer | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2019-08-15 (SOS charter date as recorded by the Texas Comptroller) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Month-end close + reporting (0 pts, max 6); Industries served (documented) (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); What is included / excluded (0 pts, max 5).
Check it yourself on the state's own records: Texas State Board of Public Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Jeremy Alan Knight under the business name 'Barklee Financial Group LLC' in Lubbock, TX. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Entity found in the state business registry: Business registration found: Texas Comptroller of Public Accounts, active franchise taxpayer data (data.texas.gov 9cir-efmm) lists BARKLEE FINANCIAL GROUP LLC (SOS file 0803395446), status Active franchise taxpayer, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2019-08-15 as the SOS charter date as recorded by the Texas Comptroller.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 23 evidenced items come from Barklee Financial Group, LLC's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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