Our Process

Step 1
Step 1

Initial Meeting

We outline our approach, services, and the benefits of working with us. In turn, we learn about your financial situation, goals, values, concerns, and what you seek in a partnership.
Step 2
Step 2

Project Scoping

Our team develops an action plan for your needs, then we discuss the level of effort with you.
Step 3
Step 3

Project Execution

Based on the project timeline, our team will analyze, implement, and finalize your team’s needs in accordance with our prior scoping.
Step 4
Step 4

Ongoing/Monthly Support

We provide scorecard reporting, close your monthly financials, facilitate financial reviews and provide enhanced reporting.
Step 5
Step 5

Cadence Reporting

As needed, we provide quarterly forecasting, tax strategy, growth goals and adjust your scope of service as needed.

Ready to start?

Unlock the full potential of your business with expert guidance that ensures compliance, efficiency, and growth. Partner with a team that’s invested in your success—let’s build something great together!
The Barclay Group has been a fantastic company to work with. Jacob and his team exhibit a true commitment to professionalism and partnership in everything they do.
The Barclay Group helped us at short notice when we needed their time and expertise. They steered us through a demanding US Govt requirement and have prepared us for the future demands. Excellent service and professional delivery.
Jacob Barclay is a recognized expert that delivers for his clients. We do not hesitate to refer clients to him for DCAA compliance and other govcon issues!
Literally the best! If you need to know anything about financials and compliance, Jacob not only knows all the rules, but will share his advice on how to proceed. Invaluable, especially for those smaller businesses trying to work in the Federal arena.
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Our Partners