Barta Business Group

What Barta Business Group does

Barta Business Group is a privately held professional services firm founded in 2014 in Helena, Montana, by Dean F. Barta. The firm provides bookkeeping, accounting, controller-level oversight, fractional CFO services, QuickBooks cleanup, Xero implementation, and strategic planning, with a stated specialization in small and mid-sized businesses in the construction and trade industries (including HVAC, roofing, plumbing, and general trade contractors), as well as non-profit organizations. Operations are delivered virtually with a dual-office footprint in Helena, Montana (headquarters) and Denver, Colorado (regional office), serving clients primarily in those two states. The company is founder-led, employs 1-10 people, and has no disclosed external funding or institutional investors.

The firm's core technology stack is built on third-party cloud accounting and operations platforms rather than proprietary software: QuickBooks Online and Xero for core accounting (with Barta holding QuickBooks ProAdvisor and Xero Silver Partner / Trade and Construction Specialist certifications), ServiceTitan and Jobber for field service workflows, Avalara for sales tax compliance, Gusto for payroll, and Stripe/Square for payment processing reconciliation. The company's principal proprietary framework is the A.R.T. methodology (Accurate Information, Responsive Communication, Timely Financials), a service delivery standard rather than a technology platform. The product suite is delivered through a tiered fractional CFO engagement model (Foundation, Growth, Health) and includes the F.I.T. Analysis, a one-time diagnostic assessment priced at $450 (normally $699) as of March 2025.

Barta generates revenue primarily through recurring monthly retainers for fractional CFO, bookkeeping, and accounting services, supplemented by project-based professional services engagements (QuickBooks cleanup, strategic planning, F.I.T. Analysis, and Xero implementation). Pricing is consultative and quote-based rather than published, with the F.I.T. Analysis being the only publicly priced offering. Go-to-market is direct, relationship-driven, and digital-first: the company captures leads through its website "Request a Call" form, offers free consultations, and supports an active content marketing and thought leadership program (blog, social media, podcast appearances, and 2024 features in multiple national publications).

Name

Barta Business Group

Legal name

Barta Business Group

Website

https://bartabusinessgroup.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Barta Business Group is a privately held financial services firm founded in 2014 that provides bookkeeping, accounting, controller-level oversight, and fractional CFO services primarily to small and mid-sized businesses in the construction and trade industries across Colorado and Montana.

Ownership category

akta.pro rank

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Fractional CFO Services: Ongoing fractional CFO engagements providing executive-level financial leadership, strategic planning, cash flow management, and growth advisory on a part-time/project basis. Delivered virtually with flexible engagement terms.
2. Accounting Services: Controller-level oversight, financial reporting, job costing, and compliance services for construction and trade businesses.
3. Bookkeeping Services: Ongoing bookkeeping, reconciliation, and financial record management for small businesses, scaled to client complexity.
4. F.I.T. Analysis: One-time financial health assessment service priced at $450 (normally $699) providing professional evaluation of financial operations, identification of accounting mistakes, and actionable recommendations.
5. QuickBooks Cleanup Services: One-time or project-based cleanup and organization of QuickBooks records, data accuracy restoration, and workflow optimization.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Barta Business Group provides outsourced bookkeeping, accounting and controller-level oversight, and fractional (virtual) CFO services to small businesses, with a deep specialization in construction and trade industries. The firm combines transaction-level bookkeeping, proactive accounting and job costing, strategic planning, and process improvement delivered virtually under its proprietary A.R.T. (Accurate Information, Responsive Communication, Timely Financials) methodology, supported by certifications as a Xero Silver Partner, Xero Trade & Construction Specialist, QuickBooks ProAdvisor, and Avalara partner.

Product overview

Barta Business Group offers a unified suite of financial services for small businesses, with a specialized focus on construction and trade industries. The core offering combines bookkeeping, accounting, and fractional CFO services through a tiered engagement model (Foundation, Growth, Health levels). The A.R.T. methodology (Accurate Information, Responsive Communication, Timely Financials) underpins all services. Key products include Virtual CFO Services, F.I.T. Analysis assessment, industry-specific fractional CFO for HVAC companies, QuickBooks cleanup and Xero certified advisory services, process improvement, and strategic planning. The company operates primarily in Colorado (Denver) and Montana (Helena) serving small businesses, non-profits, and trade contractors.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping Services for Small Businesses

Quantifiable outcome

• Helped construction company save $840,000 per year

Named customers5 records

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• XerocoreTechnology or IntegrationXero Silver Partner and Xero Trade and Construction Specialist. Certified advisors providing Xero software implementation, setup, and ongoing support for construction and trade businesses.
• QuickBookscoreTechnology or IntegrationQuickBooks ProAdvisors providing QuickBooks Online cleanup, setup, and ongoing support services. Specializes in QuickBooks cleanup for small businesses transitioning from disorganized records.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Bench: Bench offers monthly bookkeeping paired with in-house accountants and software for SMBs. Directly competes with Barta's core bookkeeping subscription offering, though Bench is more horizontally positioned while Barta is verticalized into trades.
• Padgett Business Services: Padgett Business Services is a network providing bookkeeping, accounting, tax, payroll, and advisory services to SMBs including construction and trades. Direct peer in verticalized bookkeeping + fractional CFO delivery, with comparable target verticals.
• 1-800Accountant: 1-800Accountant provides on-demand accounting, bookkeeping, tax, and CFO advisory services to SMBs. Comparable in bundled bookkeeping-plus-advisory model and SMB target customer, though it operates at much larger scale.
• CFO Hub: CFO Hub offers fractional CFO services for small and mid-sized businesses, providing part-time financial leadership. Direct peer in the fractional CFO service category, addressing similar SMB customers seeking executive-level finance expertise on a flexible basis.
• Pilot: Pilot provides bookkeeping, accounting, and CFO services for startups and SMBs using a tech-enabled delivery model. Directly comparable as a competing outsourced bookkeeping/fractional CFO provider targeting growth-stage small businesses.
• Xendoo: Xendoo provides cloud-based bookkeeping, accounting, and financial insights for SMBs and entrepreneurs. Directly comparable subscription-based bookkeeping + financial reporting offering, with overlapping technology-forward service delivery.
• AccountingDepartment.com: AccountingDepartment.com provides outsourced bookkeeping, controller, and accounting services for SMBs. Direct peer in outsourced finance operations delivery model, serving similar small business clients with bundled bookkeeping and controller-level oversight.
• Bookkeeper.com: Bookkeeper.com delivers outsourced bookkeeping services to SMBs across industries. Direct peer competing for the same small business bookkeeping customer with virtual service delivery.
• inDinero: inDinero delivers outsourced bookkeeping, controller, and fractional CFO services to SMBs. Directly comparable in service mix (bookkeeping plus fractional CFO advisory) and in target customer profile of growing small businesses.

Broad incumbents

• QuickBooks Live: QuickBooks Live is Intuit's on-demand, productized bookkeeping service for QuickBooks Online customers. Competes with Barta's bookkeeping and QuickBooks cleanup offerings at much larger scale, though it lacks Barta's vertical construction/trade specialization and fractional CFO overlay.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/GroupBarta
• Facebookfacebook.com/BartaBusinessGroup
• LinkedInlinkedin.com/company/barta-business-group
• Instagraminstagram.com/bartabusinessgroup

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Barta Business Group