The Foundation — Building Sustainable Value from the Ground Up

Helping Entrepreneurs on Their Climb to Sustainable, Transferable Business Value

At Barta Business Group, we believe every great business starts with a solid foundation. Without strong financial footing, it’s impossible to build a roadmap for the future. Our Fractional CFO Services are designed to provide business owners like you with the expertise, tools, and clarity needed to strengthen your financial base and set your business on the path to sustainable, transferable value.

Request Your Call

Solid Footing for Your Climb to Value

When our Fractional CFO begins their work with your organization, our first priority is assessing your business’s financial foundation. Clear, reliable, and timely financial reporting is essential—it’s the compass that shows where your business is today and the trail you’ve taken to get here.

This foundational phase may reveal areas that need improvement, ranging from minor adjustments to significant overhauls. Regardless of the scope, we’ll work alongside you and your team to address weaknesses, streamline processes, and implement best practices to solidify your foundation.

Your Basecamp for Success

Think of the Foundation as the basecamp for your Climb to Value. A successful ascent depends on having a strong, stable starting point that supports every step of your journey. At Barta Business Group, our Fractional CFOs will ensure your basecamp is equipped with:

Clean and Functional Accounting Systems: Accurate financial data you can rely on.
Strong Internal Processes and Policies: Efficient workflows and documented procedures.
Comprehensive Cash Flow Visibility: Tools to manage today’s needs and plan for tomorrow’s goals.
Aligned Foundational Advisors: Coordination with your CPA, banker, payroll provider, and other key partners.

We empower you to focus on growing your business with confidence and clarity by addressing these foundational elements.

The Foundation: Areas of Focus

1. Internal Accounting

A high-functioning accounting department is the backbone of any business. We’ll assess your current accounting system, streamline your monthly close process, and ensure your team has the support they need to succeed.

Monthly Internal Reporting Package: Providing a clear financial scorecard.
Efficient Monthly Closings: Shortening the cycle from weeks to days.
Workflow Optimization: Identifying bottlenecks and maximizing software capabilities.

2. Internal Processes

Well-documented internal processes aren’t just about efficiency—they also add measurable value to your business. We’ll evaluate and improve your operations to establish consistency and reliability.

Weekly Operating Rhythm: Building routines that enhance accountability and performance.
Core Policies and Procedures: Ensuring every process is documented and aligned with best practices.

3. Cash Flow Management

Cash flow is the lifeblood of any business, enabling you to manage today’s obligations while planning for the future. We’ll work with you to enhance visibility, control, and forecasting.

Rolling 13-Week Cash Flow Model: A forward-looking view of your financial health.
Cash Flow Breakeven Analysis: Identifying the minimum revenue required to stay solvent.
Improvements and Reporting: Developing systems to monitor and enhance cash flow.

4. Coordination with Key Foundational Advisors

Strong relationships with your advisors lead to better outcomes. Our CFOs work early on to establish productive communication and collaboration with your:

Banker
CPA
Business Attorney
Insurance Provider

By fostering alignment among your advisors, we ensure your financial foundation is cohesive and supportive.

How We Help You at the Foundation Level

Our Fractional CFOs provide targeted solutions to address critical areas, including:

Accurate Monthly Reporting
Improved Internal Processes
Cash Flow Visibility and Optimization
Streamlined Monthly Closings
Coordination with Key Advisors

The Barta Business Group Difference

At Barta Business Group, our approach goes beyond numbers—we focus on helping you build a business that’s not only financially sound but also strategically positioned for growth. Guided by our core values of collaboration, transparency, and empowerment, we partner with you to create a foundation that supports your long-term success.

Every mountain is climbed one step at a time, and every step starts with a strong foundation. Let us help you take the first step toward building sustainable, transferable value for your business.