Bookkeeping & Financial Support
Reliable books, reconciliations, cleanup, AR/AP support, and help keeping the financial side of your business running.
Financial help and practical support
Financial help at the level your business needs.
Bookkeeping and reconciliations. Reporting and cash flow. Financial systems and operations. CFO-level guidance when you need it.
I help business owners understand what’s happening financially, get the right work done, and make better decisions.
This first conversation is free. No pitch. No obligation.
Brian Martinek
Understand what’s happening. Decide what comes next.
How I help
How I can help.
Reporting & Cash Flow
Financial reporting, cash visibility, forecasting, and understanding what is driving performance.
Financial Systems & Operations
Better workflows, reporting processes, systems, and financial handoffs.
Financial Leadership & Guidance
Budgeting, planning, decision support, and fractional CFO support when a broader level of help is needed.
I can work alongside an existing bookkeeper, CPA, tax professional, or internal team.
CFO Doc does not provide income-tax preparation or tax advice. CFO Doc is not a CPA firm and does not provide audit, review, or other attest services.
Not sure what kind of help you need?
That’s fine. Start with what’s going on in the business. We can figure out the right level of help from there.
A PLACE TO START
Do you know what your numbers are telling you?
The Business Financial Clarity Check asks five practical questions about the numbers behind your business.
In about three minutes, you'll see what you already know and where a closer look might help, along with a simple exercise you can use on your own.
Free. No financial statements or email address required.
Ways to work together
Different needs. Different ways to work together.
One-Time Help
A specific question or problem that needs attention.
Larger Projects
More involved cleanup, systems, reporting, or process work.
A 90-Day Focus
A defined period to make meaningful progress on agreed priorities.
Ongoing Monthly Support
Consistent financial support at the level your business needs.
You do not need to know which one fits. Start with what you need help with.
The CFO Doc point of view
More numbers.
Still not enough answers.
You can have accounting software, financial statements, and a dashboard full of numbers and still not know what those numbers are telling you.
The useful part comes next: understanding what matters, why it matters, and what to do about it.
The goal isn’t more information.
It’s knowing what matters and what to do with it.
The questions behind the numbers
You know your business.
You deserve to know
this part, too.
You built something around what you do well. Understanding the numbers helps you see the business behind that work.
Where is the cash going?
Understand the difference between profit and cash, what is tying up money, and what lies ahead.
Which parts are actually profitable?
Look beyond total revenue to the work, customers, and costs that shape your results.
Can we afford this next step?
Put a hire, a purchase, or a change in direction into financial context before deciding.
What should I be watching?
Identify the measures that tell you something useful about your business each month.
Looking a little deeper
The number is often
the symptom.
A margin problem might begin with pricing. Slow collections might begin with invoicing. Rising labor costs might point to a staffing or workflow issue.
My operations experience helps me connect what the numbers show with how the business actually works. Sometimes the next step is a better report. Sometimes it is fixing the process behind it.
Understand the numbersFind the causeDecide what comes next
Behind CFO Doc
Brian Martinek
Someone to think it through with.
Someone to help get it done.
Brian Martinek has worked across finance, operations, and leadership, including serving as a CFO and working with fractional CFO clients.
His background also includes psychology, law, and college athletics administration, which shapes how he approaches the work: understand the situation, explain it clearly, and do what actually helps.
CFO Doc was built around a simple idea: business owners should be able to understand what is happening financially without unnecessary complexity.
Let's talk
If this sounds familiar,
let's have a conversation.
Tell me what’s going on with your business and where you could use help. This first conversation is free. No pitch. No obligation.
Just need an hour?
If you’re not looking for ongoing support and simply want focused time to work through a financial or operational question, you can book a paid consultation through Upwork.
Book a paid consultation