Profit First CFO Consulting

Turn Profit into a Habit, Not a Hope
Infinium Insights offers Profit First implementation for business owners who are tired of wondering where the money went at the end of each month.
From Bank-Balance Panic to Cash-Flow Clarity
Many businesses look profitable on paper but feel constantly cash-strapped in real life. Profit First changes that by reversing the traditional formula—allocating profit first, then structuring everything else around what remains.
We take the core principles of the Profit First method and adapt them to your specific business model, industry, and compliance requirements. Instead of relying on hope and last-minute transfers, you gain a clear, repeatable rhythm for how cash moves through your accounts. Over time, this creates discipline, reduces stress, and builds a genuine financial cushion.
What Our Profit First Services Include
We don’t just hand you a book and tell you to “go try it.” We guide you through a structured, supported implementation that fits your reality.
A typical engagement includes:
- Baseline Assessment
We analyze your current cash flow, spending patterns, and account structure to understand where money really goes and where pressure points exist. - Custom Allocation Plan
Using Profit First principles, we develop allocation percentages tailored to your business—covering profit, owner pay, taxes, and operating expenses. For government contractors or regulated environments, we align this with your indirect cost structures and compliance needs. - Account Structure & Setup
We help you design and configure the actual bank account structure you’ll use (and the rhythms around it), so allocating funds becomes a simple, repeatable habit, not another complex task. - Implementation & Training
We walk you and your team through how to run allocations, monitor balances, and adjust behavior based on what the system reveals. Our goal is to make Profit First part of your operating routine, not a one-time experiment. - Review & Refinement
As your business evolves, we revisit your allocation targets and cash dynamics to keep the system aligned with your growth, seasonality, and new opportunities.
Schedule Your Consultation
Connect with our experts to review your financial goals and explore tailored strategies that align with your business needs. Let’s build a clear path to stronger financial management together.
Core Financial Services
What Clients Can Expect:
When you partner with Infinium Insights for Profit First implementation, you can expect:
- A clear, understandable plan for how cash flows through your business
- Consistent, disciplined allocations to profit, owner pay, taxes, and operating expenses
- Greater visibility into where money is being absorbed—and where to make changes
- A practical system that can be followed by your team, not just the owner
- Increased confidence that your business is working for you, not just consuming your effort
Instead of relying on spreadsheets and best intentions, you gain a simple, bank-based system that enforces better financial habits.
Sustained growth begins with disciplined operations and strategic clarity—partner with Infinium Insights to align your financial and operational goals under one strategy.
Our Profit First implementation services are especially valuable for:
- Service-based and project-based businesses that experience uneven cash flow or delayed payments
- Government contractors and subcontractors who juggle retainage, indirect rates, and reimbursement timing
- Small and mid-sized businesses where the owner is still closely tied to cash decisions and wants more control
- Organizations that show revenue growth but don’t see that growth reflected in owner pay or true profit
If you’ve ever felt like you’re working hard but not personally benefiting in proportion to the effort and risk, Profit First is built for you.
Who We Serve
Why Infinium Insights
What sets Infinium Insights apart is the way we combine Profit First methodology with deep experience in accounting, audit, and financial strategy. We’re not just installing a cash-flow tool—we’re integrating it into your broader financial systems, reporting, and compliance environment.
Ready to stop wondering where the money went and start directing where it goes?
Connect with Infinium Insights to explore Profit First implementation for your organization. We’ll review your current cash flow, discuss your goals, and design a Profit First approach that fits your business and compliance needs.
