Who We Serve

Infinium Insights exists for organizations that are big enough to feel real financial and compliance pressure, but not always big enough to keep an entire finance and compliance department in-house.


From small businesses and real estate firms to federal government contractors, we help leaders move from reactive, spreadsheet-driven decisions to structured, audit-ready financial systems that support growth.


We are based in Indianapolis, IN, and serve clients nationwide, with a regional focus on Dayton, OH / Wright-Patterson AFB and surrounding markets.

Small & Mid-Sized Businesses

Cityscape with tall buildings and a long street running through it under a blue sky.

How We Help

For these businesses, Infinium Insights provides:

  • Fractional CFO leadership to turn raw numbers into strategy
  • Bookkeeping and accounting oversight to ensure accuracy and timeliness
  • Job cost and project reporting so you can see which work is truly profitable
  • Tax-aware planning and coordination so compliance stops being a last-minute scramble

The result is a financial foundation that keeps pace with your growth and supports better, faster decision-making.


The Challenge: Growing Faster Than Your Financial Infrastructure

Most small and mid-sized businesses don’t fail because they lack opportunities; they struggle because they don’t have clear, timely financial information to support decisions.

Studies consistently show that managing cash flow is one of the top challenges for small businesses, with owners citing cash flow issues, tax compliance, and basic bookkeeping as recurring pain points.


Poor bookkeeping and weak financial controls can lead to:

  • Cash shortages and missed payments
  • Inaccurate or late financial reporting
  • Surprises at tax time
  • Difficulty obtaining financing or investment


Our clients in this segment are often:

  • Growing service firms that need better visibility into profitability by client or offering
  • Multi-entity or multi-location businesses that have outgrown simple bookkeeping
  • Owners who are making six- and seven-figure decisions using outdated reports

Federal Government Contractors

The Opportunity: A Massive, Structured Market

The U.S. federal government is the largest buyer of goods and services in the world, with annual contract awards routinely exceeding $600 billion to $ 700 billion. A significant portion of that spend is intentionally directed toward small businesses; government-wide goals aim to award roughly 25% of contract dollars to small businesses, with recent years seeing record totals above $170 billion going to small firms.

For small and mid-sized contractors, that represents enormous opportunity — but also non-negotiable compliance expectations.


The Reality: Complex Rules, High Stakes


Winning and keeping federal contracts requires adherence to frameworks such as:

  • FAR (Federal Acquisition Regulation) – the primary rule set governing federal procurement.
  • DFARS (Defense Federal Acquisition Regulation Supplement) – additional rules for Department of Defense contracts, including cybersecurity and supply chain requirements.
  • DCAA (Defense Contract Audit Agency) audit standards – expectations for a “sound internal control environment, accounting framework, and organizational structure” for cost-reimbursable work.
  • Non-compliance can lead to audit findings, disallowed costs, contract termination, repayment of funds, or being excluded from future opportunities. At the same time, most small contractors don’t have a full-time internal team dedicated solely to these rules.
Washington Monument stands on the National Mall in Washington, D.C., with surrounding green space and city buildings.

How We Help

Infinium Insights supports government contractors by:

  • Designing and refining DCAA-compliant accounting and job cost systems
  • Establishing indirect cost pools and allocation bases that are both acceptable and competitive
  • Aligning policies and procedures with FAR and DFARS requirements
  • Supporting audit readiness, including DCAA audits and related reviews
  • Helping with pricing, forward-pricing rates, and proposal support so that bids are defensible and profitable

We bridge the gap between “small business reality” and “federal contractor expectations,” helping you participate in the federal market with confidence.


Real Estate, Construction & Project-Based Firms

Construction of a two-story house with a yellow telehandler lifting lumber.

How We Help

For project-based businesses, Infinium Insights focuses on:

  • Job cost and estimating system design that integrates with your general ledger
  • Reporting that clearly shows profitability by job, phase, or property
  • Establishing indirect cost allocation methods that reflect how work is actually done
  • Preparing your financial information for banks, bonding companies, and auditors

When your systems can answer “Which projects are truly driving profit?” you can bid more competitively and grow more confidently.

The Challenge: Many Projects, One Set of Books

Real estate developers, construction companies, and other project-based firms face unique financial questions:

  • Are you accurately tracking costs and profitability by project or property?
  • Can you see percentage-of-completion, WIP, earned/unbilled, and billed/unearned in a way that management and lenders trust?
  • Do your accounting and estimating systems support bidding larger projects that could significantly change your cost structure?

These firms often operate with thin margins, long timelines, and complex contract structures. Weak job cost systems can make profitable projects look unprofitable — or hide issues until it’s too late.

Professional Services & Knowledge-Based Firms

Beyond traditional government contractors and construction, we also support professional service and knowledge-based firms whose value is tied to expertise and billable time, including:

  • Specialized consultancies
  • IT and systems integrators
  • Niche service providers working with agencies, primes, or regulated industries

These organizations frequently grapple with:

  • Utilization and realization rates
  • Revenue recognition across long, multi-phase engagements
  • Balancing growth in headcount with profitability

Infinium Insights helps leadership teams build reporting that ties people, projects, and profitability together — so you can see which offerings should be scaled, refined, or sunset.

Organizations in Regulated or Audit-Heavy Environments

Finally, we serve organizations — public or private — that operate in audit-heavy or highly regulated environments, such as:

  • Entities subject to OMB A-133/Uniform Guidance or other external audits
  • Businesses working with multiple government agencies or primes
  • Organizations experiencing increased scrutiny from regulators, lenders, or investors

For these clients, we focus on:

  • Strengthening internal controls and documentation
  • Ensuring systems support both operational reporting and external audit needs
  • Helping leadership understand where their greatest compliance and financial risks truly lie