Official Personiv Blog + BPO Insights

B2B Perspectives: 15 Resources for Building Relationships That Go the Distance

As business-to-business (B2B) relationship management models and customer care expectations evolve to resemble business-to-consumer (B2C) ones a little more each day, it's important to remember that..

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Finance & Accounting Outsourcing 101

BPO is by no means a new concept, but it's been changing in tandem with the rest of the business landscape. We're going back to basics with an updated crash course in FAO (F&A Outsourcing).

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[Infographic] 5 Steps You Can't Skip on the Path to Outsourcing

When you're first considering outsourcing for your business, it can be overwhelming. Here are your 5 clear, actionable steps to leverage outsourcing for growth and savings.

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Losing B2B Clients? Why Your Customers Are Leaving & How to Turn it All Around

As the trend in business-to-business (B2B) customer service continues to track toward a traditionally business-to-consumer (B2C) model, forward-thinking providers are finding that there are more ways

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33 Ways to Show Your B2B Clients You Care

No matter what business you're in, the experience that you offer to your customers is more high stakes than ever.

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F&A Decision Matrix

Finance leaders today have two shortages they’re constantly required to contend with: TALENT and TIME. Scarcity and churn among qualified accounting professionals only serve to compound the

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[PODCAST] How to Retain Client Relationships

John Nichols — VP Account Management at Personiv, discusses the key ingredients that go into forming a partnership that goes the distance.

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0:29

F&A Talent Outlook 2020

Discover what CFOs, Controllers and VPs of Accounting are experiencing in their search for talent in 2020.

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Think You Know Outsourcing? Not if You Believe These 6 Myths.

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1:02

[Client Spotlight] Personiv + Localsearch

Find out why shared values like customer experience and doing the right thing make Australia-based LocalSearch and Personiv a perfect partnership.

Watch Video

We Ranked the Best ERP Software for Midsize Businesses

Managing your data in the cloud is a must for midsize businesses, but finding the right ERP that will help with efficiency can be overwhelming.

Read Article

Time Management Tips and Tricks

There is a reason that we collectively burst into the new year with a list of goals and resolutions that we promise to attend to over the next 365 days. After the chaotic holiday season wraps and the

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Accounting Market View: The Top 6 Trends to Watch in 2020

Each new year, after champagne toasts have been made, and last year’s books are (finally) closed, we are afforded a unique opportunity to reflect on what we're leaving behind.

Read Article

1:02

[Client Spotlight] Personiv + Lamar Graphics

Find out why Lamar trusts Personiv to work as a part of their graphic-design team and gives Personiv 12 percent of their work each year, while experiencing the same or better quality.

Watch Video

1:55

[Client Spotlight] Personiv + Thryv

Personiv has worked with Thryv for decades, providing this top full-service media company with flexible BPO solutions across multiple areas of their business.

Watch Video

[PODCAST] Streamlining Finance & Accounting Processes

Megan Weis — VP & General Manager, FAO Services at Personiv was invited as a guest to speak some of the ways that leaders can streamline their businesses' finance and accounting processes and win back

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[Infographic] 4 Simple Steps to The 'Magic Ratio' of Productivity

Follow the magic ratio of productivity with these 4 steps to increase your overall efficiency. The 20/80 rule will let you focus your efforts intelligently to maximize your profitability.

Read Article

Top 5 Podcasts Accounting Leaders Should Listen To Today

These days, it seems there's a podcast for every niche interest and obscure topic you can think of, all just waiting to be downloaded for a more bearable commute, workout or laundry day. You can get y

Read Article

[Infographic] 4 Ways Ecommerce Merchants Can Outsource To Win.

Ecommerce is the future of retail. Consider Cyber Monday: it's only 14 years old and it's already part of the consumer lexicon, and it's quickly eclipsing Black Friday for spending growth.

Read Article

Finance & Accounting Talent Market Outlook - an F&A Leadership Survey

We conducted a study to find out how accounting leaders across the country feel about the state of qualified accounting talent and how they plan to cope with the shortage

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Implementing Outsourcing as a Transitioning CFO

Being a CFO in transition means managing a moving workload. Besides managing the regular short-term and long-term executive responsibilities that come along with the job, there's also the process of

Read Article

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All Insights

B2B Perspectives: 15 Resources for Building Relationships That Go the Distance

As business-to-business (B2B) relationship management models and customer care expectations evolve to resemble business-to-consumer (B2C) ones a little more each day, it's important to remember that..

Finance & Accounting Outsourcing 101

BPO is by no means a new concept, but it's been changing in tandem with the rest of the business landscape. We're going back to basics with an updated crash course in FAO (F&A Outsourcing).

[Infographic] 5 Steps You Can't Skip on the Path to Outsourcing

When you're first considering outsourcing for your business, it can be overwhelming. Here are your 5 clear, actionable steps to leverage outsourcing for growth and savings.

Losing B2B Clients? Why Your Customers Are Leaving & How to Turn it All Around

As the trend in business-to-business (B2B) customer service continues to track toward a traditionally business-to-consumer (B2C) model, forward-thinking providers are finding that there are more ways

33 Ways to Show Your B2B Clients You Care

No matter what business you're in, the experience that you offer to your customers is more high stakes than ever.

F&A Decision Matrix

Finance leaders today have two shortages they’re constantly required to contend with: TALENT and TIME. Scarcity and churn among qualified accounting professionals only serve to compound the

[PODCAST] How to Retain Client Relationships

John Nichols — VP Account Management at Personiv, discusses the key ingredients that go into forming a partnership that goes the distance.

F&A Talent Outlook 2020

Discover what CFOs, Controllers and VPs of Accounting are experiencing in their search for talent in 2020.

[Client Spotlight] Personiv + Localsearch

Find out why shared values like customer experience and doing the right thing make Australia-based LocalSearch and Personiv a perfect partnership.

We Ranked the Best ERP Software for Midsize Businesses

Managing your data in the cloud is a must for midsize businesses, but finding the right ERP that will help with efficiency can be overwhelming.

Time Management Tips and Tricks

There is a reason that we collectively burst into the new year with a list of goals and resolutions that we promise to attend to over the next 365 days. After the chaotic holiday season wraps and the

Accounting Market View: The Top 6 Trends to Watch in 2020

Each new year, after champagne toasts have been made, and last year’s books are (finally) closed, we are afforded a unique opportunity to reflect on what we're leaving behind.

[Client Spotlight] Personiv + Lamar Graphics

Find out why Lamar trusts Personiv to work as a part of their graphic-design team and gives Personiv 12 percent of their work each year, while experiencing the same or better quality.

[Client Spotlight] Personiv + Thryv

Personiv has worked with Thryv for decades, providing this top full-service media company with flexible BPO solutions across multiple areas of their business.

[PODCAST] Streamlining Finance & Accounting Processes

Megan Weis — VP & General Manager, FAO Services at Personiv was invited as a guest to speak some of the ways that leaders can streamline their businesses' finance and accounting processes and win back

[Infographic] 4 Simple Steps to The 'Magic Ratio' of Productivity

Follow the magic ratio of productivity with these 4 steps to increase your overall efficiency. The 20/80 rule will let you focus your efforts intelligently to maximize your profitability.

Top 5 Podcasts Accounting Leaders Should Listen To Today

These days, it seems there's a podcast for every niche interest and obscure topic you can think of, all just waiting to be downloaded for a more bearable commute, workout or laundry day. You can get y

[Infographic] 4 Ways Ecommerce Merchants Can Outsource To Win.

Ecommerce is the future of retail. Consider Cyber Monday: it's only 14 years old and it's already part of the consumer lexicon, and it's quickly eclipsing Black Friday for spending growth.

Finance & Accounting Talent Market Outlook - an F&A Leadership Survey

We conducted a study to find out how accounting leaders across the country feel about the state of qualified accounting talent and how they plan to cope with the shortage

Implementing Outsourcing as a Transitioning CFO

Being a CFO in transition means managing a moving workload. Besides managing the regular short-term and long-term executive responsibilities that come along with the job, there's also the process of