All Insights

Welcome to our Resource Center. Check out our blogs, white papers, videos and more.

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

    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..

    Read Article
  • Finance & Accounting Outsourcing 101

    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).

    Read Article
  • [Infographic] 5 Steps You Can't Skip on the Path to 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.

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

    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

    Read Article
  • 33 Ways to Show Your B2B Clients You Care

    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.

    Read Article
  • F&A Decision Matrix

    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

    Download
  • ×

    Get More Great Content. Sign up for our newsletter.

    First Name
    Last Name
    Thank you.
    Error - something went wrong!
  • [PODCAST] How to Retain Client Relationships

    [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.

    Read Article
  • F&A Talent Outlook 20200:29

    F&A Talent Outlook 2020

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

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

    Learn More
  • [Client Spotlight] Personiv + Localsearch1:02

    [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

    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

    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

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

    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
  • [Client Spotlight] Personiv + Lamar Graphics1:02

    [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
  • [Client Spotlight] Personiv + Thryv1:55

    [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

    [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

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

    [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

    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.

    [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

    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

    Download
  • Implementing Outsourcing as a Transitioning CFO

    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
  • loading
    Loading More...