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How the CFO Role Has Evolved: Becoming a Comprehensive CFO
The past few decades can mostly be defined by dramatic change. The rise – and rise – of technological breakthroughs, fluctuating change in organizations and the economy, alongside the ever-pronounced
Looking For a New AP Clerk? Here Are Your Options
The accounts payable (AP) function of any organization's finance department is something of an inevitability: there are always going to be bills to pay. Read more on how to build an efficient AP team.
[PODCAST]: When is Outsourcing Your Accounting Needs the Right Move?
Matt Wood – VP, Client Services at Personiv was recently invited to join MarketScale's Daniel Litwin to discuss how companies can determine whether or not outsourcing is right for them on the Informat
"Redefining What Top Talent Looks Like," Article in boardroom.com by David Lesiak, CEORead Article
Personiv's New Podcast, 'CFO Weekly', is Here: Listen to Episode 0 Now
Here's a confession: we've been working on something behind the scenes here at Personiv. There's nothing new there – since we're always operating under the maxim that "anything can be improved"
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...
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
Using FAO to Improve EBITDA Margins in Portfolio Companies
Keeping margins as wide as possible is a core element to the success of portfolio companies in the private equity (PE) model. The ability to acquire an asset and turn it from a low-to middling-perform
Streamlining Finance & Accounting Processes in Your High-growth Portfolio Companies
Picking up a new asset company to add to your private equity portfolio represents an exciting opportunity for growth. Before that growth can be actualized, however, there's a number of steps to take.
How Private Equity Firms Add Efficiency Without Adding to Headcount
In 2020, the private equity landscape has become increasingly crowded. Aggressive growth over the past five years has resulted in fierce competition as dry powder piles up and more players enter the..
Safeguarding Financial Info: How to Ensure Company Data Doesn't Fall Into the Wrong Hands
In 2020, every industry has reason to concern itself with cybersecurity, and that includes private equity. Reducing the risk of a data breach means acknowledging that as new technologies are...
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.
[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.
Desktopping | FAO 101
Desktopping is a business term that refers to a procedure for working directly with within a client's technology stack, but how does it impact the organizations that partake in this practice?
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.
Outsourcing vs Offshoring | FAO 101
You may be wondering if the BPO terms ''Outsourcing'' and ''Offshoring'' mean the same. Although they might sound similar, they have a distinction that gives them a unique take on BPO
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.
1-to-1 Resource Allocation | FAO 101
This video covers the importance of 1-to-1 Resource Allocation for businesses looking to outsource one of their tasks to a BPO provider. Learn about the difference between fractional resource
[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.