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Theresa Rex

The Trouble with Tribal Knowledge: How to Document Your Accounting Process

The Trouble with Tribal Knowledge: How to Document Your Accounting Process

Tribal knowledge can be a big problem – especially for accounting departments if you don't know how to spot it, capture it and correct it....

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Time Management Tips and Tricks
Time Management Tips and Tricks

Unlock your time management superpower! Learn the secrets of successful entrepreneurs & conquer your to-do list with our practical tips...

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Here’s Why We Invest So Heavily in the People We Hire – And Why You Should Too
Here’s Why We Invest So Heavily in the People We Hire – And Why You Should Too

Let's talk about "employee engagement". In the corporate lexicon, it's tossed around as a buzzword, a strategy and a lofty...

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When is Outsourcing Your Accounting Needs the Right Move? [PODCAST]
When is Outsourcing Your Accounting Needs the Right Move? [PODCAST]

Matt Wood – VP, Client Services at Personiv was recently invited to join MarketScale's Daniel Litwin to discuss how companies...

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Tech-Driven CX Insights to Pair With Live Support to Delight Your Customers [Part 1]
Tech-Driven CX Insights to Pair With Live Support to Delight Your Customers [Part 1]

Craft a joyful customer journey with live support. Learn how it transforms experience and builds loyalty. Essential tips and strategies...

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We Are ‘One Personiv’: How 50 Employees Spread Across the Globe Came Together to Give Back
We Are ‘One Personiv’: How 50 Employees Spread Across the Globe Came Together to Give Back

When you’re a global company, finding ways to foster cohesion isn’t always an easy prospect. See our strategies that prioritize...

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Achieving Work-Life Balance During the Holidays
Achieving Work-Life Balance During the Holidays

It’s started. All around you, you can tell that the holiday season has begun and It's easy to get caught...

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How Austin’s Startup Community Made Our First Event a Big Success
How Austin’s Startup Community Made Our First Event a Big Success

We had the unique pleasure of hosting our first event in Personiv's home city of Austin, Texas. See how it...

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Ask the CFO: The CFO’s Role in Information Technology Security
Ask the CFO: The CFO’s Role in Information Technology Security

What is ChatGPT, anyway, and how will it (actually) affect accounting? Read on to find the answer.

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How Can Accounting Software Improve Productivity?
How Can Accounting Software Improve Productivity?

Today’s finance and accounting teams face challenges ranging from scarce talent to inefficient processes. Learn what the main issues are...

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5 Tech-Driven CX Insights to Pair With Live Support to Delight Your Customers [Part 3]
5 Tech-Driven CX Insights to Pair With Live Support to Delight Your Customers [Part 3]

AI-powered live support can boost satisfaction, increase loyalty, and unlock true customer delight. Explore powerful strategies & real-world examples to...

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Hiring Gen Z Talent — Are You Ready for Them?
Hiring Gen Z Talent — Are You Ready for Them?

Clash of the generations? Businesses are hiring Gen Z personnel and fitting them into a workplace that includes the 4...

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