Theresa Rex

  • How To Onboard Your Virtual Employees For Long-term Success

    How To Onboard Your Virtual Employees For Long-term Success

    In all of the time spent talking about the benefits of telework and allowing your employees to work remotely, one topic tends to be overlooked: how to onboard virtual employees. So, let's change that.

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  • Future-Proof Your Finance Department: How To Document Your Processes

    Future-Proof Your Finance Department: How To Document Your Processes

    The future of finance is unquestionably upon us: between AI and robotic process automation (RPA) and rapid technology shifts, accounting teams are at the forefront of it.

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  • Accounting Support Vs. In-House Team: What's Right For Your Business? [PART 3]

    Accounting Support Vs. In-House Team: What's Right For Your Business? [PART 3]

    When it comes down to it, deciding how you'll find bookkeeping talent to support your organization's transactional processes comes down to the goals, challenges and needs of your organization.

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  • Virtual Accounting Vs. In-House Team: What's Right For Your Business? [PART 2]

    Virtual Accounting Vs. In-House Team: What's Right For Your Business? [PART 2]

    It's helpful to look at this in context, so let's use these talent frameworks to extrapolate a typical outcome for the hiring process, candidate journey and long-term result for each.

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  • In-House vs Staffing Comparison Guide - What's Better For You?

    In-House vs Staffing Comparison Guide - What's Better For You?

    There is a war on for talent in finance. Anyone on the hunt for human capital in the accounting field knows too well - it's historic, ongoing and expensive. Compare all your options for hiring here.

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  • Accounting Staffing Vs. In-House Team: What's Right For Your Business? [PART 1]

    Accounting Staffing Vs. In-House Team: What's Right For Your Business? [PART 1]

    Filling talent gaps in the finance department is tough, and leaders inevitably find themselves having to weigh accounting staffing vs. in-house teams when hard-to-fill positions open up again.

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  • The Pitfalls Of Using An Accounting Staffing Firm

    The Pitfalls Of Using An Accounting Staffing Firm

    If you're thinking of using an accounting staffing firm – or any recruitment agency that promises to find you qualified accounting talent – chances are high that you aren't going with "plan A".

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  • 101 Tasks To Delegate To Virtual Accounting Teams

    101 Tasks To Delegate To Virtual Accounting Teams

    On this list, there are tasks in every area of accounting (AP, AR, Tax...you name it) that can be sent to a virtual accounting team. You'll see just how many hours your hard-won hires are wasting.

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  • 6 Key Outsourced Accounting Challenges (And How To Overcome Them)

    6 Key Outsourced Accounting Challenges (And How To Overcome Them)

    As more organizations prioritize support for accounting with virtual solutions, find how to successfully meet and overcome potential outsourced accounting and virtual accounting challenges.

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  • [Ask The CFO] Finance Leaders Talk About Remote Work: Going Virtual In 2021

    [Ask The CFO] Finance Leaders Talk About Remote Work: Going Virtual In 2021

    There's a lot that we're happy to put behind us now that 2020 is over, but one thing seems destined to persist: going virtual with key work and office functions while leadership has had to pivot.

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  • Why Gen Z Holds the Key to Your Accounting Success

    Why Gen Z Holds the Key to Your Accounting Success

    It's easy to see how a future workforce of Zoomers is poised to be a gamechanger for the accounting industry by addressing two of the industry's biggest challenges: talent and technology.

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  • 6 Ways To Set Your Accounting Team Up For Success In 2021

    6 Ways To Set Your Accounting Team Up For Success In 2021

    Leaders going into 2021 with accounting success on their "must win" list will certainly go into the year with 2020's biggest lesson: be ready to pivot. But there's more to it than that. Find out here.

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  • Virtual Accounting Talent Toolkit

    Virtual Accounting Talent Toolkit

    If you’re interested in learning more about Virtual Accounting Talent, here is a toolkit with 11 compiled resources to help you get started from our quick-start-guide to DDDM webinar-all in one place.

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  • This Was 2020: Personiv's Year In Review

    This Was 2020: Personiv's Year In Review

    2020 was a lot of things, but boring definitely wasn't one of them. We do our best here on the blog to keep you up-to-date with current events here at Personiv.

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  • The Benefits Of Data-Driven Decision Making: How To Achieve It In 2021

    The Benefits Of Data-Driven Decision Making: How To Achieve It In 2021

    If you find yourself suddenly wondering what the benefits of data-driven decision making – often abbreviated to the less tongue-twisting DDDM – are, you're hardly alone.

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  • How To Increase Transparency & Visibility In Accounting Processes

    How To Increase Transparency & Visibility In Accounting Processes

    The topic of accounting transparency is one that doesn't get a lot of play in the broader conversation of finance and accountancy unless it's a very hot topic.

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  • Outsourced Accounting Step By Step Mini-Guide

    Outsourced Accounting Step By Step Mini-Guide

    This simple, end-to-end explanation of the outsourced accounting process guides you through from consideration to program execution for a first-time adopter of outsourced accounting.

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  • [Ask the CFO] Finance Leaders Talk About Talent: What They've Learned & What's Next

    [Ask the CFO] Finance Leaders Talk About Talent: What They've Learned & What's Next

    We've talked to several finance leaders and they've all given us their input on the topic. Learn how businesses must evolve their finance talent.

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  • Find The Best Outsourced Accounting Company With This Vendor Comparison Worksheet

    Find The Best Outsourced Accounting Company With This Vendor Comparison Worksheet

    The Outsourced Accounting Vendor Comparison Spreadsheet can be used in conjunction with our other interactive tools, or on its own to create a side-by-side snapshot of providers, so you can win.

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  • Virtual Accounting Vendor Comparison Spreadsheet

    Virtual Accounting Vendor Comparison Spreadsheet

    The Outsourced Accounting Vendor Comparison Spreadsheet can be used in conjunction with our other interactive tools, or on its own to create a side-by-side snapshot of providers so you can compare.

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