Back Office

Back office services are the foundation of your business. Learn how to optimize your back-office operations while cutting costs.

  • Putting Outsourcing Myths to Bed: The Truth About Working Across Time Zones

    Putting Outsourcing Myths to Bed: The Truth About Working Across Time Zones

    If you're ready to explore outsourcing to an offshore location as a solution that will help tackle cost and efficiency issues, you might have a few questions about what to expect...

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  • Looking For a New AP Clerk? Here Are Your Options

    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.

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

    [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

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  • Personiv's New Podcast, 'CFO Weekly', is Here: Listen to Episode 0 Now

    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"

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  • Personiv, Top Outsourcing Leader, Proclaimed an Inc. Best Workplace of 2020

    Personiv, Top Outsourcing Leader, Proclaimed an Inc. Best Workplace of 2020

    Global outsourcing leader, Personiv, has been named as one of Inc. magazine’s Best Workplaces of 2020 with 100 percent of surveyed employees saying they were “engaged by the work they do".

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  • Discover Outsourced Accounting: Finance & Accounting Outsourcing (FAO) 101

    Discover Outsourced Accounting: Finance & Accounting Outsourcing (FAO) 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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  • Why Retail Execs Should Focus On Their Strengths And Outsource The Rest

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  • 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...

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  • [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.

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  • Ready to Outsource?

    Ready to Outsource?

    Outsourcing remains the best way to save money and increase production at the same time. Learn how to sell outsourcing as a strategy to your leadership team and reap the benefits with our step-by-step

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  • [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.

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  • [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.

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  • [Checklist] Everything You Need to Do Before You Start Outsourcing

    [Checklist] Everything You Need to Do Before You Start Outsourcing

    You've made the decision, but there are a few things you'll need to do before you start outsourcing. Download our checklist to keep as a quick reminder of everything you'll need to do to get started.

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  • CEO David Lesniak: The 5 Steps You Can't Skip on the Path to Outsourcing

    CEO David Lesniak: The 5 Steps You Can't Skip on the Path to Outsourcing

    When you’re first beginning to consider outsourcing for your business, it’s almost impossible not to feel a little overwhelmed by the sheer volume of information available. That’s not necessarily bad

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  • Smart Outsourcing for Startups1:32

    Smart Outsourcing for Startups

    Outsourcing is the secret to scaling fast and when you're in growth mode, you need a partner who gets it. Find out why outsourcing can give you the competitive edge in the crowded startup market.

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  • [PODCAST] Outsourcing To Grow & Disrupt

    [PODCAST] Outsourcing To Grow & Disrupt

    Evan Green, Founder and Chairman of Personiv, was invited as a guest at the Selling Disruption Show with Mark S.A. Smith to share his views on how outsourcing can benefit businesses and boost...

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  • [Worksheet] Apply Outsourcing to Your Organization

    [Worksheet] Apply Outsourcing to Your Organization

    If you're looking to start outsourcing within your organization, being fully prepared is the best way to achieve success. One of the first steps is determining how outsourcing would affect your goals.

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  • What To Do When Your BPO Isn't Working Out

    What To Do When Your BPO Isn't Working Out

    When your BPO firm isn’t working out, it can have serious consequences. By missing targets, leaving customers dissatisfied or losing key talent, your BPO firm could be negatively affecting your succes

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  • [PODCAST]: The Magic Ratio: How to Focus Your Efforts for Top Productivity

    [PODCAST]: The Magic Ratio: How to Focus Your Efforts for Top Productivity

    Evan Green, Founder, and Chairman of Personiv was invited as a guest to speak on the Pro AV podcast over at Marketscale.

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  • Meet Gen Z: How to Lead the Newest Generation of Workers

    Meet Gen Z: How to Lead the Newest Generation of Workers

    A new generation is making its way out of the classroom and into the boardrooms, cubicles and coworking spaces that comprise the modern workplace. Are you ready for them?

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  • Rethinking What an 'Office' Looks Like: The Rise of the Virtual Team

    Rethinking What an 'Office' Looks Like: The Rise of the Virtual Team

    The world is changing at a faster pace than it ever has before. Technology, globalization and constant connectivity tend to affect almost everything we do, and that’s especially true when...

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