F&A Decision Matrix

January 22, 2020

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 overwhelming sense among CFOs and financial leadership that too much of their time is spent on transactional tasks while strategic initiatives are left to languish.

In fact, according to Personiv's 2019 Finance and Accounting Talent Market Outlook, 88 percent of CFOs wish they had more time for strategic tasks. And our very own Megan Weis projects that this trend isn't likely to disappear any time soon.

That can turn into a frustrating feedback loop that too often slows potential growth and stalls profit gains. In this worksheet, you'll discover:

How to determine which tasks to outsource and what to keep in-house
How to use the process-strategy matrix to work through core competencies
Why finance leaders turn to outsourcing as a solution

Interested in why more and more finance leaders are going with finance and accounting outsourcing offshore? Download our 2020 Talent Market Leadership Survey Report HERE.

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....

[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 ru...

INSIGHTS + Info

F&A Decision Matrix

Previous Article

Next Article

F&A Decision Matrix

Previous Article

Next Article

More Content

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...

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.

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

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"

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".

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).

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.

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

John Nichols — VP Account Management at Personiv, discusses the key ingredients that go into forming a partnership that goes the distance.

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.

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.

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

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.

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...

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.

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

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

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?

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...

A strong back office team is the key to ensuring customer satisfaction, team efficiency and a successful foundation for any business. Find out the best way to scale a back-office team quickly.