Blog | Personiv

[PODCAST]: How to Find a Digital Provider You Can Trust

Lydia Adams — VP, Marketing & Communications at Personiv was recently invited onto the MarketScale Technology podcast hosted by Daniel Litwin, where she discussed the most important aspect of a...

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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..

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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...

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B2B Perspectives: 15 Resources for Building Relationships That Go the Distance

As business-to-business (B2B) relationship management models and customer care expectations evolve to resemble business-to-consumer (B2C) ones a little more each day, it's important to remember that..

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Think You Know Outsourcing? Not if You Believe These 6 Myths.

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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).

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[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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Losing B2B Clients? Why Your Customers Are Leaving & How to Turn it All Around

As the trend in business-to-business (B2B) customer service continues to track toward a traditionally business-to-consumer (B2C) model, forward-thinking providers are finding that there are more ways

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33 Ways to Show Your B2B Clients You Care

No matter what business you're in, the experience that you offer to your customers is more high stakes than ever.

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[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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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.

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Time Management Tips and Tricks

There is a reason that we collectively burst into the new year with a list of goals and resolutions that we promise to attend to over the next 365 days. After the chaotic holiday season wraps and the

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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.

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[PODCAST] Streamlining Finance & Accounting Processes

Megan Weis — VP & General Manager, FAO Services at Personiv was invited as a guest to speak some of the ways that leaders can streamline their businesses' finance and accounting processes and win back

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[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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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

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[Infographic] 4 Ways Ecommerce Merchants Can Outsource To Win.

Ecommerce is the future of retail. Consider Cyber Monday: it's only 14 years old and it's already part of the consumer lexicon, and it's quickly eclipsing Black Friday for spending growth.

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Implementing Outsourcing as a Transitioning CFO

Being a CFO in transition means managing a moving workload. Besides managing the regular short-term and long-term executive responsibilities that come along with the job, there's also the process of

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If I Outsource My Accounting Processes, How Talented Will My Team Be?

You might be considering outsourcing some of your accounting tasks, but are worried about the qualifications of offshore talent. I take great pride in building high-performing teams that exceed

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[PODCAST] The Reality of Doing More With Less

Michael Murphy —CFO of Personiv, was invited as a guest to speak on the MarketScale Retail Podcast with Sean Heath, where he shared his experience and insight as a financial leader sometimes required

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Improving Your Accounting Processes Through Outsourcing

Keeping your company's books and financial information in order is crucial to keeping, well, your company. After all, business comes down to the numbers. If you do it yourself, you're probably already

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