Looking to gain the competitive edge as a startup. Check out our infographic and find out why outsourcing allows you to scale fast.
How Austin's Startup Community Made Our First Event a Big Success
On August 8, 2019, we had the unique pleasure of hosting our first event in Personiv's home city of Austin,...
Most Recent Articles
Streamlining Finance & Accounting Processes in Your High-growth Portfolio Companies
Picking up a new asset company to add to your private equity portfolio represents an exciting opportunity for growth. Before that growth can be actualized, however, there's a number of steps to take
[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...
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..
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...
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..
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).
[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.
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
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.
[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.
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.
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
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.
[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
[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.
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
[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.
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
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
[PODCAST] The Reality of Doing More With Less