CFO/VP, Accounting

Are you looking for immediate solutions to expand your accounting operations? How safe is it to offshore financial operations? - Find all the answers for all your accounting BPO needs

  • How Private Equity Firms Add Efficiency Without Adding to Headcount

    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

    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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  • Finance & Accounting Outsourcing 101

    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

    [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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  • 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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  • Check out our recent mention in Forbes

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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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  • How Austin's Startup Community Made Our First Event a Big Success

    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, Texas. Smart Outsourcing for Startups and Incubators was an evening dedicated to...

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  • Personiv Brochure

    Personiv Brochure

    Delivering more than just outsourcing, our focus is on bringing efficiency through cost-effective solutions. From customer engagement to back office and recruiting to design, our team of skilled...

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  • FAO Sell Sheet

    FAO Sell Sheet

    With our flexible, forward-thinking solutions, you can stop the monthly fire drill to close the books, and instead, focus on actionable data to grow your business.

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  • From Spreadsheet Hell to Reporting Heaven37:37

    From Spreadsheet Hell to Reporting Heaven

    Led by Personiv's VP & General Manager of FAO, Megan Weis, this pre-recorded webinar explores how finance departments have changed in the last three decades and how top accounting leaders can use an

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  • How to Ensure your Financial Information is Safe When Outsourcing

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  • Accounting Market View: The Top 6 Trends to Watch in 2020

    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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  • F&A Talent Outlook 20200:29

    F&A Talent Outlook 2020

    Discover what CFOs, Controllers and VPs of Accounting are experiencing in their search for talent in 2020.

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  • Desktopping | FAO 1010:32

    Desktopping | FAO 101

    Desktopping is a business term that refers to a procedure for working directly with within a client's technology stack, but how does it impact the organizations that partake in this practice?

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  • We Ranked the Best ERP Software for Midsize Businesses

    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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  • 1-to-1 Resource Allocation | FAO 1010:40

    1-to-1 Resource Allocation | FAO 101

    This video covers the importance of 1-to-1 Resource Allocation for businesses looking to outsource one of their tasks to a BPO provider. Learn about the difference between fractional resource

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  • Finance & Accounting Talent Market Outlook - an F&A Leadership Survey

    Finance & Accounting Talent Market Outlook - an F&A Leadership Survey

    We conducted a study to find out how accounting leaders across the country feel about the state of qualified accounting talent and how they plan to cope with the shortage

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  • Implementing Outsourcing as a Transitioning CFO

    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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  • Outsourcing vs Offshoring | FAO 1010:37

    Outsourcing vs Offshoring | FAO 101

    You may be wondering if the BPO terms ''Outsourcing'' and ''Offshoring'' mean the same. Although they might sound similar, they have a distinction that gives them a unique take on BPO

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  • Top 5 Podcasts Accounting Leaders Should Listen To Today

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

    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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