CFO/VP, Accounting

Leading a lean accounting team is difficult. Find out to streamline you accounting processes, add talent in a tough market and gain efficiency while cutting costs.

  • [PODCAST] 'CFO Weekly' Episode 2: The 10 Rules for Success When Working from Home

    [PODCAST] 'CFO Weekly' Episode 2: The 10 Rules for Success When Working from Home

    Working from home used to be relegated to just a few roles or organizations. Now, knowing how it's done effectively is suddenly relevant to millions of workers across the globe.

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  • AP Services Fact Sheet

    AP Services Fact Sheet

    Accounts payable are central to the financial health of a company. Timely and proper cancellations help maintain a good relationship between your suppliers and your business. On the contrary...

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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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  • Check out our recent mention in Forbes

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  • 2020 Private Equity Playbook

    2020 Private Equity Playbook

    To compete, you have to go in with a playbook that capitalizes on the strengths of your team, considers the deal from every angle and continuously moves key players into position across your portfolio

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  • Using FAO to Improve EBITDA Margins in Portfolio Companies

    Using FAO to Improve EBITDA Margins in Portfolio Companies

    Keeping margins as wide as possible is a core element to the success of portfolio companies in the private equity (PE) model. The ability to acquire an asset and turn it from a low-to middling-perform

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  • Streamlining Finance & Accounting Processes in Your High-growth Portfolio Companies

    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.

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  • 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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  • How to Ensure your Financial Information is Safe When Outsourcing

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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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  • [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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  • Time Management Tips and Tricks

    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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  • 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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  • 3 Big Reasons to Implement a Wellness Program at Work

    3 Big Reasons to Implement a Wellness Program at Work

    When it comes to enticing and retaining employees, perks can be pivotal. And across industries, wellness programs are among the most common types of perks there are. It’s easy to see why benefits...

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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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  • Considering Outsourcing Back Office? Here’s the Pros & Cons

    Considering Outsourcing Back Office? Here’s the Pros & Cons

    Though the specific back office needs of each company may vary according to size and industry, there are many general back-office needs that are common to virtually every sizable company. These...

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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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