Still struggling with chaotic closings, late reports and overly complex analyses? Out-of-date and complicated accounting systems make it hard to track business metrics, let alone perform root cause analysis. We deliver actionable insights with real-time reporting for improved decision-making.
Using a Finance and Accounting Outsourcing Provider: What to Expect
When considering outsourcing your finance and accounting function, you probably have questions: How does it...
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
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...
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.
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...
[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.
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...
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...
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.
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
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.
F&A Talent Outlook 2020
Discover what CFOs, Controllers and VPs of Accounting are experiencing in their search for talent in 2020.
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?
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.
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
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
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
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
Top 5 Podcasts Accounting Leaders Should Listen To Today