eBooks
Check out all of our eBooks and Guides. Our free resources let you learn more about our global solutions, the current state of the outsourcing industry, and whether or not outsourcing makes sense for your business.
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DownloadThe Private Equity Accounting Guide: Your Playbook for Growth [2025]
Download your copy of the private equity accounting guide. Our playbook provides actionable strategies for standardizing processes, improving reporting & scaling your portfolio companies efficiently.
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DownloadA Nonprofit Leader's Guide to Strategic Outsourcing
Considering outsourcing? This nonprofit guide provides 5 key considerations for leaders, drawing on principles of mission, data use & optimization to ensure successful partnerships.
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DownloadOutsourcing Assessment: Is Your Provider Delivering Value?
Perform a thorough outsourcing assessment with this free guide for business leaders. Evaluate effectiveness, benchmark against current trends, and decide if it's time for a change.
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The Ultimate 30-60-90 Plan for Controllers
Welcome to your new financial controller role! We designed this 30-60-90 day plan to serve as a tool as you settle into your new role and steward your new company through positive change & growth.
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DownloadBuilding Strategic Controller Dashboards: Essential KPIs
Unlock the secrets of successful controllers: Download our list of essential KPIs for your strategic dashboard. Download the full list to discover which KPIs to keep at the ready.
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DownloadHow Personiv's Outsourced Accounting Works
Lost in a sea of paperwork and struggling to meet deadlines? Outsource the burden! Learn how outsourced accounting works, ask key questions, and find your perfect fit.
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DownloadBattling Burnout in Your Finance Team
Discover the root causes, warning signs & effective strategies to prevent burnout within your finance team. Get the eBook to help your finance department transition from burnout to balance!
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Master Strategy Execution [Free Template & Guide]
Why do some strategies succeed? Our strategy execution template reveals a 4-step process used by top organizations for effective implementation. Download your free copy of the guide!
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5 Best-Kept Secrets From Today's Most Successful CFOs
We’ve talked with 50-plus CFOs about everything from career progression and leadership to cost containment and remote work via our podcast, CFO Weekly. Get the eBook and unmask their top 5 secrets!
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How to Document Your Finance Processes: Future-Proof Your Department
AI. Robotic process automation (RPA). Automation. Can your finance processes keep up? Download the guide for future-proof operations.
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In-House vs Staffing Comparison Guide - What's Better for You?
There is a war on for talent in finance. Anyone on the hunt for human capital in the accounting field knows too well - it's historic, ongoing and expensive. Compare all your options for hiring here.
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Outsourced Accounting Step by Step Mini-Guide
Discover how outsourced accounting can help you in our step-by-step guide. Go from consideration to program execution for a first-time adopter.
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Building B2B Client Relationships That Last - eBook
Build stronger, lasting B2B client relationships. This free eBook explores vital communication tactics, deep customer understanding, and loyalty-building strategies. Get the guide!
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Customer Experience Tech: Stats, Data & Strategy - [eBook]
Today’s digital age has transformed the way customers interact and share their experiences with organizations. Get the eBook and unlock the secrets to personalized interactions!
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Top Points to Consider Before Outsourcing Digital
From reputation management and digital advertising to SEM and SEO, going digital is the only way to excel, grow and succeed. Get the eBook to learn more.
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Meet Gen Z: How to Lead the Newest Generation of Workers - eBook
A new generation is going out of the classroom and into the boardrooms, cubicles & coworking spaces that comprise the modern workplace. Find out if your business is ready for them in our eBook.
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DownloadSwitching Outsourcing Providers - Find Your Dream Partner [eBook]
When your BPO firm isn’t working out, it can have serious consequences. Learn the crucial steps to follow when switching providers. Choose your path and propel your business forward.
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Ready to Outsource? Presenting Outsourcing to Your Leadership Team - eBook
Outsourcing remains the best way to save money and increase production at the same time. Learn how to sell outsourcing as a strategy to your leadership team with our eBook.
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The Definitive Guide to Retaining Top Talent - eBook
Are your best people slipping away? This guide shows you how to stop the exodus along with the secrets to building unbreakable teams in a booming hybrid work market.
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Investing in Your People - eBook
What does it mean to invest in your people? It's not just about ping-pong tables and happy hours. Get the eBook and unleash the talent within your team.
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