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 it makes sense for your business to hire BPO services.

  • How Personiv's Outsourced Accounting Works

    How Personiv's Outsourced Accounting Works

    Outsourcing your accounting functions is a turning point for CFOs and finance executives across every industry. Learn how Personiv's outsourced accounting solutions work.

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  • Battling Burnout in Your Finance Team

    Battling Burnout in Your Finance Team

    The most important aspect of burnout is that it’s manageable. Leaders can help their teams by staying mindful and taking preventative measures. Learn more about how to stop accounting burnout.

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  • Effective Strategy Building Mini Guide

    Effective Strategy Building Mini Guide

    Driving effective strategy is essential in today's environment, and we made it easy with this business strategy guide.

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  • 5 Best-Kept Secrets From Today's Most Successful CFOs

    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 that shares their top 5 secrets.

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  • How to Document Your Finance Processes: Future-Proof Your Department

    How to Document Your Finance Processes: Future-Proof Your Department

    The future of finance is unquestionably upon us: between AI and robotic process automation (RPA) and rapid technology shifts, learn what you need to future-proof your department.

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  • In-House vs Staffing Comparison Guide - What's Better for You?

    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

    Outsourced Accounting Step by Step Mini-Guide

    This simple, end-to-end explanation of the outsourced accounting process guides you through from consideration to program execution for a first-time adopter of outsourced accounting.

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  • Private Equity Playbook: How to Use Outsourcing to Win Big

    Private Equity Playbook: How to Use Outsourcing to Win Big

    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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  • Building B2B Client Relationships That Last - eBook

    Building B2B Client Relationships That Last - eBook

    Keeping your Business-to-Business (B2B) clients happy is no easy feat, but it is one that business leaders are always striving to achieve. Build rapport with your clients by following these tips.

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  • Tech-Driven CX + Live Support - eBook

    Tech-Driven CX + Live Support - eBook

    Today’s digital age has transformed the way customers interact and share their experiences with organizations. Get the eBook to learn about the latest insights in customer experience.

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  • Digital Done Right

    Digital Done Right

    From reputation management and digital advertising to SEM and SEO, going digital is the only way to excel, grow and succeed. Get the eBook.

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  • Meet Gen Z: How to Lead the Newest Generation of Workers - eBook

    Meet Gen Z: How to Lead the Newest Generation of Workers - eBook

    A new generation is making its way out of the classroom and into the boardrooms, cubicles and coworking spaces that comprise the modern workplace. Are you ready for them?

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  • What to Do When Your BPO Isn't Working Out - Switching Outsourcing Providers [eBook]

    What to Do When Your BPO Isn't Working Out - Switching Outsourcing Providers [eBook]

    When your BPO firm isn’t working out, it can have serious consequences. Learn the crucial steps to follow when switching providers.

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  • Ready to Outsource? Presenting Outsourcing to Your Leadership Team - eBook

    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

    The Definitive Guide to Retaining Top Talent - eBook

    In a competitive marketplace with a variety of job prospects available to your key team members, keeping them onboard and committed to your business is trickier than ever. Learn more.

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  • Investing in Your People - eBook

    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 to learn more about employee experience.

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