Finance & Accounting

Personiv has made available a list for the best financial tips, advice on how to leverage technology to automate your financial operations, and ensuring you have appropriate controls in place. Everything there is to know about Finance & Accounting Outsourcing.

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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Why Retail Execs Should Focus On Their Strengths And Outsource The Rest
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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..

Read Article
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

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

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

Read Article
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...

Download
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.

Download
Giving Back: How Service Pays Off In The Long Run

Giving back has become one of those catchphrases you hear more and more in our modern workplaces, but how does giving back actually affect organizations in the long run? Glad you asked. Many...

Read Article
37:37

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

Watch Video
0:29

F&A Talent Outlook 2020

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

Watch Video
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.

Read Article
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.

Read Article
0:32

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?

Watch Video
0:40

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

Watch Video
0:37

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

Watch Video
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

Read Article
[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.

Read Article
[PODCAST] Why a Shortage of Accountants Could Be on The Horizon

Megan Weis, VP & General Manager – FAO Services, Personiv was invited as a guest for a podcast on outsourcing and the shortage of accountants on the Software & Technology podcast by MarketScale....

Read Article
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Finance & Accounting

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...

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...

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...

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.

Giving Back: How Service Pays Off In The Long Run

Giving back has become one of those catchphrases you hear more and more in our modern workplaces, but how does giving back actually affect organizations in the long run? Glad you asked. Many...

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

F&A Talent Outlook 2020

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

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.

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.

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?

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

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

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

[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.

[PODCAST] Why a Shortage of Accountants Could Be on The Horizon

Megan Weis, VP & General Manager – FAO Services, Personiv was invited as a guest for a podcast on outsourcing and the shortage of accountants on the Software & Technology podcast by MarketScale....