All Insights

All the latest perspectives, news, stories and resources across a range of business and industry topics

  • Building Strategic Controller Dashboards: Essential KPIs

    Building Strategic Controller Dashboards: Essential KPIs

    We’ve collected examples of KPIs that would be right at home on any strategic controller’s dashboard. Download the full list above to discover which KPIs to keep at the ready.

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  • The Evolving Role of the Controller

    The Evolving Role of the Controller

    Today, we're digging into what makes a successful financial controller today, how those competencies and characteristics have changed and what this expanding role could look like in the future.

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  • How Great Sales and Marketing Can Level Up Your Accounting Business

    How Great Sales and Marketing Can Level Up Your Accounting Business

    Competition is high, and you need to cut through the noise and get in front of your dream customers to succeed. Learn how accounting firms can do just that.

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  • The Weekly Ledger No. 75: Closing the Books

    The Weekly Ledger No. 75: Closing the Books

    Welcome to The Weekly Ledger, where we've been summed up a year and half's worth of finance and accounting news, trends and insights for you. Learn the best insights as chosen by YOU.

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  • The Art and Science of Sourcing and Procurement in 2022

    The Art and Science of Sourcing and Procurement in 2022

    How much do you spend on marketing, IT, distribution, logistics, and corporate services? you should be able to save between 5% - 14% percent on that by doing sourcing and procurement efficiently.

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  • The Weekly Ledger No. 74: Succession Planning for Finance Leaders

    The Weekly Ledger No. 74: Succession Planning for Finance Leaders

    Read on for insights about what top leaders do when choosing tomorrow’s leaders, creating a comprehensive succession plan, and succession planning in uncertain times.

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  • 19 Accounting Insights from the 2022 Accounting Talent Survey

    19 Accounting Insights from the 2022 Accounting Talent Survey

    This year was the second time that Personiv conducted a survey of accounting leaders to provide accounting insights and "take the temperature" on the accounting profession and labor market.

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  • Storytelling in Finance: The Role of the CFO in High-Growth Companies

    Storytelling in Finance: The Role of the CFO in High-Growth Companies

    Working across the entire organization and collaborating effectively with other teams represents a leading factor in the evolution of the CFO but what about storytelling in finance?

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  • Think You Know Outsourcing? Not if You Believe These 6 Myths.

    Debunk These Myths
  • The Weekly Ledger No. 73: Planning for Growth

    The Weekly Ledger No. 73: Planning for Growth

    This week, we've rounded up everything finance leaders need to know about planning for growth. Discover the new growth model & more.

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  • Growing Profits Through Returns

    Growing Profits Through Returns

    Valerie Bauer Gore of Loop thinks that a modern CFO's responsibilities differentiate from those of ten or twenty years ago. Would you agree with her? Let's see what she has to say about the topic.

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  • The Role of a CFO and ESG in the Public Sector

    The Role of a CFO and ESG in the Public Sector

    What does the role of a CFO look like in the public sector? To find the answer, Hughey Newsome, the CFO at Wayne County Michigan, joins us to share his experience.

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  • The Weekly Ledger No. 72: Resilience Planning

    The Weekly Ledger No. 72: Resilience Planning

    This week, we've rounded up everything finance leaders need to know about planning for resilience to mitigate risk. Read on for fresh insights on what finance leaders need to know about resilience.

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  • How Can Accounting Software Improve Productivity?

    How Can Accounting Software Improve Productivity?

    Today’s finance and accounting teams face challenges ranging from scarce talent to inefficient processes. Learn what the main issues are and how to solve them.

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  • The Weekly Ledger No. 71: Cash Flow Strategies

    The Weekly Ledger No. 71: Cash Flow Strategies

    This week, we've rounded up everything finance leaders need to know about managing cash flow even in uncertain times along with some tried and true strategies. Learn more.

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  • How to Prepare Your Business for Long-term Success

    How to Prepare Your Business for Long-term Success

    If there's one thing we know for sure about where the economy is headed, it's that we don't know. So how can you overcome the unexpected? Take a listen.

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  • The Holy Grail of Growth

    The Holy Grail of Growth

    As amazing as it might sound some companies do find the Holy Grail of growth! In doing so their sales & revenues increase by astonishing numbers. But business growth is just the beginning, learn more.

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  • Accounting Talent Survey Report

    Accounting Talent Survey Report

    We asked finance leaders and accounting professionals from across the country to share their experiences, perspectives and insights into the accounting talent landscape and labor market. Read more.

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  • The Weekly Ledger No. 70: Accounting Software & Technology

    The Weekly Ledger No. 70: Accounting Software & Technology

    We've rounded up everything finance leaders need to know about software & technology in today's accounting function. Learn how finance leaders can focus on tech to combat the talent shortage & more.

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  • The Weekly Ledger No. 69: Managing Change

    The Weekly Ledger No. 69: Managing Change

    We've rounded up everything finance leaders need to know about managing change. Read on for best practices and winning strategies for seamless change management and more.

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  • From Teaching to Finance: An Unconventional CFO Journey

    From Teaching to Finance: An Unconventional CFO Journey

    In this episode, we discuss an unconventional career path from teaching to finance, what is compassionate grit?, how to manage cross-functional teams effectively, and advice for future CFOs.

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