All Insights

Are you looking for ways to grow, protect, manage, and enhance your business? Start making more strategic decisions with our tips, and get the latest industry insights from top-level executives HERE. Find everything from eBooks and white papers to blog posts, articles and news.

  • [Webinar] Top WFH Tips From Ali Green35:51

    [Webinar] Top WFH Tips From Ali Green

    Check out this webinar to set yourself up for success when working at home, with Ali Green, CEO & Co-founder of Pantera Press who shares the top 10 tips everyone should follow while working remotely.

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  • Streamlining Finance & Accounting Processes in Your High-growth Portfolio Companies

    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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  • [PODCAST]: How to Find a Digital Provider You Can Trust

    [PODCAST]: How to Find a Digital Provider You Can Trust

    Lydia Adams — VP, Marketing & Communications at Personiv was recently invited onto the MarketScale Technology podcast hosted by Daniel Litwin, where she discussed the most important aspect of a...

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  • Building B2B Client Relationships That Last

    Building B2B Client Relationships That Last

    Keeping your Business-to-Business (B2B) clients happy is no easy feat, but it is one that business leaders are always striving to achieve. And in fact, building strong B2B relationships based on trust

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  • How Private Equity Firms Add Efficiency Without Adding to Headcount

    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..

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  • Safeguarding Financial Info: How to Ensure Company Data Doesn't Fall Into the Wrong Hands

    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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  • B2B Perspectives: 15 Resources for Building Relationships That Go the Distance

    B2B Perspectives: 15 Resources for Building Relationships That Go the Distance

    As business-to-business (B2B) relationship management models and customer care expectations evolve to resemble business-to-consumer (B2C) ones a little more each day, it's important to remember that..

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  • Finance & Accounting Outsourcing 101

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

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  • [Infographic] 5 Steps You Can't Skip on the Path to 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.

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  • Losing B2B Clients? Why Your Customers Are Leaving & How to Turn it All Around

    Losing B2B Clients? Why Your Customers Are Leaving & How to Turn it All Around

    As the trend in business-to-business (B2B) customer service continues to track toward a traditionally business-to-consumer (B2C) model, forward-thinking providers are finding that there are more ways

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  • 33 Ways to Show Your B2B Clients You Care

    33 Ways to Show Your B2B Clients You Care

    No matter what business you're in, the experience that you offer to your customers is more high stakes than ever.

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  • F&A Decision Matrix

    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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  • [PODCAST] How to Retain Client Relationships

    [PODCAST] How to Retain Client Relationships

    John Nichols — VP Account Management at Personiv, discusses the key ingredients that go into forming a partnership that goes the distance.

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  • F&A Talent Outlook 20200:29

    F&A Talent Outlook 2020

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

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  • [Client Spotlight] Personiv + Localsearch1:02

    [Client Spotlight] Personiv + Localsearch

    Find out why shared values like customer experience and doing the right thing make Australia-based LocalSearch and Personiv a perfect partnership.

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  • We Ranked the Best ERP Software for Midsize Businesses

    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.

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  • Time Management Tips and Tricks

    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

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  • Accounting Market View: The Top 6 Trends to Watch in 2020

    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.

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  • [Client Spotlight] Personiv + Lamar Graphics1:02

    [Client Spotlight] Personiv + Lamar Graphics

    Find out why Lamar trusts Personiv to work as a part of their graphic-design team and gives Personiv 12 percent of their work each year, while experiencing the same or better quality.

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  • [Client Spotlight] Personiv + Thryv1:55

    [Client Spotlight] Personiv + Thryv

    Personiv has worked with Thryv for decades, providing this top full-service media company with flexible BPO solutions across multiple areas of their business.

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