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All Insights

Find everything from eBooks and white papers to blog posts, articles and news.

Finance and Accounting Outsourcing 101

We live in an increasingly connected world in a time of unprecedented technological advancement. More and more the ability to stand out in business relies heavily on offering the best of what you prod

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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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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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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 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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Think You Know Outsourcing? Not if You Believe These 6 Myths.
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[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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[PODCAST] Streamlining Finance & Accounting Processes

Megan Weis — VP & General Manager, FAO Services at Personiv was invited as a guest to speak some of the ways that leaders can streamline their businesses' finance and accounting processes and win back

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[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.

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Top 5 Podcasts Accounting Leaders Should Listen To Today

These days, it seems there's a podcast for every niche interest and obscure topic you can think of, all just waiting to be downloaded for a more bearable commute, workout or laundry day. You can get y

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[Infographic] 4 Ways Ecommerce Merchants Can Outsource To Win.

Ecommerce is the future of retail. Consider Cyber Monday: it's only 14 years old and it's already part of the consumer lexicon, and it's quickly eclipsing Black Friday for spending growth.

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Finance & Accounting Talent Market Outlook - an F&A Leadership Survey

We conducted a study to find out how accounting leaders across the country feel about the state of qualified accounting talent and how they plan to cope with the shortage

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Implementing Outsourcing as a Transitioning CFO

Being a CFO in transition means managing a moving workload. Besides managing the regular short-term and long-term executive responsibilities that come along with the job, there's also the process of

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If I Outsource My Accounting Processes, How Talented Will My Team Be?

You might be considering outsourcing some of your accounting tasks, but are worried about the qualifications of offshore talent. I take great pride in building high-performing teams that exceed

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[PODCAST] The Reality of Doing More With Less

Michael Murphy —CFO of Personiv, was invited as a guest to speak on the MarketScale Retail Podcast with Sean Heath, where he shared his experience and insight as a financial leader sometimes required

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Improving Your Accounting Processes Through Outsourcing

Keeping your company's books and financial information in order is crucial to keeping, well, your company. After all, business comes down to the numbers. If you do it yourself, you're probably already

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Making Your Mark: Improving Accounting Processes Without Breaking What Works

If you're a CFO that's moved into a new role – through headhunting, traditional hiring processes, or through a recent promotion – you can expect at least one thing about the transition

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Digital Done Right

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Tech-Driven CX + Live Support

Today’s digital age has transformed the way customers interact and share their experiences with organizations. The success of video, real-time messaging, chatbots and artificial intelligence has...

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Top 5 CX Mistakes

Providing bad customer experience can be highly stressful for your clients as well as your employees. With that said, apart from lost customers, what other impact does bad customer experience have?

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5 Tech-Driven CX Insights to Pair With Live Support to Delight Your Customers [Part 3]

This week, we wanted to know exactly why Bora thinks that live support and the people who provide it aren't going anywhere, and how offshore customer service is about to get better than it's ever been

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