Finance & Accounting 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 overwhelming sense among Chief Financial Officers and financial leadership that too much of their time is spent on transactional tasks while strategic initiatives are left to languish. Strategize and devise a plan when deciding to outsource & streamline your finance & accounting with our decision matrix.

In fact, according to Personiv's Finance and Accounting Talent Market Outlook, 88 percent of chief financial officers wish they had more time for strategic tasks. And our very own Megan Weis projects that this trend isn't likely to disappear any time soon.

That can turn into a frustrating feedback loop that too often slows potential growth and stalls profit gains. In this worksheet, you'll discover:

  • How to determine which tasks to outsource and what to keep in-house

  • How to use the process-strategy matrix to work through core competencies

  • Why finance leaders turn to outsourcing as a solution

leadership team deciding to outsource their accounting

Interested in why more and more finance leaders are deciding to outsource with a finance and accounting offshore company? Download our talent market leadership survey report here and get the latest insights.


If you're looking for an accounting partner who cares about your success, drop us a line today. We offer a wide range of accounting services, including financial planning and analysis, bookkeeping, accounts receivable and payable, and more. Don't wait any longer, get the financial help you deserve.

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