After summitting Kilimanjaro, Africa’s highest peak, the Personiv leadership team, led by David Lesniak, CEO presented Miracle Foundation with $20K to further their mission of helping orphans worldwide. Austin-based Personiv and Miracle Foundation leadership joined together on June 6, 2019 to celebrate Personiv’s $20K donation to Miracle Foundation, an organization that provides life-changing care to … Continued
Home » All Insights » Personiv Presents Miracle Foundation with $20K Donation After Mount Kilimanjaro ‘Trek for a Cause’
From Spreadsheet Hell to Reporting Heaven
Led by Personiv's VP & General Manager of FAO, Megan Weis, this pre-recorded webinar explores how finan...
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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
[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.
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
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
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
[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
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
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
Digital Done Right
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...
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?
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
5 Tech-Driven CX Insights to Pair With Live Support to Delight Your Customers [Part 2]
This week, we asked Vishal Bora to share his thoughts on how data collected on customers and how technology is also impacting customer experience outsourcing behind the scenes.
5 Tech-Driven CX Insights to Pair With Live Support to Delight Your Customers [Part 1]
5 Tech-Driven CX Insights to Pair With Live Support to Delight Your Customers is our three part series on how new technologies are affecting one of the oldest aspects of business - client care.
We Are ‘One Personiv’: How 50 Employees Spread Across the Globe Came Together to Give Back
When you’re a global company, finding ways to foster cohesion isn’t always an easy prospect. It takes dedicated leadership and a set of values that prioritizes unification as a company culture.
[Checklist] Everything You Need to Do Before You Start Outsourcing
Before you start outsourcing, there's a few things you'll need to do. Download our checklist to keep as a quick reminder of everything you'll need to do to get started.
[Worksheet] Apply Outsourcing to Your Organization
If you're looking to start outsourcing within your organization, being fully prepared is the best way to achieve success. One of the first steps is determining how outsourcing would affect your goals
CEO David Lesniak on Sourcing and Securing Hard-to-Find Accounting Talent
It’s no secret: there’s a talent accounting shortage in the United States. Between automation, changing regulations, and the looming mass retirement of CPAs, the talent pool is diminishing.
CEO David Lesniak: The 5 Steps You Can't Skip on the Path to Outsourcing
When you’re first beginning to consider outsourcing for your business, it’s almost impossible not to feel a little overwhelmed by the sheer volume of information available. That’s not necessarily bad
[Infographic] Leading Gen Z in the Workplace