Private Equity Resources

Everything you need to streamline your portfolio companies using outsourcing.

  • [CFO Weekly] Episode 12: Top 4 Advantages to Building a Data-Driven Culture

    [CFO Weekly] Episode 12: Top 4 Advantages to Building a Data-Driven Culture

    Everybody likes to say they’re data-driven. Yet, very few companies stop to think about what being data-driven actually means. Ryan Passe joins CFO Weekly to discuss why firms should be data-driven.

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  • [CFO Weekly] Episode 11: Want to Know Your Business Better: Spend Time on the Front Lines

    [CFO Weekly] Episode 11: Want to Know Your Business Better: Spend Time on the Front Lines

    Brent Chadwick, CFO of Plaid Pantry, joins us on CFO Weekly to talk about how taking the time to serve in his stores has made all the difference and allowed him to save his company time and money.

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  • [CFO Weekly] Episode 10: Advice From a Young CFO - Getting to the Top & Making Your Mark

    [CFO Weekly] Episode 10: Advice From a Young CFO - Getting to the Top & Making Your Mark

    What does it take to succeed in the C-Suite? What makes a less seasoned (younger) individual stand out? Dustin Prager joins us on CFO Weekly's tenth episode to talk about making it to the CFO seat.

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  • [Infographic] Why Outsource FAO to the Philippines?

    [Infographic] Why Outsource FAO to the Philippines?

    In this infographic, you'll discover why the Philippines makes such a great destination for outsourcing FAO - from language and cultural similarities to high education and GAAP accounting standards.

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  • [CFO Weekly] Episode 9: Embrace Change, Don't Fear It With Jill Barnard

    [CFO Weekly] Episode 9: Embrace Change, Don't Fear It With Jill Barnard

    As a financial business leader, you have the unique responsibility to help your organization navigate change. Discover how to pivot and embrace change, not fear it in this episode of CFO Weekly.

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  • Destination Manila: Why Outsource F&A to the Philippines

    Destination Manila: Why Outsource F&A to the Philippines

    If you are considering outsourcing to the Philippines, you probably have a slew of questions and a number of concerns. This Special Report will tell you everything about FAO in the Philippines.

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  • [CFO Weekly] Episode 8: Top 5 Things You Need to Consider Before Reopening With Drew Niehaus

    [CFO Weekly] Episode 8: Top 5 Things You Need to Consider Before Reopening With Drew Niehaus

    Let’s face it: It’s a hard time for any business. Find out how which accounting and reporting considerations you need to undertake to open your business amidst COVID-19 starting with forecasting.

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  • Outsourcing Step-by-Step: Taking The Mystery Out of FAO

    Outsourcing Step-by-Step: Taking The Mystery Out of FAO

    There's something especially frustrating about a lack of transparency when you're working in a B2B space. There's a long history of vendors holding their cards close to their chest while attempting to

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  • Personiv Releases White Paper on Finance & Accounting Outsourcing

    Personiv Releases White Paper on Finance & Accounting Outsourcing

    Personiv, an award-winning business process outsourcing (BPO) provider published a white paper that updates the traditional understanding of finance and accounting outsourcing (FAO).

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  • [CFO Weekly] Episode 6: The Benefits of Women in Leadership

    [CFO Weekly] Episode 6: The Benefits of Women in Leadership

    More effective collaboration. A stronger sense of trust in management. A 15 percent boost in overall profitability. What do each of these things have in common? A woman in a leadership position.

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  • [CFO Weekly] Episode 7: Putting Profit First - Why it's the Bookkeeper's Responsibility

    [CFO Weekly] Episode 7: Putting Profit First - Why it's the Bookkeeper's Responsibility

    What will topple your business? It’s probably not what you think. In fact, putting profit last is what sinks most business owners. Find out why in this podcast episode of CFO Weekly.

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  • [CFO Weekly] Episode 2: The 10 Rules for Success When Working from Home

    [CFO Weekly] Episode 2: The 10 Rules for Success When Working from Home

    Working from home used to be relegated to just a few roles or organizations. Now, knowing how it's done effectively is suddenly relevant to millions of workers across the globe.

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  • AP Services Fact Sheet

    AP Services Fact Sheet

    Accounts payable are central to the financial health of a company. Timely and proper cancellations help maintain a good relationship between your suppliers and your business. On the contrary...

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  • Looking For a New AP Clerk? Here Are Your Options

    Looking For a New AP Clerk? Here Are Your Options

    The accounts payable (AP) function of any organization's finance department is something of an inevitability: there are always going to be bills to pay. Read more on how to build an efficient AP team.

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  • Personiv's New Podcast, 'CFO Weekly', is Here: Listen to Episode 0 Now

    Personiv's New Podcast, 'CFO Weekly', is Here: Listen to Episode 0 Now

    Here's a confession: we've been working on something behind the scenes here at Personiv. There's nothing new there – since we're always operating under the maxim that "anything can be improved"

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  • [Infographic] Outsourcing: Private Equity's Back-Office Efficiency Secret

    [Infographic] Outsourcing: Private Equity's Back-Office Efficiency Secret

    Think you need to hire? Maybe not. Private Equity firms can use outsourcing to gain efficiency in their back-office teams without the cost of hiring.

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  • 2020 Private Equity Playbook

    2020 Private Equity Playbook

    To compete, you have to go in with a playbook that capitalizes on the strengths of your team, considers the deal from every angle and continuously moves key players into position across your portfolio

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  • Personiv Joins NetSuite BPO Partner Program to Offer Cloud-Based FAO Services

    Personiv Joins NetSuite BPO Partner Program to Offer Cloud-Based FAO Services

    Personiv today announced that it has joined the NetSuite Business Process Outsourcing – BPO Partner Program. By teaming up with NetSuite, one of the world’s leading providers of cloud-based...

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  • Head in the Clouds: Why Using a Cloud-Based Accounting Software Improves Productivity

    Head in the Clouds: Why Using a Cloud-Based Accounting Software Improves Productivity

    Today’s finance and accounting teams face challenges ranging from scarce talent to inefficient processes. But one of the main issues facing accounting departments today is disparate systems, aging...

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  • Why Do Companies Outsource? The Top 3 Reasons to Engage a BPO

    Why Do Companies Outsource? The Top 3 Reasons to Engage a BPO

    Companies choose to outsource for a number of reasons, but for most of those who outsource with a BPO, the journey starts with a need to cut costs, increase production or scale fast.

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