Private Equity Resources

Everything you need to streamline your portfolio companies using outsourcing.

  • Vendor Comparison Interactive Tool + FREE Template

    Vendor Comparison Interactive Tool + FREE Template

    The Outsourced Accounting Vendor Comparison Spreadsheet can be used in conjunction with our other interactive tools, or on its own to create a side-by-side snapshot of providers so you can compare.

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  • Building A Startup - The Do's & Dont's | [CFO Weekly] Episode 22

    Building A Startup - The Do's & Dont's | [CFO Weekly] Episode 22

    A lot of startups are facing a conundrum today when it comes to securing funding and raising capital: how can they build a startup when they don’t fit perfectly into a single vertical? Find out.

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  • Top 79 Questions To Ask Your Potential Outsourced Accounting Provider

    Top 79 Questions To Ask Your Potential Outsourced Accounting Provider

    When looking at outsourced accounting, your most important choice will be your partner. We created this 79-question document to show what to ask yourself and your new potential partner at the start.

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  • Hiring Accounting Talent While Scaling

    Hiring Accounting Talent While Scaling

    When it's time to scale, it's time to celebrate. Consider this: your company has found its place in the market. You've proven the value of what you have to offer.

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  • Remote Working In The Finance Department: How To Harness Offsite Talent

    Remote Working In The Finance Department: How To Harness Offsite Talent

    It seems like a distant memory now, but at this time last year, 3.2 percent of the American workforce was fully remote – that's 4.3 Million people. Fast forward to today, and it's 157 Million.

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  • Personiv Outsourcing Cost-Savings Calculator

    Personiv Outsourcing Cost-Savings Calculator

    This calculator will help you zoom out for a big picture view of the real-world cost savings available to you when you partner with Personiv, so you can to fully capitalize on value-added activities.

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  • Letting Go of What You Can't Control - [CFO Weekly] Episode 17

    Letting Go of What You Can't Control - [CFO Weekly] Episode 17

    Let it Go. We hear that mantra from Disney princesses and personal growth gurus all the time. But what does it mean? Listen for more on this episode of CFO Weekly with Sean Rizer, CFO, Harding Group.

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  • Core Competencies to Transition from CFO to CEO - [CFO Weekly] Episode 15

    Core Competencies to Transition from CFO to CEO - [CFO Weekly] Episode 15

    You’re thinking about the Big Seat, huh? Kudos to you! It takes a special person to go from CFO to CEO. Here are the competencies you can develop that will help you feel more prepared.

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  • Top 7 Ways To Be An Effective Leader - [CFO Weekly] Episode 14

    Top 7 Ways To Be An Effective Leader - [CFO Weekly] Episode 14

    Find out the seven things effective leaders do, including sharing your vision with your followers, having a fundamental purpose besides making money, finding people who share your values, and more.

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

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

    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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  • The CFOs Guide to Healthcare Benefits - [CFO Weekly] Episode 13

    The CFOs Guide to Healthcare Benefits - [CFO Weekly] Episode 13

    Healthcare. Isn’t that an HR thing? Well, when it’s the second or third item on your balance sheet, it’s a CFO thing too. And although it may not be top of mind, perhaps it's time to take a look.

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  • Meet Our Finance & Accounting Outsourcing Services Team

    Meet Our Finance & Accounting Outsourcing Services Team

    At Personiv, quality is one of our three pillars, and our commitment to quality starts with the talent we hire -- the leaders who guide our organization and propel our clients to new heights.

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  • About Personiv's Finance & Accounting Services

    About Personiv's Finance & Accounting Services

    In our 35-year history, we've always seen outsourcing as a relationship, not a contract. Our culture is steeped in excellence with a quality stamp that can’t be duplicated. Find out why.

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  • 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 - [CFO Weekly] Episode 11

    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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  • 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 | [CFO Weekly] Episode 10

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

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

    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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  • 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 - [CFO Weekly] Episode 8

    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 Outsourced Accounting

    Outsourcing Step-by-Step: Taking The Mystery Out of Outsourced Accounting

    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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