Private Equity Resources

Everything you need to streamline your portfolio companies using outsourcing.

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

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

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

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

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

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

    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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  • [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 13: The CFOs Guide to Healthcare Benefits

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

    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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  • [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 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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  • 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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