Videos

Dear CFOs, it's time to begin your CFO.University course. Sounds exciting, right? We think the same as the CFO.University helps financial professionals upskill and develop their careers. Learn more.

How does the role of a CEO evolve today, and where is it heading? ? Our guest, Christopher Caprio, the Chief Financial Officer at Focus Technology, shares his thoughts on the evolving role of the CFO

How to efficiently manage critical financial data? Our guest, Ben Taylor, CEO, and Co-Founder of SoftLedger shares information on how organizations can leverage new financial opportunities.

On November 3, 2021, we had the pleasure of hosting our first executive leadership event, lunch and learn in Personiv’s home city of Austin, Texas. And you can watch how it went in this video.

The accounting landscape has changed over the past 10-20 years. What was once considered a mostly numbers department has evolved into something more. Learn more in this video.

This video covers the importance of 1-to-1 Resource Allocation for businesses looking to outsource one of their tasks to a BPO provider. Learn more in this video.

Outsourcing vs Offshoring, which model is the best for your specific business needs? watch this video so you can make an educated strategic decision.

Desktopping is a business term that refers to a procedure for working directly with within a client's technology stack, but how does it impact the organizations that partake in this practice?

For most small- to mid-sized businesses, accounting is a one-man show. And if that doesn’t stress you out, consider this: 21% of SMBs owners admit to not knowing enough about bookkeeping. Learn more.

You might assume that a CFO has to have only an accounting background. And at one point in history, you’d have been right. But over the last several years, this has changed.

If you're looking into hiring talent in the Philippines (especially for accounting work), you aren't alone. And in fact, there's plenty of good reasons why. Learn in this video.

When you think of finance and accounting, storytelling probably isn't the first thing that comes to your mind. But storytelling is not only important but crucial to your success. Learn the reasons...

If you're looking at options to staff your team, don't overlook virtual accounting offshore as a viable (and cost-saving) solution. This video gives the basic steps of where to start with outsourcing.

No matter which tasks you need to take off your plate in the New Year, your top question might be how to fit it into your 2022 budget. The good news is now you can find out your savings easily.

Turnover in accounting is 5X the national average. That's one expensive revolving door, with younger generations changing jobs often (and fewer entering accounting). Watch the video to learn more.

Did you know these facts about the accounting talent problem? Watch the video to learn the facts.

Hear straight from Megan Weis, host of the Gold Stevie award-winning podcast CFO Weekly, as she shares her thanks in accepting this prestigious award by The Stevie Awards.

We congratulate Lydia Adams, our VP of Marketing & Communications, who recently was awarded the Gold Stevie Awards Winner for Mentor of the Year by the Stevie Awards.

Find out why shared values like customer experience and doing the right thing make Australia-based LocalSearch and Personiv a perfect partnership.