With these quick and easy worksheets, checklists, calculators and other tools, find out if outsourcing will work for your team.
CPA Firm Toolkit
Today’s accounting sector is highly competitive and requires firm leaders to take a different approach. The major goal of adopting a CPA firm growth strategy is to grow. Find out how.
COVID Reopening Risk Assessment Checklist
Whether you're bringing employees back full-time or through a hybrid model, it may not be as easy as turning the key. Find out how to return to in-person work safely with this checklist.
Virtual Onboarding Roadmap
This virtual onboarding roadmap provides an easy-to-follow plan to switch to a virtual onboarding model starting with Day 0 all the way to the end of Year 1. Check out the steps to onboarding right.
101 Tasks to Delegate to Virtual Accounting Teams
On this list, there are tasks in every area of accounting (AP, AR, Tax...you name it) that can be sent to a virtual accounting team. You'll see just how many hours your hard-won hires are wasting.
Virtual Accounting Talent Toolkit
If you’re interested in learning more about Virtual Accounting Talent, here is a toolkit with 11 compiled resources to help you get started from our quick-start-guide to DDDM webinar-all in one place.
Virtual Accounting Vendor Comparison Spreadsheet
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.
Top 79 Questions to Ask Your Potential Outsourced Finance 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.
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.
Finance & Accounting Decision Matrix
Finance leaders today have two shortages they’re constantly required to contend with: TALENT and TIME. Strategize and devise a plan when deciding to outsource with our decision matrix.
Everything You Need to Do Before You Start Outsourcing - Checklist
You've made the decision, but there are a few things you'll need to do before you start outsourcing. 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. Download the worksheet to see all the steps.