Interactive Tools

With these quick and easy worksheets, checklists, calculators and other tools, find out if outsourcing will work for your team.

  • The State of Finance Talent Acquisition: Report & Outlook

    The State of Finance Talent Acquisition: Report & Outlook

    Download the free finance talent acquisition report. Insights from 800+ financial pros (including nearly 200 CFOs) on talent shortages, hiring struggles & lack of strategic time.

    Download
  • Talent Survey Snapshot: VP of Finance & Accounting

    Talent Survey Snapshot: VP of Finance & Accounting

    What are VPs of Finance and Accounting seeing in the market today? We asked them in our most recent survey. Check out how they answered questions related to their biggest challenges.

    Download
  • Talent Market Survey: Controller Snapshot

    Talent Market Survey: Controller Snapshot

    Controllers are worried about the accounting shortage this year. Could outsourcing be the answer. Find out what more than 100 controllers had to say in our survey.

    Download
  • CPA Firm Toolkit

    CPA Firm Toolkit

    Grow your CPA firm, not your stress! Find effective and reliable strategies here for sustainable success in today's market. Start reading!

    Download
  • COVID Reopening Risk Assessment Checklist

    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.

    Download
  • Virtual Onboarding Roadmap

    Virtual Onboarding Roadmap

    Unlock the secrets of remote onboarding! Our expert roadmap helps you seamlessly integrate new hires & build thriving remote teams. Download today & say goodbye to onboarding headaches!

    Download
  • 101 Tasks to Delegate to Virtual Accounting Teams

    101 Tasks to Delegate to Virtual Accounting Teams

    Free up your time for strategic thinking! This guide reveals 101 accounting tasks you can easily delegate to virtual experts. Boost team morale and save money today!

    Download
  • Virtual Accounting Talent Toolkit

    Virtual Accounting Talent Toolkit

    Ready to join the virtual accounting revolution? Download your toolkit with 11 compiled resources and start streamlining your finances.

    Download
  • Virtual Accounting Vendor Comparison Spreadsheet

    Virtual Accounting Vendor Comparison Spreadsheet

    Tired of searching for the right partner? Our tool makes it easy! Compare features, see pricing, and boost your efficiency with the best vendor match. Start comparing today!

    Download
  • Ask the Right Questions: Evaluating Finance Providers Checklist

    Ask the Right Questions: Evaluating Finance Providers Checklist

    What should you ask a finance provider? Get our comprehensive list of 79 questions designed to help you evaluate and select the right partner for your financial goals. Free download!

    Download
  • 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. Fast & free!

    Download
  • Your Outsourcing Decision-Making Framework [Worksheet]

    Your Outsourcing Decision-Making Framework [Worksheet]

    Download our free outsourcing decision-making framework. This worksheet helps business leaders determine core competencies & use our decision matrix to evaluate what to outsource. Get it now!

    Download
  • Everything You Need to Do Before You Start Outsourcing - Checklist

    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. This comprehensive checklist equips you with the essential steps for a smooth outsourcing journey.

    Download
  • [Worksheet] Apply Outsourcing to Your Organization

    [Worksheet] Apply Outsourcing to Your Organization

    Avoid outsourcing nightmares! Secure growth and streamline operations with our free 5-step worksheet. Download now!

    Download
  • loading
    Loading More...