eBooks

Check out all of our eBooks and Guides. Our free resources let you learn more about our global solutions, the current state of the outsourcing industry, and whether or not outsourcing makes sense for your business.

  • The Future of Outsourcing for Nonprofits

    The Future of Outsourcing for Nonprofits

    Empower your nonprofit growth! Discover how outsourcing saves resources, expands reach, and fuels impact with expert tips. Download our free guide.

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  • Is Your Outsourcing Solution Out of Date?

    Is Your Outsourcing Solution Out of Date?

    Master the future of outsourcing: Insider tips & trends from the experts. Grab your copy now and find out if your business is stuck in the outsourcing stone age.

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  • The Ultimate 30-60-90 Plan for Controllers

    The Ultimate 30-60-90 Plan for Controllers

    Welcome to your new financial controller role! We designed this 30-60-90 day plan to serve as a tool as you settle into your new role and steward your new company through positive change & growth.

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  • Building Strategic Controller Dashboards: Essential KPIs

    Building Strategic Controller Dashboards: Essential KPIs

    Unlock the secrets of successful controllers: Download our list of essential KPIs for your strategic dashboard. Download the full list to discover which KPIs to keep at the ready.

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  • How Personiv's Outsourced Accounting Works

    How Personiv's Outsourced Accounting Works

    Lost in a sea of paperwork and struggling to meet deadlines? Outsource the burden! Learn how outsourced accounting works, ask key questions, and find your perfect fit.

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  • Battling Burnout in Your Finance Team

    Battling Burnout in Your Finance Team

    Are financial flames consuming your team? Conquer finance burnout with our free guide and boost your team's wellbeing and productivity. Download now before it's too late!

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  • Effective Strategy Building Mini Guide

    Effective Strategy Building Mini Guide

    Is your business strategy holding you back? Avoid these common pitfalls and become a strategy-building maestro with our practical guide.

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  • 5 Best-Kept Secrets From Today's Most Successful CFOs

    5 Best-Kept Secrets From Today's Most Successful CFOs

    We’ve talked with 50-plus CFOs about everything from career progression and leadership to cost containment and remote work via our podcast, CFO Weekly. Get the eBook and unmask their top 5 secrets!

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  • How to Document Your Finance Processes: Future-Proof Your Department

    How to Document Your Finance Processes: Future-Proof Your Department

    AI. Robotic process automation (RPA). Automation. Can your finance processes keep up? Download the guide for future-proof operations.

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  • In-House vs Staffing Comparison Guide - What's Better for You?

    In-House vs Staffing Comparison Guide - What's Better for You?

    There is a war on for talent in finance. Anyone on the hunt for human capital in the accounting field knows too well - it's historic, ongoing and expensive. Compare all your options for hiring here.

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  • Outsourced Accounting Step by Step Mini-Guide

    Outsourced Accounting Step by Step Mini-Guide

    Discover how outsourced accounting can help you in our step-by-step guide. Go from consideration to program execution for a first-time adopter.

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  • Private Equity Playbook: How to Use Outsourcing to Win Big

    Private Equity Playbook: How to Use Outsourcing to Win Big

    Compete with a playbook that capitalizes on the strengths of your team, considers the deal from every angle and continuously moves key players into position across your portfolio.

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  • Building B2B Client Relationships That Last - eBook

    Building B2B Client Relationships That Last - eBook

    B2B client nightmares keeping you up? Transform them into dream partnerships. Get the ultimate B2B client relationships eBook instantly.

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  • Tech-Driven CX + Live Support - eBook

    Tech-Driven CX + Live Support - eBook

    Today’s digital age has transformed the way customers interact and share their experiences with organizations. Get the eBook and unlock the secrets to personalized interactions!

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  • Top Points to Consider Before Outsourcing Digital

    Top Points to Consider Before Outsourcing Digital

    From reputation management and digital advertising to SEM and SEO, going digital is the only way to excel, grow and succeed. Get the eBook to learn more.

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  • Meet Gen Z: How to Lead the Newest Generation of Workers - eBook

    Meet Gen Z: How to Lead the Newest Generation of Workers - eBook

    A new generation is going out of the classroom and into the boardrooms, cubicles & coworking spaces that comprise the modern workplace. Find out if your business is ready for them in our eBook.

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  • Switching Outsourcing Providers - Find Your Dream Partner [eBook]

    Switching Outsourcing Providers - Find Your Dream Partner [eBook]

    When your BPO firm isn’t working out, it can have serious consequences. Learn the crucial steps to follow when switching providers. Choose your path and propel your business forward.

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  • Ready to Outsource? Presenting Outsourcing to Your Leadership Team - eBook

    Ready to Outsource? Presenting Outsourcing to Your Leadership Team - eBook

    Outsourcing remains the best way to save money and increase production at the same time. Learn how to sell outsourcing as a strategy to your leadership team with our eBook.

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  • The Definitive Guide to Retaining Top Talent - eBook

    The Definitive Guide to Retaining Top Talent - eBook

    Are your best people slipping away? This guide shows you how to stop the exodus along with the secrets to building unbreakable teams in a booming hybrid work market.

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  • Investing in Your People - eBook

    Investing in Your People - eBook

    What does it mean to invest in your people? It's not just about ping-pong tables and happy hours. Get the eBook and unleash the talent within your team.

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