Finance & Accounting

Scale Your Team With Our Outsourcing Services That Maximize Efficiency and Minimize Expenses 

finance and accounting outsourcing services representative

Outsourcing, Your Way

Personiv provides custom finance and accounting outsourcing to boost your output and sharpen your competitive edge.  Whatever your goals are, our custom solutions are specialized just for you and your organization, to make achieving those goals your new reality.

Whether you’re looking to build an effective and efficient finance and accounting department, or just need a single team member to help you manage your finance and accounting needs – Personiv offers the people power to help you succeed. 

You can do more with less.

We specialize in providing scalable accounting solutions that can start with as little as one team member. Our flexible services are designed to expand seamlessly alongside your business, ensuring you always have the precise level of support you need, when you need it.

Let us help you adapt and grow without the constraints of traditional staffing, turning scalability into your competitive advantage.

A Proven Track Record

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Customized to Your Processes

Working in your time zone and following your processes, our teams deliver results using your technology. There’s no costly proprietary software to purchase when you partner with us. We deliver results using your tech and processes.

We work your way.

A Team as Small as One

Gain on average of 50% in cost-savings coupled with hours of your valuable time back with a dedicated team of stateside-comparable talent that works just for you.

100% Dedicated Top Talent

Sourcing talent in a scarce accounting talent market is expensive and can feel never-ending. We’ll take finding, training and retaining skilled GAAP-compliant professionals off your to-do list.

Seamless Onboarding

We work hand-in-hand with your team to deliver a comprehensive onboarding experience that’s easy to execute and accelerates your goals & timeline. It all begins with a customized go-live plan that centers your priorities and facilitates a smooth transition, following your processes and safeguarding your information. Your management team remains with you from start-to-finish; ensuring a consistent point of advocacy and a reliable steward of your organization’s goals.

CEO of U.S. company reviewing finance and accounting outsourcing services contract

Our full range of finance and accounting services encompasses everything from Accounts Payable (AP) & Accounts Receivable (AR) all the way to General Accounting and Tax Support. Discover all of our F&A outsourcing solutions by contacting us.

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Record to Report

At Personiv, we understand the hurdles of the Record to Report process, from the critical need for financial accuracy to keeping pace with compliance changes. By partnering with us, you’re not just mitigating risks; you’re guaranteeing a smoother, more efficient reporting cycle. Our expertise in managing financial details not only sharpens decision-making and compliance but also frees up your team to focus on what matters most to your business.

  • Balance Sheet Reconciliation
  • Journal Posting
  • Revenue Recognition
  • Expense Analysis & Accrual
  • Period End Close
  • Financial Reporting
  • Fixed Asset Accounting
Order to Cash

The Order to Cash journey, with its complex invoicing and collection demands, can stretch your resources thin, impacting customer relations. Personiv steps in to lift these burdens, boosting your cash flow and operational agility. Our mastery in managing invoicing, credit, and collections cuts down outstanding sales days, allowing your team to zero in on strategic objectives. Let us streamline your process, turning it into a customer-focused system that spells financial victory.

  • Billing
  • Payments Application
  • AR Aging Monitoring (Corporate Accounts)
Procure to Pay

Tackling the Procure to Pay process is no small feat, given its intricate supplier dealings and compliance requirements. Personiv simplifies these complexities, not just enhancing your procurement strategy but also driving cost efficiencies and compliance. From the initial purchase order to the final payment, we ensure smooth, precise operation. Partner with us to refine your Procure to Pay cycle, forging stronger supplier connections and a more tactical procurement approach.

  • Travel & Expense Processing
  • Vendor Invoices
  • Processing
  • Vendor Statements Reconciliation
Financial Planning and Analysis

Personiv takes your strategic planning to the next level with our Financial Planning and Analysis services. We dive deep into your business performance, forecasting what’s ahead with precision and supporting your decisions with solid data and savvy budgeting tactics. Let us turn your numbers into narratives that guide your future success.

  • Data collection
  • Data consolidation & verification
  • Planning & Forecasting
  • Budgeting and Forecasting
  • Financial Modeling
  • Performance monitoring
Specialized Accounting

With Personiv’s Specialized Accounting, your unique financial demands are in expert hands. Whether it’s navigating the complexities of tax, staying ahead of compliance, offering audit support, or tackling specific industry accounting challenges, we’re here to provide meticulous support. Rely on us for specialized accounting that’s as detailed as it is dependable.

  • Tax Accounting
  • Payroll Processing
  • Audit Preparation


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A top logistics provider in the oil and gas industry saved 50 percent on accounting costs by outsourcing their tasks to Personiv. With a team of 18 – and in less than six months – Personiv decreased the time of invoice from six days to 24 hours.

An Efficient, Effective Finance Department Within Reach

Imagine having the time to put your strategies into play, without the headaches of lengthy, frantic closes or being bogged down by rework that’s spread across disparate process implementation. An offshore solution with Personiv makes it possible. Our skilled accounting professionals can easily handle the necessary transactional value-neutral tasks while you pivot toward decision-making that prioritizes growth. We can make it happen – all with a dedicated team of stateside-comparable talent that works just for you.

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