Personiv

Personiv People Powered Outsourcing. For more than 30 years, Personiv has been helping businesses run more efficiently through high-quality outsourcing.

Delivering more than just outsourcing, our focus is on bringing efficiency through cost-effective solutions. From customer engagement to back office and recruiting to design, our team of skilled talent stands ready to complete projects with quality and confidence, allowing you to focus on goal-reaching strategic priorities. We hire, train and retain top talent with a customized plan perfect for an

y brand, delivering high-quality work quickly and effectively, while our customers enjoy cost savings of up to 75%. Whether our clients are looking to build a team, increase sales or master productivity, we help them define success for years to come. A global economy requires global solutions. Finance & Accounting
Still struggling with chaotic closings, late reports and overly complex analyses? Out-of-date and complicated accounting systems make it hard to track business metrics, let alone perform root cause analysis. We deliver actionable insights with real-time reporting for improved decision-making. Creative Services
Our creative services will help you define your brand, build your reputation and stand out from the crowd. Regardless of your needs, be it graphic design, website or multimedia, we’ll deliver dynamic results on-brand, on-time and within budget. Back Office
Our back office service team, from accounting and data entry to transaction support and business listings, offers behind the scenes assistance with functions you need to run your business more efficiently, knowing we’re here when you need us. Customer Engagement
Whether it’s via phone, email, or chat, our customer care agents will provide an attentive touch point for your business. We meet your customers where they are with both inbound customer care and outbound sales, representing your brand in your voice. Sales Solutions
We’ll provide a dedicated sales team to drive qualified prospects, keep customers engaged and up-sell products and services with a constant eye to your sales and business goals. Our sales staff thinks strategically to get the customers you want and keep them engaged.

09/02/2026

Want to get budget approval for strategic initiatives?

Megan Weis joined Forbes Finance Council to share how finance leaders can build stronger cases.

Link in the comments! 👇

09/01/2026

From “reporting on what already happened” to “finance as a real-time decision engine.”

Bojan Belejkovski has spent his career proving that finance's real value isn't in the report, it's in the decision.

The biggest insight? Buying an AI tool and bolting it onto a broken process isn't the same as being AI-native. An AI-native operating model is built assuming AI does the work from the start, and the failures of a bad AI rollout are silent until an expensive decision has already been made.

The most effective finance leaders are fixing their data before they scale, keeping humans as the judgment layer, and building the skills (data fluency, systems thinking, and influence) that will matter most as AI takes over the mechanics.

In this episode of CFO Weekly, learn what it really takes to build an AI-native finance function.

🎧 Listen to the full conversation now. 👇



Voltava

08/29/2026

Before you assume more headcount will fix your finance team, consider this:

- Is one person the workaround for every process no one else understands?
- Is your manual work growing faster than the business itself?
- Are exceptions becoming the actual process instead of the exception?
- Is compliance something that happens to the business, or something built into how it operates?

Jessica Trimmer from Intapp has spent 20 years scaling finance organizations across revenue, lead to cash, and record to report, and in every case, the constraint was the operating model, not the number of people on the team.

The reality? You don't fix scale by adding headcount. You fix it by stabilizing the process, cleaning up the data, and building the architecture that lets the business grow without finance drowning.

Check out the latest CFO Weekly blog for the complete framework on scaling a finance organization the right way. 👇

08/25/2026

From "adding more people" to "creating more capacity."

Jessica Trimmer has spent twenty years proving that the biggest constraint on scaling finance is rarely headcount.

The biggest insight? When exceptions become the rule, the operating model has already outgrown itself, and no amount of hiring will fix that.

The most effective finance leaders stabilize the process and the data first, then standardize, then automate, and only then bring in AI, because AI can't fix bad data or a broken process.

But too many organizations are still layering new tools onto broken processes and calling it transformation.

In this episode of CFO Weekly, learn how to build a finance organization that actually scales with the business.

🎧 Listen to the full conversation now. 👇



Intapp

Before you assume your founders just need more data, consider this:Do your reports translate into a clear next step, or ...
08/22/2026

Before you assume your founders just need more data, consider this:

Do your reports translate into a clear next step, or just more numbers to interpret?
Do you know the single constraint that's actually holding the business back?
Are you tracking unit economics, or just chasing top-line revenue?
Is your finance function speaking the same language as marketing, or working against it?

Abir Syed from UpCounting has helped ecommerce founders scale from $2 million to eight and nine figures, and in every case, the breakthrough came from clarity, not more dashboards.

The reality? You don't need thirty metrics. You need to know your constraint, and the discipline to focus everything on solving it.

Check out the latest CFO Weekly blog for the complete framework on turning data into decisions. 👇

08/18/2026

From “reporting the numbers” to “driving the decisions.”

Abir Syed has spent his career proving that the best finance leaders don't just hand founders a dashboard, they bridge the gap between data and action.

The biggest insight? Most founders don't lack data. They lack clarity on what to do with it.

The most effective finance leaders are identifying the one constraint holding a brand back, whether that's marketing, unit economics, or cash flow, and helping founders focus on that instead of boiling the ocean.

But too many CFOs are still just delivering reports instead of translating them into next steps, and founders are left guessing at what matters most.

In this episode of CFO Weekly, learn how to turn financial data into the clarity your founders actually need.

🎧 Listen to the full conversation now. 👇



UpCounting

08/15/2026

Before you assume your finance team is ready for a merger, consider this:

‒ Does your team understand the strategic why behind every integration decision, or just the timeline?
‒ Are finance and sales aligned around one shared number, or still operating in silos?
‒ Have you set guardrails that let deals move fast, or is every transaction stuck in review?
‒ Is your integration plan a living document, or a deadline you're afraid to miss?

Rick Hasselman from Clari + Salesloft has led finance teams through multiple mergers and high-growth transitions, and in every case, he's been the person who kept the team focused while the business around them changed.

The reality? You don't need a perfect plan to lead a successful integration. You need clear communication, real partnership with sales, and the discipline to adjust as you go.

Check out the latest CFO Weekly blog for the complete framework on leading finance through a merger. 👇

08/11/2026

From "two separate companies" to "one unified revenue platform."

Rick Hasselman has spent his career proving that the best finance leaders are also operators.

The biggest insight? Sales and finance don't just work together during a merger, they share ownership of the same number, and the partnership only works when both sides understand each other's constraints.

The most effective CFOs set guardrails instead of roadblocks, communicate the strategic why behind every integration decision, and treat their plan as a living document rather than a fixed deadline.

But too many leadership teams underestimate how long integration really takes and lose momentum along the way.

In this episode of CFO Weekly, learn how to lead a finance team through a merger without losing trust, speed, or morale.

🎧 Listen to the full conversation now. 👇

That’s a wrap on an incredible Future of Finance Summit!A huge thank you to the Business Learning Institute and AICPA & ...
08/10/2026

That’s a wrap on an incredible Future of Finance Summit!

A huge thank you to the Business Learning Institute and AICPA & CIMA for hosting such a fantastic event in National Harbor. We had some amazing conversations on the show floor about how modern finance organizations are driving real strategic value and overcoming operational bottlenecks.

If we didn't get a chance to connect in person, or if you’d like to continue the conversation about optimizing your finance operations, send us a message. We’d love to help your enterprise stay ahead of the curve.

Before you assume your finance team is ready for the CFO seat, consider this:Have you gotten reps outside of finance, wh...
08/08/2026

Before you assume your finance team is ready for the CFO seat, consider this:

Have you gotten reps outside of finance, whether on a board, in a committee, or through a mentor?
Are you still diving into the weeds under pressure, or are you learning to rise above the details?
Do you have a personal board of directors made up of people outside your own field?
Are you building cross-functional relationships now, or waiting until the title changes how people treat you?

Wassia Kamon from ACE | Access to Capital for Entrepreneurs has scaled her career from controller to CFO by building the habits and relationships the role actually requires.

The reality? You don't need the title to start acting like a CFO. You need judgment, relationships, and the discipline to lead through people.

Check out the latest CFO Weekly blog for the complete framework on preparing for the modern CFO role. 👇

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