Personiv

Personiv

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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

06/06/2026

Before you assume your restaurant’s finances are under control, consider this:

✅ Do you know your prime cost as a percentage of revenue—and are you checking it weekly?
✅ Are you forecasting cash flow for the next ninety days, or just checking your bank balance?
✅ Do you understand how unchecked comps and voids are quietly eroding your margins?
✅ Are you pricing your menu based on total cost structure, including labor, rent, and insurance?

Anne Napolitano from Anne Napolitano Consulting has spent a decade helping food and beverage operators build the financial clarity they need to grow.

The reality? Investors, lenders, and landlords increasingly demand clean books and real projections and the operators who treat finance as a strategic tool will outperform those who don’t.

Check out the latest CFO Weekly blog for the complete framework on turning financial data into a competitive advantage for your food and beverage business. 👇

06/04/2026

The best finance leaders never stop learning.

Subscribe to The Monthly Margin for practical insights on AI, leadership, talent, and the trends shaping modern finance.

Subscribe today. 👇

06/04/2026

We’re proud to share that our latest CFO Pulse Survey report was featured in Accounting Today!

The article dives into the growing accounting talent shortage and how finance leaders are responding with smarter workforce strategies, including AI and outsourced support.

Read the full story now! 👇

06/03/2026

The accounting talent shortage isn't going away.

But the most forward-thinking finance leaders aren't waiting for the labor market to change. They're changing how work gets done.

Our 2026 CFO Talent Survey reveals how finance teams are combining talent, AI, automation, and outsourcing to build capacity and stay ahead.

Download the report now! 👇

06/03/2026

We’re onsite today at the CFO Leadership Council Spring Conference.

Our team is excited to connect with finance and accounting leaders and discuss the operational priorities impacting organizations today.

If you’re attending the event, stop by our booth and say hello to the team.

06/02/2026

That’s a wrap on an incredible Gartner Symposium/Xpo™ 2026!

A huge thank you to everyone who stopped by our booth to connect with the Eclerx team. The conversations we had around bridging the gap between systems, data, and people were exactly what financial decision-makers need to be discussing right now.

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

06/02/2026

Our team is excited to be attending Global Partners LP for Good’s Boats & Bands event in Gloucester.

We’re looking forward to a great day spent connecting with incredible people, supporting an important cause, and enjoying everything this event brings together each year. ⚓🎶

Learn more. 👇

06/02/2026

From “my accountant just does my taxes” to “finance as a front-of-house competitive advantage.”

Anne Napolitano has witnessed the evolution of financial support for food and beverage operators firsthand.

The biggest change? Operators are moving from bank balance check-ins and gut-feel decisions to real-time dashboards, prime cost tracking, and proactive cash flow forecasting.

Smart restaurant and bar owners are working with dedicated finance partners who understand the business from the inside, building visual dashboards that make the numbers accessible, and stepping up to FP&A support before they need it.

But many still treat finance as a compliance function and pay for it later when margins erode or growth stalls.

In this episode of CFO Weekly, learn how financial clarity can help food and beverage operators not just survive but scale with confidence.

🎧 Listen to the full conversation now. 👇



Anne Napolitano Consulting

05/30/2026

Before you assume your finance team is data-ready, consider this:

Do you have a single source of truth that every department trusts or are teams still running their own reports?
Can you surface the most important metric in the business today, not two months from now?
Are you reconciling every report before it goes out, or sending data that's fast but wrong?
Is your finance team owning the data architecture or waiting for IT to figure it out?

Courtney Colmenares from Crane Stationery has scaled organizations from scrappy startups to legacy brands, and in every case, she's been the person who built the data foundation the business needed to move fast and make smart decisions.

The reality? You don't need a perfect ERP to own your data stack. You need clarity, controls, and the willingness to move before everything is clean.

Check out the latest CFO Weekly blog for the complete framework on becoming your company's chief data officer. 👇

05/29/2026

It’s the final day of Gartner Finance Symposium/Xpo™ 2026, and it’s been a great week of conversations and connections.

If you’re attending today, stop by Booth 206 and meet with the eClerx and Personiv team to talk about scaling finance operations, improving efficiency, and building practical AI-driven workflows for finance teams.

Looking forward to finishing the event strong.

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8601 Ranch Road 2222 #450
Austin, TX
78730