Personiv
Share
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 any 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 Out-of-date and complicated accounting systems make it hard to track business metrics, let alone perform root cause analysis.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.
From “following the checklist” to “trusted strategic advisor.”
Kerrie Jones has spent her career proving that technical skill earns credibility, but judgment earns trust.
The biggest insight? Compliance asks whether you followed the steps. Judgment asks whether the result makes sense.
The most trusted finance leaders are teaching their teams the why behind the process, using AI to inform decisions without handing over accountability, and creating environments where thoughtful disagreement is welcomed.
But too many teams are still treating the checklist as the finish line.
In this episode of CFO Weekly, learn how to build the professional judgment that becomes more valuable as AI becomes more capable.
🎧 Listen to the full conversation now. 👇
Peak Living, LLC
10/05/2026
We're heading to the Fall 2026 CFO Leadership Council Conference!
As CFOs and finance executives face increasing demands to drive growth and lead organizational change, building an agile, resilient finance function is more critical than ever.
Steve Casey and Neil Stewart will be on the ground connecting with finance leaders. If you'll be there October 12–14, be sure to connect with them on the show floor to talk about how the right outsourcing partnership can give your team the capacity to focus on high-level strategy.
10/03/2026
Before you assume your finance team is a strategic partner, consider this:
- Do you name the desired outcome before you evaluate a request, or just process what's asked for?
- Can you tell the difference between a hard constraint, a policy constraint, and a preference?
- Is your team building AI literacy through small, guardrailed steps, or standing on the sidelines debating the risk?
- Is finance acting as a system thinker across departments, or working inside its own institutional silo?
Shirley Shu-Hurley from Hillsborough Transit Authority (HART) has built financial infrastructure across the energy sector, entrepreneurship, global nonprofit finance, and now public transit, and in every case, she's applied the same decision architecture framework to move organizations forward.
The reality? You don't need a perfect org chart to become a decision architect. You need a clear outcome, classified constraints, and the willingness to act and let the data guide your next move.
Check out the latest CFO Weekly blog for the complete framework on becoming your organization's decision architect. 👇
Automating junior work with AI solves short-term tasks, but what does it mean for long-term talent development?
Our research was featured in CFO recently, exploring the growing challenge finance leaders face in developing senior leaders in an AI-driven environment.
Read the full article via the link in the comments! 👇
10/01/2026
🎤 Just one week to go until CFO Leadership LIVE in Dallas!
In just one week, finance leaders from across the Dallas area will come together for an afternoon of insights, networking, and candid conversation at CFO Leadership LIVE Dallas.
Join Kristi Allen, Joe Harvey, and Jaco van Rensburg as they discuss how today's finance leaders are balancing growth, risk, talent, technology, and operational efficiency in an increasingly complex business environment.
Moderated by Megan Weis, host of the award-winning CFO Weekly podcast, this event will bring together CFOs, VPs of Finance, Controllers, and finance executives for meaningful peer discussions and practical insights they can take back to their organizations.
📅 October 8, 2026
📍Westin, Stonebriar, Dallas, TX
If you're a finance leader in the Dallas area, this is an event you won't want to miss.
Register today: https://hubs.la/Q04yVQYK0
09/30/2026
🎙️ It's International Podcast Day, and we're celebrating the voices behind CFO Weekly!
From candid leadership lessons to emerging trends shaping the future of finance, every episode is driven by the expertise of our guests, the thoughtful perspective of host Megan Weis, and a community that continues to engage, learn, and grow with us.
Here's to another year of powerful insights, meaningful conversations, and helping finance leaders stay ahead.
🎧 Subscribe to CFO Weekly and never miss an episode. 👇
From “reactive reporting and institutional silos” to “decision architecture and system thinking.”
Shirley Shu-Hurley has spent two decades proving that the finance seat is the best vantage point in the organization.
The biggest insight? A CFO doesn't have to make every decision. The job is to design the structure that lets the right person make the sound call.
The most effective finance leaders are restating the question before answering it, classifying constraints as hard, policy, or preference, and building AI literacy through small, guardrailed steps instead of waiting on the sidelines.
But too many organizations still treat finance as the department that says no, instead of the partner that finds a responsible way to say yes.
In this episode of CFO Weekly, learn how to turn the finance seat into your organization's decision architecture.
🎧 Listen to the full conversation now. 👇
Hillsborough Transit Authority
Culture is the cornerstone of operational resilience.
Our research was featured in Forbes Business Council's latest piece on building stronger financial services organizations.
Check out the full article.
09/28/2026
Meet Our Speaker: Joe Harvey
We're excited to welcome Joe Harvey, Chief Financial Officer at KPS Global, to CFO Leadership Live: The CFO Tightrope on October 8 in Dallas.
As a seasoned finance and operations executive, Joe brings extensive experience in strategy, business transformation, operational excellence, and navigating growth in complex business environments. He has helped organizations balance financial discipline with innovation, making him uniquely positioned to share insights on the challenges today's finance leaders face.
Join us as Joe and fellow finance executives discuss how CFOs are balancing growth, risk, talent, technology, and operational demands while leading their organizations forward.
📅 October 8, 2026
📍 Westin, Stonebriar, Dallas, TX
Register today and connect with finance leaders from across the Dallas area: https://hubs.la/Q04yrsd00
Before you assume your finance function is built for growth, consider this:
• Is your close process still taking three weeks or more, or do you have real-time visibility into where the business stands?
• Are your operating companies still running out of a system built for a single small business, not 30-plus entities?
• Do your operators understand their balance sheet as well as their P&L, or is it a blind spot?
• Are your financial controls sold to the business as protection, or imposed as a mandate no one understands?
John Wise from The Armstrong Company has spent his career moving from Fortune 500 rotational programs to regional public accounting to leading finance transformation at a fourth-generation, family-held business.
The reality? You don't need a perfect system to start transforming your finance function. You need to understand your current state, prioritize by return on time invested, and bring your operators along with you.
Check out the latest CFO Weekly blog for the complete framework on transforming a middle-market finance function. 👇
Click here to claim your Sponsored Listing.
Category
Telephone
Website
Address
8601 Ranch Road 2222 #450
Austin, TX
78730
Alerts
Be the first to know and let us send you an email when Personiv posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.