x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Books & The Biz

Dan Paulson and Richard Veltre

Finance and Operations need to work together. Often they don’t. JoinRichard Veltreand myself for discussions about business (the BIZ) and finance (the BOOKS). About Rich: He has served in executive leadership positions at finance consulting firms focusing on the development, implementation, and management of the full spectrum of financial systems. Rich started his career at Price Waterhouse and now acts at a fractional CFO for companies in healthcare, finance, logistics, and

business business

All Episodes

51:50

2023 Holiday Special! Your Business Questions Answered!

Books & The Biz ·

2023/12/28

A few weeks ago, we asked you what business questions you wanted answered, and you responded! Will recession concerns lead to easier hiring? How do we know if we have a good work culture? How much should we pay for salaries? Why is it so difficult to get help? These and many more questions are answered by the Biz side of the podcast, Dan Paulson. So get on your ugly sweater and kick back as we break down the questions asked by you.

21:28

Businesses Are Failing! What's Happening With...

Books & The Biz ·

2023/12/21

One of the best times in an entrepreneur's life is acquiring a company to grow. It is also one of the worst times if they aren't properly prepared to scale. Too many new owners and venture capital buys aren't prepared to change a new purchase for the better. The result is having your acquisition bleeding money to survive. In this episode, Dan and Rich share some examples of mistakes business leaders are making in the acquisition process, how it is impacting their growth, and what you

19:51

Labor Shortage For Decades! Get Used To Being...

Books & The Biz ·

2023/12/14

One of the biggest complaints most business leaders have is the shortage of skilled labor available. Hiring has been a challenge for several years now. By the looks of it, things aren't going to get better anytime soon. US Census Bureau projections show employee shortages for decades to come. This means you are going to have to change the ways you recruit and retain talent. In today's episode we will discuss the new data and talk about what businesses need to do to successfully fill skilled

20:34

Quiet Quitting vs Employees Not Leaving: Has The...

Books & The Biz ·

2023/12/07

Less than a year ago companies were complaining about Quiet Quitting where staff whas able to focus less on their work and more on family or side projects. Fast forward to today and some businesses can't get employees out the door fast enough. Have the tides turned? Now it appears that employees are staying longer than wanted. Books & The Biz breaks down what is happening in today's market. What most owners shouldn't worry about, and what they should.

20:27

Back to the Office! BnB Breaks Down Outrageous Back...

Books & The Biz ·

2023/11/30

What is it going to take to get employees back to the office? More and more companies are trying to find creative ways to put people back in their desks instead of working from home. A recent Wall Street Journal article listed 9 office perks that companies are implementing to attract employees back. Books & The Biz takes a look at each perk and gives our insight to whether or not each perk does enough. WSJ article link:https://apple.news/AkqFISI7YR6C1H33X_xqmtw

66:47

Tax Planning: Your Tax Questions Answered.

Books & The Biz ·

2023/11/22

Special Pre-Thanksgiving Event from Books & The Biz! From Rich: "I wear a lot of hats in my practice. I’m working with my fractional CFO clients on final 2023 year-end forecasting and moving into 2024 budgeting. My tax-related clients are also working on planning but with a much heavier emphasis on moves for 2023. Why? Because not much we can do in 2024 that helps 2023! Join us on Wednesday 11/22 for a quick rundown on some of the items our tax clients are talking about and some of

23:48

Working Capital And Its Impact On Your Company

Books & The Biz ·

2023/11/16

Money Matters. The success of any business depends on its ability to keep the proper amount of working capital to maintain operations. What do you do when the owner selling their business wants to empty out the bank account because they believe that money is theirs? When this happens it can leave the new owners in a pinch. In this episode we talk about the impact working capital has on the overall success of a new business purchase and why selling owners should be aware of what needs to stay in the

19:51

Succession Question 5: What Do You Want?

Books & The Biz ·

2023/11/09

Episode 20! Owners have an infinite number of choices when the time comes to step back or step out. Which one is right for you? So far we have discussed four questions: Owner Involvement Is the sale going to be Strategic or Financial The Timeline will have been defined Scalability will have been addressed By addressing these issues first, the answer to what is next for the owner should become clearer. Still, we need to dig into what YOU want. Books & The Biz will give you some

22:42

Succession Question 4: Is Your Business Scalable?

Books & The Biz ·

2023/11/02

Getting someone to invest in your company involves convincing them that it the business is capable of greater growth. When seeking to maximize the sale of your business, you need to promote opportunities. Failure to demonstrate this could impact its value. Books & The Biz will discuss what to consider when it comes to scalability, how it affects the buyers your looking for, and what you can do to make the most of your investment.

22:08

Succession: What Timeline Should You Be Looking At?

Books & The Biz ·

2023/10/26

When it comes to succession, you need to be aware of when you need to start the transition. Many owners have unrealistic expectations, and they don't understand how not stepping back will impact their value. In this episode we look at question 3 of our five question review and dig into what timeline you should realistically be looking at when stepping back or stepping out.

24:31

Strategic vs. Financial: What To Consider When Selling

Books & The Biz ·

2023/10/19

Wanting to sell your business? How do you know what is the right move? There are essentially two different types of business sales. The approach will either be Strategic or financial. In this episode we will address our second question of succession by discussing the differences in the two selling approaches.

25:54

Owners: Are You Too Involved?

Books & The Biz ·

2023/10/12

Many owners consider their business as an extension of themselves. They take on every role in the company even when they have hired talent to handle certain job functions. T his can create problems for a number of reasons, but is even more impactful when the boss is considering selling the business. In this episode we tackle the first question in our "Five questions you need to ask when selling."

38:10

Out Of Bids? Companies Back To Cutting Pay

Books & The Biz ·

2023/09/28

Companies are no longer playing the bidding game when it comes to workers’ salaries. Over the past several years we’ve experienced the Great Resignation, and numerous leaders complain about employee loyalty when it’s difficult to find talent. Employees have enjoyed calling the shots when seeking other opportunities. Employers were scared not to give in out of fear staff would walk. So what’s changed? Could the economy be emboldening businesses to take a stand on salaries and

48:20

Your Books Are a Mess! How Inaccurate Books Impact...

Books & The Biz ·

2023/09/21

“I have money in my checking account so I am profitable!” How many times have we heard this one. It’s surprising the number of business owners who don’t have a firm handle on their P&Ls and don’t even pay attention to their balance sheets. Today, Books & The Biz digs into the numbers and what you should be watching for, why it’s important, and how to plan. Growth is what most companies want, and knowing how cash flows in your business makes all the

39:29

Avoiding Disaster: Both Natural and Unnatural

Books & The Biz ·

2023/09/14

Fires in Hawaii. Floods in California. Hurricanes in Florida. Has someone cracked the Seventh Seal? The point is disasters happen and the reality is most businesses aren’t prepared. Whether you are large or small, your company is at risk from natural disasters, and accidents that can turn your operation, and financials, upside down. So what can you do about it? Leaders have an obligation to their families, workers, and communities to be prepared. Unfortunately there are some situations that

33:27

Show Me the Money! Getting Your Collections In Line.

Books & The Biz ·

2023/09/07

They say cash is king. That is especially true in business finance and operations. It's how a company can have excellent sales numbers, but barely enough to pay their employees. So often businesses fall behind when they fail to keep up on collections. In this episode, Rich and Dan will break down the impact of collections on business and what you need to do to stay in the money.

30:27

If You're Going to Hire An Expert, Why Not Listen To...

Books & The Biz ·

2023/09/01

From the memories of our client experiences, we share examples of clients that chose to hire us only to do their own thing. Every professional service provider is hired to share their knowledge and solve the problem their client is facing. So why is it then that some clients choose not to listen to the consultant? Whe share our stories of some who learned and others who didn't.

35:24

No Recession? Cutting Back on Expectations.

Books & The Biz ·

2023/08/24

A recent WSJ article has economists pulling back fears of a recession. After the free money of 2020, the inflation of 2021-22, and continued interest rate hikes, experts are expecting a soft landing. How is this possible as we have the highest rates in years?

44:49

Employees, back to the office!

Books & The Biz ·

2023/08/17

During the pandemic many office jobs and schools moved to virtual. We saw the rise of Zoom meetings, people relocating to other parts of the country, or world, in order to reduce costs and improve quality of life. It seemed like virtual work was here to stay as corporations shuttered office space around the nation. Now the trends seem to be shifting. Employers concerned about worker productivity, workplace culture, and employee retention started to demand returning to the cubicle. Is this the right

33:48

Casa Bonita Employees Make Demands! Are They Right to...

Books & The Biz ·

2023/08/10

Casa Bonita is a long standing institution in Denver, CO. It’s been made famous by Trey Parker and Matt Stone in their South Park series. (You may want to check it out.) In 2021, Casa Bonita went bankrupt. That summer, Trey and Matt bought the restaurant out of bankruptcy and have been refurbishing ever since. In May, they announced that they were almost ready to reopen with updated building, new chef, and a $40 million investment in improvements. Now, 50 employees have come together

126 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...