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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

37:43

Your Accountant (MAY) Suck! How Accounting Has...

Books & The Biz ·

2025/07/10

The importance of having a reliable and efficient accountant for your business cannot be overstated. However, it is crucial to stay vigilant and take note of any changes in the services you are receiving from your accounting firm. This includes delays in receiving financial statements, an increase in errors impacting tax filings, and a lack of guidance from CPAs.

31:32

Independence Day Top 10: Sparking Growth In Your...

Books & The Biz ·

2025/07/08

As a business owner, it is important to constantly be looking for ways to improve your operation and finances. In this Independence Day edition, we are sharing our top 10 actions that you can take to make a significant impact on your company. By implementing these strategies, you can create your own fireworks and set your business up for success in the second half of the year.

26:02

Why Do Today What Can Be Put Off Til Tomorrow

Books & The Biz ·

2025/06/19

Procrastination is a common behavior that affects everyone at some point in their lives. Whether it's putting off a task until the last minute or delaying important decisions, we all have a tendency to procrastinate. However, when it comes to business, procrastination can be particularly costly. In fact, studies have shown that when we delay taking action, we end up spending 3 - 5 times more than if we had acted promptly.

24:28

Your Oh Sh!# Moment - What Happens When The Work Stops

Books & The Biz ·

2025/06/12

In life, we often take our health and ability to work for granted until something unexpected happens. As a leader, it is important to consider how prepared you are for such situations that may arise without warning.

31:11

What about we discuss this topic: Why Your Small...

Books & The Biz ·

2025/06/05

The Importance of Automation and Robotics in Modern Business Automation and robotics have become essential tools for businesses looking to stay competitive in today's fast-paced market. With advancements in technology, companies of all sizes can now afford to invest in automation solutions that can streamline processes, improve efficiency, and enhance customer experiences. In this article, we will explore why small businesses should consider making the investment in automation and robotics.

29:14

Kohl's CEO Fired! Ethics in Business

Books & The Biz ·

2025/05/08

The sudden firing of Kohl's CEO, Ashley Buchanan, highlights the importance of ethics in business. When leaders prioritize personal relationships over ethical standards, it can lead to severe consequences such as termination with cause. This incident serves as a reminder that ethical behavior is crucial for maintaining trust and integrity within an organization.

29:07

Bootstrapping Your Business - Are More Companies...

Books & The Biz ·

2025/05/05

As entrepreneurs weigh their options for funding growth, it is crucial to understand the potential benefits and pitfalls of working with private equity firms or venture capital investors. By examining the experiences of various companies, we can gain valuable insights into the complexities of securing financial backing and the impact it can have on a business's trajectory.

24:21

After The Webinar: Built to Last - or Built to Leave

Books & The Biz ·

2025/04/25

26:29

After Tax Day: What To Do To Save Yourself A Huge Tax...

Books & The Biz ·

2025/04/17

The episode promises to offer a roadmap for better preparedness for the next tax season, helping business owners avoid last-minute scrambling and potentially costly mistakes. By following this roadmap, individuals can ensure they are taking advantage of all available tax-saving opportunities.

31:28

Getting Out! What To Do When You're Done.

Books & The Biz ·

2025/04/10

26:58

Manufacturing Challenges and Opportunities - With Ann...

Books & The Biz ·

2025/04/06

Ann Franz: A Leader in Manufacturing Partnerships: This note will highlight Ann Franz's background and experience as the executive director of the Northeast Wisconsin Manufacturing Alliance. It will discuss her leadership in developing industry sector partnerships and her recognition at both state and international levels for her work in promoting manufacturing.

28:31

Building Business - From Buying to Selling with Joe...

Books & The Biz ·

2025/03/28

Joe Staffeld: A Journey from Salesperson to Owner of Albco Foundry Joe Staffeld's career in business has been nothing short of impressive. Starting as a salesperson for Albco Foundry, he worked his way up to becoming the owner of the company. With a background in Mechanical Engineering Technology and an MBA, Joe has a deep understanding of manufacturing processes, mold design, and 3D modeling. He is known for leading Albco's transition to CNC production and streamlining their mold-making

32:59

PE Sales Challenges: Woes and Wins When Buying or...

Books & The Biz ·

2025/03/19

The allure of PE money may seem attractive to business owners looking to sell to the highest bidder, but understanding the endgame for both parties is crucial for making an informed decision. It's important to consider whether the perceived benefits of selling to a PE firm are worth it in the long run.

33:16

Tariffs And Their Impact. Costs And Challenges From A...

Books & The Biz ·

2025/03/13

In this episode, we delve into the impact of Trump's tariffs on companies like Esthétique Électrolyse Canada with Pascal Brien, who brings his extensive experience as the CEO of a leading Canadian beauty product distribution company. With over 35 years in the industry and collaborations with partners across 18 countries, Pascal offers valuable insights into the challenges and changes faced by businesses in light of recent trade policies.

28:20

What Are Hidden Costs Costing You?

Books & The Biz ·

2025/03/07

Hidden costs can often go unnoticed, but they can have a significant impact on a company's bottom line. By taking the time to analyze expenses and revenue streams, businesses can uncover areas where they may be overspending or not maximizing their profits. Join us on Books & The Biz as we delve into strategies for identifying and addressing hidden costs in your business.

31:30

Marketing Hacks that Work! With Special Guest Sally...

Books & The Biz ·

2025/03/02

Marketing is a crucial tool for businesses looking to increase sales and revenue. Sally Mildren highlights the importance of understanding what makes a business unique and leveraging that uniqueness to stand out in the market.

32:48

Mass Government Layoffs! How Will It Impact Your...

Books & The Biz ·

2025/02/28

With the possibility of a large increase in available hires, there is a need to assess the potential consequences on job seekers and employers alike. Join us as we explore the various scenarios that could arise from this situation and provide insights that may challenge your preconceived notions. Don't forget to like, share, and subscribe for more thought-provoking discussions on Books & The Biz.

24:12

Should You Trust a Consultant? How To Protect...

Books & The Biz ·

2025/02/13

Your business is your baby. You worked hard to grow it into the successful enterprise it's become. Bringing in an expert can help you grow sales and profits beyond what you can do on your own.Still there's an issue of trust. We all have stories of bad experiences whether hiring an employee. A cIt's hard enough to open the books or expose your challenges to someone you don't know.

22:57

Will New Tariffs Drive Us Into Recession?

Books & The Biz ·

2025/02/06

The announcement of new tariffs by President Trump targeting Mexico, Canada, and China in response to the Fentanyl and immigration crisis has sparked a heated debate among economists and policymakers. While some argue that these measures are necessary to protect national security interests, others fear that they may lead to increased inflation and harm domestic businesses. In this note, we will delve into the implications of these tariffs and provide our perspective on their potential impact.

24:56

How To Get What You Pay For: Cost vs. ROI

Books & The Biz ·

2025/01/30

Hiring talent at any level can be a daunting task for any business, whether they are looking to fill a full-time position or bring on fractional help. It can be challenging to determine exactly what skills are needed and who the best fit for the role may be. In this episode, we will delve into the complexities of hiring talent and share our experiences and insights on how to navigate this process effectively.

126 results

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