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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

33:44

Quit Burning Profits While Managing Your People Better!

Books & The Biz ·

2024/12/05

The Changing Workforce Landscape: In today's digital age, technology has revolutionized the way we work. With the ability to work from anywhere in the world, employees are seeking more flexibility in their work arrangements. However, companies are facing increasing pressure to have employees present in the office. This shift in workforce dynamics raises important questions about how companies can strike a balance between onsite and remote work environments.

55:02

Thanksgiving Roundtable. End of Year Action and...

Books & The Biz ·

2024/11/27

In our Thanksgiving Special, we have gathered five experts in various fields to provide insights on successfully wrapping up the year in business. From Bob Gross of Gross Automation to Paul Curtiss of EBIT Associates, our panel offers a wealth of knowledge and experience.

30:21

Eliminate Personal Guarantees! Build Your Corporate...

Books & The Biz ·

2024/11/22

Andrew Cervenka, a Senior Consultant at Growth Architects, is dedicated to helping small and mid-sized businesses succeed by providing guidance and tools to maximize their funding opportunities through the development of true Business and Corporate credit.

71:58

Getting Out! The Best Way to Exit Your Business

Books & The Biz ·

2024/11/14

Paul Curtiss has had an extensive and varied career, starting out in Real Estate before transitioning into mortgage lending and eventually moving into owner representation and commercial brokering. His diverse background gives him a unique perspective on the process of selling a business.

28:18

Mis-Managing the Fractional Workforce. What You Need...

Books & The Biz ·

2024/11/07

Fractional leadership can be a valuable asset for growing companies looking to bring in experienced professionals without committing to a full-time hire. However, it is important to understand that fractional leaders should not be expected to do all the work themselves. Instead, their expertise should be leveraged to guide and mentor existing team members, ultimately leading to a more collaborative and effective work environment.

30:55

There's a Talent Shortage! Filling the Talent Gap.

Books & The Biz ·

2024/10/31

As the pool of experienced leaders shrinks, it has become increasingly difficult for organizations to find the talent they need to fill key roles. However, there is hope on the horizon as new approaches to finding experience are emerging.

28:23

Did Timcast Just Record His Last Show?

Books & The Biz ·

2024/10/24

Timcast.com has become a go-to resource for individuals seeking unfiltered news and information, attracting millions of followers interested in current events and politics. However, despite his success, Tim is contemplating reducing the number of shows he produces. This episode delves into the unexpected reasons behind his decision and sheds light on the challenges facing businesses of all kinds.

34:10

Tax Delays are Costing You!

Books & The Biz ·

2024/10/17

Lessons Learned from 2023 Taxes As we wrap up another tax season, it's essential to reflect on what we have learned from our 2023 taxes. Did we take the necessary steps to reduce our tax liability? How could we have better positioned ourselves for a more favorable outcome? By analyzing our past tax performance, we can identify areas for improvement and make adjustments moving forward to achieve better results in the future.

29:17

Not Enough Experience to Hire!

Books & The Biz ·

2024/10/10

When it comes to hiring new talent for your acquired business, it is crucial to prioritize experience over just qualifications. Without the necessary experience, your team may struggle to accurately manage financials and update systems for optimal operation, ultimately hindering the growth and profitability of your investment.

30:41

Businesses Aren’t Getting What They Pay For!

Books & The Biz ·

2024/10/03

Evaluating Talent vs. Billing: One common pitfall when hiring a senior level executive is realizing after the fact that the talent did not match the billing. To avoid this costly mistake, it is essential to thoroughly vet potential candidates and ensure they have the necessary skills and experience to effectively manage the project. Asking for references and conducting thorough interviews can help in making an informed decision.

30:00

Is The Recession Over? Did We Have One?

Books & The Biz ·

2024/09/26

The recent decision by the Fed to drop interest rates by 50 basis points has sparked speculation about the state of the economy. Many are viewing this move as a signal that the possibility of a recession may be looming. However, it is important for business owners to carefully consider how this rate drop will impact their operations and bottom line.

31:28

There's No Talent! The Struggle To Find Experience

Books & The Biz ·

2024/09/19

he scarcity of skilled workers has reached a point where some businesses are being forced to shut down due to the lack of available help. This has become a major concern for the overall economy as companies struggle to meet their operational needs and sustain growth without access to essential skills.

24:44

Avoid The Business Purchase Nightmare!

Books & The Biz ·

2024/09/12

ransitioning into business ownership can be both exciting and daunting. While the prospect of running your own business is thrilling, it's important to be prepared for potential challenges that may arise along the way. By knowing what to look for and how to navigate these obstacles, you can set yourself up for success in your new venture.

24:29

The Little Known Compliance Report That Could Cost...

Books & The Biz ·

2024/09/06

The burden of taxes and compliance reporting on businesses seems to be never-ending. With the introduction of a new report that could result in daily penalties of $500 for non-compliance, it is crucial for businesses to understand their requirements and ensure timely submission.

30:15

Is Inflation Really Down?

Books & The Biz ·

2024/08/29

It's easy for political powers to manipulate information and change metrics to paint a rosier picture of the economy than what people are experiencing in their day-to-day lives. While some may be quick to cheer a drop in the CPI, it's crucial to look beyond the numbers and consider how inflation impacts real people and businesses on the ground.

38:05

Boeing In Crisis! Business Is Struggling!

Books & The Biz ·

2024/08/26

The leadership changes at Starbucks, with the CEO being replaced by Chipotle's chief, have sparked speculation about the future direction of the company. Will this change in leadership bring about positive results for Starbucks, or will it fail to make a significant impact? It is important for businesses to closely monitor such developments in order to learn from the successes and failures of others in the industry.

33:36

Protect Your Wealth! Finance Strategies with Nate Fair

Books & The Biz ·

2024/08/15

Nate Fair is a seasoned financial advisor with over 18 years of experience, specializing in helping business owners make informed decisions to achieve their financial goals. He offers expertise in various areas including cash management, investment planning, retirement and income planning, debt management, risk management, and estate planning.

49:43

Winning In Difficult Business Environments

Books & The Biz ·

2024/08/09

Developing a strong business strategy requires careful consideration of both internal and external factors. It is important to assess market trends, competitor behavior, and customer preferences to identify opportunities for growth and differentiation.

26:29

Where Did Everybody Go?

Books & The Biz ·

2024/08/01

The practice of ghosting in business, where individuals suddenly cease all communication and disappear without explanation, has become increasingly common in today.

45:31

Be A Builder In Everything You Do

Books & The Biz ·

2024/07/25

In this interview, business owner and author Doug Reitz discusses the importance of being a leader in every aspect of your life, not just in business. He emphasizes the concept of Listen, Plan, Build as a guide for success, drawing from his own experiences to create a blueprint for building success.

121 results

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