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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

All Episodes

Taxes After the Fact: What Now and What’s Next

Books & The Biz ·

2026/04/16

Taxes are either filed or pushed to extension—but that doesn’t mean you’re done. In this episode, we break down what business owners should still be paying attention to after the deadline has passed, especially if your return isn’t fully finalized yet. There are still decisions, adjustments, and opportunities that can impact what you ultimately pay.We also take a look at how the “Big Beautiful Bill” is affecting businesses right now. What actually changed, what’s getting misunderstood, and where it

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22:01

Taxes After the Fact: What Now and What’s Next

Books & The Biz ·

2026/04/16

Taxes are either filed or pushed to extension—but that doesn’t mean you’re done. In this episode, we break down what business owners should still be paying attention to after the deadline has passed, especially if your return isn’t fully finalized yet. There are still decisions, adjustments, and opportunities that can impact what you ultimately pay.We also take a look at how the “Big Beautiful Bill” is affecting businesses right now. What actually changed, what’s getting misunderstood, and where it

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32:25

When “Nonprofit” Doesn’t Mean What You Think

Books & The Biz ·

2026/04/09

Nonprofit doesn’t always mean low pay, low margins, or mission over money.In this episode of Books & The Biz, Dan and Rich break down a headline that’s raising eyebrows—massive executive compensation inside a nonprofit organization—and what it reveals about how businesses are actually structured behind the scenes.This isn’t about one company. It’s about incentives.When reimbursements are cut, processes become automated, and executive pay continues to rise, it raises a bigger question: how do

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29:35

The Hidden Cost of Rising Prices: Why Passing It On...

Books & The Biz ·

2026/04/02

Prices are going up everywhere. Materials, labor, insurance, and operating costs continue to rise, and many businesses are responding the same way—by raising prices.But here’s the problem.Passing costs on to customers doesn’t always fix the issue.In this episode of Books & The Biz, Dan and Rich break down why higher prices often fail to protect margins and what’s really happening behind the numbers. When demand softens, efficiency drops, or internal costs go unchecked, price increases can create

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32:50

When Multi-Entity Structures Make Sense (And When...

Books & The Biz ·

2026/03/26

Most business owners hear about multi-entity structures as a way to save on taxes. What they don’t hear is the complexity, cost, and unintended consequences that come with it.In this episode of Books & The Biz, Dan and Rich break down when multi-entity structures actually make sense—and when they create more problems than they solve.Using real-world examples, they walk through how LLCs, S Corps, and C Corps can be layered together, why structure should be based on your goals (not just tax

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23:11

Structuring Success: Are You Set Up to Grow… or Stuck...

Books & The Biz ·

2026/03/19

Structuring Success: Are You Set Up to Grow… or Stuck by Design?S Corps are often pushed for tax savings—but those same benefits can create limitations when it’s time to grow.In this episode of Books & The Biz, Dan Paulson and Rich Veltre break down how entity structure impacts real business decisions. From S Corp restrictions to the scalability of C Corps and the flexibility of LLCs, this isn’t about theory—it’s about how your structure affects expansion, ownership, and long-term value.The

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26:59

The Execution Gap: Why Strategy Sounds Good but...

Books & The Biz ·

2026/03/12

Every leadership team talks about strategy. Growth plans are discussed, initiatives are announced, and new ideas sound promising in the meeting room. Yet months later, many businesses realize that very little has actually changed.That disconnect is what we call the execution gap.In this episode of Books & The Biz, Dan and Rich unpack why strong strategies often fail to translate into real results. The issue usually isn’t a lack of ideas. More often it’s unclear priorities, weak accountability,

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24:25

AI Won’t Fix a Broken Business

Books & The Biz ·

2026/03/05

AI is everywhere right now. Every platform promises more productivity, faster decisions, and smarter operations. But there’s a problem most businesses are discovering the hard way.Technology doesn’t fix broken operations.In this episode of Books & The Biz, we discuss why AI often exposes messy workflows, unclear roles, and bad data rather than solving them—and what leaders need to fix first.Like, share, and subscribe.

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21:39

The True Cost of Avoided Decisions

Books & The Biz ·

2026/03/01

Every owner has at least one decision they’ve been putting off.It might be a difficult conversation with a team member, a pricing adjustment that’s overdue, a role that needs to change, or a strategic move that feels risky. The problem is that delay doesn’t eliminate the cost—it compounds it.In this episode of Books & The Biz, Dan and Rich break down what avoided decisions are really doing to your business. The financial impact often shows up quietly at first through slower throughput, missed

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47:54

Sloppy Accounting Is Costing You More Than You Think

Books & The Biz ·

2026/02/19

If your numbers are off, your decisions are off.Using insights from the Business.com article on common small business accounting mistakes, this conversation goes beyond bookkeeping basics and gets into what bad numbers actually do to your operations, your tax exposure, and your ability to make confident decisions as an owner.Many companies think they are doing “good enough” with their accounting. In reality, small errors, inconsistent processes, and delayed reporting can create major blind spots

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Consulting Gone Wrong

Books & The Biz ·

2026/02/14

Bringing in outside expertise should simplify your business—not make it harder to run.In this episode of Books & The Biz, we break down a real-world situation where a business owner hired a consultant who promised significant tax savings by restructuring the company. On the surface, the pitch made sense. The numbers looked attractive. The strategy sounded sophisticated.What followed was something very different.Two separate corporate entities were formed. New layers of accounting were

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Why Smart Owners Still Stay Stuck

Books & The Biz ·

2026/02/09

Smart, experienced business owners don’t get stuck because they lack intelligence, effort, or ambition. Most are doing everything they were taught to do—working harder, staying involved, and solving problems as they arise. On paper, it looks like leadership. In reality, it often becomes the very thing holding the business back.This episode explores the subtle behaviors that trap capable owners in the middle of their companies. Not bad decisions. Not laziness. But patterns that feel responsible,

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Why Smart Owners Still Stay Stuck

Books & The Biz ·

2026/02/09

Smart, experienced business owners don’t get stuck because they lack intelligence, effort, or ambition. Most are doing everything they were taught to do—working harder, staying involved, and solving problems as they arise. On paper, it looks like leadership. In reality, it often becomes the very thing holding the business back.This episode explores the subtle behaviors that trap capable owners in the middle of their companies. Not bad decisions. Not laziness. But patterns that feel responsible,

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Busy Is Not Profitable: The Cost of Operational Noise

Books & The Biz ·

2026/02/03

If your team is constantly busy but results aren’t improving, something is off.In this episode of Books & The Biz, we unpack a problem most business owners feel but struggle to name: operational noise. It’s the endless activity, urgency, and motion that makes a company look productive while quietly draining profit, energy, and focus.Being busy can feel like progress. In reality, it often masks broken workflows, unclear priorities, and leadership habits that keep organizations stuck in reaction

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43:48

Businesses Struggling Filling High Paying Jobs

Books & The Biz ·

2026/01/23

This week we bring in Jay Goninen of Wrenchway to share his experience helping auto repair shops fill open tech positions. He can speak firsthand on the challenges we are facing and what the potential solutions are.Jay is Co-Founder of Wrenchway and hosts his own podcast called Beyond the Wrench. He has dedicated his career to improving how the automotive and diesel industries support technicians and schools that develop them.He is passionate about helping schools build stronger programs, showing

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32:45

Six Figure Jobs Unfilled! Why Can't We Get Employees?

Books & The Biz ·

2026/01/15

The prospect of landing a $160,000 job may seem like a dream come true for many individuals. However, the reality is that there are numerous job openings that remain unfilled in today's workforce. This backlog of job vacancies has been accumulating for decades, presenting a significant challenge for companies looking to fill key roles. The issue of unfilled job openings is more complex than many people realize, and there is no quick or easy fix to this problem. In this episode, we will delve

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32:45

Six Figure Jobs Unfilled! Why Can't We Get Employees?

Books & The Biz ·

2026/01/15

[00:00:23.24] - Alice Welcome to Books in the Biz, the show where real-world business meets real-world results. Hosted by business strategist Dan Paulson and veteran CFO Richard Beltry, this podcast breaks down the stories, trends, and financial insights shaping today's company. Dan brings decades of experience helping leaders simplify operations, build strong cultures, and scale with confidence. Rich adds his deep financial expertise from guiding organizations across healthcare, construction,

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29:46

The Margin Mirage: Why Revenue Is Up but Cash Still...

Books & The Biz ·

2026/01/14

Many business owners are experiencing strong top-line growth but facing challenges such as shrinking cash flow, tighter margins, and rising frustration. The episode highlights the importance of understanding where profits disappear within daily operations and why monthly financial reports may not provide timely insights into these issues.

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29:46

The Margin Mirage: Why Revenue Is Up but Cash Still...

Books & The Biz ·

2026/01/14

[00:00:24.06] - Alice Welcome to Books in the Biz, the show where real-world business meets real-world results. It's Hosted by business strategist Dan Paulson and veteran CFO Richard Beltry, this podcast breaks down the stories, trends, and financial insights shaping today's company. Dan brings decades of experience helping leaders simplify operations, build strong cultures, and scale with confidence. Rich adds his deep financial expertise from guiding organizations across healthcare,

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28:14

Selling vs Building - What Should You Do?

Books & The Biz ·

2025/12/22

The Silver Tsunami is happening and everyone from Private Equity to individual investors are calling. The question is are you prepared to sell, or are you better building your enterprise further.In today's final episode for 2025, we explore the strategy behind the big deals being thrown around to determine if they are the best opportunity for you. We will also share some alternatives to better prepare yourself for when that eventual call will happen. Please be sure to like, share, and

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271 results