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

All Episodes

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

en-us

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

en-us

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,

en-us

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,

en-us

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

en-us

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

en-us

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,

en-us

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

en-us

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,

en-us

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.

en-us

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

en-us

28:14

Selling vs Building - What Should You Do?

Books & The Biz ·

2025/12/22

The Silver Tsunami is a term used to describe the wave of retiring baby boomers who are looking to sell their businesses and retire. This has created a frenzy in the investment world, with Private Equity firms and individual investors vying for these opportunities. However, before you jump on the bandwagon and sell your business, it's important to consider whether this is the best move for you in the long run.

en-us

26:28

How Fractional Executives Save You Time, Money, and...

Books & The Biz ·

2025/12/05

Business is growing. You are getting bogged down with too much, but you lack the experience on your team to get what you need done. Maybe it's time to go out and hire that talent you need to scale. Not so fast. Many companies don't need, nor can afford, a full-time executive to lead growth. So what do you do when you need help? Think Fractional. When you look at the costs of hiring a full time, executive caliber leader, the costs can be substantial. In many cases that person will be

en-us

26:28

How Fractional Executives Save You Time, Money, and...

Books & The Biz ·

2025/12/05

In today's fast-paced business world, it is essential to have the right talent on your team in order to scale and grow successfully. However, hiring a full-time executive can be costly and may not be necessary for all companies.

en-us

32:48

Top 10 Business Actions Heading Into 2026

Books & The Biz ·

2025/11/25

Happy Thanksgiving! It seemed like a good time to do a top 10 list and we came up with several actions you should dig into before 2026. Check out this episode to learn what you should prepare for in the new year as you wrap up 2025. Be sure to Like, Share, and Subscribe!

en-us

32:48

Top 10 Business Actions Heading Into 2026

Books & The Biz ·

2025/11/25

In this episode, we outline ten key actions that you should focus on before the end of the year. Whether it's improving your health or advancing your career, there are plenty of opportunities to make positive changes

en-us

25:06

Has the Bubble Popped? How the Market May Affect You.

Books & The Biz ·

2025/11/20

The recent dip in the stock market, driven by concerns about the future of Artificial Intelligence, has sparked speculation about a potential correction in AI investment. As with any new industry, corrections are not uncommon and can provide opportunities for savvy investors.

en-us

25:06

Has the Bubble Popped? How the Market May Affect You.

Books & The Biz ·

2025/11/20

AI investment may be showing signs of a correction. On Tuesday, November18th, the Stock Market took a significant dip of over 8% fueled by the concerns that Artificial Intelligence may be hitting a roadblock. Like other new industries before it, corrections are bound to happen. So what could this mean to you? Uncertainty in the stock market combined with ongoing tariff concerns, political pressures, and consumer sentiment could make for an interesting start to 2026. What should you do to be

en-us

28:09

AI Is Coming For You!

Books & The Biz ·

2025/11/14

Artificial Intelligence is the new buzzword in business. Today there is a story in every newsfeed about the power this new technology has to reshape our world. Many are concerned that AI will lead to massive job losses and ultimately hurt our economy. So is AI the next new thing, a tech bubble, or a job killer? Today's show will share our insights and where AI may help, or hurt, your business. Stay tuned! Be sure to like, share, and subscribe.

en-us

28:09

AI Is Coming For You!

Books & The Biz ·

2025/11/14

The Rise of Artificial Intelligence in Business Artificial Intelligence (AI) has become the latest buzzword in the business world, with many touting its potential to revolutionize industries and reshape our world. However, there are concerns about the impact AI will have on jobs and the economy. In this note, we will explore the role of AI in business and discuss how it may help or hurt your organization.

en-us

262 results