Shows / Books & The Biz
Books & The Biz
Finance and Operations need to work together.
Often they don’t.
Join Richard Veltre and 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…
Episodes
Books & The BizAI Is Replacing Jobs. But Is It Really Saving Businesses Money?
Big corporations are turning to AI to reduce costs and eliminate jobs. But is replacing people with technology always a smart business decision? In this…
Books & The BizSmall People Problems Become Big Business Problems
Most employee problems don't start out as major issues. They build over time, often because something small was overlooked, ignored, or never addressed. In…
Books & The BizReady to Retire? Your Business May Not Be Ready to Sell.
Thinking about selling your business? What you believe it's worth and what a buyer is willing to pay could be two very different numbers. In this episode of…
Books & The BizEmployee Benefits Are Getting Expensive. What Are Your Options?
Employee benefits are getting more expensive, leaving business owners wondering how to provide meaningful coverage without breaking the budget. In this episode…
Books & The BizKnow What You're Hiring Before You Hire It
Hiring the right person starts with understanding what the job actually requires. In this episode of **Books & The Biz**, Dan and Rich discuss how unclear…
Books & The BizMore Marketing Isn't the Answer. Better Marketing Is.
Most businesses don't have a marketing problem—they have a focus problem. In this episode of **Books & The Biz**, Dan and Rich are joined by Josh Anderson of…
Books & The BizGetting Your People to Perform Better
Business owners are often challenged with individual performance. What happens when it seems like every task is done through shortcuts, completed incorrectly…
Books & The BizThe New Reality: Is Your Business Ready for What's Next?
Higher costs, tighter margins, and changing market conditions are creating a new reality for business owners. The question isn't whether things have…
Books & The BizAre the Warning Signs Already Here? What Business Owners Should Be Watching
Is the economy beginning to slow down, or are these just isolated warning signs? More importantly, how should business owners respond? In this episode of Books…
Books & The BizWhy Good Employees Get Frustrated (And Eventually Leave)
Good employees rarely become frustrated overnight. More often, it's the result of unclear expectations, inconsistent communication, and leadership habits that…
Books & The BizThe Experience Gap: When Saving Money Costs You More
Saving money is important—but hiring the wrong expertise can become one of the most expensive decisions a business makes. In this episode of **Books & The…
Books & The BizThe Race to the Bottom: Why Competing on Price Never Ends Well
Competing on price might win you a job today, but it can cost you your business tomorrow. In this episode of **Books & The Biz**, Dan and Rich discuss the race…
Books & The BizThe Fractional Boom: Who's Qualified and Who's Pretending?
The fractional executive market is growing fast—but so is the number of people claiming expertise they haven't earned. In this episode of **Books & The Biz**…
Books & The BizWhen Costs Keep Rising: Raise Prices or Fix the Business?
Costs are rising, margins are getting tighter, and business owners are being forced to make decisions without a clear playbook. In this episode of Books & The…
Books & The BizAI Knows a Lot. Experience Knows What's Right.
AI can generate answers in seconds—but that doesn't mean those answers are correct. In this episode of **Books & The Biz**, Dan, Rich, and Kelly Murphy discuss…
Books & The BizGrowing Your Business Shouldn't Create More People Problems
Why growth often creates chaos. In this episode of Books & The Biz, Dan and Rich welcome HR expert Kelly Murphy to discuss why adding more employees doesn’t…
- Books & The Biz
Want More Freedom? Start With These 10 Changes
This Independence Day, we’re talking about a different kind of freedom—the freedom to step away from your business without everything falling apart. In this…
Books & The BizThe High Cost of Unrealistic Expectations
Business owners often want better forecasts, stronger profits, and a clear growth strategy. The problem? Those goals depend on having accurate information to…
Books & The BizThe Great Ownership Transfer: Why So Many Businesses Won’t Survive the Next 10 Years
This is becoming one of the biggest business stories that almost nobody is talking about. Millions of business owners are approaching retirement, but many have…
Books & The Biz75% of Businesses Overpay! What Your Worker's Comp Could Cost You
Workers' Compensation is often viewed as just another cost of doing business. But what if you're paying more than you should? In this episode of Books & The…
Books & The BizKeep It Practical: Why Businesses Overcomplicate What Should Work
In this episode of Books & The Biz, we break down why simple processes, clear accountability, and practical execution outperform bloated systems and…
Books & The BizBroken Process, Broken Numbers
Most businesses do not fail because people are lazy. They fail because process breaks down under pressure. Bookkeeping falls behind. Reports become…
Books & The BizDead Inventory: The Silent Profit Killer Sitting on Your Shelves
Inventory is supposed to generate cash, not collect dust. In this episode of Books & The Biz, Dan and Rich take a hard look at dead inventory—products…
Books & The BizProcess Breakdown! When Procedures are Missed.
Most companies think their processes are well documented and followed. But what happens when the systems fail? In this episode, we discuss common mistakes…
Books & The BizNot all HR tasks need to be outsourced. When to hire a consultant.
HR usually gets attention after something breaks—and by then, it’s already costing you time, money, and people. Kelly talks about three simple buckets of HR…
Books & The BizTaxes After the Fact: What Now and What’s Next
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…
Books & The BizTaxes After the Fact: What Now and What’s Next
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…
Books & The BizWhen “Nonprofit” Doesn’t Mean What You Think
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…
Books & The BizThe Hidden Cost of Rising Prices: Why Passing It On Isn’t Working
Prices are going up everywhere. Materials, labor, insurance, and operating costs continue to rise, and many businesses are responding the same way—by raising…
Books & The BizWhen Multi-Entity Structures Make Sense (And When They Don’t)
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…
Books & The BizStructuring Success: Are You Set Up to Grow… or Stuck by Design?
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…
- Books & The Biz
The Execution Gap: Why Strategy Sounds Good but Nothing Changes
Every leadership team talks about strategy. Growth plans are discussed, initiatives are announced, and new ideas sound promising in the meeting room. Yet…
Books & The BizAI Won’t Fix a Broken Business
AI is everywhere right now. Every platform promises more productivity, faster decisions, and smarter operations. But there’s a problem most businesses are…
Books & The BizThe True Cost of Avoided Decisions
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…
Books & The BizSloppy Accounting Is Costing You More Than You Think
If your numbers are off, your decisions are off. Using insights from the Business.com article on common small business accounting mistakes, this conversation…
Books & The BizConsulting Gone Wrong
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…
Books & The BizWhy Smart Owners Still Stay Stuck
Smart, experienced business owners don’t get stuck because they lack intelligence, effort, or ambition. Most are doing everything they were taught to…
Books & The BizWhy Smart Owners Still Stay Stuck
Smart, experienced business owners don’t get stuck because they lack intelligence, effort, or ambition. Most are doing everything they were taught to…
Books & The BizBusy Is Not Profitable: The Cost of Operational Noise
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…
Books & The BizBusinesses Struggling Filling High Paying Jobs
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…
- Books & The Biz
Six Figure Jobs Unfilled! Why Can't We Get Employees?
[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…
- Books & The Biz
The Margin Mirage: Why Revenue Is Up but Cash Still Feels Tight
[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…
- Books & The Biz
Selling vs Building - What Should You Do?
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…
- Books & The Biz
How Fractional Executives Save You Time, Money, and Effort
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…
- Books & The Biz
Top 10 Business Actions Heading Into 2026
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…
- Books & The Biz
Has the Bubble Popped? How the Market May Affect You.
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…
- Books & The Biz
AI Is Coming For You!
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…
- Books & The Biz
Getting to 3X to 5X Growth
Success in business doesn't need to be complicated. That is why we have developed the M.A.A.X. System. The goal was to focus on four key areas of financial and…
- Books & The Biz
Spending Money to Make More Money
The power of Add Backs. In our final roundtable for October, we bring Paul Curtiss back on to talk about add backs and how spending money on people and…
- Books & The Biz
Three Areas To Maximize Your Business Sale
Join us for this succession round table discussion. We invite Paul Curtiss to continue our succession discussion in this multi-part series that dives into the…
- Books & The Biz
Which is best when looking to sell? Private Equity vs Intermediary vs Broker
Video is not supported by this plan. Upgrade to add video files. So you are considering selling your business. Or maybe you had a call from someone offering to…
- Books & The Biz
Unclear Roles and Goals: A Costly Mistake Many Business Owners Make
One of the biggest obstacles to growth and long-term success isn’t a lack of strategy—it’s the lack of clarity. Too often, business owners…
- Books & The Biz
Free Money! Could Your Loan Fees Be Waived?
The SBA released a notice on September 18th that could be a sign of help for small manufacturers. In order to build our industrial base, the Trump…
- Books & The Biz
Unprepared Makes You Undervalued
Success in business is offering a better produce or service than a competitor. The same applies when you look at succession. You need to be more attractive…
- Books & The Biz
Private Equity: The Good, The Bad, And The Ugly
Video is not supported by this plan. Upgrade to add video files. Are you looking to sell your business? Maybe you've had private equity come knocking on your…
- Books & The Biz
It's More Complicated Than You Think
Video is not supported by this plan. Upgrade to add video files. A recent guest pointed out that about 70% of business owners looking to sell have no plan and…
- Books & The Biz
Keeping Your Money - With Will Sutherland
Video is not supported by this plan. Upgrade to add video files. So you sold your company for a huge multiple - Now what? Private sales, PE, and VC money can…
- Books & The Biz
Could You Be Losing Millions? Proactive Planning Matters
Video is not supported by this plan. Upgrade to add video files. Today we talk about why being proactive in your succession planning can make the difference…
- Books & The Biz
The Secret Why Your Business Won't Sell
Video is not supported by this plan. Upgrade to add video files. You've probably heard us say that roughly 80% of all businesses will be sold at a discount if…
- Books & The Biz
Making Money In The Trades - From Better Profits to Better Pay
Being profitable in the trades doesn’t take an MBA. Both owners and employees need to understand how adding values can increase profits AND take-home pay…