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 Biz
Q3 Ups, Downs, and Expectations
As we approach the end of July, we are looking at the future of business for the remainder of the year. The Big Bill has passed and we ponder the impact on…
- Books & The Biz
Competing With Corporate - HR Success With Shelly Dretzka
Talk to most business owners and they will tell you that hiring and retaining talent is tough. What you probably don't realize is you can be highly competitive…
- Books & The Biz
Your Accountant (MAY) Suck! How Accounting Has Changed And Its Impact On You
As a business owner, a good accountant is something we all need. But have you noticed some changes in the services you are receiving from your firm? More and…
- Books & The Biz
Independence Day Top 10: Sparking Growth In Your Business
Business owners are always facing new challenges. For our Independence Day edition, we are counting down our top 10 actions you can take to significantly…
- Books & The Biz
Why Do Today What Can Be Put Off Til Tomorrow
It's human nature to procrastinate. We all do it. The problem is procrastination can be very costly in business. When we are finally forced to act, we can…
- Books & The Biz
Your Oh Sh!# Moment - What Happens When The Work Stops
One moment you are fine and seemingly healthy. The next, instant you are in the hospital and unable to work. As a leader you can no longer do the tasks once…
- Books & The Biz
What about we discuss this topic: Why Your Small Business Should Start Using Robots Today? with Jesica Chavez
Automation and robotics are critical to an modern business, but why should small businesses make the investment? Robotics have come a long way in the past…
- Books & The Biz
Kohl's CEO Fired! Ethics in Business
Kohl's CEO, Ashley Buchanan, was fired for allegedly being involved in steering business to someone he had a personal relationship with. After only 6 months in…
- Books & The Biz
Bootstrapping Your Business - Are More Companies Avoiding Investors?
For years many entrepreneurs have taking the route to quick cash through investors. But bringing in a private equity firm or venture capital can have it…
- Books & The Biz
After The Webinar: Built to Last - or Built to Leave
Today we follow up from our Webinar, "Built to Last - or Built to Leave", and discuss some of the details that we couldn't cover in the event. What happens to…
- Books & The Biz
After Tax Day: What To Do To Save Yourself A Huge Tax Burden.
Tax day has come and gone. So now you don't worry about it until next year, right? Well that is what most people do. Then they don't understand why they are…
- Books & The Biz
Getting Out! What To Do When You're Done.
So you're ready to call it quits. What should you do when you're a business owner who wants to sell your company? Truth is most owners see their business as…
- Books & The Biz
Manufacturing Challenges and Opportunities - With Ann Franz
Did you know Wisconsin ranks second for manufacturing? We are more than just cows! That said, manufacturing is an important part of our economy. It needs to…
- Books & The Biz
Building Business - From Buying to Selling with Joe Staffeld
Joe Staffeld has experienced a lot in business. Starting as a salesperson for Albco Foundary, he eventually worked his way up to being the owner. As he looks…
- Books & The Biz
PE Sales Challenges: Woes and Wins When Buying or Selling
Private Equity firms are acquiring. Many business owners are woo'd by PE money and look to sell to the highest bidder. But what is it doing to the industries…
- Books & The Biz
Tariffs And Their Impact. Costs And Challenges From A Canadian Point Of View
Trump's tariffs have kicked into effect recently and companies are feeling their impact. But what does it really mean to trade with some of our closest allies…
- Books & The Biz
What Are Hidden Costs Costing You?
The key to successful business is managing sales and profits effectively. Sometimes we look at the numbers and miss some significant information that prevents…
- Books & The Biz
Marketing Hacks that Work! With Special Guest Sally Mildren
Almost every business is looking for a way to increase revenue. Marketing is an effective tool to grow sales when done properly. But how do you know what to do…
- Books & The Biz
Mass Government Layoffs! How Will It Impact Your Business
DOGE has been busy over the past several weeks. Mass layoffs in government offices could potentially flood the marketplace with new potential hires. Is that a…
- Books & The Biz
Should You Trust a Consultant? How To Protect Yourself and Your Business
[00:00:10.11] - Alice Hello. Welcome to Books in the Biz, a podcast that looks at both the financial and operational sides of success. Please welcome our…
- Books & The Biz
Will New Tariffs Drive Us Into Recession?
Last week President Trump announced new tariffs against Mexico, Canada, and China to combat the Fentanyl and immigration crisis. By Tuesday Canada and Mexico…
- Books & The Biz
How To Get What You Pay For: Cost vs. ROI
Hiring talent at any level can be challenging. Even when they are fractional. How do you know what you need and who you should hire? In any talent situation…
- Books & The Biz
How Will Executive Orders Impact Government, Business, and You?
This week, Donald Trump was re-elected President of the United States. Shortly after being sworn in, he signed several executive orders that could have a…
- Books & The Biz
How To Fail At Everything And Still Succeed - An Interview With Matt Guse
Matt Guse admits the road to success is bumpy, but with all the mistakes he's made, he has also achieved great success. From a small garage workshop to…
- Books & The Biz
H1B or No H1B. That is the Question.
Hiring hasn't gotten any easier in the past few years, and it appears challenges will continue well into the future. Recently, the social networks have filled…
- Books & The Biz
Observations and Predictions! What Will 2025 Be Like?
Welcome to our last podcast of 2024! As we wrap up the year, we look back at the events of 2024. Next we make some predictions for what 2025 will be like. Join…
- Books & The Biz
Don't Sell Your Business Until You Ask These Questions!
So you are thinking about selling your business. Do you know where to start? Are you prepared? In this episode, Pat McAdams will share the questions he is…
- Books & The Biz
Quit Burning Profits While Managing Your People Better!
Today's workforce is different. Technology has allowed many employees to work from anywhere in the world. Demands for a remote or hybrid work environment are…
- Books & The Biz
Thanksgiving Roundtable. End of Year Action and Predictions
Video is not supported by this plan. Upgrade to add video files. Welcome to our Thanksgiving Special! Today we are trying something a little different. We are…
- Books & The Biz
Eliminate Personal Guarantees! Build Your Corporate Credit.
Video is not supported by this plan. Upgrade to add video files. Business owners: did you know you don't need to provide a personal guarantee for your business…
- Books & The Biz
Getting Out! The Best Way to Exit Your Business
So you're considering selling your business. What is the best way for you to do that? Should you sell on your own, use and intermediary, or a broker? Join us…
- Books & The Biz
Mis-Managing the Fractional Workforce. What You Need to Know
Fractional leadership can be a very efficient way to bring experience into your growing company, but only if it is used properly. Many times owners, Private…
- Books & The Biz
There's a Talent Shortage! Filling the Talent Gap.
Demographics are changing with our workforce and it’s making it increasingly difficult to fill critical roles with experienced leaders. According to data…
- Books & The Biz
Did Timcast Just Record His Last Show?
From Timcast.com: "TimCast has become a resource for individuals who are interested in news and information without the filtering and overtones." He's built a…
- Books & The Biz
Tax Delays are Costing You!
"The more reactive you are, the more business hurts." - Rich Veltre Now that 2023 taxes are finally done, what did you learn? How did you do? How much did it…
- Books & The Biz
Not Enough Experience to Hire!
Finding the right people continues to be a challenge. So what happens when you acquire a business? It's not a bed of roses. In most cases companies suffer from…
- Books & The Biz
Businesses Aren’t Getting What They Pay For!
[00:00:00.00] - Alice A podcast that looks at both the financial and operational sides of success. Please welcome our hosts, Dan Paulson and Richard Veltre…
- Books & The Biz
Is The Recession Over? Did We Have One?
Last week the Fed dropped interest rates by 50 basis points. That is the largest single drop in over a decade signaling an end to a potential recession. Or is…
- Books & The Biz
There's No Talent! The Struggle To Find Experience
Where did everybody go? Business owners are having difficulty finding people for skilled positions. In the past, we spoke about skilled trades, but it is so…
- Books & The Biz
Avoid The Business Purchase Nightmare!
Video is not supported by this plan. Upgrade to add video files. You did it! You found a business that matched your wants and made the leap into ownership. So…
- Books & The Biz
The Little Known Compliance Report That Could Cost You Thousands
Video is not supported by this plan. Upgrade to add video files. It seems businesses have a never ending list of taxes and compliance reporting they have to…
- Books & The Biz
Is Inflation Really Down?
Video is not supported by this plan. Upgrade to add video files. Recent government reports show the Consumer Price Index is now down to 2.9%. Politicians are…
- Books & The Biz
Boeing In Crisis! Business Is Struggling!
Video is not supported by this plan. Upgrade to add video files. Boeing is having issues. It's Starliner capsule has Astronauts stranded at the space station…
- Books & The Biz
Protect Your Wealth! Finance Strategies with Nate Fair
Video is not supported by this plan. Upgrade to add video files. You started a business for financial freedom only to discover you pay a lot of it in taxes. In…
- Books & The Biz
Winning In Difficult Business Environments
Video is not supported by this plan. Upgrade to add video files. It's a crazy business world we live in. That combined with an election year can create a…
- Books & The Biz
Where Did Everybody Go?
Video is not supported by this plan. Upgrade to add video files. You get that call. The prospect on the other end brings forward a need. After spending time in…
- Books & The Biz
Be A Builder In Everything You Do
Video is not supported by this plan. Upgrade to add video files. An interview with business owner, and author, Doug Reitz. Doug Reitz, owner of Mark Wilson…
- Books & The Biz
Will Robots Rule: The economics and politics of robotics in business
Video is not supported by this plan. Upgrade to add video files. Automation helps business lower costs and increase quality. Some argue it also eliminates good…
- Books & The Biz
Quit Chasing The Money!
Video is not supported by this plan. Upgrade to add video files. Many entrepreneurs want to be the next Elon Musk. Many business owners believe an infusion of…
- Books & The Biz
Top 10 Areas You Should Be Addressing Midyear
Video is not supported by this plan. Upgrade to add video files. It's hard to believe the year is half over. For many business owners, they are probably…
- Books & The Biz
Does Work/Life Balance Work When Starting A Business?
Video is not supported by this plan. Upgrade to add video files. [00:00:03.13] - Steve Staples Books in the Biz, a podcast that looks at both the financial and…
- Books & The Biz
Health Insurance Is Too Expensive! There's Alternatives!
Video is not supported by this plan. Upgrade to add video files. [00:00:01.25] - Alice Books in the Biz, a podcast that looks at both the financial and…
- Books & The Biz
Interest Rates And Inflation Stay High! Could Costs Cause You To Lose Business?
Video is not supported by this plan. Upgrade to add video files. [00:00:00.00] - Alice Books in the Biz, a podcast that looks at both the financial and…
- Books & The Biz
Accounts Receivable can cost you your business! Learn why.
Video is not supported by this plan. Upgrade to add video files. [00:00:01.05] - Alice Hello. [00:00:02.11] - Alice Welcome to Books in the Biz, a podcast that…
- Books & The Biz
Finding Employees In Construction - Prodigal Building Systems
Video is not supported by this plan. Upgrade to add video files. [00:00:01.02] - Alice Welcome to Books in the Biz, a podcast that looks at both the financial…
- Books & The Biz
Ramon Ray: Becoming A Celebrity CEO
Video is not supported by this plan. Upgrade to add video files. [00:00:00.020] - Ramon Ray The Books and the Biz, a podcast that looks at both the financial…
- Books & The Biz
Bringing Chip Makers Home. Will It Work
[00:00:00.000] - Alice Hello. Welcome to Books in the Biz, a podcast that looks at both the financial and operational sides of success. Please welcome our…
- Books & The Biz
No Jobs Available! Is It Getting Harder To Get Hired?
[00:00:02.060] - Alice The Books and the Biz, a podcast that looks at both the financial and operational sides of success. Please welcome our hosts, Dan…
- Books & The Biz
Is The Economy Good? How Current Economic Conditions Affect You.
[00:00:01.140] - Alice Welcome to Books in the Biz, a podcast that looks at both the financial and operational sides of success. Please welcome our hosts, Dan…
- Books & The Biz
Finding Employees is Holding You Back!
[00:00:01.160] - Alice This is the Books in the Biz, a podcast that looks at both the financial and operational sides of success. Please welcome our hosts, Dan…