Books & The Biz

By: Dan Paulson and Richard Veltre
  • Summary

  • 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 construction. About Dan: He built his career working key leadership positions for several large corporations such as Menards and Lands’ End. In 2005, Dan decided he no longer wanted to continue on the corporate executive path and launched InVision. He now helps owners and executives improve operational performance and workplace culture in the areas of manufacturing, construction, healthcare, and finance. Books & The Biz is a podcast where we talk about our experiences, what’s happening in the world today, and how it impacts companies.
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Episodes
  • Should You Trust a Consultant? How To Protect Yourself and Your Business
    Feb 13 2025

    Your business is your baby. You worked hard to grow it into the successful enterprise it's become. Bringing in an expert can help you grow sales and profits beyond what you can do on your own.

    Still there's an issue of trust. We all have stories of bad experiences whether hiring an employee. A cIt's hard enough to open the books or expose your challenges to someone you don't know.

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    24 mins
  • Will New Tariffs Drive Us Into Recession?
    Feb 6 2025

    The announcement of new tariffs by President Trump targeting Mexico, Canada, and China in response to the Fentanyl and immigration crisis has sparked a heated debate among economists and policymakers. While some argue that these measures are necessary to protect national security interests, others fear that they may lead to increased inflation and harm domestic businesses. In this note, we will delve into the implications of these tariffs and provide our perspective on their potential impact.

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    23 mins
  • How To Get What You Pay For: Cost vs. ROI
    Jan 30 2025

    Hiring talent at any level can be a daunting task for any business, whether they are looking to fill a full-time position or bring on fractional help. It can be challenging to determine exactly what skills are needed and who the best fit for the role may be. In this episode, we will delve into the complexities of hiring talent and share our experiences and insights on how to navigate this process effectively.

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    25 mins

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