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Books & The Biz

Books & The Biz

De : Dan Paulson and Richard Veltre
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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.

Economie
Épisodes
  • Not all HR tasks need to be outsourced. When to hire a consultant.
    Apr 24 2026

    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 work: what should stay with you and your managers, what needs more structure, and what’s easier with a second set of eyes. Kelly offers a starting point so you can see what’s fine to keep doing it yourself and where outside help actually takes some of the HR burden off your plate.


    If your HR feels reactive or disorganized, this conversation will help you get ahead of it—and yes, the HR Snapshot is free.


    Please Like, Share, and Subscribe!

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    31 min
  • Taxes After the Fact: What Now and What’s Next
    Apr 16 2026

    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 may create either advantages or unexpected costs depending on how your business is structured.


    Then we shift forward. What should you be doing today to prepare for 2026 so you’re not reacting again next year? From entity structure considerations to timing of income and expenses, we walk through practical ways to reduce tax burden while aligning with how your business is actually operating.


    If you’ve ever felt like taxes are something that just happens to you instead of something you can plan for, this episode will help you start thinking differently about how to take control.


    Be sure to Like, Share, and Subscribe.

    Afficher plus Afficher moins
    Moins d'une minute
  • Taxes After the Fact: What Now and What’s Next
    Apr 16 2026

    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 may create either advantages or unexpected costs depending on how your business is structured.


    Then we shift forward. What should you be doing today to prepare for 2026 so you’re not reacting again next year? From entity structure considerations to timing of income and expenses, we walk through practical ways to reduce tax burden while aligning with how your business is actually operating.


    If you’ve ever felt like taxes are something that just happens to you instead of something you can plan for, this episode will help you start thinking differently about how to take control.


    Be sure to Like, Share, and Subscribe.




    Afficher plus Afficher moins
    22 min
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