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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
  • Growing Your Business Shouldn't Create More People Problems
    Jul 17 2026

    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 automatically make a company stronger. As businesses grow, communication breaks down, expectations become unclear, and informal processes that worked with five employees begin to fail with twenty-five.


    If your business is growing—or you’re planning for it—this episode will help you build a stronger foundation before growth starts working against you.

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    33 min
  • Want More Freedom? Start With These 10 Changes
    Jul 3 2026

    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 episode of Books & The Biz, Dan and Rich share 10 practical ways business owners can gain more freedom, from outsourcing bookkeeping and building a trusted inner circle to setting boundaries with clients, protecting personal time, charging for the value you deliver, and creating systems that reduce owner dependency.


    If your business can’t run without you, this episode will help you start changing that.




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    43 min
  • The High Cost of Unrealistic Expectations
    Jul 2 2026

    Business owners often want better forecasts, stronger profits, and a clear growth strategy. The problem? Those goals depend on having accurate information to begin with.


    In this episode of Books & The Biz, Dan and Rich discuss what happens when years of neglected accounting, incomplete records, or operational issues collide with unrealistic expectations for immediate results. They explore why professionals often have to rebuild the foundation before they can provide meaningful advice—and why trying to rush that process usually costs more in the long run.


    If you’ve ever wondered why “simple fixes” sometimes take weeks instead of days, this conversation explains what really happens behind the scenes.


    Please Like, Share, and Subscribe.

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    30 min
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