Dan Paulson and Richard Veltre
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 construction. About Dan: He built his career working key leadership positions for several large corporations such as M...
Author
Dan Paulson and Richard Veltre
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Podcast website
Latest episode
Jul 3, 2026
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Episodes
Mis-Managing the Fractional Workforce. What You Need to Know 07.11.2024 28:18
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 Equity, or Venture Capital expect fractional leaders to also do all the work. The best use of experience is to make sure it is shared. In this episode we will talk about the challenges of using Fractional Leadership and what it takes to...
There's a Talent Shortage! Filling the Talent Gap. 31.10.2024 30:55
Demographics are changing with our workforce and it’s making it increasingly difficult to fill critical roles with experienced leaders. According to data from SHRM, the number of executives with at least 20 years of experience has dropped significantly in the past decade, with a decline of around 12 percentage points, going from 31% to 19% of top executives. That’s where we step in. Fi...
Did Timcast Just Record His Last Show? 24.10.2024 28:23
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 strong following by discussing current news and politics. His show has millions of followers. Yet he is considering cutting back on the number of shows he does. Why? The answer may surprise you. This episode is a discussion of...
Tax Delays are Costing You! 17.10.2024 34:10
"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 hurt? We all want to avoid paying as much tax as we can legally. That means better planning up front. Deferring to later times in the year also can get you into a situation which may have you writing bigger checks. In this ep...
Not Enough Experience to Hire! 10.10.2024 29:17
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 Founder's Experience Depravation. The owner leaves and several people are required to step in to replace the gap. Hiring is critical for successful growth. The talent you have needs the experience to get accurate financials and upda...
Businesses Aren’t Getting What They Pay For! 03.10.2024 30:41
[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. Dan is the CEO of Envision Development International, and he works with leaders to increase sales and profits through great cultures with solid operations. Rich is CEO of the Veltre Group and a financial strategist working with companies to ma...
Is The Recession Over? Did We Have One? 26.09.2024 30:00
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 it. Today we will share our thoughts on what the rate drop means to business owners, along with other signs that may affect you.
There's No Talent! The Struggle To Find Experience 19.09.2024 31:28
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 much more than that. Everything from accounting to architects, and operations to finance are in short supply. For some it is the last straw. Companies are closing due to the lack of help. Maybe it's time to look at how we tap into the labo...
Avoid The Business Purchase Nightmare! Video 12.09.2024 24:44
You did it! You found a business that matched your wants and made the leap into ownership. So the transition is simple, right? A business purchase can be very exciting and profitable. It can also be a total nightmare. The key to avoiding headaches and challenges is knowing what to look for and how to prepare for the occasional bumps in the road you may miss. In this episode...
The Little Known Compliance Report That Could Cost You Thousands Video 06.09.2024 24:29
It seems businesses have a never ending list of taxes and compliance reporting they have to follow. Now there is a new report you have to create. Failing to do so could cost you $500 for every day you fail to do so. Learn about what this report is and your requirements to avoid these penalties. Almost every business is required to file this so it’s critical you comply.
Is Inflation Really Down? Video 29.08.2024 30:15
Recent government reports show the Consumer Price Index is now down to 2.9%. Politicians are shouting, "Hurray!" Not so fast... There's a lot more to inflation than one number. Political powers tend to manipulate information, and change metrics to improve results over actual outcomes. While some may be celebrating a drop, others look at their pocketbook and don't see any improvem...
Boeing In Crisis! Business Is Struggling! Video 26.08.2024 38:05
Boeing is having issues. It's Starliner capsule has Astronauts stranded at the space station. Their planes are facing quality issues. People are concerned about safety across the board. Plus Leadership changes happening at Starbucks. Starbucks gives its CEO the boot and Chipotle's chief steps in. Will it matter? Books & the Biz takes a look at these businesses and others, and shares th...
Protect Your Wealth! Finance Strategies with Nate Fair Video 15.08.2024 33:36
You started a business for financial freedom only to discover you pay a lot of it in taxes. In this addition of Books & the Biz we sit down with Nate Fair to learn about his Twelve Tax Strategies that will help you build wealth. About Nate: Nate helps business owners make smart financial decisions in pursuit of their goals. With more than 18 years of industry experience, he provides guidance o...
Winning In Difficult Business Environments Video 09.08.2024 49:43
It's a crazy business world we live in. That combined with an election year can create a challenge for growth and sustainability. As we approach the end of the year, our thoughts turn to planning. With strategy comes data collection. But what data do you need? Books & The Biz shares what you should be considering for your planning session, and how that can impact successful outcomes...
Where Did Everybody Go? Video 01.08.2024 26:29
You get that call. The prospect on the other end brings forward a need. After spending time in discovery to see if they are a good fit, you offer a scope of work, or your product solution. They seem interested and can't wait to start, and they promise to get back to you to move forward. Days go by and no response. You contact via email and place a call to see if they are stil...
Be A Builder In Everything You Do Video 25.07.2024 45:31
An interview with business owner, and author, Doug Reitz. Doug Reitz, owner of Mark Wilson Construction, understands being a builder means far more than just putting up a school, or hospital. It involves being a leader in every way in every part of your life. He has taken his successes and failures to create a blueprint for building success. In his new book, Build, he shares the concept of Listen,...
Will Robots Rule: The economics and politics of robotics in business Video 18.07.2024 50:24
Automation helps business lower costs and increase quality. Some argue it also eliminates good paying jobs for workers. This Books & The Biz episode talks with David Turner, Founder and President of Turner Business Solutions, who will share his insights on the impact of robotics on business, Why people implement automation and when businesses will start spending money on robotics again
Quit Chasing The Money! Video 11.07.2024 30:20
Many entrepreneurs want to be the next Elon Musk. Many business owners believe an infusion of cash will solve all their issues. It won't. On this episode of Books & the Biz, we will talk about why the constant chase for money could be the worst thing for your business future, and what you should focus on instead.
Top 10 Areas You Should Be Addressing Midyear Video 03.07.2024 32:59
It's hard to believe the year is half over. For many business owners, they are probably wondering what is going to happen for the next six months. Rich and I have compiled our Top 10 areas we believe are the most important to review and adjust. Join us as we lite the match to your 6 month business review fireworks!
Does Work/Life Balance Work When Starting A Business? Video 27.06.2024 35:12
[00:00:03.13] - Steve Staples Books in the Biz, a podcast that looks at both the financial and operational sides of success. Please welcome our hosts, Dan Paulson and Richard Veltre. Dan is the CEO of Envision Development International, and he works with leaders to increase sales and profits through great cultures with solid operations. Rich is CEO of the Veltre Group and a financial strategist wo...
Health Insurance Is Too Expensive! There's Alternatives! Video 20.06.2024 47:16
[00:00:01.25] - Alice Books in the Biz, a podcast that looks at both the financial and operational sides of success. Please welcome our hosts, Dan Paulson and Richard Veltre. Dan is the CEO of Envision Development International, and he works with leaders to increase sales and profits through great cultures with solid operations. Rich is CEO of the Veltre Group and a financial strategist working wi...
Interest Rates And Inflation Stay High! Could Costs Cause You To Lose Business? Video 13.06.2024 31:44
[00:00:00.00] - Alice Books in the Biz, a podcast that looks at both the financial and operational sides of success. Please welcome our hosts, Dan Paulson and Richard Veltre. Dan is the CEO of Envision Development International, and he works with leaders to increase sales and profits through great cultures with solid operations. Rich is CEO of the Veltre Group and a financial strategist working wi...
Accounts Receivable can cost you your business! Learn why. Video 10.06.2024 29:55
[00:00:01.05] - Alice Hello. [00:00:02.11] - 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 Paulson and Richard Veltre. Dan is the CEO of Envision Development International, and he works with leaders to increase sales and profits through great cultures with solid operations. Rich is CEO of the Vel...
Finding Employees In Construction - Prodigal Building Systems Video 30.05.2024 31:33
[00:00:01.02] - 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 Paulson and Richard Veltre. Dan is the CEO of Envision Development International, and he works with leaders to increase sales and profits through great cultures with solid operations. Rich is CEO of the Veltre Group and a financial strategist...
Ramon Ray: Becoming A Celebrity CEO Video 23.05.2024 31:36
[00:00:00.020] - Ramon Ray The Books and the Biz, a podcast that looks at both the financial and operational sides of success. Please welcome our hosts, Dan Paulson and Richard Veltre. Dan is the CEO of Envision Development International, and he works with leaders to increase sales and profits through great cultures with solid operations. Rich is CEO of the Veltre Group and a financial strategist...
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