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
Category
Podcast website
Latest episode
Jul 3, 2026
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Episodes
Top 10 Stories for 2023! 04.01.2024 49:15
[00:00:07.540] - Dan Paulson Hello and happy New Year. It is now 2024, and Books in the biz is back for season two. Rich, can you believe it? We are going for season two. There are a couple of fools that have no business doing this. Let's just be honest with that. So you got 20 some seasons under our belt the first time, and as many of you noticed, while we've continued to make improvement...
2023 Holiday Special! Your Business Questions Answered! 28.12.2023 51:50
[00:00:04.740] - Rich Veltre Hello. [00:00:08.340] - Rich Veltre Sports fans, and welcome again to another episode of Books and the biz. I'm here with my good friend, Dan Paulson. Dan, how are you doing? [00:00:19.530] - Dan Paulson I am great, Rich. I'm in the festiveive mood today. I can see that. After all it is between the holidays here, it's between Christmas and New...
Businesses Are Failing! What's Happening With Acquisitions? 21.12.2023 21:28
[00:00:00.540] - Rich Veltre All right. Hello, everybody. Welcome to another episode of Books and the biz. I'm Rich Valtry, and I am here with my Superman operations cohort guy, Dan Paulson. [00:00:21.820] - Dan Paulson Hey, Rich, how are you? [00:00:24.050] - Rich Veltre I am doing fabulous. Doing absolutely fabulous. I am really happy that we are talking today because I had som...
Labor Shortage For Decades! Get Used To Being Shorthanded. 14.12.2023 19:51
[00:00:00.000] - Dan Paulson Good morning, and welcome to Books and the biz. We are back again. I'm here with my good friend Rich. Rich, how are you doing? [00:00:06.230] - Rich Veltre I'm good. How are you? [00:00:07.830] - Dan Paulson I am doing excellent. I'm doing even better now that I'm talking to you. Hey, we're going to continue our trend on reviewing arti...
Quiet Quitting vs Employees Not Leaving: Has The Momentum Shifted? 07.12.2023 20:34
[00:00:04.720] - Dan Paulson Hello, and welcome back to Books and the biz. We are here for another exciting episode. Rich, how are you doing? [00:00:13.590] - Rich Veltre I'm doing great, Dan. How are you? [00:00:15.320] - Dan Paulson I am doing wonderfully. It is a cool Wisconsin day, but I am indoors, so I'm going to enjoy that. So I came across something. It's another...
Back to the Office! BnB Breaks Down Outrageous Back To Work Perks 30.11.2023 20:27
[00:00:04.420] - Dan Paulson Good. [00:00:06.150] - Dan Paulson Day, and welcome to Books and the biz. I am back here with my good friend Rich Veltre. Rich, how are you doing today? [00:00:12.540] - Rich Veltre I am doing fabulous. [00:00:14.620] - Dan Paulson So we've been reading stuff, and I thought this would be a pretty good article I'd send to you to talk about s...
Tax Planning: Your Tax Questions Answered. 22.11.2023 1:06:47
[00:00:04.020] - Dan Paulson Hello. [00:00:04.750] - Dan Paulson And welcome to this special holiday edition of Books and the biz. We are not on Thursday this week because I don't know how many people are going to watch today, Rich, but I'm pretty sure when it comes to Thanksgiving, we're probably going to get beat out by a turkey. I don't think anyone's going to pay att...
Working Capital And Its Impact On Your Company 16.11.2023 23:48
[00:00:08.340] - Rich Veltre All right, sports fans, welcome back to another episode of Books and the biz. I'm Rich Valtry and I am here with my good friend, Dan Paulson. Hey, Dan, how are you doing? [00:00:22.160] - Dan Paulson Hey, Rich, I am doing wonderfully. That is an excellent announcement, by the way. [00:00:28.790] - Rich Veltre I try every once in a while. Like I said,...
Succession Question 5: What Do You Want? 09.11.2023 19:51
[00:00:07.500] - Dan Paulson Hello. [00:00:08.890] - Dan Paulson And welcome back to Books and the biz. We are back here with Rich Veltre. Rich, how are you today? [00:00:16.560] - Rich Veltre I am great, Dan. How are you? [00:00:19.340] - Dan Paulson I am wonderful. If I was any better, I would be you. [00:00:22.440] - Rich Veltre I love it. [00:00:27.200] - Dan...
Succession Question 4: Is Your Business Scalable? 02.11.2023 22:42
[00:00:00.880] - Rich Veltre Hey, everyone. Welcome to another episode of Books and the biz. I'm Rich Veltre, and I'm here with my good friend Dan Paulson, and we are here to talk to you about things that cross over from the books to the biz. Hey, Dan, how are you doing? [00:00:26.820] - Dan Paulson I'm doing good, Rich. How are you doing? [00:00:28.830] - Rich Veltre I&#...
Succession: What Timeline Should You Be Looking At? 26.10.2023 22:08
[00:00:07.500] - Dan Paulson Hi, everybody. Welcome to Books and the biz. We are back again. Hi, Rich. How are you doing? [00:00:14.030] - Rich Veltre I am good, Dan. [00:00:14.790] - Dan Paulson I am doing wonderfully. Well, today is another extension of our five questions. We've pretty much been working down our list of the different questions you need to ask yourself if you...
Strategic vs. Financial: What To Consider When Selling 19.10.2023 24:31
[00:00:09.040] - Rich Veltre Hey, everybody. Welcome to another episode of Books and the Biz. I'm Rich Veltry, and I'm here having a conversation with my buddy Dan Paulson. Hey, Dan, how are you today? [00:00:21.750] - Dan Paulson I am wonderful, thank you, Rich. [00:00:24.130] - Rich Veltre That's awesome. Very cool. So I'm starting off today because had this convers...
Owners: Are You Too Involved? 12.10.2023 25:54
[00:00:06.480] - Dan Paulson Hello. [00:00:07.800] - Dan Paulson And welcome to Books and the biz. We are back for another exciting episode. Mystery, intrigue, romance. Well, no romance. Lots of numbers, though. Financial, operational. Welcome back, Rich. How are you? [00:00:23.230] - Rich Veltre I am good. How are you? [00:00:25.020] - Dan Paulson I am wonderful. Recently, we...
Out Of Bids? Companies Back To Cutting Pay 28.09.2023 38:10
[00:00:00.500] - Dan Hello again, and welcome to Books and the biz. Rich, how are you doing? [00:00:11.750] - Rich I'm good, Dan. How are you? [00:00:13.500] - Dan I am very good. Though I think my wages are getting cut, because that's what we're here to talk about today, is are wages actually going down? Let me pull this up. We'll just jump right into it today. I wil...
Your Books Are a Mess! How Inaccurate Books Impact Business 21.09.2023 48:20
[00:00:00.900] - Dan Hello, and welcome to Books and the biz. We are back again. Rich, how are you doing? [00:00:13.420] - Rich I am good. How are you? [00:00:15.120] - Dan I am wonderful. Today we are in Rich's world. I get to play in Rich's mind for the next half hour or so, as we are talking about finances. So here's what prompted us, I guess, to talk about this. So Ri...
Avoiding Disaster: Both Natural and Unnatural 14.09.2023 39:29
[00:00:07.760] - Dan Hey. [00:00:08.760] - Dan Welcome to Books and the biz. Rich, what do you think of a new intro for those watching a video? I love it. That's great. That makes us look so professional at this point. It's almost like we know what we're doing, but our listeners probably know better by now. Well, welcome again to Books in the biz. I am here with my good friend Rich Val...
Show Me the Money! Getting Your Collections In Line. 07.09.2023 33:27
They say cash is king. That is especially true in business finance and operations. It's how a company can have excellent sales numbers, but barely enough to pay their employees. So often businesses fall behind when they fail to keep up on collections. In this episode, Rich and Dan will break down the impact of collections on business and what you need to do to stay in the money.
If You're Going to Hire An Expert, Why Not Listen To Them? 01.09.2023 30:27
From the memories of our client experiences, we share examples of clients that chose to hire us only to do their own thing. Every professional service provider is hired to share their knowledge and solve the problem their client is facing. So why is it then that some clients choose not to listen to the consultant? Whe share our stories of some who learned and others who didn'...
No Recession? Cutting Back on Expectations. 24.08.2023 35:24
A recent WSJ article has economists pulling back fears of a recession. After the free money of 2020, the inflation of 2021-22, and continued interest rate hikes, experts are expecting a soft landing. How is this possible as we have the highest rates in years?
Employees, back to the office! 17.08.2023 44:49
During the pandemic many office jobs and schools moved to virtual. We saw the rise of Zoom meetings, people relocating to other parts of the country, or world, in order to reduce costs and improve quality of life. It seemed like virtual work was here to stay as corporations shuttered office space around the nation. Now the trends seem to be shifting. Employers concerned abo...
Casa Bonita Employees Make Demands! Are They Right to Do So? 10.08.2023 33:48
Casa Bonita is a long standing institution in Denver, CO. It’s been made famous by Trey Parker and Matt Stone in their South Park series. (You may want to check it out.) In 2021, Casa Bonita went bankrupt. That summer, Trey and Matt bought the restaurant out of bankruptcy and have been refurbishing ever since. In May, they announced that they were almost ready to reopen wi...
Will You Have Healthcare? 03.08.2023 34:22
Is healthcare the biggest issue facing your company? Finding good coverage is difficult for many smaller companies, and very costly for large. Employees may look past your business if you are unable to provide insurance. What can you do?
The Business of Barbie: Phenomenon or Good Marketing 27.07.2023 32:39
Barbie has hit the theaters and is now tops in the box office. Books and Biz digs into the history of Barbie, its marketing and what companies should learn about not following the crowd.
Communication Breakdown 20.07.2023 37:32
Communication is often the problem when we work with businesses. Many people do not know how to communicate effectively which leads to higher costs for the company. We will dive into how communication can impact the finances as well as the processes to get work done while providing you some solutions to improve how your team works together.
You're Fired! Companies Are Firing Their Best Talent. 13.07.2023 37:38
Is it wise to let your best producers go? Recently ESPN laid off 20 of their top on-air talent. Is that a wise move when they are the very reason why people watch? Companies have to make difficult choices when it comes to letting people go. Sometimes it makes sense to find other alternatives. In other cases, letting a top performer go is necessary because they aren...
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