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Books & The Biz

Books & The Biz

By: Dan Paulson and Richard Veltre
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About this listen

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.

Economics
Episodes
  • Sloppy Accounting Is Costing You More Than You Think
    Feb 19 2026

    If your numbers are off, your decisions are off.


    Using insights from the Business.com article on common small business accounting mistakes, this conversation goes beyond bookkeeping basics and gets into what bad numbers actually do to your operations, your tax exposure, and your ability to make confident decisions as an owner.


    Many companies think they are doing “good enough” with their accounting. In reality, small errors, inconsistent processes, and delayed reporting can create major blind spots. Those blind spots show up as cash flow surprises, tax issues, missed profit opportunities, and a constant feeling that the business is harder than it should be.


    In this episode, we discuss where inaccurate financial data comes from, how it impacts forecasting and daily operations, and why clean, reliable numbers are one of the most important leadership tools a business owner has.


    If you want clearer decisions, better margins, and fewer financial surprises, this is a conversation you need to hear.


    🎧 Follow Books & The Biz for weekly conversations on the financial and operational realities of running a business.


    👍 If this episode was helpful, like, share, and subscribe so more owners and leaders can build stronger, more predictable businesses.

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    48 mins
  • Consulting Gone Wrong
    Feb 14 2026

    Bringing in outside expertise should simplify your business—not make it harder to run.


    In this episode of Books & The Biz, we break down a real-world situation where a business owner hired a consultant who promised significant tax savings by restructuring the company. On the surface, the pitch made sense. The numbers looked attractive. The strategy sounded sophisticated.


    What followed was something very different.


    Two separate corporate entities were formed. New layers of accounting were introduced. Additional compliance requirements showed up. Professional fees increased. Administrative work multiplied. Confusion set in. The owner found himself managing complexity he didn’t ask for—and didn’t fully understand.


    The intended savings? Minimal.

    The added workload? Very real.


    This conversation isn’t about criticizing consultants. It’s about asking better questions before making structural decisions that permanently alter how your business operates. We explore the hidden costs of complexity, the difference between technical optimization and operational reality, and why every “savings strategy” must be evaluated against time, clarity, and long-term execution.


    If you’ve ever been pitched a strategy that sounded smart but felt heavy… this episode is for you.


    Before you implement anything that changes the foundation of your company, listen in.


    Like what you hear? Like, Share, and Subscribe so you don’t miss future conversations that protect your business from costly mistakes.



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    22 mins
  • Why Smart Owners Still Stay Stuck
    Feb 9 2026

    Smart, experienced business owners don’t get stuck because they lack intelligence, effort, or ambition. Most are doing everything they were taught to do—working harder, staying involved, and solving problems as they arise. On paper, it looks like leadership. In reality, it often becomes the very thing holding the business back.


    This episode explores the subtle behaviors that trap capable owners in the middle of their companies. Not bad decisions. Not laziness. But patterns that feel responsible, helpful, and necessary—until they quietly limit growth, drain energy, and keep progress just out of reach.


    We unpack why insight alone isn’t enough, how good intentions can create dependence, and what actually has to shift for a business to move forward without the owner carrying all the weight. If you’ve ever felt busy, needed, and exhausted at the same time, this conversation will feel uncomfortably familiar—in the best way.


    Please Like, Share, and Subscribe



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    18 mins
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