Books & The Biz copertina

Books & The Biz

Books & The Biz

Di: 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.

Economia
  • More Marketing Isn't the Answer. Better Marketing Is.
    Sep 24 2026

    Most businesses don't have a marketing problem—they have a focus problem.


    In this episode of **Books & The Biz**, Dan and Rich are joined by Josh Anderson of Marketing Reboot to discuss why better growth often comes from doing less, not more. They explore how eliminating distractions, focusing on the right customers, and aligning marketing with business operations can produce stronger results than constantly chasing the next tactic or trend.


    If your marketing feels busy but isn't driving growth, this conversation will help you rethink where your time and money are really going.

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    34 min
  • Getting Your People to Perform Better
    Sep 17 2026

    Business owners are often challenged with individual performance. What happens when it seems like every task is done through shortcuts, completed incorrectly, or never finished at all? This is a common complaint heard from all levels of leadership.


    The old method of, "The beatings will continue until morale improves," doesn't work. Nor does being complacent and hoping the problem fixes itself. It's conditioning.


    Today we will address sub-par performance and steps you can take to fix it.


    Please be sure to like, share, and subscribe!

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    20 min
  • The New Reality: Is Your Business Ready for What's Next?
    Sep 10 2026

    Higher costs, tighter margins, and changing market conditions are creating a new reality for business owners. The question isn't whether things have changed—it's whether your business is prepared to adapt.


    In this episode of Books & The Biz, Dan and Rich discuss affordability, rising operating costs, interest rates, and why planning ahead matters more than ever. They explore practical ways to improve efficiency, protect cash flow, and make smarter investments so your business is ready for whatever comes next.


    The businesses that prepare today will be in the strongest position tomorrow.

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    25 min
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