『Books & The Biz』のカバーアート

Books & The Biz

Books & The Biz

著者： Dan Paulson and Richard Veltre
無料で聴く

概要

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.

 経済学
エピソード
  • Dead Inventory: The Silent Profit Killer Sitting on Your Shelves

    Dead Inventory: The Silent Profit Killer Sitting on Your Shelves
    2026/05/07

    Inventory is supposed to generate cash, not collect dust.


    In this episode of Books & The Biz, Dan and Rich take a hard look at dead inventory—products, materials, and stock that sit too long, tie up cash, consume space, and quietly erode profitability.


    Many businesses don’t realize how much money is trapped in slow-moving inventory until margins tighten, cash flow gets squeezed, or warehouse space starts disappearing. What often begins as “just in case” purchasing or inaccurate forecasting can quickly turn into a costly operational problem.


    If your shelves are full but cash still feels tight, this episode will help you understand where the problem starts—and what to do before it gets worse.


    Like, share, and subscribe for more conversations on the financial and operational realities of running a business.
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    33 分
  • Process Breakdown! When Procedures are Missed.

    Process Breakdown! When Procedures are Missed.
    2026/04/30

    Most companies think their processes are well documented and followed. But what happens when the systems fail? In this episode, we discuss common mistakes businesses make and their impact on growth and profitability.


    Also be sure to order your copy of Escape The Owner's Trap now available on Amazon: https://www.amazon.com/dp/B0GWB33F63?ref_=cm_sw_r_ffobk_cp_ud_dp_WGZ9JX679D4JJYS80C2J_3&bestFormat=true


    Be sure to Like, Share, and Subsribe
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    31 分
  • Not all HR tasks need to be outsourced. When to hire a consultant.

    Not all HR tasks need to be outsourced. When to hire a consultant.
    2026/04/24

    HR usually gets attention after something breaks—and by then, it’s already costing you time, money, and people.


    Kelly talks about three simple buckets of HR work: what should stay with you and your managers, what needs more structure, and what’s easier with a second set of eyes. Kelly offers a starting point so you can see what’s fine to keep doing it yourself and where outside help actually takes some of the HR burden off your plate.


    If your HR feels reactive or disorganized, this conversation will help you get ahead of it—and yes, the HR Snapshot is free.


    Please Like, Share, and Subscribe!
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    31 分
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