『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
  • Structuring Success: Are You Set Up to Grow… or Stuck by Design?
    2026/03/19

    Structuring Success: Are You Set Up to Grow… or Stuck by Design?


    S Corps are often pushed for tax savings—but those same benefits can create limitations when it’s time to grow.


    In this episode of Books & The Biz, Dan Paulson and Rich Veltre break down how entity structure impacts real business decisions. From S Corp restrictions to the scalability of C Corps and the flexibility of LLCs, this isn’t about theory—it’s about how your structure affects expansion, ownership, and long-term value.


    The question isn’t just what saves you money today…

    It’s whether your business is built for where you’re going next.


    Listen now and rethink how your business is structured.


    Like, share, and subscribe for more real-world business insights.


    #BusinessStrategy #Entrepreneurship #BusinessGrowth #Leadership #TaxStrategy #EscapetheOwnersTrap

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    23 分
  • The Execution Gap: Why Strategy Sounds Good but Nothing Changes
    2026/03/12

    Every leadership team talks about strategy. Growth plans are discussed, initiatives are announced, and new ideas sound promising in the meeting room. Yet months later, many businesses realize that very little has actually changed.


    That disconnect is what we call the execution gap.


    In this episode of Books & The Biz, Dan and Rich unpack why strong strategies often fail to translate into real results. The issue usually isn’t a lack of ideas. More often it’s unclear priorities, weak accountability, operational friction, or leadership habits that prevent initiatives from gaining traction.


    Strategy may set direction, but execution determines whether a business actually moves forward. When teams don’t have clarity around roles, decisions stall, initiatives drift, and progress slows down. Over time, the gap between what leaders say they want and what actually happens begins to widen.


    This conversation explores why that gap forms, the hidden costs it creates, and what leaders can do to turn strategy into consistent action.


    If you’ve ever walked out of a strategy meeting feeling optimistic only to see the momentum fade weeks later, this episode will hit close to home.


    Like, share, and subscribe for more conversations about the financial and operational realities of running a business.

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    27 分
  • AI Won’t Fix a Broken Business
    2026/03/05

    AI is everywhere right now. Every platform promises more productivity, faster decisions, and smarter operations. But there’s a problem most businesses are discovering the hard way.


    Technology doesn’t fix broken operations.


    In this episode of Books & The Biz, we discuss why AI often exposes messy workflows, unclear roles, and bad data rather than solving them—and what leaders need to fix first.


    Like, share, and subscribe.

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    24 分
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