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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,…

Podcast · By Dan Paulson and Richard Veltre · American English · Official site

Indexed episodes, last 90 days
12
Latest publication
Sep 24, 2026
Audience
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Earliest in this view
Jul 3, 2026

Latest episodes

  1. Episode · Sep 24, 2026

    More Marketing Isn't the Answer. Better Marketing Is. (opens the original)

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    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,

  2. Episode · Sep 17, 2026

    Getting Your People to Perform Better (opens the original)

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    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 b

  3. Episode · Sep 10, 2026

    The New Reality: Is Your Business Ready for What's Next? (opens the original)

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    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 whate

  4. Episode · Sep 3, 2026

    Are the Warning Signs Already Here? What Business Owners Should Be Watching (opens the original)

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    Is the economy beginning to slow down, or are these just isolated warning signs? More importantly, how should business owners respond? In this episode of Books & The Biz , Dan and Rich discuss what they're seeing across construction, commercial real estate, lending, tariffs, AI, and cash flow. They explore the early indicators of a changing economy, why every business owner should revisit their forecasts, and what steps you can take now to become leaner, stronger, and better prepared for whateve

  5. Episode · Aug 27, 2026

    Why Good Employees Get Frustrated (And Eventually Leave) (opens the original)

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    Good employees rarely become frustrated overnight. More often, it's the result of unclear expectations, inconsistent communication, and leadership habits that slowly wear people down. In this episode of **Books & The Biz**, Dan, Rich, and HR expert Kelly Murphy discuss why employee frustration is usually a symptom of deeper operational and leadership issues. They explore the importance of setting clear expectations, improving communication, and creating an environment where good employees can su

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