Books & The Biz

Dan Paulson and Richard Veltre	Rating 0 (0)
	Launched: Jun 28, 2023
dan@invisionbusinessdevelopment.com	Share

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		EPISODES
1	Full	How Fractional Executives Save You Time, Money, and Effort Dec 05, 2025, Episode: 42 0 (0) (0) Audio Duration 00:26:29
2	Full	Top 10 Business Actions Heading Into 2026 Nov 25, 2025, Episode: 41 0 (0) (0) Audio Duration 00:32:49
3	Full	Has the Bubble Popped? How the Market May Affect You. Nov 20, 2025, Episode: 40 0 (0) (0) Audio Duration 00:25:07
4	Full	AI Is Coming For You! Nov 14, 2025, Episode: 39 0 (0) (0) Audio Duration 00:28:10
5	Full	Getting to 3X to 5X Growth Nov 06, 2025, Episode: 38 0 (0) (0) Audio Duration 00:33:59
6	Full	Spending Money to Make More Money Oct 30, 2025, Episode: 37 0 (0) (0) Audio Duration 00:32:06
7	Full	Three Areas To Maximize Your Business Sale Oct 24, 2025, Episode: 36 0 (0) (0) Audio Duration 00:36:42
8	Full	Which is best when looking to sell? Private Equity vs Intermediary vs Broker Oct 16, 2025, Episode: 35 0 (0) (0) Video Duration 00:39:30
9	Full	Unclear Roles and Goals: A Costly Mistake Many Business Owners Make Oct 02, 2025, Episode: 34 0 (0) (0) Audio Duration 00:32:40
10	Full	Free Money! Could Your Loan Fees Be Waived? Sep 25, 2025, Episode: 33 0 (0) (0) Audio Duration 00:24:22
11	Full	Unprepared Makes You Undervalued Sep 18, 2025, Episode: 32 0 (0) (0) Audio Duration 00:26:08
12	Full	Private Equity: The Good, The Bad, And The Ugly Sep 11, 2025, Episode: 31 0 (0) (0) Video Duration 00:38:30
13	Full	It's More Complicated Than You Think Sep 04, 2025, Episode: 30 0 (0) (0) Video Duration 00:24:27
14	Full	Keeping Your Money - With Will Sutherland Aug 28, 2025, Episode: 29 0 (0) (0) Video Duration 00:27:31
15	Full	Could You Be Losing Millions? Proactive Planning Matters Aug 13, 2025, Episode: 28 0 (0) (0) Video Duration 00:22:45
16	Full	The Secret Why Your Business Won't Sell Aug 07, 2025, Episode: 27 0 (0) (0) Video Duration 00:27:51
17	Full	Making Money In The Trades - From Better Profits to Better Pay Jul 31, 2025, Episode: 26 0 (0) (0) Audio Duration 00:35:59
18	Full	Q3 Ups, Downs, and Expectations Jul 28, 2025, Episode: 25 0 (0) (0) Audio Duration 00:32:56
19	Full	Competing With Corporate - HR Success With Shelly Dretzka Jul 17, 2025, Episode: 24 0 (0) (0) Audio Duration 00:27:15
20	Full	Your Accountant (MAY) Suck! How Accounting Has Changed And Its Impact On You Jul 10, 2025, Episode: 23 0 (0) (0) Audio Duration 00:37:44
21	Full	Independence Day Top 10: Sparking Growth In Your Business Jul 08, 2025, Episode: 22 0 (0) (0) Audio Duration 00:31:33
22	Full	Why Do Today What Can Be Put Off Til Tomorrow Jun 19, 2025, Episode: 21 0 (0) (0) Audio Duration 00:26:03
23	Full	Your Oh Sh!# Moment - What Happens When The Work Stops Jun 12, 2025, Episode: 20 0 (0) (0) Audio Duration 00:24:29
24	Full	What about we discuss this topic: Why Your Small Business Should Start Using Robots Today? with Jesica Chavez Jun 05, 2025, Episode: 19 0 (0) (0) Audio Duration 00:31:12
25	Full	Kohl's CEO Fired! Ethics in Business May 08, 2025, Episode: 18 0 (0) (0) Audio Duration 00:29:15
26	Full	Bootstrapping Your Business - Are More Companies Avoiding Investors? May 05, 2025, Episode: 17 0 (0) (0) Audio Duration 00:29:08
27	Full	After The Webinar: Built to Last - or Built to Leave Apr 25, 2025, Episode: 16 0 (0) (0) Audio Duration 00:24:22
28	Full	After Tax Day: What To Do To Save Yourself A Huge Tax Burden. Apr 17, 2025, Episode: 15 0 (0) (0) Audio Duration 00:26:30
29	Full	Getting Out! What To Do When You're Done. Apr 10, 2025, Episode: 14 0 (0) (0) Audio Duration 00:31:29
30	Full	Manufacturing Challenges and Opportunities - With Ann Franz Apr 06, 2025, Episode: 13 0 (0) (0) Audio Duration 00:26:59
31	Full	Building Business - From Buying to Selling with Joe Staffeld Mar 28, 2025, Episode: 12 0 (0) (0) Audio Duration 00:28:32
32	Full	PE Sales Challenges: Woes and Wins When Buying or Selling Mar 19, 2025, Episode: 11 0 (0) (0) Audio Duration 00:33:00
33	Full	Tariffs And Their Impact. Costs And Challenges From A Canadian Point Of View Mar 13, 2025, Episode: 10 0 (0) (0) Audio Duration 00:33:17
34	Full	What Are Hidden Costs Costing You? Mar 07, 2025, Episode: 9 0 (0) (0) Audio Duration 00:28:21
35	Full	Marketing Hacks that Work! With Special Guest Sally Mildren Mar 02, 2025, Episode: 7 0 (0) (0) Audio Duration 00:31:31
36	Full	Mass Government Layoffs! How Will It Impact Your Business Feb 28, 2025, Episode: 8 0 (0) (0) Audio Duration 00:32:49
37	Full	Should You Trust a Consultant? How To Protect Yourself and Your Business Feb 13, 2025, Episode: 6 0 (0) (0) Audio Duration 00:24:13
38	Full	Will New Tariffs Drive Us Into Recession? Feb 06, 2025, Episode: 5 0 (0) (0) Audio Duration 00:22:58
39	Full	How To Get What You Pay For: Cost vs. ROI Jan 30, 2025, Episode: 4 0 (0) (0) Audio Duration 00:24:57
40	Full	How Will Executive Orders Impact Government, Business, and You? Jan 23, 2025, Episode: 3 0 (0) (0) Audio Duration 00:56:56
41	Full	How To Fail At Everything And Still Succeed - An Interview With Matt Guse Jan 16, 2025, Episode: 3 0 (0) (0) Audio Duration 00:36:11
42	Full	H1B or No H1B. That is the Question. Jan 09, 2025, Episode: 1 0 (0) (0) Audio Duration 00:27:38
43	Full	Observations and Predictions! What Will 2025 Be Like? Dec 19, 2024, Episode: 56 0 (0) (0) Audio Duration 00:51:52
44	Full	Don't Sell Your Business Until You Ask These Questions! Dec 12, 2024, Episode: 55 0 (0) (0) Audio Duration 00:45:03
45	Full	Quit Burning Profits While Managing Your People Better! Dec 05, 2024, Episode: 54 0 (0) (0) Audio Duration 00:33:45
46	Full	Thanksgiving Roundtable. End of Year Action and Predictions Nov 27, 2024, Episode: 53 0 (0) (0) Video Duration 00:55:03
47	Full	Eliminate Personal Guarantees! Build Your Corporate Credit. Nov 22, 2024, Episode: 52 0 (0) (0) Video Duration 00:30:22
48	Full	Getting Out! The Best Way to Exit Your Business Nov 14, 2024, Episode: 51 0 (0) (0) Audio Duration 01:11:59
49	Full	Mis-Managing the Fractional Workforce. What You Need to Know Nov 07, 2024, Episode: 50 0 (0) (0) Audio Duration 00:28:19
50	Full	There's a Talent Shortage! Filling the Talent Gap. Oct 31, 2024, Episode: 49 0 (0) (0) Audio Duration 00:30:56
51	Full	Did Timcast Just Record His Last Show? Oct 24, 2024, Episode: 48 0 (0) (0) Audio Duration 00:28:24
52	Full	Tax Delays are Costing You! Oct 17, 2024, Episode: 47 0 (0) (0) Audio Duration 00:34:11
53	Full	Not Enough Experience to Hire! Oct 10, 2024, Episode: 46 0 (0) (0) Audio Duration 00:29:18
54	Full	Businesses Aren’t Getting What They Pay For! Oct 03, 2024, Episode: 45 0 (0) (0) Audio Duration 00:30:42
55	Full	Is The Recession Over? Did We Have One? Sep 26, 2024, Episode: 44 0 (0) (0) Audio Duration 00:30:01
56	Full	There's No Talent! The Struggle To Find Experience Sep 19, 2024, Episode: 43 0 (0) (0) Audio Duration 00:31:29
57	Full	Avoid The Business Purchase Nightmare! Sep 12, 2024, Episode: 42 0 (0) (0) Video Duration 00:24:45
58	Full	The Little Known Compliance Report That Could Cost You Thousands Sep 06, 2024, Episode: 41 0 (0) (0) Video Duration 00:24:30
59	Full	Is Inflation Really Down? Aug 29, 2024, Episode: 40 0 (0) (0) Video Duration 00:30:16
60	Full	Boeing In Crisis! Business Is Struggling! Aug 26, 2024, Episode: 39 0 (0) (0) Video Duration 00:38:06
61	Full	Protect Your Wealth! Finance Strategies with Nate Fair Aug 15, 2024, Episode: 38 0 (0) (0) Video Duration 00:33:37
62	Full	Winning In Difficult Business Environments Aug 09, 2024, Episode: 37 0 (0) (0) Video Duration 00:49:44
63	Full	Where Did Everybody Go? Aug 01, 2024, Episode: 36 0 (0) (0) Video Duration 00:26:30
64	Full	Be A Builder In Everything You Do Jul 25, 2024, Episode: 35 0 (0) (0) Video Duration 00:45:32
65	Full	Will Robots Rule: The economics and politics of robotics in business Jul 18, 2024, Episode: 34 0 (0) (0) Video Duration 00:50:25
66	Full	Quit Chasing The Money! Jul 11, 2024, Episode: 33 0 (0) (0) Video Duration 00:30:21
67	Full	Top 10 Areas You Should Be Addressing Midyear Jul 03, 2024, Episode: 32 0 (0) (0) Video Duration 00:33:00
68	Full	Does Work/Life Balance Work When Starting A Business? Jun 27, 2024, Episode: 31 0 (0) (0) Video Duration 00:35:13
69	Full	Health Insurance Is Too Expensive! There's Alternatives! Jun 20, 2024, Episode: 30 0 (0) (0) Video Duration 00:47:17
70	Full	Interest Rates And Inflation Stay High! Could Costs Cause You To Lose Business? Jun 13, 2024, Episode: 29 0 (0) (0) Video Duration 00:31:45
71	Full	Accounts Receivable can cost you your business! Learn why. Jun 10, 2024, Episode: 28 0 (0) (0) Video Duration 00:29:56
72	Full	Finding Employees In Construction - Prodigal Building Systems May 30, 2024, Episode: 27 0 (0) (0) Video Duration 00:31:34
73	Full	Ramon Ray: Becoming A Celebrity CEO May 23, 2024, Episode: 26 0 (0) (0) Video Duration 00:31:37
74	Full	Bringing Chip Makers Home. Will It Work May 16, 2024, Episode: 26 0 (0) (0) Audio Duration 00:30:24
75	Full	No Jobs Available! Is It Getting Harder To Get Hired? May 09, 2024, Episode: 25 0 (0) (0) Audio Duration 00:26:33
76	Full	Is The Economy Good? How Current Economic Conditions Affect You. May 03, 2024, Episode: 24 0 (0) (0) Audio Duration 00:36:23
77	Full	Finding Employees is Holding You Back! Apr 25, 2024, Episode: 23 0 (0) (0) Audio Duration 00:43:11
78	Full	Pay Fewer Taxes Next Year! Tax Planning After Tax Day Apr 17, 2024, Episode: 22 0 (0) (0) Audio Duration 00:30:03
79	Full	$20/HR Minimum Wage! Is It A Win For Employees? Apr 11, 2024, Episode: 21 0 (0) (0) Audio Duration 00:34:52
80	Full	Fire All Bosses! Is This New Strategy a Company-Saver? Apr 04, 2024, Episode: 20 0 (0) (0) Audio Duration 00:25:01
81	Full	The Dollar Dilemma: Dollar Stores Closing! Mar 28, 2024, Episode: 19 0 (0) (0) Audio Duration 00:28:06
82	Full	Succeeding in the Face of Competition. The Little Guy Can Win Mar 19, 2024, Episode: 18 0 (0) (0) Audio Duration 00:15:55
83	Full	How Can There Be SO Much Pizza!?! How companies can compete. Mar 14, 2024, Episode: 17 0 (0) (0) Audio Duration 00:12:08
84	Full	35% of Pizza Restaurants Do This. Avoid the Same Mistake In Your Business. Mar 12, 2024, Episode: 16 0 (0) (0) Audio Duration 00:13:55
85	Full	Becoming Pizza Royalty: How to Make it in Pizza, or Pretty Much Anything Mar 07, 2024, Episode: 15 0 (0) (0) Audio Duration 00:09:36
86	Full	Are We Obsolete? AI Changing the Workforce. Mar 05, 2024, Episode: 14 0 (0) (0) Audio Duration 00:14:58
87	Full	Human Nature and History: How Our Past Teaches Us About Our AI Future. Feb 29, 2024, Episode: 13 0 (0) (0) Audio Duration 00:20:35
88	Full	AI in Research: Are Humans Eliminated? Feb 27, 2024, Episode: 11 0 (0) (0) Audio Duration 00:16:56
89	Full	Artificial Intelligence is Coming! Are You Prepared? Feb 22, 2024, Episode: 11 0 (0) (0) Audio Duration 00:19:14
90	Full	Will We Have Enough Employees? The Future of Labor and Education. Feb 15, 2024, Episode: 10 0 (0) (0) Audio Duration 00:16:26
91	Full	Electric Vehicles and Their Impact on the Auto Industry Feb 08, 2024, Episode: 9 0 (0) (0) Audio Duration 00:13:44
92	Full	Tech Shortage! What It Takes to Recruit Right. Feb 06, 2024, Episode: 8 0 (0) (0) Audio Duration 00:11:49
93	Full	Who is Going to Fix Your Car: Jay Goninen From Wrenchway Feb 01, 2024, Episode: 7 0 (0) (0) Audio Duration 00:14:48
94	Full	What's Next For MoonBoy Ventures? Interview Part 5 Jan 25, 2024, Episode: 6 0 (0) (0) Audio Duration 00:14:24
95	Full	Crypto Is The Wild, Wild West! Protect Your Investment. Part 4 With Vandross Idiake Jan 23, 2024, Episode: 5 0 (0) (0) Audio Duration 00:12:38
96	Full	Does Crypto Make Trade Easier? Part 3 of Our Interview With Vandross Jan 18, 2024, Episode: 4 0 (0) (0) Audio Duration 00:15:02
97	Full	Can Crypto Be a Hedge Against Inflation? Vandross Interview Part 2 Jan 16, 2024, Episode: 3 0 (0) (0) Audio Duration 00:12:55
98	Full	Will Crypto and Blockchain Change Your Business? An Interview With Vandross Idiake Jan 11, 2024, Episode: 2 0 (0) (0) Audio Duration 00:12:06
99	Full	Top 10 Stories for 2023! Jan 04, 2024, Episode: 1 0 (0) (0) Audio Duration 00:49:16
100	Full	2023 Holiday Special! Your Business Questions Answered! Dec 28, 2023, Episode: 27 0 (0) (0) Audio Duration 00:51:51
101	Full	Businesses Are Failing! What's Happening With Acquisitions? Dec 21, 2023, Episode: 26 0 (0) (0) Audio Duration 00:21:29
102	Full	Labor Shortage For Decades! Get Used To Being Shorthanded. Dec 14, 2023, Episode: 25 0 (0) (0) Audio Duration 00:19:52
103	Full	Quiet Quitting vs Employees Not Leaving: Has The Momentum Shifted? Dec 07, 2023, Episode: 23 0 (0) (0) Audio Duration 00:20:35
104	Full	Back to the Office! BnB Breaks Down Outrageous Back To Work Perks Nov 30, 2023, Episode: 22 0 (0) (0) Audio Duration 00:20:28
105	Full	Tax Planning: Your Tax Questions Answered. Nov 22, 2023, Episode: 24 0 (0) (0) Audio Duration 01:06:48
106	Full	Working Capital And Its Impact On Your Company Nov 16, 2023, Episode: 21 0 (0) (0) Audio Duration 00:23:49
107	Full	Succession Question 5: What Do You Want? Nov 09, 2023, Episode: 20 0 (0) (0) Audio Duration 00:19:52
108	Full	Succession Question 4: Is Your Business Scalable? Nov 02, 2023, Episode: 19 0 (0) (0) Audio Duration 00:22:43
109	Full	Succession: What Timeline Should You Be Looking At? Oct 26, 2023, Episode: 18 0 (0) (0) Audio Duration 00:22:09
110	Full	Strategic vs. Financial: What To Consider When Selling Oct 19, 2023, Episode: 17 0 (0) (0) Audio Duration 00:24:32
111	Full	Owners: Are You Too Involved? Oct 12, 2023, Episode: 16 0 (0) (0) Audio Duration 00:25:55
112	Full	Out Of Bids? Companies Back To Cutting Pay Sep 28, 2023, Episode: 14 0 (0) (0) Audio Duration 00:38:11
113	Full	Your Books Are a Mess! How Inaccurate Books Impact Business Sep 21, 2023, Episode: 13 0 (0) (0) Audio Duration 00:48:21
114	Full	Avoiding Disaster: Both Natural and Unnatural Sep 14, 2023, Episode: 12 0 (0) (0) Audio Duration 00:39:30
115	Full	Show Me the Money! Getting Your Collections In Line. Sep 07, 2023, Episode: 11 0 (0) (0) Audio Duration 00:33:28
116	Full	If You're Going to Hire An Expert, Why Not Listen To Them? Sep 01, 2023, Episode: 10 0 (0) (0) Audio Duration 00:30:28
117	Full	No Recession? Cutting Back on Expectations. Aug 24, 2023, Episode: 9 0 (0) (0) Audio Duration 00:35:25
118	Full	Employees, back to the office! Aug 17, 2023, Episode: 8 0 (0) (0) Audio Duration 00:44:50
119	Full	Casa Bonita Employees Make Demands! Are They Right to Do So? Aug 10, 2023, Episode: 7 0 (0) (0) Audio Duration 00:33:49
120	Full	Will You Have Healthcare? Aug 03, 2023, Episode: 6 0 (0) (0) Audio Duration 00:34:23
121	Full	The Business of Barbie: Phenomenon or Good Marketing Jul 27, 2023, Episode: 5 0 (0) (0) Audio Duration 00:32:40
122	Full	Communication Breakdown Jul 20, 2023, Episode: 4 0 (0) (0) Audio Duration 00:37:33
123	Full	You're Fired! Companies Are Firing Their Best Talent. Jul 13, 2023, Episode: 3 0 (0) (0) Audio Duration 00:37:39
124	Full	Bidenomics: The Middle Out and Bottom Up Impact on Business Jul 06, 2023, Episode: 2 0 (0) (0) Audio Duration 00:38:42
125	Full	Hello World! Meet the team for Books & The Biz. The Risk Vs Reward of OceanGate. Jun 29, 2023, Episode: 1 0 (0) (0) Audio Duration 00:29:19

Blogs

Description

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.

EPISODES

Blogs