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Books & The Biz

Books & The Biz

By: Dan Paulson and Richard Veltre
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Summary

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.

Economics
Episodes
  • Broken Process, Broken Numbers
    May 14 2026

    Most businesses do not fail because people are lazy. They fail because process breaks down under pressure. Bookkeeping falls behind. Reports become inconsistent. Teams stop following procedures. Leadership starts making decisions using incomplete or inaccurate information.


    In this episode of Books & The Biz, Dan Paulson and Rich Veltre break down how weak process quietly damages operations, finance, accountability, and long-term business performance.




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    33 mins
  • Dead Inventory: The Silent Profit Killer Sitting on Your Shelves
    May 7 2026

    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 mins
  • Process Breakdown! When Procedures are Missed.
    Apr 30 2026

    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 mins
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