Books & The Biz Podcast Por Dan Paulson and Richard Veltre arte de portada

Books & The Biz

Books & The Biz

De: Dan Paulson and Richard Veltre
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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.

Economía
Episodios
  • When “Nonprofit” Doesn’t Mean What You Think
    Apr 9 2026


    Nonprofit doesn’t always mean low pay, low margins, or mission over money.


    In this episode of Books & The Biz, Dan and Rich break down a headline that’s raising eyebrows—massive executive compensation inside a nonprofit organization—and what it reveals about how businesses are actually structured behind the scenes.


    This isn’t about one company. It’s about incentives.


    When reimbursements are cut, processes become automated, and executive pay continues to rise, it raises a bigger question: how do financial decisions, operational systems, and leadership incentives align inside an organization?


    The conversation explores how “nonprofit” status works, why compensation can look very different than expected, and what business owners should take away when it comes to structure, accountability, and decision-making.


    If you’ve ever assumed labels like “nonprofit” or “for-profit” tell the whole story, this episode will challenge that thinking.


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


    View the post here: https://x.com/WallStreetApes/status/2041303597229687241?s=20

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    32 m
  • The Hidden Cost of Rising Prices: Why Passing It On Isn’t Working
    Apr 2 2026

    Prices are going up everywhere. Materials, labor, insurance, and operating costs continue to rise, and many businesses are responding the same way—by raising prices.


    But here’s the problem.


    Passing costs on to customers doesn’t always fix the issue.


    In this episode of Books & The Biz, Dan and Rich break down why higher prices often fail to protect margins and what’s really happening behind the numbers. When demand softens, efficiency drops, or internal costs go unchecked, price increases can create more pressure instead of less.


    This conversation focuses on where profits actually disappear, why effort is up but results feel flat, and what leaders should be watching to maintain control of their business.


    If your business feels busier but not more profitable, this episode will hit close to home.


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

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    30 m
  • When Multi-Entity Structures Make Sense (And When They Don’t)
    Mar 26 2026

    Most business owners hear about multi-entity structures as a way to save on taxes. What they don’t hear is the complexity, cost, and unintended consequences that come with it.


    In this episode of Books & The Biz, Dan and Rich break down when multi-entity structures actually make sense—and when they create more problems than they solve.


    Using real-world examples, they walk through how LLCs, S Corps, and C Corps can be layered together, why structure should be based on your goals (not just tax savings), and how many owners get into trouble by following advice that doesn’t fit their situation.


    This conversation also explores something unexpected: how a structure that initially didn’t make sense can become a strategic advantage when growth, succession, or acquisition plans come into play.


    If you’re considering changing your business structure—or already have—this episode will help you understand what to watch for, what questions to ask, and how to avoid costly mistakes.


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

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    33 m
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