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.

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Episodios
  • Businesses Struggling Filling High Paying Jobs

    Businesses Struggling Filling High Paying Jobs
    Jan 23 2026

    This week we bring in Jay Goninen of Wrenchway to share his experience helping auto repair shops fill open tech positions. He can speak firsthand on the challenges we are facing and what the potential solutions are.


    Jay is Co-Founder of Wrenchway and hosts his own podcast called Beyond the Wrench. He has dedicated his career to improving how the automotive and diesel industries support technicians and schools that develop them.


    He is passionate about helping schools build stronger programs, showing employers how to better support their technicians, and educating the industry on what it takes to create real, lasting change.


    Check out his valuable insight, and be sure to like, share, and subscribe!
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    44 m
  • Selling vs Building - What Should You Do?

    Selling vs Building - What Should You Do?
    Dec 22 2025

    The Silver Tsunami is happening and everyone from Private Equity to individual investors are calling. The question is are you prepared to sell, or are you better building your enterprise further.

    In today's final episode for 2025, we explore the strategy behind the big deals being thrown around to determine if they are the best opportunity for you. We will also share some alternatives to better prepare yourself for when that eventual call will happen.

    Please be sure to like, share, and subscribe to catch all our past episodes as well as our new ones for 2026.
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    28 m
  • How Fractional Executives Save You Time, Money, and Effort

    How Fractional Executives Save You Time, Money, and Effort
    Dec 5 2025

    Business is growing. You are getting bogged down with too much, but you lack the experience on your team to get what you need done. Maybe it's time to go out and hire that talent you need to scale.

    Not so fast.

    Many companies don't need, nor can afford, a full-time executive to lead growth. So what do you do when you need help?

    Think Fractional. When you look at the costs of hiring a full time, executive caliber leader, the costs can be substantial. In many cases that person will be upwards of six figures before benefits and incentives. Our research has shown that an executive with more than 10 years experience can run well into a quarter of a million dollars. Then you still need to kick in for retirement, insurance, and taxes. Not to mention performance incentives such as bonuses, or stocks that could drive the price higher.

    Today we talk about why XCXO was formed and explain how you can invest in the help you need for far less.

    Tune in, and be sure to like, share, and subscribe.
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    26 m
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