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Books & The Biz

Books & The Biz

Written by: 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.

Economics
Episodes
  • Employee Benefits Are Getting Expensive. What Are Your Options?
    Oct 8 2026

    Employee benefits are getting more expensive, leaving business owners wondering how to provide meaningful coverage without breaking the budget.


    In this episode of Books & The Biz, Dan and Rich welcome Benjamin Zang of Transition Health Benefits to discuss traditional health insurance, ICHRAs, health sharing, Direct Primary Care, and other benefit options. They explore the costs, tradeoffs, and questions employers should consider when building a benefits package that works for both their employees and their business.


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    38 mins
  • Know What You're Hiring Before You Hire It
    Oct 6 2026

    Hiring the right person starts with understanding what the job actually requires.


    In this episode of **Books & The Biz**, Dan and Rich discuss how unclear expectations can lead to the wrong hires, costly miscommunication, and disappointing results. From interim and fractional executives to key leadership roles, they explore the questions every business owner should answer before bringing someone on board.


    If you've ever wondered why a great hire didn't work out, this conversation will help you identify the problem before you make the investment.


    Please like, share, and subscribe



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    39 mins
  • More Marketing Isn't the Answer. Better Marketing Is.
    Sep 24 2026

    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, this conversation will help you rethink where your time and money are really going.

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    34 mins
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