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Books & The Biz

Books & The Biz

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
  • Taxes After the Fact: What Now and What’s Next
    Apr 16 2026

    Taxes are either filed or pushed to extension—but that doesn’t mean you’re done. In this episode, we break down what business owners should still be paying attention to after the deadline has passed, especially if your return isn’t fully finalized yet. There are still decisions, adjustments, and opportunities that can impact what you ultimately pay.


    We also take a look at how the “Big Beautiful Bill” is affecting businesses right now. What actually changed, what’s getting misunderstood, and where it may create either advantages or unexpected costs depending on how your business is structured.


    Then we shift forward. What should you be doing today to prepare for 2026 so you’re not reacting again next year? From entity structure considerations to timing of income and expenses, we walk through practical ways to reduce tax burden while aligning with how your business is actually operating.


    If you’ve ever felt like taxes are something that just happens to you instead of something you can plan for, this episode will help you start thinking differently about how to take control.


    Be sure to Like, Share, and Subscribe.

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    Less than 1 minute
  • Taxes After the Fact: What Now and What’s Next
    Apr 16 2026

    Taxes are either filed or pushed to extension—but that doesn’t mean you’re done. In this episode, we break down what business owners should still be paying attention to after the deadline has passed, especially if your return isn’t fully finalized yet. There are still decisions, adjustments, and opportunities that can impact what you ultimately pay.


    We also take a look at how the “Big Beautiful Bill” is affecting businesses right now. What actually changed, what’s getting misunderstood, and where it may create either advantages or unexpected costs depending on how your business is structured.


    Then we shift forward. What should you be doing today to prepare for 2026 so you’re not reacting again next year? From entity structure considerations to timing of income and expenses, we walk through practical ways to reduce tax burden while aligning with how your business is actually operating.


    If you’ve ever felt like taxes are something that just happens to you instead of something you can plan for, this episode will help you start thinking differently about how to take control.


    Be sure to Like, Share, and Subscribe.




    Show More Show Less
    22 mins
  • 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 mins
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