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Books & The Biz

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. ...
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In this interview, business owner and author Doug Reitz discusses the importance of being a leader in every aspect of your life, not just in business. He emphasizes the concept of Listen, Plan, Build as a guide for success, drawing from his own experiences to create a blueprint for building success.By Dan Paulson and Richard Veltre
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Automation has become an essential tool for businesses looking to reduce costs and improve the quality of their products or services. However, there is a growing concern that this technology may also lead to the elimination of well-paying jobs for workers. In this episode of Books & The Biz, David Turner, Founder and President of Turner Business So…
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Steve Staples began his career as an electrician. With a little coaxing from his wife, he launched Accurate Electrical Solutions. After all, no risk. No reward. Now he's almost 2 years into running his company full time. We will speak with him about the challenges he faces as he works to scale his business while still making a priority for his fami…
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Health insurance is almost a necessity in order to hire and retain employees. All too often it is a substantial cost with never the right fit for everyone. So how do you add a benefit that appeals to your staff, but is affordable to your business? Welcome Ben Zang. He's got the plan for addressing the confusing world of health benefits. In this epi…
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The Fed didn't lower rates yesterday. Inflation remains at 3.3%. Signs consumer confidence is declining. Continued high costs are impacting business as people question new purchases. Small and medium businesses receive a greater impact as economies of scale helps larger businesses. How can you survive? Today we talk about interest rates and its imp…
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Ever notice that business owners know their sales numbers better than their kids’ birthdays? But have all of those sales been collected? And will they all be collected? Failure to collect those sales can make or break your business. And the policies you set can determine whether you can collect them. The policies should not only reflect what is cus…
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It's no secret there's a shortage of talent in the Trades. While many contractors are struggling to find help, Cle Gray has found a solution. Join us as we talk with Cle about his unique approach with Prodigal Building Systems. what it's like to start a business, and the challenges of moving from construction worker to CEO. About Cle: With more tha…
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Ramon is an expert at marketing and branding. He's launched and sold companies and his high energy will motivate you. More about Ramon: Ramon Ray is unapologetically positive and passionate about making the world a better place. He's an in-demand motivational keynote speaker and event host who's shared the stage with Deepak Chopra, Gary Vaynerchuck…
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The US government is spending billions in grants to have chip makers like Intel open plants in the US. Money is now being allocated and companies are benefiting. The question is, "Is it needed?" Unrest in different parts of the world, the pandemic, and growing concerns about supply issues have companies concerned. Businesses in tech have benefited …
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Job searchers are getting frustrated. Once it was easy to get a new job, and now employees are struggling to get an interview. A recent Wall Street Journal article by Callum Borchers discusses why getting hired may not line up with recent job reports. Changes are afoot! Today, we break down what we observe when it comes to hiring and why both sides…
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Is The Economy Good? How Current Economic Conditions Affect You. It’s an election year. The news media states we have a great economy with low unemployment and strong consumer growth. Some polls tell a different story. One of the biggest concerns among consumers is inflation. Costs have increased significantly for everyone including businesses. Raw…
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The changing dynamics of Labor. Let's face it, hiring talent is difficult. Today's labor market is difficult to navigate. It's a seller's market. More are retiring than are entering the workforce. Inflation is forcing higher wages. What can a business looking to grow do? Today we talk to Leah Kallas, an industry professional and General Manager at …
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Tax day has come and gone. For most business owners it is a day of dread. You spend your first quarter gathering information for your tax preparer then get the news of how much you still have to pay in. This is why it is so important to apply financial strategies throughout the year instead of waiting to find out what you owe. If you wan to save mo…
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Recently California raised it's minimum wage for fast food employees to $20/hr from $16/hr previously. While it is a limited group of businesses directly affected, the ripple effect will impact other businesses in the state and across the nation. This isn't the first time California has made laws to try to increase employee wages. Earlier this year…
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Recently the Wall Street Journal shared one CEO's way to fix his company's struggles is to remove the bosses from the equation. Instead, workers would be rotated into teams for 90 day objectives they will need to complete in order to move on to a new group. Is this the strategy that is going to save money and improve performance? In this episode, D…
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Dollar Stores have popped up everywhere over the past decade. The promise of cheap products and groceries led to growth in locations often in small towns, or poorer neighborhoods. Some argued they help provide needed resources in these areas. Others complain they destroy local businesses while selling low quality products. The dynamic is changing. …
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Part 4 of our interview with Brian Weavel from Perfect Crust Pizza Liners. In our final segment, Brian gives advice for making an impact when competing with larger companies. He shares some tactics Perfect Crust Pizza LIners uses to become a "mini celebrity" in the pizza industry and gives insights to how you might apply that to your own business. …
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Part 3 of our interview with Brian Weavel from Perfect Crust Pizza Liners. It seems like there are pizza restaurants everywhere. So how can so many pizza places survive when their competition may be right across the street? Brian shares his insights from being a restaurant owner and what is necessary to make an impact in a highly competitive market…
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Part 2 of our interview with Brian Weavel from Perfect Crust Pizza Liners. Brian shares his experience with what data to track. He also talks about how many companies can avoid paying for expensive marketing when using social media. Finally he highlights a common mistake he sees many restaurant owners make that we all should be careful of. About Br…
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Brian Weavel may not have set out to be a leader in the pizza industry, but he has achieved quite a bit over his career. From his small shop, he became recognized as a leader in his industry. Now as a Regional Sales Manager for Perfect Crust Pizza Liners, he couldn't be happier. In part 1, we will learn how Brian got his start in the pizza industry…
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Pandora's Box is open. AI will revolutionize how we work, and what work we will do. Rich talks about the changes in accounting and Mark elaborates on our need to adapt. About Mark: Mark leads a team with the only AI-native platform that enables Go To Market (GTM) teams to plan, predict, prove, and pivot their investments in real time. With over 26 …
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We can learn a lot from our history. Mark is a history buff and shares how advancements impact our evolution and our need to adapt. Change is happening more rapidly than before. It's up to us to keep up. About Mark: Mark leads a team with the only AI-native platform that enables Go To Market (GTM) teams to plan, predict, prove, and pivot their inve…
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Everyone has heard of ChatGPT. It can be a useful tool for research and writing. But is it all it's cracked up to be? In Part 2 of our interview with Mark Stouse, he talks about how we are in the early stages of AI and some of its faults. About Mark: Mark leads a team with the only AI-native platform that enables Go To Market (GTM) teams to plan, p…
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Atificial Intelligence (AI) is rapidly changing the world as we know it. In many ways it will enhance our lives, but with a dramatic effect. Jobs once thought to be a constant will go away. While AI may not completely replace humans, it will force us to adapt. Meet Mark Stouse, he is the CEO of Proof Analytics, and he will help us dive into the eve…
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Our final segment of our interview with Jay Goninen. We expand our discussion further to talk about the labor market as a whole. How is labor changing? Are companies prepared? Is the only path to success through college? We discuss these topics and more! Jay Goninen is the Co-Founder & President of WrenchWay. Jay started working in his family's ind…
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Part 3 of 4. What would a car talk be without discussing EV's and their impact on the Auto Industry. Jay shares how it is changing what techs are required to learn. Also you will learn about some surprises about ownership costs and repairs. Jay Goninen is the Co-Founder & President of WrenchWay. Jay started working in his family's independent auto …
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Part 2 of 4. Our interview with Jay Goninen continues with what's happening in the Auto industry. It's much more than just hiring bodies. What matters is finding techs that are a good fit for the industry. Jay Goninen is the Co-Founder & President of WrenchWay. Jay started working in his family's independent auto repair shop at the age of nine, and…
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Part 1 of our 4 part interview. The automotive industry isn't different from any other when it comes to hiring. Automotive technicians are in short supply. Jay Goninen shares his background and what inspired him to create Wrenchway. About Jay: Jay Goninen is the Co-Founder & President of WrenchWay. Jay started working in his family's independent au…
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The 5th and final part of our interview with Vandross Idiake. Vandross shares what is up for him in the near future and how to use cryptocurrency and blockchain in your business. About Vandross: With 4 years of experience in the blockchain industry, he has built his own blockchain consulting firm. He is also a mentor of Stanford Web 3 and AI Resear…
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Part 4: Sam Bankman Fried was the darling of cryptocurrency until his ponzy scheme came crashing down. Is that the end of Crypto? Vandross shares what happened and how to portect yourself. Part 4 of our interview with Vandross. About Vandross: With 4 years of experience in the blockchain industry, he has built his own blockchain consulting firm. He…
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Part 3: Converting money and wire transfers can create trade problems. Is Crypto a solution? Part 3 of our interview with Vandross. About Vandross: With 4 years of experience in the blockchain industry, he has built his own blockchain consulting firm. He is also a mentor of Stanford Web 3 and AI Research Labs. He also has 4 years of experience in t…
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Part 2: We have all seen the volitility of crypto values over the past few years. Money has been made and lost as a result. Vandross shares his insights about how cryptocurrency can protect you from inflation. About Vandross: With 4 years of experience in the blockchain industry, he has built his own blockchain consulting firm. He is also a mentor …
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Technology is rapidly changing our society. How we handle money is no different. Recently, we had the opportunity to interview and up and coming expert in the fields of Crypto and Blockchain. Listen in over the next five episodes as we learn, and challenge, Vandross Idiake on how this new frontier will impact society and business. About Vandross: W…
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A few weeks ago, we asked you what business questions you wanted answered, and you responded! Will recession concerns lead to easier hiring? How do we know if we have a good work culture? How much should we pay for salaries? Why is it so difficult to get help? These and many more questions are answered by the Biz side of the podcast, Dan Paulson. S…
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One of the best times in an entrepreneur's life is acquiring a company to grow. It is also one of the worst times if they aren't properly prepared to scale. Too many new owners and venture capital buys aren't prepared to change a new purchase for the better. The result is having your acquisition bleeding money to survive. In this episode, Dan and R…
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Sam Withers is an Australian content creator that entered the crypto world in 2016. He is an avid gamer and bullish on the future of blockchain gaming. A large part focus of his focus is on the Illuvium ecosystem. Sam joins Zyori to reconnect after two years since their last conversation to talk about the latest in Crypto Unicorns, Axie Infinity, a…
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One of the biggest complaints most business leaders have is the shortage of skilled labor available. Hiring has been a challenge for several years now. By the looks of it, things aren't going to get better anytime soon. US Census Bureau projections show employee shortages for decades to come. This means you are going to have to change the ways you …
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Less than a year ago companies were complaining about Quiet Quitting where staff whas able to focus less on their work and more on family or side projects. Fast forward to today and some businesses can't get employees out the door fast enough. Have the tides turned? Now it appears that employees are staying longer than wanted. Books & The Biz break…
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What is it going to take to get employees back to the office? More and more companies are trying to find creative ways to put people back in their desks instead of working from home. A recent Wall Street Journal article listed 9 office perks that companies are implementing to attract employees back. Books & The Biz takes a look at each perk and giv…
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Special Pre-Thanksgiving Event from Books & The Biz! From Rich: "I wear a lot of hats in my practice. I’m working with my fractional CFO clients on final 2023 year-end forecasting and moving into 2024 budgeting. My tax-related clients are also working on planning but with a much heavier emphasis on moves for 2023. Why? Because not much we can do in…
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Money Matters. The success of any business depends on its ability to keep the proper amount of working capital to maintain operations. What do you do when the owner selling their business wants to empty out the bank account because they believe that money is theirs? When this happens it can leave the new owners in a pinch. In this episode we talk a…
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Episode 20! Owners have an infinite number of choices when the time comes to step back or step out. Which one is right for you? So far we have discussed four questions: Owner Involvement Is the sale going to be Strategic or Financial The Timeline will have been defined Scalability will have been addressed By addressing these issues first, the answe…
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Getting someone to invest in your company involves convincing them that it the business is capable of greater growth. When seeking to maximize the sale of your business, you need to promote opportunities. Failure to demonstrate this could impact its value. Books & The Biz will discuss what to consider when it comes to scalability, how it affects th…
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When it comes to succession, you need to be aware of when you need to start the transition. Many owners have unrealistic expectations, and they don't understand how not stepping back will impact their value. In this episode we look at question 3 of our five question review and dig into what timeline you should realistically be looking at when stepp…
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Wanting to sell your business? How do you know what is the right move? There are essentially two different types of business sales. The approach will either be Strategic or financial. In this episode we will address our second question of succession by discussing the differences in the two selling approaches.…
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Many owners consider their business as an extension of themselves. They take on every role in the company even when they have hired talent to handle certain job functions. T his can create problems for a number of reasons, but is even more impactful when the boss is considering selling the business. In this episode we tackle the first question in o…
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