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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).... more
FAQs about Books & The Biz:How many episodes does Books & The Biz have?The podcast currently has 158 episodes available.
September 06, 2024The Little Known Compliance Report That Could Cost You ThousandsIt seems businesses have a never ending list of taxes and compliance reporting they have to follow. Now there is a new report you have to create. Failing to do so could cost you $500 for every day you fail to do so.Learn about what this report is and your requirements to avoid these penalties. Almost every business is required to file this so it’s critical you comply....more25minPlay
August 29, 2024Is Inflation Really Down?Recent government reports show the Consumer Price Index is now down to 2.9%. Politicians are shouting, "Hurray!"Not so fast...There's a lot more to inflation than one number. Political powers tend to manipulate information, and change metrics to improve results over actual outcomes. While some may be celebrating a drop, others look at their pocketbook and don't see any improvement. This episode of Books & The Biz digs into the issue of Inflation and how it impacts business. Even if you aren't feeling impacts right now, you need to be proactive to protect your growth....more31minPlay
August 26, 2024Boeing In Crisis! Business Is Struggling!Boeing is having issues. It's Starliner capsule has Astronauts stranded at the space station. Their planes are facing quality issues. People are concerned about safety across the board.Plus Leadership changes happening at Starbucks. Starbucks gives its CEO the boot and Chipotle's chief steps in. Will it matter?Books & the Biz takes a look at these businesses and others, and shares their insights that could impact your business if you are not prepared....more39minPlay
August 15, 2024Protect Your Wealth! Finance Strategies with Nate FairYou started a business for financial freedom only to discover you pay a lot of it in taxes.In this addition of Books & the Biz we sit down with Nate Fair to learn about his Twelve Tax Strategies that will help you build wealth. About Nate: Nate helps business owners make smart financial decisions in pursuit of their goals. With more than 18 years of industry experience, he provides guidance on cash management, investment planning, retirement and income planning, debt management and lending strategies, risk management and estate and legacy planning.Coming from a family of entrepreneurs, he specializes in serving business owners with uncompromising integrity and personalized service. “I can help make a difference in my clients’ lives – both financial and personal – by helping them build and understand the value of a plan, and to help avoid the pitfalls that so many have fallen into,” Nate says.He joined Raymond James in 2021, drawn by its client-first philosophy. Before that, he served as an advisor at Edward Jones for almost three years. His background also includes advisor consultant roles at Hartford Funds, Pioneer and Natixis. His experience as an advisor and wholesaler gives him a distinct perspective and passion for partnering with clients through a holistic process, and for incorporating professional relationships....more34minPlay
August 09, 2024Winning In Difficult Business Environments It's a crazy business world we live in. That combined with an election year can create a challenge for growth and sustainability.As we approach the end of the year, our thoughts turn to planning. With strategy comes data collection. But what data do you need?Books & The Biz shares what you should be considering for your planning session, and how that can impact successful outcomes as you continue to expand your business.This information is going to be helpful for every business situation from startup to succession. Be sure to tune in. ...more50minPlay
August 01, 2024Where Did Everybody Go?You get that call. The prospect on the other end brings forward a need. After spending time in discovery to see if they are a good fit, you offer a scope of work, or your product solution. They seem interested and can't wait to start, and they promise to get back to you to move forward. Days go by and no response. You contact via email and place a call to see if they are still interested. Still nothing.More and more we are hearing from clients about the issue of ghosting. We even experience it ourselves.In this episode we talk about this issue and steps you can take to minimize ghosting in your business process....more27minPlay
July 25, 2024Be A Builder In Everything You DoAn interview with business owner, and author, Doug Reitz.Doug Reitz, owner of Mark Wilson Construction, understands being a builder means far more than just putting up a school, or hospital. It involves being a leader in every way in every part of your life. He has taken his successes and failures to create a blueprint for building success.In his new book, Build, he shares the concept of Listen, Plan, Build as the guide for everything you do. This episode will share Doug's stories and why it is so important for Entrepreneurs to develop a Build philosophy.Learn more from Doug, and register to get your copy of the book which comes out in September. Visit dougreitz.blog...more46minPlay
July 18, 2024Will Robots Rule: The economics and politics of robotics in businessAutomation helps business lower costs and increase quality. Some argue it also eliminates good paying jobs for workers. This Books & The Biz episode talks with David Turner, Founder and President of Turner Business Solutions, who will share his insights on the impact of robotics on business, Why people implement automation and when businesses will start spending money on robotics again...more51minPlay
July 11, 2024Quit Chasing The Money!Many entrepreneurs want to be the next Elon Musk.Many business owners believe an infusion of cash will solve all their issues.It won't.On this episode of Books & the Biz, we will talk about why the constant chase for money could be the worst thing for your business future, and what you should focus on instead....more31minPlay
July 03, 2024Top 10 Areas You Should Be Addressing MidyearIt's hard to believe the year is half over. For many business owners, they are probably wondering what is going to happen for the next six months. Rich and I have compiled our Top 10 areas we believe are the most important to review and adjust.Join us as we lite the match to your 6 month business review fireworks!...more33minPlay
FAQs about Books & The Biz:How many episodes does Books & The Biz have?The podcast currently has 158 episodes available.