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Books & The Biz

By: Dan Paulson and Richard Veltre
  • Summary

  • 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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Episodes
  • Top 10 Areas You Should Be Addressing Midyear
    33 mins
  • Does Work/Life Balance Work When Starting A Business?
    Jun 27 2024

    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 family. Be sure to catch this entrepreneurial episode of Books & The Biz.

    Show more Show less
    35 mins
  • Health Insurance Is Too Expensive! There's Alternatives!
    Jun 20 2024

    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 episode, we talk with Ben about what owners should be doing to take care of their people.

    About Ben:
    After owning a business for almost 2 decades, Ben moved on to a family life and life of consulting. He has helped businesses in a variety of fields from operations, technology, until he found a home in Employee Benefits. It is his diverse background and network of experts that lends value and perspective to his clients. He has specialized in the Small to Mid-size company Benefits space for the last 5 years. He is an early advocate for ICHRAs. He has given talks on Small group Benefits, Personal Development, Sales and the practice of Faith in everyday life.

    Today’s topic. ICHRA, (Individual Coverage Health Reimbursement Agreement

    Build a cost effective benefit strategy that empowers employees and allows a company to take care of their employees as individuals and not a one size fits a lot group.
    Less administration
    No outlandish renewals
    Benefit questions are out sourced completely
    Same tax benefits as a traditional group plan
    Completely customizable
    Can be paired with tools like a DPC/Onsite near site clinics
    Empowers the employees to get what they need so insurance is calibrated to the individual.

    Feel free to contact him atben@thbwi.com

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    47 mins

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