Richard Veltre joins this episode as the Guest Expert to discuss the critical balance between Operations and Finance in growing companies and share insights on navigating complexities to ensure efficiency and integrity remain intact through the growth process.

Richard is Founder of The Veltre Group, a CPA and Fractional CFO as well as Co-Host of Books & The Biz Podcast. He offers a “no strings attached” 30-minute consultation to chat about your organizational questions and challenges.

Whether you are setting up your organizational legal structure, pivoting your financial goals and timing, hiring or expanding your accounting and finance team or trying to identify and remove barriers to growth, you will find great value in this episode.

*** This episode is for informational purposes only and should be construed as legal advice – always consult with a qualified professional regarding your specific circumstances.

💡 Key concepts 💡

🔹 Key differences in business legal structure

🔹 Breaking down various financial roles & responsibilities

🔹 Strategic financial management opportunities and implications

💻 📚 🎙️Resources Shared 🎙️📚 💻

🔹 Books in the Biz podcast https://www.linkedin.com/company/books-the-biz-podcast/ www.veltregroup.com

🔹 QB or Owner’s Box? Build Business Wealth” with Steve Strum GGG S2 E13 https://youtu.be/Tpo2P4u1M8A

🔹 30 minute “no strings attached” conversation with Richard. Email rveltre@veltregroup.com to schedule.

Connect with Michelle Page! RevenueChasers LLC michelle@revenuechasers.com https://www.linkedin.com/in/michelleconklepage

https://www.revenuechasers.com https://www.youtube.com/@RevenueChasers https://www.gogogrowshow.com https://www.youtube.com/@GoGoGROWPodcast

Connect with Richard Veltre!

rveltre@veltregroup.com 973-570-6461 linkedin.com/in/richard-veltre-091a019

www.veltregroup.com https://www.linkedin.com/company/the-veltre-group/

https://www.linkedin.com/company/books-the-biz-podcast/