Bedrock Process

Dan Wilson
  • 0.0 (0)
  • Management

Bedrock Process is a podcast about the business side of running a company with 10 to 100 people: cash flow, the numbers that matter, the software you're paying for, and what AI can actually do for a business like yours. I'm Dan Wilson. I build custom software and AI tools for owner-run companies. Before that I spent 14 years in the Air Force, where I ran the laboratory information systems at two hospitals. Every episode is the audio from a video on the Bedrock Process YouTube channel, so the links and free tools I mention are in the show notes. Plain English, real numbers. For education only. Nothing here is accounting, tax, legal or financial advice.

Episodes

  1. 2d ago

    Don't Replace QuickBooks (Build Job Costing With Claude Code)

    Watch this one with the whiteboards on YouTube: https://youtu.be/m-o6yZt_Smo ✅ The free job costing tool from this video, and how to set it up: https://bedrockprocess.com/quickbooks-job-costing/?src=podcast-b03🧱 Want it set up and shaped around your company? https://bedrockprocess.com How to do job costing in QuickBooks Online without replacing QuickBooks or buying an ERP, and a practical look at Claude Code for small business owners. QuickBooks knows what you billed, but it rarely knows how many hours went into a job, so the job costing report leaves out your labor. This video shows a free tool I had Claude Code build: one record per job, finished jobs turned into QuickBooks invoices without retyping, and a job costing report with the jobs under your target margin in red. I walk through seven jobs from a made-up HVAC company, including a ductless mini-split quoted at 18 hours that took 30. It was the biggest job on the list ($6,900) and had the lowest margin (36%, against a 40% target). Then the rules that keep a tool like this away from your real books: it can only create invoices and customers, it starts on Intuit's free sandbox company, and every live invoice gets a preview and a confirm. Last, what's still hype about using Claude Code for a small business. What it costs: the tool is free. Claude Code comes with Claude's Pro plan ($20 a month, or $17 a month billed yearly). An Intuit developer account and its sandbox company are free, and creating invoices and customers through Intuit's API isn't charged. If this is your first video here: I'm Dan Wilson. I build custom software and AI tools for owner-run companies, mostly businesses with 10 to 100 people. Before that I spent 14 years in the Air Force, where I ran the laboratory information systems at two hospitals. This channel covers the business side of running a company: cash, the numbers that matter, the software, and what AI can actually do for you. SourcesClaude plans and pricing (read 2026-11-04): https://claude.com/pricingQuickBooks Online job costing and Projects (Intuit): https://quickbooks.intuit.com/online/job-costing/QuickBooks Online pricing (Intuit, read 2026-11-01): https://quickbooks.intuit.com/pricing/Intuit App Partner Program FAQ (API charges, sandbox): https://developer.intuit.com/app/developer/qbo/docs/get-started/partner-faqThe $40K first-year ERP example: https://youtu.be/q1EdgFF9_R0 The company and jobs in this video are hypothetical, and their numbers are for illustration only. Prices are list prices as published when this video was made and will change. Start on Intuit's sandbox company, not your real books, and have your accountant look at anything that changes how you invoice. More on AI and systems for owner-run businesses: https://www.youtube.com/playlist?list=PLOgYvzD8X_E4 This video is for educational purposes only. Nothing here is an offer to sell or a solicitation of an offer to buy any security, loan, or investment, and nothing here is legal, tax, or investment advice. Any examples are hypothetical and for illustration only. Consult your own advisors before making any financial decision. #quickbooks #jobcosting #claudecode

  2. 6d ago

    Have You Outgrown QuickBooks? (ERP Systems Explained)

    Watch this one with the whiteboards on YouTube: https://youtu.be/q1EdgFF9_R0 ✅ Free "Have I outgrown QuickBooks?" checklist + ERP first-year cost worksheet (the one from this video): https://bedrockprocess.com/erp-checklist/?src=podcast-b02🧱 Want help building the systems behind it? https://bedrockprocess.com ERP systems explained in plain English, with real prices. What is an ERP system, what does an ERP cost a 30-person company in its first year, and how do you know if you've outgrown QuickBooks Online? Most ERP videos come from companies that sell ERPs. This one adds up the bill and tells you when you probably don't need one yet. I take one made-up HVAC contractor (about 30 people, $4.8M a year) and price QuickBooks vs ERP side by side. QuickBooks Online Advanced is about $4,000 a year. Microsoft Dynamics 365 Business Central, at its published prices plus a published partner setup fee, comes to roughly $40,000 in year one, before job costing, inventory or your own people's time. Then the hard limits that mean you've outgrown QuickBooks (straight from Intuit's own help pages), the judgment calls accounting firms keep pointing to, and the cheaper middle steps to try before an ERP. If this is your first video here: I'm Dan Wilson. I build custom software and AI tools for owner-run companies, mostly businesses with 10 to 100 people. Before that I spent 14 years in the Air Force, where I ran the laboratory information systems at two hospitals. This channel covers the business side of running a company: cash, the numbers that matter, the software, and what AI can actually do for you. SourcesQuickBooks Online pricing (Intuit, read 2026-11-01): https://quickbooks.intuit.com/pricing/QuickBooks Online usage limits (Intuit help): https://quickbooks.intuit.com/learn-support/en-us/help-article/intuit-subscriptions/learn-usage-limits-quickbooks-online/L6THMltE4_US_en_USBusiness Central pricing (Microsoft): https://www.microsoft.com/en-us/dynamics-365/products/business-central/pricingBusiness Central implementation cost (JourneyTeam): https://www.journeyteam.com/resources/blog/resources-blog-business-central-implementation-cost/Odoo pricing: https://www.odoo.com/pricing and setup packs: https://www.odoo.com/pricing-packsPanorama Consulting Group, 2026 ERP Report: https://www.panorama-consulting.com/panorama-consulting-group-releases-latest-study-of-erp-implementation-outcomes-across-the-globe/ The company in this video is hypothetical, and its numbers are for illustration only. Prices are list prices as published when this video was made and will change. More on software decisions for owner-run businesses: https://www.youtube.com/playlist?list=PLSuylBG43xP8 This video is for educational purposes only. Nothing here is an offer to sell or a solicitation of an offer to buy any security, loan, or investment, and nothing here is legal, tax, or investment advice. Any examples are hypothetical and for illustration only. Consult your own advisors before making any financial decision. #erp #quickbooks #smallbusiness

  3. Nov 3

    How Profitable Businesses Go Broke (Profit vs Cash Flow Explained)

    Watch this one with the whiteboards on YouTube: https://youtu.be/7v-HO394_Jg 📊 Free 13-week cash flow forecast template (the one from this video): https://bedrockprocess.com/cash-forecast/?src=podcast-b01🧱 Want help building the systems behind it? https://bedrockprocess.com Profit vs cash flow, explained with real numbers. A company can make $400,000 in profit and still end the year with less money in the bank than it started with. If your business is profitable but has no cash flow, this is why. I take one made-up HVAC contractor and follow its profit dollar by dollar from the P&L to the bank account. You'll see the five places the cash actually went: unpaid invoices, materials, a new truck, loan principal, and taxes plus owner draws. Then why growth makes cash flow problems in a business worse instead of better, and the four things you can do about it, including how a 13-week cash flow forecast shows you a cash crunch about two months before it hits. If this is your first video here: I'm Dan Wilson. I build custom software and AI tools for owner-run companies, mostly businesses with 10 to 100 people. Before that I spent 14 years in the Air Force, where I ran the laboratory information systems at two hospitals. This channel covers the business side of running a company: cash, the numbers that matter, the software, and what AI can actually do for you. Source: JPMorgan Chase Institute, small business cash buffer days, 2025 data (published October 2026): https://www.jpmorganchase.com/institute/all-topics/business-growth-and-entrepreneurship/philadelphia-small-business-snapshot The company in this video is hypothetical, and its numbers are for illustration only. This video is for educational purposes only. Nothing here is an offer to sell or a solicitation of an offer to buy any security, loan, or investment, and nothing here is legal, tax, or investment advice. Any examples are hypothetical and for illustration only. Consult your own advisors before making any financial decision. #cashflow #smallbusiness #accounting

  • 3 Episodes

About

Bedrock Process is a podcast about the business side of running a company with 10 to 100 people: cash flow, the numbers that matter, the software you're paying for, and what AI can actually do for a business like yours. I'm Dan Wilson. I build custom software and AI tools for owner-run companies. Before that I spent 14 years in the Air Force, where I ran the laboratory information systems at two hospitals. Every episode is the audio from a video on the Bedrock Process YouTube channel, so the links and free tools I mention are in the show notes. Plain English, real numbers. For education only. Nothing here is accounting, tax, legal or financial advice.

Information

  • Creator
    Dan Wilson
  • Episodes
    3
  • Rating
    Clean
  • Copyright
    © 2026 Dan Wilson
  • Show Website
    Bedrock Process