Dale's Daily Dispatch

Live

A self-curated daily audio brief — the day's threads pulled together into one short episode. Play the latest, or scroll the archive of past dispatches.

Listen to the dispatch

Also on the playlist: Jay Aldebert of Profit By Design on minimum mandatory profit, break-even, gross margin and reading your P&L.

Play the Jay Aldebert playlist

Proctor

Live

A study app for the AWS Certified AI Practitioner exam (AIF-C01). Drill a 93-question bank with spaced repetition, sit timed mock exams, track every blueprint objective, and listen to a short podcast on each domain. Installs to your phone and works offline.

Start studying

Cash Flow Wizards

Live

Step-by-step walk-throughs for keeping a 13-week cash flow model current, written for the owner who runs the numbers because there is nobody else to run them. One action per step, with a check that each step worked.

Open the wizards

SBA Loan and Business Plan

Live

Build your SBA loan package: type in your business facts once and download a lender-ready business plan plus SBA Form 1919 and IRS Form 4506-C already filled in. The guide shows what a lender will ask for and tests your debt coverage; the wizard builds a plan with a financial workbook of projections.

Build my SBA package What you’ll need: SBA loan guide Business plan wizard Bank package (coming soon)

The Game

Demo

The daily scoreboard a real HVAC and plumbing shop runs on: the Wall, the Game, the Goal, revenue pace, and profit drilled down to the individual job. Synthetic numbers shaped like a real shop’s month — frozen and disconnected, so you can see how The Game actually works.

Open the board

Claude Code Tutorials

Live

A five-part tutorial series: from installing Claude Code through building a QuickBooks Online middleware app, plus the harness and memory habits that make it all click.

Open the series

QBO Wizards

Live

Five step-by-step walk-throughs for QuickBooks Online, written for the owner who ends up doing the books himself: enter a bill, match downloaded transactions, reconcile an account, invoice a customer, and clear out aged receivables. Plus a weekly rhythm that keeps it from piling up.

Open the wizards

Middleware (Contractors Cloud)

Live

The same middleware exercise for shops that do not run QuickBooks: you build it against Contractors Cloud, a construction CRM, through its REST API. Take this one or the QuickBooks one.

Open the exercise

Field Notes

Coming soon

What breaks along the way — Plaid vs. Teller, bank reconciliation, Apps Script edge cases, the gap between API docs and API reality.

First post incoming

Sample Sites

Live

Side-by-side AI bake-offs — same brief, two contestants. First entry: Claude vs. Codex on EAA Chapter 1343, with verdict and strategy memo.

See the bake-off

Forward-Deployed Decade

Live

A whitepaper for ISI proposing a trades-focused AI consulting practice — market analysis, SWOT, the Game as the foundational tool, and a three-step launch plan.

Read the proposal

Household money (private)

Private

A private planning page for our own household. Sign-in by invitation only; there is nothing to see here without one.

Sign in