Dana Whitfield

Founder

Credentials

11 years in small-business finance
QuickBooks Online ProAdvisor
Guides by Dana Whitfield
Bookkeeping

Job Costing Without a Spreadsheet Habit

How to see margin per job instead of per month, with the minimum structure that actually works.

Dana Whitfield · June 30, 2026 · 1 min read
Delegation

The First Five Things to Hand to an Assistant

Delegation fails when owners start with the wrong tasks. These five are the ones that transfer cleanly.

Dana Whitfield · May 28, 2026 · 1 min read
Bookkeeping

What to Actually Pay Yourself as an Owner

Owner pay is the number most service-business owners guess at. Here is a way to set it that survives a slow month.

Dana Whitfield · March 4, 2026 · 2 min read
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