CRM Dance

Dance studio financial setup

Bring tuition payments, account balances and your accountant’s reporting needs into one setup conversation.

Start with your current process. Agree the work before changing it.

Financials

Total Revenue

$34,250.00
+12.5%

Unpaid Invoices

$1,240.00

Cash Flow Trend

Monitor your studio's financial health

MonthQuarterYear

Illustrative dashboard with sample figures.

See where billing work takes your time

Review how tuition is recorded, how account balances are checked and what your accountant needs each month. The example uses stated assumptions to start that conversation.

1

Payments and balances

Identify which tuition payments and adjustments need a follow-up, with a clear record of what each account owes.

2

Time spent on billing

Use your own estimate of weekly admin time. The calculator values that time at an illustrative $40 per hour over four weeks.

3

The monthly handoff

Agree which reports your accountant needs and who checks them before they leave the studio.

Calculator

Explore an illustrative monthly billing cost.

150
$100
5 hrs

Illustrative assumptions: 3% of tuition uncollected, four weeks per month and admin time valued at $40 per hour. Adjust the inputs to explore a scenario.

Assumed uncollected tuition (3%)$0/mo
Illustrative admin time cost$0/mo
Combined scenario estimate$0

Use this example to discuss your process. Actual costs depend on your studio’s records and how you work.

Connected money workflows

Plan how tuition payments, credits and account balances fit into your studio’s day-to-day work.

Reports for your accountant

Start with the information your accountant needs, then agree the reports and handoff process your studio will use.

Scoped integration help

Discuss your current QuickBooks setup and the integration work it would need. Agree the scope, responsibilities and cost before work begins.

Plan your studio’s financial setup

Bring the reports your accountant asks for and the payment questions that take time away from teaching. Together, we’ll scope the setup, reporting and any integration work you need.

  • Payment and account-balance workflows
  • Reports for your accountant
  • QuickBooks integration scoped to your needs
First conversationYour current workflow
Next stepAgree the scope
Plan your financial setup

Choose an available time in the calendar.

Frequently Asked Questions

Everything you need to know about finances in CRM Dance.