Overview
Accountant report delivery helps your studio prepare and share selected business reports with an accountant or bookkeeper.
The setup is designed around three simple questions:
1. Who is your accountant?
2. Which reports should they receive?
3. When should DanceFlow send them?
Add your accountant
Go to Settings > Accountant and Report Delivery.
Enter:
- Accountant name
- Firm name, if applicable
- Email address
- Phone number, if useful
- Internal notes, if needed
Confirm that the accountant is active before sending reports.
Choose reports
Select the reports your accountant normally needs.
Available reports may include:
- Profit and loss
- Accounting ledger
- Payments and refunds
- Expenses
- Event profitability
- Payroll preparation or instructor compensation reports, when available
Choose only the reports that are appropriate for the accountant relationship.
Choose a delivery schedule
Select one delivery option:
- Manual only
- Monthly
- Quarterly
- Annually
Use Manual only when you want staff to decide when reports are sent.
Use a recurring schedule when the accountant should receive the same selected reports automatically.
Authorization
Enable authorization only after confirming that the accountant is allowed to receive the selected studio reports.
DanceFlow will not send reports when authorization is disabled.
Save the setup
Use Save accountant setup once the accountant, report selection, cadence, and authorization are correct.
You do not need to complete separate setup steps for each part of the delivery process.
Best practice
Review the accountant email address and report selection before activating recurring delivery.
Pause recurring delivery when the accountant relationship changes or when reports should temporarily stop.