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Terrance Bortell

Terrance Bortell helps independent travel advisors master the UrTravelPro platform to scale their businesses. From tracking financial growth in Books and mapping client journeys in Compass, to automating email campaigns in Marketing and building flawless itineraries in Trips, Terrance shares actionable strategies to streamline your entire travel agency workflow.

AI & Intelligence

AI for Travel Advisors: The Workflows That Actually Save You Time

Most AI advice for travel advisors is a list of tools you will never open twice. This is different. Here are the specific workflows that gi…

Terrance Bortell· July 12, 2026
Tax & Compliance

Quarterly Estimated Taxes: A Travel Agent's Survival Guide

If you're an independent travel advisor, the IRS expects you to pay your taxes four times a year — not just once in April. This is one of t…

Terrance Bortell· May 8, 2026
Tax & Compliance

LLC vs Sole Proprietor: Which Is Right for Your Travel Agency?

If you're an independent travel advisor, you've probably wondered whether you should form an LLC or keep running your business as a sole pr…

Terrance Bortell· May 1, 2026
Travel Agency Tips

Cash Flow Management for Seasonal Travel Agencies

If your travel business has peak and valley months — and almost every travel business does — you've probably lived through the classic cycl…

Terrance Bortell· April 24, 2026
Tax & Compliance

Home Office Deductions Every Travel Agent Should Claim

If you work from home as an independent travel advisor, the home office deduction is one of the most valuable (and most misunderstood) tax …

Terrance Bortell· April 17, 2026
Travel Agency Tips

Automatic Bank Feeds Are Live — Your Travel Agency Books Just Got a Lot Easier

No more downloading CSVs and uploading files. UrTravelPro Books now connects directly to your bank account and pulls transactions in automa…

Terrance Bortell· April 12, 2026
Bookkeeping Basics

Setting Up a Chart of Accounts for a Travel Agency

Your chart of accounts is the skeleton of your bookkeeping system. Get it right and every transaction has an obvious home. Get it wrong and…

Terrance Bortell· April 10, 2026
Travel Agency Tips

Why Generic Accounting Software Fails Travel Agents

If you've tried to use generic small-business accounting software to run your travel agency books, you know the feeling. The software is cl…

Terrance Bortell· April 8, 2026
Bookkeeping Basics

How to Reconcile a Travel Agency Bank Account in 10 Minutes

Bank reconciliation is the one bookkeeping task every travel agent knows they should do — and the one most of them avoid. It has a reputati…

Terrance Bortell· April 2, 2026