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Bookkeeping Basics

Foundational bookkeeping and accounting concepts every travel agent should know to keep their books clean and audit-ready.

Bookkeeping Basics

The Complete Expense Tracking Guide for Independent Travel Advisors

Expense tracking is where most independent travel advisors either succeed or fail at bookkeeping. Succeed, and every business expense turns…

Roxas Zest· May 5, 2026
Bookkeeping Basics

How to Read a Profit & Loss Statement (Travel Agent Edition)

Your Profit & Loss statement (sometimes called a P&L, an income statement, or a statement of operations) is the single most importa…

Roxas Zest· April 28, 2026
Bookkeeping Basics

How to Handle Client Refunds and Supplier Clawbacks Without Losing Your Mind

Cancellations happen. A client breaks a leg two days before departure. A cruise line cancels a sailing. A hurricane rearranges the Caribbea…

Roxas Zest· April 14, 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
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
Bookkeeping Basics

Tracking Travel Agent Commissions: 5 Mistakes That Cost You Money

Commission is the lifeblood of a travel agent's business. But tracking it accurately is harder than it looks — and small mistakes add up fa…

Terrance Bortell· March 18, 2026
Bookkeeping Basics

Bookkeeping for Travel Agents: A Complete Guide for 2026

If you're a travel agent — whether you run your own agency or work as an independent advisor under a host agency — your bookkeeping is prob…

Terrance Bortell· March 10, 2026