Course curriculum

We start with the basics. We end with you understanding the core finance and tax topics needed to be an independant travel advisor. Throughout the process we try and make it as fun and engaging as possible.

    1. Introduction to the Course

      FREE PREVIEW

    1. Lesson 1 - Hobby Vs Business

      FREE PREVIEW

    2. Hobby vs Business

      FREE PREVIEW

    1. Host Agency Math

    2. Host Agency Comparison Worksheet

    1. Business Entity Types

    1. Getting Started

    2. Do you need and EIN?

    3. Filling out a W9

    4. Beneficial Owernship Information (BOI) Reporting

    5. BOI Small Business Compliance Guide

    1. Accounting Method

    2. Recordkeeping

    3. 1099 NEC Explained

    4. Optional - Using a Google Sheet

    5. Optional - Wave Accounting

About this course

  • 5 hours of video content
  • Lifetime Access to Materials
  • Travel Deduction Flow Sheets
  • PDF Downloads

Travel Advisor Reviews

See what other Travel Advisors are saying!

“I have been a travel agent for 5 years and was not always the best at the financial and record keeping side of the business. I wish I had this course back then! Although I have gotten better, this course gave me so much valuable information and ways to continue to improve in that aspect. So, even for established agents, there is still a lot to learn. The lessons as well as the included documents and spreadsheets are so helpful, and will be your best friend when preparing for tax time. As for new agents, this course is a no brainer! Get started on the right track from the beginning! Not only do you learn how to do taxes, but there is a gold mine of other financial and business information that will build the foundation for a successful business!”

Jessica

“Excellent! Every agent needs this information! Wish I had this lesson from when I started my business in October 2022 because I would have definitely done things differently.”

Jennifer

“Great course for serious business owner who wants to have a great foundation on running your business side properly. Highly recommended!”

Amy

“Excellent! Start here! I cannot recommend this course enough! Every aspiring travel advisor should start here. After completing this course I feel empowered as a business owner and have a better grasp on the financial side of things.”

Lisa

FAQ

  • Is this course right for me?

    Most likely, YES! This course is designed to provide new travel advisors as well as those existing travel advisors the knowledge and confidence needed to take control of the tax and finance side of their business. The first two lessons of this course are completely free and outline what is covered and who will benefit most from this course.

  • What is all covered in this course?

    The course cirriculum section above outlines all the topics covered in this course. Be sure to click "see more" as their are more topics than those listed below. When you sign in and start the free intro lessons you will also see the full curriculum. In addition to the lessons, this course also includes several downloads, cheatsheets as well as access to the Tax Guide.

  • I have a tax preparer or accountant, do I still need this course?

    Ultimately, the responsibility for the tax and finance side of your business falls on you. It is imperative that you have a fundamental understanding of the tax and finance topics as they relate to your business. While someone may prepare your returns or do your accounting, you are the one signing at the end of the year stating the information is accurate and correct.

  • What if the course is terrible?

    I get it! You don't always know what you'r getting with a course and you work hard for each dollar you make. The last thing I want is for you to spend your hard earned dollars and not be satisfied with your purchase. I have priced the course well below market value and have been told to increase my prices as the information is so worth so much more. I keep my course price low as I want it to be accessible to all travel advisors, especially those new to the industry when money is tight. If however, you are going through the course and do not feel it was the right purchase, I will refund your full purchase price. All I ask is that you have a conversation with me to help me improve the course.

  • How long do I have access?

    You will have unlimited access to the course materials and any updates.

  • I have another question before I purchase....

    I am happy to answer any questions you may have. Please email me at [email protected]

Course and Tax Guide

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