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Take control of your business finances and maximize tax deductions! Running a travel advisory business means juggling countless expenses – host agency fees, CRM subscriptions, FAM trip costs, marketing expenses, client gifts, professional development, and more. Without proper tracking, it’s easy to lose receipts, forget deductible expenses, or scramble to reconstruct your finances when tax season arrives. Many travel advisors leave thousands of dollars in legitimate tax deductions on the table simply because they didn’t track expenses properly throughout the year. Even worse, disorganized finances make it impossible to understand your true profitability or make informed business decisions.
The Expense Tracking Spreadsheet solves your financial organization challenges with a simple, comprehensive system designed specifically for travel advisors. This Google Sheets template provides pre-built categories for all typical travel advisor expenses – from marketing and client-related costs to business travel and professional development – with dropdown menus that make data entry quick and consistent. Every expense can be marked as tax-deductible with a simple yes/no selection, and automated formulas calculate your total income so you always know where you stand financially. Whether you’re managing your own books or preparing documentation for your accountant, this spreadsheet ensures every business expense is captured, categorized, and ready for tax time. It’s time to stop losing money through missed deductions and start managing your business finances like the professional operation it is.
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• Comprehensive Transaction Tracking with columns for date, description, category, amount, and payment method • Pre-Built Expense Categories specifically for travel advisors: Income, Marketing, Client-Related Expenses, Business Travel, Professional Development, Business Operations, Taxes, and Miscellaneous • Dropdown Menu System for quick, consistent categorization without typing • Tax Deductible Tracking with simple Yes/No designation for each expense • Automated Income Calculations that total your revenue automatically • Payment Method Tracking to reconcile against bank statements and credit cards • Notes Column for adding context like business meal purposes or vendor incentive details • Detailed Instructions Sheet with step-by-step guidance on how to use the spreadsheet effectively • Sortable & Filterable Data to analyze spending patterns by category, date, or tax status • Year-Round Organization designed for regular weekly or monthly updates
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• Google Account Required: This is a Google Sheets template that requires a Google account to access and edit
• Instant Access: Upon purchase, you’ll receive a link to copy the template to your own Google Drive
• User-Friendly Design: Simple data entry with dropdown menus and clear instructions included
• Automated Calculations: Built-in formulas automatically total your income
• Fully Customizable: Add categories, modify dropdowns, or adjust fields to match your business needs
• Not Accounting Software: This is a tracking spreadsheet, not a replacement for professional accounting software or CPA services
• Not Financial Advice: This tool helps organize expenses but is not financial, tax, or accounting advice
• Year-Round Use: Designed for ongoing weekly or monthly updates throughout the year
• Tax Preparation Aid: Helps organize data for your accountant but does not calculate tax liability
• Forever Access: Once copied to your Google Drive, you own and control the template permanently and easily duplicate the template each year for clean year-over-year tracking
Expense Tracking Spreadsheet
Transform your brand presence with our professionally designed, editable templates. Each resource is crafted specifically for travel advisors, allowing you to maintain brand consistency while saving valuable design time. Simply customize colors, fonts, and content to match your unique style.
Customizable Templates & Tools
From client-facing documents to supplier communications, these resources help you showcase your expertise and establish credibility in the travel industry. Each template follows industry best practices and is ready for immediate implementation.
Professional Marketing Assets
Streamline your business operations with our ready-to-use professional templates. These resources help you create polished materials in minutes instead of hours, allowing you to focus on what matters most—growing your travel business and serving your clients.
Time-Saving Business Solutions
nothing that has been more valuable to the growth of my business (and my sanity) than TIQUE’s workflow!
“There is, unequivocally, nothing that has been more valuable to the growth of my business (and my sanity) than TIQUE’s workflow! It is worth every penny! As a result of implementing this workflow, I am closing more business, getting more done, eliminating inquiries that are not a good fit, and constantly getting compliments on my professionalism.”
HEIDI THEIS, BENVENUTO TRAVEL
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client communication templates
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Frequently Asked Questions
will you implement my workflow for me?
Yes, we offer Implementation Services to clients who purchase either the TravelJoy or Tern versions of our workflow. We do not implement our workflows into any systems other than TravelJoy or Tern. Once you complete your purchase, we will send you a confirmation email with a link to our Implementation Proposal should you be interested! It’s giving Starbucks secret menu vibes 🤫
how long do i have access to these templates?
Forever! Once you complete your purchase, you will receive an email with access links to your new templates. We recommend bookmarking this email so that you never lose them! And the best part? Should our emails ever get a minor update, you will receive the updated version at no additional charge.
what happens after I purchase?
Once you complete your purchase, you will receive an email with a link to access all of your new templates! We recommend that you start off by reviewing the Getting Started Guide which will outline exactly how to customize these templates to best match your brand's tone, booking process, etc.
is there a payment plan available for these templates?
Unfortunately, due to their digital nature, we currently cannot offer payment plans for our Client Communication Templates. As soon as payment is made and the templates are downloaded, they become available for use by the buyer. Unlike physical products, digital items cannot be returned or resold. So, we need the full payment upfront to ensure our customers receive the best possible experience with our products. We apologize for any inconvenience this may cause and appreciate your understanding.
am I able to exchange versions if I switch platforms?
We apologize, but we cannot fulfill requests for template swaps as this product is purely digital. We suggest purchasing templates that are compatible with your current CRM software. If you are still undecided about which version to use or plan to switch CRMs in the future, we recommend our general CCT templates, which are designed to work with any CRM software.
EARNINGS DISCLAIMER: Your level of success in attaining the results from using our products, services, membership, and information depends on, but is not limited to, the time you devote to the program(s) and courses, ideas and techniques used, your preexisting knowledge, your team of support or employees, various skills, business savvy, network, and financial situation. While we make every effort to ensure that we accurately represent all the products and services reviewed on this website and their potential for income, earnings and income statements made by TIQUE HQ, LLC and its advertisers / sponsors are estimates only of what we think you can possibly earn. Review the course terms & conditions.
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