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Tax Income Reports

Resources

Expense Tracking Google Sheet

It doesn't matter how you track your income and expenses, only that you do it. I put together this FREE google sheet to help travel advisors track their income and expenses throughout the year. 

Tax Prep Checklist

Utilize this FREE Tax Prep Checklist to organize your finances for tax time. This 6 page guide will make sure you have the information you need to provide to your tax professional or when you prepare your return. Hope it helps! 

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Recent Presentation

I am always providing free trainings to various host agencies and networking groups. Here are a few of those trainings. If you are part of a host agency or networking group that could benefit from a custom training, please feel free to contact me to arrange a date, time and topic! 

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