Available plans
Base Level
With the Base Level service, you provide us with your:
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Bank statements
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Supplier payment details
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Commission statements
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Invoices
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From there, I handle the expert bookkeeping. This option gives you professional financial management while requiring a bit more involvement from you in gathering and submitting records.
Base Level includes:
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Effortless bookkeeping
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Expert financial management
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Accurate records you can trust
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Professional Level
The Professional Level takes convenience to the next stage.
By granting us direct access to the platforms and documents we need — such as SIREV, FLEX, EXPEDIA, and other suppliers — we handle your accounting process seamlessly, with minimal effort required from you.
Suppliers can also be asked to send commission statements directly to us, further reducing your workload while ensuring precise financial tracking.
Professional Level includes:
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Streamlined accounting process
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Direct access to documents and platforms
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Maximum efficiency with minimal involvement on your part
Upgrade to Professional Level for hands-free bookkeeping.
Included in Both Levels
No matter which service level you choose, you’ll benefit from:
Agent Support → Quick assistance for invoicing questions
Year-End Maintenance → Documents prepared for corporate tax filing
Credit Card Reconciliation → Matching charges to each TravelWorks client invoice
Expense Optimization → Identifying opportunities to save costs
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Service Level Comparison
Feature / Service
Base Level
Professional Level
Document submission
Client provides bank statements, supplier payments, commission reports, invoices
Direct access to supplier platforms (SIREV, FLEX, EXPEDIA, etc.)
Commission management
Processed from documents you provide
Suppliers can send statements directly to us
Accuracy & reconciliation
Accurate bookkeeping
Seamless, automated accuracy
Invoicing
Year-end preparation
Included
Included
Credit card reconciliation
Included
Included
Expense optimization
Included
Included
Client involvement
Moderate effort
Minimal effort
Best for
Agencies comfortable managing their own docs
Agencies wanting a hands-free solution