From Rides to Revenue – Let’s Turn Your Theme Park Passion Into Profit!
Helping Theme Park Travel Agents, Independent Agencies, & Agency Owners of All Sizes Organize and Understand Their Finances.
Bookkeeping & Accounting
For Disney Travel Agents
You're the magic-maker—planning dream trips, juggling commission schedules, navigating supplier chaos, and maybe answering client texts at 10PM. The last thing you need is a messy spreadsheet and a tax-time panic.
At Beyond the Ledger, we specialize in bookkeeping, accounting, and payroll for Disney-focused travel agents and agencies. We understand the timing, the vendor weirdness, and the financial juggle behind every castle-filled itinerary.
Whether you're solo or running a team, we help you stay organized, track every commission, and keep your business as smooth as a perfectly planned park day.
Tailored Bookkeeping Solutions
We understand that every business is unique. That’s why our bookkeeping services are customized to fit your specific needs, whether you’re a theme park podcaster, vlogger, travel agent, or e-commerce seller.
Time-Saving Receipt Management
Say goodbye to the chaos of paper receipts and hello to organized digital files. Our receipt management service helps you keep everything in order, saving you time and stress.
Expert Support & Guidance
With years of experience in the industry, our team offers expert advice and guidance to help you navigate the financial side of your business with confidence. Think of us as your personal financial tour guide!
Growth-Oriented Strategies
We focus on growth strategies tailored for Disney creators. By streamlining your finances and providing key insights, we help you make informed decisions, freeing up your time to grow your business.
Easy to Understand Reports
Our comprehensive end-of-period reports are designed to be simple and straightforward, providing you with clear insights into your business’s financial health and performance. No more guessing – know your numbers!
Flexible Service Options
Whether you need monthly or quarterly services, a one-time cleanup, or ongoing support through our Bookkeeping Club, we offer flexible options to fit your schedule and budget.
Let’s be real: numbers are scarier than any haunted mansion. That’s why we’re here to take care of the bookkeeping so you can focus on the fun stuff, like experiencing every ride or perfecting your park food photography. We turn your passion into a well-oiled (and profitable) machine.
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Whether you’re running your business at lightning speed or taking things slow and steady, our monthly and quarterly bookkeeping services keep your finances as steady as the kiddie rides. We handle your records and provide detailed reports, so you’re never left wondering where your business stands.
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Starting a business feels like stepping into a new theme park—exciting but also a little overwhelming. We’ll help you set up your bookkeeping systems, or clean up the ones that have gotten messier than a popcorn spill. No judgment, just clear, organized books.
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Just like a daily park schedule, our end-of-period reviews give you a clear picture of what’s happening. Our custom spreadsheets track your income, expenses, and profitability, so you can plan your next big move with confidence (and avoid the financial equivalent of a long line).
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Think of this as your ticket to an express lane. Book a call, ask your questions, and get expert advice without the wait. We’ll chat about your goals, challenges, and how we can help you turn your business into a well-oiled machine.
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Setting up an LLC can feel like trying to navigate the park without a map. We handle the paperwork for you, making sure your business is legally set up so you can focus on the fun stuff—like making money and, you know, not worrying about the IRS.
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Receipts have a way of piling up faster than park maps on a busy day. We digitize and organize them, ensuring you don’t miss out on valuable tax deductions. Consider us your personal park guide through the maze of paperwork.
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We handle more than just your bookkeeping.
Whether you're a solo Disney travel agent or running a growing team of subcontractors or virtual assistants, we offer full financial support—including payroll setup, processing, and contractor payments.
We’ll help you:
Track commissions across vendors (yes, even Disney’s!)
Reconcile refunds, chargebacks, and split payouts
Manage expenses and categorize deductible travel
Run payroll for W-2 or 1099 team members
Create clean reports for taxes, growth, or just peace of mind
Let us take the backend off your plate so you can focus on creating magic for your clients.
Our Services
See What Our Clients Are Saying
Jason - Disney Podcaster
“Book(keeping) Club has been a lifesaver. It’s like having a support group for my finances. Amanda, JoLynne, and their team make everything feel manageable, and the community aspect keeps me motivated.”
Raquel - Disney Blogger
“Before Beyond The Ledger, I was drowning in receipts and struggling to keep my books in order. Now, I can finally relax knowing that everything is taken care of, and I can focus on my next big project.”
Meet Amanda Collaso
Hi, I’m Amanda. I’m a mom, a wife, a traveler, and an avid podcast listener. I started Beyond the Ledger because I love helping real people build businesses that actually work for their lives.
I’ve always been drawn to the behind-the-scenes stuff — how money moves, how people stay organized, how it all connects. Working with Disney-focused travel agents felt like a natural fit. I get the chaos, the magic, and the messy middle.
When I’m not working, I’m usually planning our next trip, listening to something true crime or business-related, or spending time with my family. I’m not here to make things perfect — I’m here to make them easier.
Meet JoLynne Kohl
Hi, I’m JoLynne. I’m the client success lead at Beyond the Ledger, and I help keep things running smoothly behind the scenes.
I like taking something messy and making it make sense. Whether I’m organizing numbers, following up with clients, or spotting what needs to get done before anyone else notices, I’m usually a few steps ahead. I enjoy being the calm in the middle of the financial noise.
Outside of work, I’m happiest with my dogs, out in the garden, or birdwatching with a good cup of coffee nearby. I love quiet routines and making things better in small, steady ways.
Game Changer
Starting at $950
Everything in Growth Mode
Plus:
Bi-Weekly Recordkeeping
Advanced Reports
45 Minute Monthly Meeting
Email, Phone, & Text Communication
Annual Recap & Budget Planning Meeting
*this is an ideal package for you if you’re making $350k+ annually OR who want a true partner in business that wants to help you to level up your business and increase profits by truly understanding, organizing, and planning your finances.
Growth Mode
Starting at $550
Everything in Groundwork
Plus:
Monthly Debrief (Reports & Videos)
Email & Phone Communication
Unlimited Bank & Credit Card Accounts
1099 Filings
Business Compliance Reminders
*choose this if you are making $150k+ AND/OR would like to understand where you are each month so you can make informed choices in your business.
Groundwork
Starting at $400
HubDoc Software Included
Monthly Recordkeeping
Quarterly Review and Reports
Email Communication
Unlimited Transactions
Up to 3 Bank & Credit Card Accounts
Unlimited Communication
Annual Financial Presentation
*great option for creators making $150k or below and want someone else doing your books so you can focus on growing your business.
*Each package will be tailored to your needs. If you need clean-up/catch-up it will be 1/2 of your monthly fee, which is determined after our initial strategy call. There is a $397 start-up fee for all new clients.
What is your pricing?
We tailor our packages and pricing to fit each client’s needs. After a free strategy call, we’ll create a customized package with multiple options for you to choose from, ensuring you get exactly what you need at a price that works for your business.
How do you handle receipt management?
We digitize and categorize your receipts, making them easy to access and review. Say goodbye to that shoebox of receipts! We’ll make sure everything is organized and ready for tax time.
What if I need help beyond bookkeeping?
We offer additional services like LLC and EIN filing assistance, as well as business strategy consultations. If you have a need, just let us know, we’re here to help your business succeed!
Can you help me with tax filing?
While we specialize in bookkeeping, receipt management, and financial organization, we don’t handle tax filings directly. However, we can work closely with your tax professional to ensure they have everything they need. We also have a few recommendations if you need tax strategy and filing!
FAQs
What makes your bookkeeping services different from others?
We don’t just understand bookkeeping,we understand Disney travel businesses. From shifting commissions to supplier chaos, we know how your world works.
We combine deep travel industry insight with real accounting expertise to help you track income, spot trends, and actually understand your numbers.
It’s not just about clean books. It’s about a business that runs as smoothly as a well-planned park day.
Can I switch plans later if my business needs change?
Absolutely! We understand that businesses evolve, and so do their needs. You can upgrade or downgrade your plan anytime, just like changing gears on a roller coaster.
Do I need to use specific software for your services?
We work with Xero and QuickBooks Online (QBO). If you’re not already using these, no worries! We can help set you up and show you how to use them. We promise we will make it easy!
Ready to Make Your Finances as Smooth as Your Next Disney Adventure?
Managing your finances doesn’t have to feel like herding families through a character breakfast at peak season. At Beyond the Ledger, we’re here to help you get organized, stay on top of your money, and actually understand what’s going on behind the scenes.
Whether you need full bookkeeping, one-time support, or someone who just gets the Disney supplier chaos, we’ve got you.
Let’s Get Started
Click below to schedule a free consultation. Just like every trip you plan, our pricing is totally custom. We’ll build a proposal that fits your business, your bookings, and your goals.
Let’s make sure your finances are as smooth as a perfectly timed park day.
Featured Product
Featured Product
Maximize your deductions with this easy guide tailored for theme park creators, e-commerce entrepreneurs, podcasters, and travel agents. Learn how to write off meals, travel, passes, and family participation with simple tips, examples, and a bonus cheat sheet to keep it all clear. Perfect for turning your passion into serious savings while keeping the magic alive! 🌟
