Website Terms & Conditions

Introduction

Welcome! This website, www.unexpectedbookkeeper.com.au, is owned and operated by Northwest Accountancy Pty Ltd as trustee for NWA Investment Trust ABN 58 330 024 417. If you have any questions or need further information, please reach out to Jodi Porteous at [email protected]

This document outlines the Terms and Conditions for using this website or purchasing from us. It explains the expectations and boundaries we have put in place to support our business and create fair and respectful working relationships. Your informed consent matters, so please take a moment to read it.

When you visit this website, use our services or purchase our products you agree that you are willing to be bound by these Terms & Conditions. If you don’t agree, you should not continue to visit this website or purchase anything from us.

All products and services advertised on this website are offered in compliance with Australian Consumer Law.

These Terms & Conditions may be changed or modified from time to time. Please check back regularly to ensure you are aware of any changes.

There may be additional, specific terms within the program provided to you in relation to our Unexpected Bookkeeper course. If there is any inconsistency between this document and those specific terms of service, these Website Terms & Conditions are overruled to the extent of the inconsistency.

Content Disclaimer

On this website and in our social media accounts we provide information about bookkeeping, cash management using the Profit First method, ways to structure your rhythms and routines to set your business finances up right. This content is provided to show you what we cover in the course, and to get you thinking about how you can do things differently.

We conduct extensive research in order to provide content that we believe to be valuable and true, but we have no responsibility for the use that you make of that information.

Please be aware that the generalised information we provide is not a substitute for specialist advice tailored to your individual circumstances.

There is no professional relationship formed by your visit to our website unless you explicitly choose to work with us by purchasing our services or products.

Any testimonials or results we may display on this website are based on our experience and those of our previous clients. They are not guarantees that anyone else will achieve the same results.

While we take all reasonable care to ensure that the content we create is accurate, relevant and up to date, we make no guarantees and disclaim any legal liability for inaccuracy, incompleteness or error. If you find something that seems problematic, it would be very helpful if you let us know!

We may modify our content at any time, including altering or deleting it without notice.

Visitor Responsibilities

You are responsible for your own safety and wellbeing while browsing the internet. Do not act on anything you read without first conducting your own research, consulting appropriately qualified professionals, and making informed choices about what is right for you, based on your personal circumstances.

It really should go without saying, but as a user of our website, you agree not to behave maliciously, spam any other user, post defamatory content about anyone, infect any aspect of our website with malware, hack into any part of our website where you don’t have our permission to be, or use our website for any purpose other than consuming our content, engaging in our programs, and purchasing our products or services. You also agree not to use our website or content in any way that is unlawful or harmful to any other person or business. If you do, we have the right to refuse you service, ban you from accessing our website or social media, and take action to protect our business.

Downloads

This site may offer paid and free downloads. While we take cybersecurity seriously and make every reasonable effort to ensure these downloads are safe and hassle free, we are not responsible for any viruses or other damage which might occur as a result of you downloading material from this site. Please make safety your priority and ensure you have adequate internet security to protect yourself against malicious interference from cybercriminals.

External Links

From time to time we may provide links to external sites. We have no control over the information provided on these sites, and the links are solely for your information, education or entertainment. We do not endorse any products they offer for sale and have no relationship with them unless otherwise clearly notified.

Products owned by Jodi Porteous or the Northwest Accountancy group include:
www.wheredidmymoneygo.com.au and www.northwestaccountancy.com.au

 

Disclaimer

There are a number of ways you may choose to work with us that are available to purchase or book through our website. The terms and conditions in this document apply to all of our services and products unless alternative terms are explicitly provided to you.

We offer a training course to help you get the skills to improve your finances of your business.  This might be your business (as the owner) or your partner’s business (as the paid or unpaid help).  Our intention in offering this course is to support you to reduce the time it takes, and build your confidence in using the bookkeeping software Xero, and assist you to set up Profit First systems in the business so that the business can become more profitable.

There are 2 aspects to this course – the first is the online learning component – that is set out in an order to help you get started as if you are first starting out in the business, to help set up rhythms and routines to keep you moving forward.  The second aspect is the live calls.  While we cannot guarantee that there will be a live call every single week, any known outages will be given with notice.  There may be times that Jodi Porteous is unavailable for support and will call upon her team at Northwest Accountancy to fill the gaps, in areas of their specialist knowledge.

Live calls consist of some Q&A times and some Co-working times.  If you want the accountability of showing up with someone else to do your bookkeeping work, then use these times to stay on track.  If you have questions about what’s going on in your business finances, then they are also a great time to ask questions.  Jodi will let you know if she can’t answer a specific question.

 

Why Work with us?

Jodi Porteous is a CPA and Tax Agent, of 20+ years.  She provides her love of training and the ability to explain things simply in an online format that is accessible to everyone.  She’s a Certified Profit First Professional since 2019 and a Certified Xero Adviser since 2013. 

As a Profit First Professional, Jodi Porteous is authorised by the trade mark owners to use and display the following registered trademarks: Profit First Professionals® and Profit First®. These trademarks may only be used and displayed by authorised licensees.

Jodi has been teaching cash management strategies for Businesses since 2017 and has been teaching bookkeeping skills since GST came to Australia in 2000.  She’s competent at MYOB, but loves the ease of Xero and that you don’t need to be a bookkeeper to understand it. 

However, seeing how much effort goes into fixing Xero when something goes wrong, Jodi believes that getting it right the first time is the gold standard.  That’s why she designed this course for you.

 

We believe it is our responsibility to provide a safe place for people when chatting about money and sensitive topics such as when people are struggling with cashflow.  By showing up, showing what’s normal and showing examples of how situations can be rectified, answering questions honestly, and giving recommendations suitable for your business where it’s at, you can be sure to feel heard and supported when you show up in any of the live calls.

What we Expect from You

Important information about how to get the most value out of working with us is set out below. If you have any questions or concerns, please email me before proceeding with your purchase.

Important Information

Everything in the online course is generic and will suit most businesses that run in Australia.  Note that there are different tax consequences depending on your business type that may not be covered in the pre-recorded videos.  As a tax agent, Jodi Porteous may be able to answer general tax questions in the live calls, but may not be able to answer specific questions that require research and you will be directed back to your accountant. 

This course is designed for those who do their own bookkeeping for their own business (or for the family business).  If you are looking for qualifications to undertake a bookkeeping career, this will not give the certificate you need.  It is likely to give you skills above what a certificate in bookkeeping may give, as it is based on real examples in the current Xero software.

If your business is struggling from a cashflow hangover (more expenses than income) then you must be willing to put in the work to set up bank accounts and make changes to the spending of the business quickly.  This involves having all decision makers on board with you doing the course and implementing changes.

You get out of this course what you put in.  You cannot delegate financial responsibilities.  If you think that by signing up to this course, you will miraculously just save time and make more money, then this is not for you.  The Profit First method works well for most businesses as it provides clarity for cashflow – both current and future.  However it is not a set and forget system – it must be monitored and reviewed regularly to remain relevant for your business (we do this as a part of the coursework).  We teach you the best practices for managing the bookkeeping and the money management of your business.  It’s up to you to implement them.

We cannot deal with every single factor of bookkeeping, taxes and cashflow within the course.  There may be circumstances for your business (such as going into liquidation) where this course will not be of benefit.  You will be encouraged to get specialist advice if we cannot answer questions in the live calls.

If any concerns arise during our work together, we strongly recommend you seek advice from an appropriately qualified professional.

You will get the most out of working with us if you are willing to learn, adapt to new ways of thinking and have the ability to make changes for the betterment of the business.

You might not be a good fit for this work if you currently don’t do any bookkeeping or manage the finances of any business, as this course is designed to be learned and implemented as you go.

Indemnity

We do not make any guarantees or warranties about the accuracy of any material displayed on this website, or the products, services, or programs offered through it, with the exception of any non-excludable consumer guarantees and other consumer protection provisions set out in the Australian Consumer Law. We are human and errors creep in despite the best of intentions. If you see something that doesn’t seem right, please let us know.  As we rely on external software (Xero) to teach, know that they are also undergoing software upgrades, and things that might have been current at the time of recording, may be out of date as a new release is pushed out.

While we make all reasonable efforts to ensure that this website and our course meets with the highest standards of best practice, if something does go wrong that is not a direct result of our negligence, misrepresentation or deliberate fault, you agree that, to the fullest extent permitted by law, we will not be liable for any loss or damage arising out of or related to our website, any products or services purchased through it, or any material posted on it, irrespective of whether such damages were foreseeable, and regardless of the nature of the claim.

You take full responsibility for your implementation of any suggestions that we may make while providing our services. You understand that our advice is limited to providing you with options for your consideration, and that you are solely responsible for any actions that you choose to take. Always consult your own values and vision, do your own research, and check with appropriately qualified professionals before making major decisions or significant changes. You agree to indemnify us against all consequences arising directly or indirectly from your choices.

You expressly agree that if this indemnity is unenforceable for any reason, our total cumulative liability for all causes of action of any kind (other than negligence or deliberate wrongdoing) shall not exceed the amount that you have paid to us.

Meeting Policies

All weekly meetings are scheduled in advance.  The software platform we use likes to send out notifications when the calls are starting.  There is the ability for you to add each call to your calendar so that you can pre-plan to attend (we recommend this).  Meeting times may change depending on daylight savings and where you are located.  The purpose of meetings will be outlined in the Community section of the login, so you can determine if you want to attend or not. 

Please note that all meetings are open to all members as group calls.  We remind you each week of Chatham House Rules – that is – what is said in the room stays in the room.  You are not to record the meetings (they are recorded in our software and saved externally so that only members who showed up are able to get access to them).  If you want a copy of a meeting recording that you attended, please email [email protected] and request the recording by stating the date of the meeting. 

If you wish to discuss your circumstances in private, or get specific advice for your business without others hearing it, then booking and paying for a call outside of the Unexpected Bookkeeper program is appropriate.  Please send an email to [email protected] and we will forward a booking link.

  Payment Terms

All prices on our website are in Australian dollars and are inclusive of GST.

We use Stripe and Kajabi payments to take your payment.  There is an upfront payment and an option to pay over several months.  If you require different payment terms, then please email your Name, Business Name and Phone number to [email protected] to discuss payment terms for Unexpected Bookkeeper, where you require an invoice to pay instead of via card.

We do not have access to your account details. Any financial information you enter is stored under Stripe’s security policy: https://stripe.com/docs/security/stripe. 

Payment is due before accessing the course. 

Payment plans are offered for your convenience only, so you can spread your payment out over time. You are still committed to paying the whole amount, even if you change your mind about your purchase, as you have had access to our intellectual property. It is your responsibility to ensure you have sufficient funds to make payment instalments on time.

You agree to pay any costs we reasonably incur in chasing overdue payments, including administrative fees, debt recovery fees and legal fees.

Refund Policy

We do not offer a refund if you change your mind, so you are encouraged to consider carefully whether a purchase is right for you before you make your payment.  There may be times when we would offer a partial refund – (for example if your business shuts down within 1 month of signing up) please advise via email to [email protected] the circumstances and your request.

This is a lifetime access subscription.  You will be eligible to log on at any stage after purchase to review the videos, to attend any of the live calls, and use the platform how it suits you.  If you unsubscribe, you still may receive administration emails.

This lifetime access means that the course, platform and live calls will be available to you for the term of the course.  There may be circumstances where the course need to be closed down, such as the death or permanent injury of the host – Jodi Porteous.  While every effort will be made by Northwest Accountancy Pty Ltd to keep the Unexpected Bookkeeper course open and operating, this cannot be guaranteed.

It is the intention that if this course is no longer relevant to users like yourself, then the course and calls will be available for 12 months after the last person has registered for the course.  There will be sufficient notice of 6 months if this is the case.

We rely on the use of software to deliver this course.  We cannot guarantee that the software will be operational at all times. 

If you cannot access the videos or the downloads, we will make every effort to ensure that the access is available to other users, and send you copies outside of the platform if it is.  While tech issues arise that we may not be able to resolve as it is at your end, and not under our control, we will do our best that you have the access you need, where it does not inconvenience other members or take considerable amount of time.  For example – if you cannot view 1 video we may re-record it and upload it again.  If you cannot access all videos, then you may be asked to try another device or the Kajabi app to view the videos instead.  We will both take responsibility to try and resolve tech issues that might arise.

We take our obligations under Australian Consumer Law seriously and will do our best to address any issues that arise. However, even if there is a major problem, our liability is strictly limited to:

• replacing the goods or providing the services again; or
• if we are unable to do so within a reasonable time, refunding the full amount that you have paid to me.

If you feel that there is any problem with your purchase, please let us know within 7 days. We are keen to understand what has gone wrong if you are unhappy so that we can address your concerns and try to find a mutually acceptable solution.  This can include access to the software, inability to make meeting times (but willingness to attend), missing or incomplete information or what you have purchased is not what you thought it would be.

Intellectual Property

Copyright & Trade Secrets

The content of this website and in all our courses/resources/eBooks is protected by copyright laws and treaties around the world, with all rights reserved. This means that you must not use, copy or make our work public without our permission.

We believe in openness and transparency, so we want to let you know that we sometimes use artificial intelligence, or AI, to help make our content better. This means parts of what you see on our website, including text and images, might have been made with AI assistance. We have chosen our AI tools carefully and have the right to use anything that the AI helped create in our work. We have also invested considerable intellectual effort in transforming the raw material produced by the AI into an original work before sharing it with you. Even though AI may have helped co-create or inspire us, our content is still very much our unique creation, and we claim exclusive ownership of it.

You may link to content on our website or social media profiles, provided you do so in a way that is fair and legal and does not damage our reputation or take advantage of it, but you must not establish a link in such a way as to suggest any form of association, approval or endorsement on our part where none exists.

If you are participating in our courses, content may be printed or downloaded to a device strictly for your personal and business use. Course content contains my trade secrets that are offered exclusively to participants. It is an essential condition of participation that you agree that you will not provide extracts of any course content to anyone else without explicit written consent.  Please note that we do encourage great communication between a bookkeeper and the owner of the business, so you are very welcome to share your learnings for the betterment of your business, within key staff members and key roles.

Commercial exploitation of our content in any way that competes with our business is strictly prohibited.

Trade Marks

We own the unregistered trade marks, logos, and service marks displayed on this website, including [TRADE MARKS]. These trade marks may not be used in connection with any other product or service without a licence, or in any way that is likely to cause confusion in the marketplace, or in any manner that disparages me or my business.

As a Profit First Professional, Jodi Porteous is authorised by the trade mark owners to use and display the following registered trademarks: Profit First Professionals® and Profit First®. These trademarks may only be used and displayed by authorised licensees.

Unless explicitly stated to the contrary, all persons (including their names and images), third party trade marks and content, services and/or locations featured on this website are in no way associated, linked or affiliated with us and you should not rely on the existence of such a connection or affiliation. Any trade marks or names mentioned on this website remain the property of the respective trade mark owners. Where a trade mark or brand name is referred to, it is used solely to describe or identify the products and services and is in no way an assertion that such products or services are endorsed by or connected to us.

Respectful Communication

We reserve the right to moderate any comments made on this website, in the Facebook Groups we control, and on any of our social media pages and profiles, including deleting comments that we deem to be rude, offensive, spammy or unacceptable without any notification or correspondence with you. Keep all communication kind and polite, please.

Disrespectful or aggressive behaviour towards our team or anybody else will not be tolerated. 

Dispute Resolution & Jurisdiction

If a dispute arises, you agree that you will not engage in any public discussion about the issues, will behave politely towards us, and will avoid any conduct or communication which might reasonably be expected to interfere with our business or personal interests. You agree to act in good faith and be reasonably cooperative at all stages of the dispute resolution process.  We will treat you with the same consideration.

If you have any concerns, issues or complaint arising out of your use of this website, our products or services, or these terms and conditions, you agree to communicate with us with the intention of making a genuine effort to seek a win/win solution and trying to resolve the dispute in good faith through negotiation and discussion. Please email us at [email protected] and expect a response within [2] business days.

If there is a problem, you agree to meet with us in good faith to discuss it and try to make a genuine effort to find a win-win solution. If the problem cannot be resolved within a reasonable time, you agree to engage in mediation and alternative methods of dispute resolution, with litigation being a last resort and any mediation costs shared equally. We commit to making a similar effort to resolve any disputes in a friendly manner.

These Website Terms & Conditions are subject to the governing law of Western Australia. Regardless of where you live in the world, you irrevocably agree that if the dispute resolution processes fail, the courts of Western Australia and the Commonwealth of Australia, will have exclusive jurisdiction.

These Terms & Conditions were created with the support of Carefree Counsel. Copying it without permission is an infringement of copyright. Look after your business and your clients by creating your own Terms & Conditions with a Contracts that Care DIY Pack!