UNEXPECTED BOOKKEEPER COURSE
The course for accidental bookkeepers who need a simple system for managing business finances.
Are you an unexpected bookkeeper?
If you're a
- solo biz owner trying to juggle it all yourself
- tradie's partner who has been asked to take care of the books, or
- sporting club or association treasurer who has volunteered without any previous training
And you're feeling overwhelmed by Xero, confused by reports, and have no idea how to tell if there's actually enough money for your taxes - this course is for you.
Unexpected Bookkeeper gives business owners and their unofficial support crew step-by-step guidance to manage the finances.
- Use Xero with ease and accuracy
- Read and understand financial reports
- Implement Profit First to manage money
- Set up simple systems to keep your books organised
- Have clear conversations about finances with your family or community group.
Plus, jump into our weekly calls to get the guidance and know-how to run the finances in your business, from data entry to paying taxes, reporting and bank accounts – we cover it all.
Comprehensive video library
From Xero timesavers and banking systems to reporting and regular tasks to run things smoothly.
Regular co-working sessions
Hosted online sessions to get your weekly bookkeeping tasks done with accountability.
Private Community
space
Ask questions and feel supported when helping to run your family's business.
If you ask us...
âś…Â Everyone can have a profitable business.
âś…Â Everyone can learn bookkeeping skills.Â
âś…Â Doing it together is easier than doing it alone.Â
Upskilling creates a ripple effect in your business and family – when you learn and implement how to manage your finances, then the business will be better off, and then your family will be better off.
What's Inside
Xero Timesavers
Set up key timesavers like rules, recurring transactions, and automations that reduce your time spent bookkeeping.
Daily Tasks
Learn what you need to do on a daily basis in your Xero file to get work done quickly, understand your key numbers, and get paid.
Banking Systems
Implement the Profit First cashflow system to better leverage what you already do and get clarity around spending.
Weekly Tasks
Build a weekly rhythm so there's no mad rush at the end of the month or quarter and get more acurate reports.
Cashflow Systems
How to calculate your percentages and set up your accounts to support the Profit First system.
Monthly Tasks
Learn which tasks you can spread across the month to plan ahead and avoid that month-end rush.
Monthly Reporting
Know what's happening in the business each month to get insights, spot issues early, and celebrate wins.
Monthly Communication
It's a team that runs a business - learn how to update your partner/team without confusion.
Quarterly Tasks & Reporting
Learn to manage the end of quarter activities that will help you feel in control of your finances.
End of Financial Year Tasks
Get your checks and balances right so your accountant will love you (and support accurate forecasting too).
Plus your Bonus Resource Library
No one is immune to a curly bookkeeping conundrum, and our library of extra resources will have you covered.
Unexpected Bookkeeper includes a bunch of resources on:
- Bookkeeping How To's
Including how to enter a loan or a new vehicle, and Payroll Q&A - Bookkeeping Theory
Checking your Xero setup, the cashflow cycle, the difference between costs, expenses, and investments, and how cashflow forecasting is different to bookkeeping. - FAQs about running your business
How your business will impact your personal taxes, things to consider when buying a vehicle, different business types and how they work, and why you feel so busy
And additional services from Northwest Accountancy, including cashflow forecasting, the importance of tax planning, can we be your accountant, and more.
CLICK TO SIGN UPThis course is for you if...
-You’ve unexpectedly taken over the bookkeeping for your partner’s business (even if you haven't trained as a bookkeeper).
-You’re starting your own business and need to manage the finances.
-You feel lost when it comes to reports, taxes, or paying yourself.
-You want to be your accountant's favourite client, rather than having them wasting (expensive) hours fixing your bookkeeping.
And not the right fit if...
-You want a formally recognised Diploma or Certificate - we are not a registered training organisation.
-You're already an expert bookkeeper or accountant.
-You're looking for in-depth tax advice - but we'll help you work well with your accountant.
- You aren't going to implement and use what you learn.
Megan Verheijden
Jodi’s bookkeeping course has been an absolute game-changer for me!Â
As a business owner, managing my books used to feel overwhelming, but her course has helped me level up my bookkeeping skills and gain confidence in handling my finances with Profit First.
Jodi’s teaching style is clear, practical, and easy to follow, making even complex concepts feel manageable. Thanks to her guidance, I’ve been able to streamline my processes and feel more in control of my business. I highly recommend her course to anyone looking to improve their bookkeeping skills and take their business to the next level.Â
SIGN UP FOR UNEXPECTED BOOKKEEPER TODAY
One Payment
$2799
incl. GST
- 10 self-paced training modules
- Additional templates and resources
- Q+A sessions
- Co-working Calls
- Lifetime access
Payment Plan
6x $470/mth
incl. GST
- 10 self-paced training modules
- Additional templates and resources
- Q+A sessions
- Co-working Calls
- Lifetime access
Your presenter
Jodi Porteous
CPA, Tax Agent, Xero Certified, Profit First Certified
When Jodi started presenting business training back in 2017 she had no idea it would lead here – but in fact looking back this is the ultimate goal – teaching people to use Xero, and create profitable businesses is what she’s been teaching over and over again.
Her vibrance and energy when teaching comes through and people in the room (virtual or not) have no choice but to be inspired to learn and implement.
Jodi’s been an accountant since the year 2000 when GST was introduced into Australia. Since then, she’s been teaching MYOB & Xero bookkeeping in small groups and 1:1, with participants building on their skills to create smoother bookkeeping and finance functions in their business. Since 2019 she’s been a certified Profit First Professional which gives both skills of money management using the Profit First method, as well as business improvement methods to improve sales, reduce costs, and increase profits.
Jodi will be supported by the team from her business, Northwest Accountancy, to share their specialist knowledge:
- Kari O’Brien (debtors / routines)
- Amanda Hayes (bank reconciliations / BAS)
- Mary Hanna (reporting / tracking)
- Cat Pedrotti (EOFY prep / tax planning)
OUR GUARANTEE
The Unexpected Bookkeeper course comes with a 21-day money-back guarantee.
If for any reason you're not satisfied with the course or it's not right for you, we'll refund you with no questions asked (although we would love feedback if we can make changes to support other students).
Also good to know:
- Lifetime Access means for the life of the course - so long as the course is operating, you will have access.
- We guarantee that there will be 12 months of weekly calls on offer after the last person signs up to the course.
- We cannot guarantee to be available every single week – there will be times when the calls are unavailable due to previous commitments OR unexpected emergencies. If there’s cancellation of calls, you will be given as much notice as possible.
- If you watch the course videos, implement the learnings, and show up to calls and ask questions, your business has the best chance of becoming more profitable, and your rhythms and routines in your business will make your bookkeeping tasks easier. If it’s getting harder, not easier, we will work with you 1:1 for up to 4 calls to set you on the right path.
Ben Blakeman
Jodi's patience in assisting me grow at slow pace while being able to put the new teachings into practice really helped me fully understanding what I was learning and not feel rushed through each section as I have had little to no real background education in this field.
I came away from her workshop with an overall much better understanding and feeling equipped with the necessary tools needed to support my role in the company and I can’t thank her or the team enough for the experience. Would highly recommend!
