Episode 08 || How One Accountant Rewrote the Rules of Business Finance with Jodi Porteous

Episode 08 || How One Accountant Rewrote the Rules of Business Finance with Jodi Porteous

If you’re exhausted from holding it all together, this episode is your reminder that it doesn’t have to be this hard. A calmer, more profitable way is possible, and it starts with the next step you actually take.

In this episode, Jodi Porteous, founder of Northwest Accountancy, shares her transformative journey from financial stress to sustainable success. Discover how she implemented Profit First principles to create a profitable, resilient business that supports not just her clients, but her team and community as well.

If you’ve ever felt like you’re stuck in survival mode, chasing cash flow, avoiding the hard financial conversations, or wondering if all this hustle is really worth it, this episode is your permission to do things differently. 

In this episode of The Profit First Podcast Australia and New Zealand podcast, you’ll learn the following:

  • Meet Jodi Porteous (00:22)
  • Breaking the cycle of burnout and building a business that runs on calm, not chaos (02:11)
  • Shifting from operating out of fear to making confident, strategic business decisions (7:50)
  • How one smart shift can cut costs, boosted team morale, and kickstarted a domino effect of business growth and freedom (08:48)
  • How saving even just 1% can fuel a culture shift and foster motivation, trust, and connection  (11:18)
  • Jodi’s new course designed to help unexpected bookkeepers manage finances effectively​ (18:54)
  • Jodi’s upcoming program aimed at helping individuals and families take control of their personal finances. (22:00)
  • From financial struggle to empowerment and the importance of intentional action (24:13)

Jodi’s story proves that with the right system, steady action, and a fresh perspective, it is possible to build a business that pays you well, supports your team, and gives you breathing room. 

So if you’re done feeling like your business owns you, it’s time to take that first small step toward owning your numbers and your future.

 

QUOTES

“What I didn’t realise was that there’s so much training behind Profit First and going through the certification that it super leveled up my business along with the clients that I signed up for. So it’s really that I went in to try and help my clients, and I’ve also come out making my business super successful at the same time.” – Jodi Porteous

“It’s a totally different way to operate your business with confidence. And I’ve been reflecting on that for the last couple of weeks — a confident business owner is a totally different mindset to a scared business owner.” – Jodi Porteous

“Business doesn’t have to be hard. It’s not going to be perfect, but it can definitely be better than what it is for so many people.” – Katie Crismale-Marshall

“I was doing what my business was doing. So I had my head in the sand just doing the delivery of the business. And it wasn’t until I made that intentional shift of having to work on the business rather than working for the business, that I pulled my head out of the sand.” – Jodi Porteous

 

RESOURCES

Profit First by Mike Michalowicz

Unexpected Bookkeeper

Xero

Where Did My Money Go?

 

CONNECT WITH JODI PORTEOUS

 

CONNECT WITH KATIE CRISMALE-MARSHALL 

Instagram: https://www.instagram.com/profitfirstanz/

Website: https://www.profitfirstaustralia.com.au/  

LinkedIn: https://www.linkedin.com/company/profitfirstanz/

YouTube: https://www.youtube.com/channel/UCGh889iRtnzqDh8RVPY7YCw

Facebook: https://www.facebook.com/profitfirstanz

 

 

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