Servicing Newcastle, Lake Macquarie, Maitland & The Hunter Valley

(02) 4046 1000

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Balanced Beans

Newcastle Bookkeeping & Tax Agency

Helping new and established businesses with their financial needs

02 4046 1000

Newcastle Bookkeeper

Working with you, to help your business thrive

The Balanced Beans team works with businesses in Newcastle, the Hunter Valley and Australia-wide to manage their day-to-day bookkeeping, payroll, and taxation requirements.

Brodie White is a Chartered Accountant and Registered Tax Agent with 20 years’ experience in private practice and as a financial controller of privately owned enterprises.

Karen Burgess is a Registered BAS Agent with a career in bookkeeping spanning 20 years.

Together they are a formidable team who keep the financial side of businesses on track. And they have fun in the process.

Learn more about how Brodie, Karen and their team of accounts professionals can help your business.

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Balanced Beans

Professional Services

Balanced Beans is the culmination of Brodie and Karen’s extensive experience managing the accounting, bookkeeping and tax affairs of start-ups, SMEs and family businesses.

Cloud Bookkeeping

Paperless Transaction Recording and uploading to cloud software.

New Business Setup

Get the right systems and structure from the get-go and set your business up for success.

Tax Agents

Tax Returns | GST | BAS preparation and lodgement | FBT | Tax offsets | TPAR

Payroll

STP | Auto Superannuation Payments | Payroll Tax | Workers Compensation Declaration | End of year reconciliation and STP finalisation.

Training & Support

Tailored training and ongoing support giving you the confidence to use Xero correctly and efficiently.

Virtual CFO

Budgeting and Cashflow, Management Reporting, Process Improvement and Procedures.

Download our free start-ups guide to GST

Starting up a new business can be both exciting and confusing. There are many reporting requirements and regulations to adhere to, and it can be hard to know where to begin! Let us help!

Free Download
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Balanced Beans clients

We’re pleased to work with a diverse range of clients across a broad range of industries and business sectors.

Here’s what some of our happy customers have had to say about our Newcastle Bookkeeping services:

"Brodie and her team are incredible! I run a small business and as it's grown my time on the accounts has dropped and they have been able to pick up that extra work. Coming out of covid and a previous dodgy accountant, Brodie and her team have been VERY thorough and fantastic communicators throughout!"

Samantha Nicholls

Gymnastics 21
"Karen and the team at Balanced Beans have been assisting TruBlue Engineering since December 2020. In addition to providing book keeping & payroll services, Karen has taken the time to understand the "Projects" application within Xero and assist us tracking our profit margins for each project. The friendly and professional approach to their work make it easy and enjoyable to work with the Balanced Beans team".

Steven Headley

TruBlue Engineering
"I approached the Balance Beans team as I was not happy with the service I was receiving at another company which I won’t mention. The team have been extremely helpful to me as a small business owner. They are always ready to help me with all my questions and issues. I am very happy to recommend them to anyone needing book keeping or accounting needs."

Denise

Above & Beyond Your Dreams Cleaning Services.
"I know I can rely on Balanced Beans for accurate and timely advice relating to my business. I can focus on our operations while Balanced Beans takes care of our books. I highly recommend Balanced Beans for new and established businesses."
bookkeeper for mechanic

Jarrod White

Director | InGear Mechanical
"Brodie & Karen are an absolutely incredible financial team, they are thorough, professional, and provide exceptional service. They are quick, concise, honest, have no hidden agendas, and are great to work with. I would not hesitate to recommend Balanced Beans to anyone."
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Louise Goldie

"Karen is a great asset to my business, if I am not sure about a certain problem to do with the book keeping, I just email Karen for advice, she will then help fix the problem, or fix it for me!"

Megan Warr

"Balanced Beans have been incredibly helpful in sorting out our business taxes. Professional, friendly and proficient."

Cherie Heise
Proprietor | Leeanne Wade Hair Art
"We have had Karen come on to do our bookkeeping and payroll. It has been a seamless transition saving us time, money and our sanity. Karen is great to work with, very thorough and answers all of our questions. She is now an integral part of our business operations, we are very thankful we were given the referral to Balanced Beans!"

Amie Burns

NDIS Business Owner
"We cannot speak highly enough of the hard work and dedication that Karen has displayed since taking our family owned business on. In nearly 8 years of trade we've never had this level of advice, support and professionalism. We finally feel like we can breath again knowing everything is being done right"!
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Kadie McAlpine

"Balanced Beans has been an integral partner in my business' success. Their Newcastle bookkeepping, accounting and taxation experience and Xero knowledge have been invaluable to me. They took the time to explain my financial performance and position."
bookkeeper for hairdressing salon

Leeanne Wade
Proprietor | Leeanne Wade Hair Art
"I can highly recommend Balanced Beans to everyone. Brodie & Karen are fantastic. Their knowledge and professionalism along with their honesty, care and willingness to achieve the best results for everyone is rare. They are an absolute delight to work with."
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Jeanette Shields-Watson

"The ongoing support has been vital as we work through implementing the new system and entering data. Having someone available who can answer questions has been extremely beneficial in getting the set up right. For Newcastle Bookkeeping, we recommend Balanced Beans."
bookkeeping for farm

Rhonda Pedracini

Proprietor | Sefton Grazing

Contact Balanced Beans

Brodie and Karen welcome the opportunity to discuss your business needs. Get in touch today to see how we can work together.

Get in touch