Servicing Newcastle, Lake Macquarie, Maitland & The Hunter Valley

Xero set up for new Maitland & Newcastle business start-up

When Chad started his business Phoenix Carpet & Upholstery Cleaning he wanted the support of a local Newcastle expert to set up the financial system. He reached out to Balanced Beans for help.

Setting up Xero isn’t rocket science. But with the help of Xero pros Balanced Beans, Chad knows that his financial system is configured correctly, is fully automated and is integrated with customer payment systems to maximise cashflow.

What’s more, he has the training to confidently manage his Xero file himself.

How Balanced Beans Bookkeeping helped this business start-up

Balanced Beans set up Chad’s new business in Xero and helped him through the GST set up. We trained him to use the system so that he could confidently do his own bookkeeping and access and understand the key features and reports.

When Phoenix Carpet & Upholstery grew to take on employees, Balanced Beans set up the payroll section of the file and gave ongoing training and support to Chad for processing pay runs, leave and superannuation.

We continue to provide quarterly BAS, Income Tax Returns and ongoing support to Chad when he needs it. If a financial question arises around STP, super payments or employing a new worker, he knows we are only an email or phone call away.

Here’s Chad, owner of Phoenix Carpet & Upholstery Cleaning commenting on his experience with Balanced Beans Bookkeepers:

“Balanced Beans made it easy to start a business which is something I hadn’t done before.

From the first phone call with Brodie I felt that my business would be a priority and I have felt that way ever since.”


Xero for Newcastle & Hunter Valley Start-Ups

Balanced Beans is passionate about setting businesses up in the cloud so they have real-time financial information to confidently make business decisions. We are equally passionate about training business owners to use the software so they have all the tools and skills needed to run their accounting system confidently and efficiently.

Xero is the world’s easiest cloud accounting system and it goes without saying that we are huge fans of how perfect this software is for new business owners. Xero  allows streamlining of accounting in a way that is tailor-made for start-up businesses.

Our Xero set up service is designed for business start-ups and sole traders who want their financial system set up right from the get go. It involves:

  • Analysis to determine if Xero is the right solution for your business
  • Customised approach specific to your particular business
  • Xero software setup from start to finish
  • Xero add ons setup
  • Training
  • Ongoing support. 

A Xero Gold Partner, Balanced Beans helps new businesses set up cloud-based accounting software.

 If you are starting a new business, reach out to us.