Balanced Beans

Bookkeeper

  • Gold champion partner

    Partner status

    Gold champion partner
  • Partner since 2017

    Experience

    Partner since 2017
  • Xero advisor certified

    Certification

    Xero advisor certified
  • Xero payroll certified

    Certification

    Xero payroll certified

About us

Balanced Beans is a Professional Cloud Bookkeeping and Tax Agency that helps business owners establish or enhance their business financial operations to help them make better financial decisions. This allows you to create more value for your clients and achieve a better work-life balance whilst meeting your financial and compliance obligations.

We pride ourselves on having lifelong involvement in small and family businesses, giving us a unique ability to provide accounting advice and guidance based on our own personal experience. One of our key differentiators is our down to earth personalities, which isn’t always common amongst people who work with numbers; we generally care and what you to succeed! We offer a complimentary initial consultation to identify your needs and how we can best support you.

Affiliations

  • Australian Bookkeepers Association
  • Chartered Accountants of Australia & New Zealand
  • Institute of Certified Bookkeepers (AU)
  • National Tax & Accountants Association

Meet the team

Balanced Beans advisors: 2 - Xero certifications: 6

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Brodie White

Director / Chartered Accountant / Financial Controller / Tax Agent / MBA Candidate

Profile image for Brodie White
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • Xero payroll certified
    Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
  • 1 year Xerocon attendance

I am passionate about small business and helping them to succeed. I have extensive Xero & accounting experience. I love simplifying processes and creating efficiencies to focus on the next challenge.

Karen Burgess

Director / Bookkeeper / BAS Agent

Profile image for Karen Burgess
  • Xero payroll certified
    Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • 1 year Xerocon attendance

I have 20+ years of experience in the accounting sector of various industries. I have a Certificate IV in Bookkeeping and Accounting and enjoy helping small business from set up, training & support

Balanced Beans: Bank experience

Clients of Balanced Beans connect to a range of banks via Xero. Balanced Beans specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections


  • ANZ (AU)
  • American Express (AU)
  • Commonwealth Bank CBA (AU)
  • Greater Bank (AU)
  • ING Direct (AU)
  • Maitland Mutual Building Society (AU)
  • National Australia Bank NAB (AU)
  • Newcastle Permanent
  • Regional Australia Bank (AU)
  • Stripe
  • Westpac (AU)
  • Westpac (AU) - Credit Card

Balanced Beans: Industry experience

Balanced Beans works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served


  • Professional services
  • Construction and trades
  • Repairs and personal services
  • Not-for-profit
  • Real estate and hiring services
  • Administration and support services
  • Healthcare and social services
  • Arts and recreation
  • Finance and insurance
  • Retail

Balanced Beans : App experience

Balanced Beans serves clients who use 7 different apps that connect and integrate with Xero.



Connected apps

New to Xero? Balanced Beans can help

Xero is beautiful online accounting software for smaller businesses. Balanced Beans can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

  • 1 Year Xerocon Attendance ?
    The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
  • Partner since 2017
Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.