Brodie White
Director / Chartered Accountant / Financial Controller / Tax Agent / MBA Candidate
Partner status
Gold champion partner
Experience
Partner since 2017
Certification
Xero advisor 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.
Karen Burgess
Director / Bookkeeper / BAS Agent
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 (Australia) - 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
- Healthcare and social services
- Arts and recreation
- Finance and insurance
- Retail
Balanced Beans : App experience
Balanced Beans serves clients who use 2 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.
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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.
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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.