Beam Bookkeeping Pty Ltd

Bookkeeper · 755 Hunter Street, Level 2, Newcastle West, New South Wales

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About us

BookSmart and Biz Synergy have combined forces to create Beam Bookkeeping. Where people-first policies, optimistic attitudes and years of experience combine to help business owners of all sizes achieve balance in their lives, and in their books.

Beam Bookkeeping will deliver you a personalised, flexible, zero-stress bookkeeping service that supports your business and frees up your time to focus on your business and living life. We have a smart, energetic, and fun team that care about our clients and their books, your needs are always front of mind and we'll do what we say we will do. Juggling life and business is like walking a balance beam. The team at Beam Bookkeeping is looking forward to helping you and your clients achieve a balanced life - so you all can live big and smile bigger.

Affiliations

Australian Bookkeepers Association
Institute of Certified Bookkeepers (AU)

Meet the team

Beam Bookkeeping Pty Ltd advisors: 20 - Xero certifications: 39

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

Katie McCool

Managing Director

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.
Single Touch Payroll

Has training and expertise in helping Australian businesses meet ATO’s requirements for single touch payroll.
3 years Xerocon attendance

Beam Bookkeeping Pty Ltd: Bank experience

Clients of Beam Bookkeeping Pty Ltd connect to a range of banks via Xero. Beam Bookkeeping Pty Ltd 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)
BOQ Specialist Bank (AU)
BankWest (AU)
Commonwealth Bank CBA (AU)
Greater Bank (AU)
Macquarie (AU)
Maitland Mutual Building Society (AU)
National Australia Bank NAB (AU)
Newcastle Permanent
PayPal
St George Bank (AU)
Stripe
Westpac (AU)
Westpac (Australia) - Credit Card

Beam Bookkeeping Pty Ltd: Industry experience

Beam Bookkeeping Pty Ltd 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.

Industry Specialist

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Industries Served

Accommodation and hospitality
Administration and support services
Agriculture
Arts and recreation
Construction and trades
Finance and insurance
Manufacturing
Marketing, advertising and consulting
Professional services
Real estate and hiring services
Repairs and personal services
Retail
Utilities
Not-for-profit
Healthcare and social services
Mining
Wholesale

Beam Bookkeeping Pty Ltd : App experience

Beam Bookkeeping Pty Ltd serves clients who use 7 different apps that connect and integrate with Xero.

Connected apps

Find us

Beam Bookkeeping Pty Ltd has offices in 2 locations

Newcastle West: 755 Hunter Street, Level 2, Newcastle West, 2302, New South Wales; +61 0249573174

Maitland: 20-22 Church Street, Ground level, Maitland, 2320, New South Wales; +61 0249347972

New to Xero? Beam Bookkeeping Pty Ltd can help

Xero is beautiful online accounting software for smaller businesses. Beam Bookkeeping Pty Ltd can help make your switch as smooth as possible.

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

4 Years 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 2014

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.

Beam Bookkeeping Pty Ltd

Xero Migration

Single Touch Payroll

Platinum champion partner

Partner since 2014

Xero advisor certified

Xero payroll certified