Beam Bookkeeping Pty Ltd

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

  • Xero Migration

    Specialist

    Xero Migration
  • Single Touch Payroll

    Specialist

    Single Touch Payroll
  • Platinum champion partner

    Partner status

    Platinum champion partner
  • Partner since 2014

    Experience

    Partner since 2014
  • Xero advisor certified

    Certification

    Xero advisor certified
  • Xero payroll certified

    Certification

    Xero payroll certified

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: 45

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

Katie McCool

Managing Director

Profile image for Katie McCool
  • 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.
  • 2 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)
  • Commonwealth Bank CBA (AU)
  • Greater Bank (AU)
  • Maitland Mutual Building Society (AU)
  • National Australia Bank NAB (AU)
  • Newcastle Permanent
  • PayPal
  • St George Bank (AU)
  • Stripe
  • Tyro Payments (AU)
  • 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


  • Professional services

    Specialist

    Professional services
  • Retail & ecommerce

    Specialist

    Retail & ecommerce
  • Trade & construction

    Specialist

    Trade & construction

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
  • E-commerce
  • Not-for-profit
  • Healthcare and social services
  • Mining
  • Transportation and storage

Beam Bookkeeping Pty Ltd : App experience

Beam Bookkeeping Pty Ltd serves clients who use 11 different apps that connect and integrate with Xero.


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.