Balanced Beans

Balanced Beans is an accounting firm founded in 2020 and based in Maitland in the NSW Hunter Region. It is a Registered Tax Agent and services Newcastle, Lake Macquarie, Maitland, the Hunter Valley, and Australia-wide. The firm specialises in preparing financial statements, bookkeeping, payroll, and tax compliance for start-ups, SMEs, and family businesses. Its team of experienced accounts professionals provides services including accounting & taxation, bookkeeping, payroll, superannuation, payroll tax, Virtual CFO, Xero setup and training, and BAS preparation and lodgement.

Balanced Beans is affiliated with the National Tax and Accountants' Association (NTAA), Chartered Accountants Australia & New Zealand (CAANZ), and the Institute of Certified Bookkeepers. The team undertakes ongoing professional development through leading industry bodies. It has been assisting TruBlue Engineering since December 2020 and has worked with clients such as AdaptiveAccess NDIS Provider, Samantha Nicholls Gymnastics 21, Leeanne Wade Hair Art, Small Spark Contracting, Above & Beyond Your Dreams Cleaning Services, and others. Its liability is limited by a Scheme approved under Professional Standards Legislation.

Lasting relationships with small business clients stand out in the feedback, with Karen and Brodie named repeatedly for their approachable manner and depth of knowledge. Handovers of bookkeeping and payroll are described as seamless, saving owners time and easing pressure on their operations. Expertise spanning tax, superannuation and NDIS matters is a theme that comes up often, with questions answered promptly and problems sorted whether raised by email or in person. Reviewers also note the effort taken to understand individual businesses, such as tailoring a chart of accounts for more relevant reporting and setting up Xero project tracking to monitor profit margins on each job.

Introducing Hubdoc to make receipt entry easier and paper-free is mentioned with appreciation, as is reliable BAS lodgement that keeps clients ahead of deadlines they had previously missed. Payroll administration is repeatedly described as thorough and well organised, and knowledge of the SCHADS award draws particular praise. Warmth and professionalism are noted across the team, with many comments coming from long-standing clients who value the genuine commitment to helping enterprises start and grow, and who treat the firm as an integral part of their operations.