Accounting Services for Individuals and Businesses Across Australia
Financially Up Pty Ltd provides accounting services for individuals, professionals, investors and businesses across Australia. Our team assists with tax returns, business tax, bookkeeping, registrations, tax planning and business advisory. Appointments are available online, with in-person meetings available where appropriate.
Our Accounting Services
Tax, accounting, bookkeeping and advisory support scoped around your circumstances.
Individual Tax Services
Individual tax support includes straightforward and more complex returns involving employment income, work-related deductions, rental properties, shares, crypto assets, capital gains, foreign income and other reportable amounts. We explain the records needed and prepare the return based on your circumstances and the applicable Australian tax rules.
Business Registrations
Financially Up can assist with company, ABN, GST, business name and other registrations offered within our service scope. Choosing a structure involves more than completing a form, so tax and accounting considerations may need to be reviewed before registration. Legal advice may also be required where the decision involves legal rights or agreements.
Bookkeeping
Ongoing bookkeeping can keep financial information current and easier to use for BAS, payroll, reporting and business decisions. Depending on the agreed scope, support may include transaction coding, reconciliations, accounts processing and regular bookkeeping reviews.
Tax Planning and Business Advisory
Tax planning can help individuals and businesses consider the tax effect of decisions before a key date or transaction. Business advisory can focus on cash flow, profitability, budgeting, forecasting and financial performance. These services are separately scoped according to the issues being reviewed and the decisions you need to make.
Business Tax and Accounting
We assist sole traders, partnerships, trusts and companies with annual tax returns, financial statements, BAS and GST matters, year-end accounting and related compliance. The work may also include reviewing how business records and tax obligations connect across the year.
Tax and Accounting Support for Your Circumstances
The right accounting support depends on what you need to complete, understand or decide. Some clients need an annual tax return. Others need ongoing records, BAS and GST support, year-end accounts, tax planning or clearer information about business performance. Financially Up agrees the service scope with you so the work reflects your circumstances and the information available.
We support both current compliance and forward planning. This may involve preparing and lodging returns, reviewing records, identifying outstanding information, explaining relevant tax treatment or helping a business owner use financial information when planning the next step. Advice on a transaction, structure or strategy may require a separate scope from routine return preparation.
Who We Help
Our tax and accounting services may suit:
Individuals and Families
Individuals and families seeking help with tax returns or outstanding tax matters
High-Income Professionals
High-income professionals, including executives, doctors, dentists and specialists
Property and Share Investors
Property and share investors managing income, deductions and capital gains reporting
Sole Traders, Contractors and Tradies
Sole traders, contractors and tradies managing records, GST, BAS and income tax
Companies, Trusts and Partnerships
Companies, trusts, partnerships and family groups with annual or ongoing compliance needs
Construction and NDIS Providers
Construction businesses and NDIS providers needing practical bookkeeping and accounting support
Growing Businesses
Growing businesses seeking clearer information about cash flow, profitability and performance
Explore Who We Help
See how our service scope adapts to individuals, professionals, investors and business entities across Australia.
What to Bring to Your First Appointment
The first appointment is used to understand the work required, the entities involved, the relevant periods and any deadlines or ATO correspondence. Useful information may include:
your most recent tax returns, financial statements or activity statements
income records, bank statements and summaries from accounting software
investment, rental property or capital gains information where relevant
business structure details and current registrations
ATO letters, notices or account statements connected with the matter
a short list of the questions or decisions you want to address
The exact records will depend on the service. If information is missing, we can identify the outstanding items after reviewing what you already have.
How the Process Works
1. Book.
Choose an appointment time and briefly describe the support you need.
2. Provide information.
Share the records and documents relevant to the agreed work.
3. Review.
We review the information and contact you about material questions or missing items.
4. Approve.
You review the completed work and provide approval where required.
5. Lodge or finalize.
We lodge the relevant return or statement, or finalize the agreed accounting or advisory work.
Online Accounting Services Across Australia
Financially Up supports clients throughout Australia through online appointments and digital document exchange. This can suit busy professionals, families, regional clients and business owners who prefer to manage accounting work without attending an office for every step. In-person appointments remain available where appropriate.
Online Appointments
Convenient online consultations for busy professionals, families, regional clients and business owners across Australia.
Digital Document Exchange
Share tax records, financial statements and accounting summaries without attending an office for every step.
In-Person When Appropriate
Online appointments lead the day-to-day workflow, while in-person appointments remain available where appropriate.
Why Clients Choose Financially Up
Registered Tax Agent support for Australian tax matters
more than 10 years of experience
a professional team that includes CPA and IPA professionals
clear explanations of the work, information required and next steps
services for individuals, investors and businesses
online access across Australia, with in-person appointments where appropriate
support ranging from annual compliance to separately scoped planning and advisory work
Tax is one factor in financial and investment decisions. Financially Up provides tax and accounting services within the agreed engagement. If you need regulated financial product advice, you may also need an appropriately authorized financial adviser.
What Our Clients Say
Verified 5-star Google reviews from Australian individuals and business owners trusting Financially Up.
Frequently Asked Questions
Financially Up provides individual and business tax services, accounting, bookkeeping, business registrations, tax planning and business advisory. The services included depend on the engagement and your circumstances.
Book an Appointment
If you need help with a tax return, business tax, bookkeeping, registrations, tax planning or business advisory, arrange an appointment to discuss the service required and the information needed to begin.