About Financially Up
Financially Up Pty Ltd provides tax, accounting, bookkeeping, tax planning and business advisory services to individuals and businesses across Australia. We help clients understand their obligations, organise their financial information and consider decisions within the scope of our services.
A Clear Starting Point Built Around Your Situation
Whether you need help with a personal tax return or ongoing support for a business, the starting point is your circumstances: what you need to do, what records you have and what questions you want answered.
What you need to do
Clarifying immediate tax, compliance, or reporting obligations for your personal or business affairs.
What records you have
Reviewing available statements, invoices, and documentation to see where things stand today.
What questions you want answered
Focusing on the specific accounting and tax questions relevant to your circumstances and next steps.
Who we help
Our clients have different reasons for seeking an accountant. An individual may need help reporting several income sources. A property investor may have questions about rental records. A sole trader may need to bring business accounts up to date, while a company or family group may need support with tax reporting and planning.
We also work with professionals and business owners whose work arrangements or operations call for a closer look at their accounting and tax position. The relevant service depends on the facts, rather than an industry label alone.
Individuals With Multiple Income Sources
Reporting salary, investment returns, or diverse personal income streams accurately.
Property Investors
Clarifying rental property schedules, ownership records, and tax obligations.
Sole Traders
Bringing overdue or day-to-day business accounts and tax lodgments up to date.
Companies & Family Groups
Entity-level tax reporting, compliance coordination, and forward planning.
Professionals & Business Owners
Assessing complex work arrangements and operational positions based on the facts.
What we do
Financially Up’s services connect day-to-day records with tax reporting and decisions ahead. Our individual tax services address personal tax matters, including returns involving investments or property. Our business tax services cover relevant reporting and compliance needs for sole traders and other business entities. Bookkeeping services help businesses keep records organised and useful.
We also provide tax planning and business advisory support. A planning discussion can help identify the tax and accounting questions involved in a proposed change; the answer depends on your particular arrangements and the rules that apply. We will clarify the work involved before providing advice.
Individual Tax Services
Personal tax returns and compliance matters, including returns with investment income or rental property.
Business Tax Services
Reporting and tax compliance support tailored to sole traders, companies, trusts, and partnerships.
Bookkeeping Services
Keeping business transactions reconciled, organised, and useful for reporting and operational clarity.
Experience and professional support
Financially Up is a registered tax agent with 10+ years of experience. Our professional team includes CPA and IPA professionals. These details matter when your return involves several sources of income, your business has reporting obligations, or you need to understand the accounting implications of a decision.
Registered Tax Agent
Authorised Australian tax practice (TPB #26242127).
10+ Years of Experience
Over a decade supporting individuals, investors, and Australian business entities.
CPA & IPA Team Professionals
Experienced accounting professionals bringing technical rigor to your matters.
Registration and professional experience do not replace a review of your facts. We consider the information relevant to the work and explain where further records or a different type of adviser may be needed. Our tax and accounting services do not imply that we provide regulated financial product advice.
A practical way to begin
You can start by explaining what you need help with and what has changed. For a tax return, that might include new income or an investment. For a business, it might be overdue records, reporting requirements or a decision you are considering.
An appointment gives us an opportunity to discuss the issue, the available information and the appropriate scope of work. You do not need to identify the exact service before getting in touch.
Explain what has changed
Share new income, investments, overdue records, reporting obligations, or an upcoming decision.
Discuss available information
Review the documents you currently hold and identify anything else relevant to the matter.
Agree on the appropriate scope
Establish the right service and scope of work before proceeding—no need to guess the service upfront.
Support across Australia
Financially Up supports clients throughout Australia through online appointments. In-person appointments may also be available where appropriate. This gives you a way to discuss your tax or accounting needs even when you are not near an office.
Online Appointments Nationwide
Connect with our accounting team from any capital city, suburb, or regional location across Australia.
In-Person Where Appropriate
Face-to-face appointments arranged where suitable for your matter and location.
Why consider Financially Up?
You can bring related tax and accounting questions to a business that offers personal tax, business accounting, bookkeeping, planning and advisory services. Our registered tax agent status, experience and team credentials provide a professional basis for that work. The value of an appointment is the chance to establish what applies to your circumstances and what help is appropriate.
Connected Services Under One Roof
Bring related personal tax, business accounting, bookkeeping, planning, and advisory questions together.
Professional & Registered Basis
Backed by registered tax agent status, 10+ years of experience, and CPA & IPA team credentials.
Clarity on What Applies to You
Use an initial appointment to establish what applies to your circumstances and what help is appropriate.
Frequently asked questions
Clear answers about our tax, accounting, bookkeeping, credentials, and Australia-wide appointment process.
We provide individual taxation, business tax and accounting, bookkeeping, tax planning and business advisory services. The work required depends on your circumstances.