Contact Financially Up
Contact Financially Up

Contact Financially Up

Need help with tax, accounting, bookkeeping, tax planning or a business decision? Contact Financially Up Pty Ltd to discuss your circumstances and the service you may need. We work with individuals and businesses across Australia.

Need help with tax, accounting, bookkeeping or business decisions? Speak with our team across Australia.

Choose how to get in touch

Whether you prefer booking directly on our calendar, speaking to our team by phone, or submitting a written enquiry, choose the channel that best suits you.

Book online

Instant Calendar Confirmation
Recommended

Use the Book an Appointment page and follow the booking steps. Check the booking confirmation for the appointment details.

Call

Direct Team Line
Mon–Fri 9am–5pm AEST

1300 328 316 to speak with the team about the next step.

1300 328 316Call Now

Email

Written Enquiry
Prompt Response

info@financiallyup.com.au with a brief outline of your enquiry. We can then discuss which information is relevant.

info@financiallyup.com.auSend Email
Head OfficeAll Australian States

Australia

All enquiries protected under Australian privacy & CPA standards.
Online Enquiry

Send Us a Message

Describe your enquiry below and our Australian accounting team will respond promptly to discuss the next step.

What can you ask us about?

Enquiries may relate to an individual tax return, business tax and accounting, BAS and GST, payroll, bookkeeping, tax planning, business structures or business advisory. You do not need to identify the exact service before contacting us.

Common Enquiry Areas
Individual tax returns
Business tax & accounting
BAS & GST lodgement
Payroll & STP
Bookkeeping services
Tax planning & timing
Business structures (sole trader, company, trust)
Strategic business advisory

You do not need to identify the exact service code or entity type before reaching out. We will discuss the scope of any proposed work in light of your circumstances.

Explore Our Practice Services Before Booking

You can read more about our individual tax services, business tax services and bookkeeping services before booking.

Individual Tax

Individual Tax Services

Personal returns, capital gains tax, investment properties, foreign income, overdue lodgements, and tax deductions.

Business & Company

Business Tax Services

Company, sole trader, trust, and partnership tax returns, financial statements, Division 7A, and business advisory.

Bookkeeping & BAS

Bookkeeping Services

BAS and GST lodgements, payroll setup, STP compliance, cloud accounting reconciliations, and clean financial records.

Appointments across Australia

Online appointments are available to clients across Australia. In-person appointments may be available where appropriate; ask about the options for your situation when making your enquiry. The method of meeting does not change the need to review the relevant facts and records before giving advice.

Nationwide

100% Online Appointments

Connect from any Australian state via phone or secure video consultation. Secure document sharing and electronic signing included.

By Arrangement

In-Person Appointments

In-person appointments may be available where appropriate; ask about the options for your situation when making your enquiry. Head office: Australia.

Consistent Standard: The method of meeting does not change the need to review the relevant facts and records before giving advice.
Accountant in online video and phone consultation
All Australian States
NSW, VIC, QLD, WA, SA, TAS, ACT, NT
Accountant reviewing tax documents and records preparation
Initial Enquiry Simplicity
A short description is plenty to start the conversation.
Document-Sharing Security

The exact documents needed depend on the work; ask us which document-sharing method to use before sending sensitive records.

What should you prepare?

A short description of the issue is enough for an initial enquiry. It helps to mention the service you are seeking, the entity involved if it is a business matter, and any relevant date shown on an ATO notice or other document. You can also identify the records you have available.

01

Short Description of the Issue

A short description of the issue is enough for an initial enquiry. Let us know the main question or objective you would like to resolve.

02

Service Seeking & Entity Type

It helps to mention the service you are seeking and the entity involved if it is a business matter (sole trader, partnership, company or trust).

03

Dates on ATO Notices or Documents

Mention any relevant date shown on an ATO notice, assessment, debt letter or contract so we understand any upcoming deadlines.

04

Records You Have Available

You can also identify the records you have available. The exact documents needed depend on the work; we will advise which records apply.

Frequently asked questions

Clear answers about booking appointments, online consultations, and initial enquiry details.

Individual Tax Return Services Overview
4.9 / 5.0 Rating
100% ATO Compliant
Still Have Questions?
Talk directly with a CPA Tax Agent
5 Frequently Asked Questions
Click to expand

Use the Book an Appointment page and follow the booking steps. Check the booking confirmation for the appointment details.

Direct Discussion

Ready to discuss your next step?

Tell us what you need help with. We can discuss a suitable appointment and the information needed to begin.