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From Guesswork to Financial Control.

The Ascendrix Way.

Gain financial clarity, confidence, and control through strategic forecasting, pricing, budgeting,

and systems setup. No spreadsheets. No surprises.

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Financial Strategy & Systems

Why Financial Strategy is a Growth Multiplier.

If you're still managing your finances with disconnected spreadsheets or chasing numbers after they’ve already gone wrong, you're not in control.

Ascendrix brings forecasting, financial design, and tool setup together so you can scale with certainty, not chaos.

100+ people trusting Ascendrix

Profitability doesn’t come from effort. It comes from systems, and smart planning.

The Problem

When Your Finances Lag Behind Your Growth…

  • Cash flow feels tight even with revenue growth

  • No clarity on which services or clients are profitable

  • Budgeting for tenders or projects is a scramble

  • Tools like Xero, QuickBooks or MYOB are underused

  • You fear audits, funding reviews, or grant acquittals

The Aspiration

What Financial Confidence Looks Like

  • You have a 12-month and 3-year forecast ready for funding or board use

  • Your cost centres and pricing are aligned with your growth goals

  • You’re confident in submitting any tender, grant, or investor pack

  • Your financial systems work for you, not the other way around

  • You make decisions based on dashboards not instinct

What We Deliver

What’s Inside the

Financial Strategy & Systems

Package.

Business Model

Audit-Ready Financial Reporting

  • ♦ Reports for grants, tenders, board reviews
  • ♦ Formatting for ISO, NDIS, or funding acquittals
Go-to-Market

Accounting System Setup & Advisory

  • ♦ Setup or audit of Xero, QuickBooks, or MYOB
  • ♦ Chart of accounts, automation, integration
Tender

Budgeting for Growth or Projects

  • ♦ Strategic budgets for grant/tender applications
  • ♦ Hiring, CapEx, and contingency plans
Pricing Strategy

Financial Planning & Modelling

  • ♦ 12-month + 3-year forecasts
  • ♦ Scenario analysis for tenders, grants, or expansion
Organisational Design

Bookkeeping Oversight & Reconciliation

  • ♦ Quality audits, reconciliations, workflow reviews
  • ♦ Chart clean-up, categorisation, and approvals
Roadmapping

Chart clean-up, categorisation, and approvals

  • ♦ Dashboards, traffic-light reporting
  • ♦ Advisory sessions with recommendations

Who It’s For

Ideal for Business Owners and Teams Who…

Are applying for grants, tenders, or certifications (NDIS, ISO, CM3)

Want visibility on cash flow, margins, or funding needs

Need advisory-level support but not a full-time CFO

Are growing and need scalable financial systems

Feel unsure how to price or forecast new services

Are strengthening their business for long-term growth and resilience

Our Process

How We Work With You.

Review

Audit current systems, data, and gaps

Design

Forecasts, budgets, reports, and tools

Deliver

System setup, training, and advisory check-ins

Services Benefits

Your Financial Gameplan, Finally Clear.

  • Visibility across all services and cost centres

  • Forecasts ready for banks, boards, or investors

  • No more stress during audits or tenders

  • Pricing aligned with margins and expectations

  • Financial systems ready to scale with you

Services Benefits

Get the Strategy Behind Smarter Growth

Download our Strategy & Growth Planning brochure to see how Ascendrix helps businesses move from complexity to clarity with roadmaps, systems, and tools built to scale

You’ve Built the Vision. Let’s Build the Structure.

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What Do Our Client Says

About Us?

❝

It wasn’t just a strategy session, it changed how we run the entire business.

Founder Consulting Firm
❝

The team went above and beyond. I’m genuinely impressed with the quality and speed. Highly recommend them!

Lena Hart Creative Director
❝

Their designs are sleek, smart, and deliver results. Great experience from start to finish!

James Fields CEO

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