Auckland · Owner-managed firms
Data Progressive
We help owner-managers read their numbers with clarity — margins, cash, and the decisions that keep a firm steady.
Flagship consultation
Financial Performance Review
A structured, time-bound engagement for owner-managed businesses that want an honest reading of profitability, working capital, and owner drawings — without handing control to an outsider.
Over three to four weeks we examine your recent management accounts, cost structure, and cash cycle, then sit with you to walk through findings and a short list of practical next steps.
Related consultations
Work that sits alongside the review
Owner-managers often need ongoing clarity after the first diagnostic. These engagements cover reporting, cash planning, and a standing sounding board.
Financial Performance Review
A three-to-four-week diagnostic of margins, cash cycle, and owner drawings for firms that want a clear picture before making the next move.
Owner Reporting Pack
A monthly pack the owner can read in under an hour — profit, cash, and the few measures that actually matter for decisions.
Cash Flow Planning
Thirteen-week cash maps for firms facing seasonal swings, growth spend, or a bank conversation that needs numbers behind the narrative.
Advisory Retainer
A standing monthly sounding board for owners who want financial performance questions answered before they become expensive mistakes.
From the desk
What owners say after the numbers settle
“We had been running on gut feel for the winter season. The review showed our gross margin had slipped on two product lines we thought were strong — uncomfortable, but it stopped us expanding into a third.”— Marcus Hale, owner, coastal wholesale firm, Bay of Plenty
“I still prefer my accountant for the year-end. Data Progressive sat between that and the day-to-day, which is where I was stuck. The monthly pack takes half an hour to read now instead of a Sunday afternoon of guessing.”— Priya Nair, managing director, professional services practice, Auckland
How we work
Engagements with a clear beginning and end
Every consultation follows a defined sequence: discovery, document review, working sessions, and a written summary. See the full engagement path before you commit.