This product is designed for Excel 2003.
This product is compatible with Excel 2010.
 


The Consultant is the Grand Father of all JaxWorks products. 


Free Bonus Analysis System:

Included FREE is The Consultant -12™ which is a streamlined version of The Consultant™.

It was created for the professional who does not need all of the "in-depth" analysis tools of The Consultantand is set up for 12 reporting periods linked to all key analysis worksheets by a choice of Months, Quarters, or Years.

Background:
Introduced on the Internet 13 years ago,
The Consultant™ has been adopted by thousands of professionals worldwide. Because of its open and unprotected architecture, it has been translated by users into 5 languages and converted into most major international currencies.

This is the original system created by The Vickers Company consultants in 1960. Its earliest form was on paper and contained in a loose-leaf manual. Converted to computer use, it has migrated to the Apple 2e, Apple 2c, IBM PC DOS, all Windows Operating Systems up to XP, and most recently updated to Vista OS and Office 2007.

Since the early 1980s, its basic electronic structure has been in continuous use for over 27 years. The products at jaxworks.com are direct descendants and have inherited its logic.

The logic is simple: Enter on one worksheet financial data, have that data populate all analysis sheets in a workbook, and yield summary findings that will show how to improve a business.
 


Features

In 2004, we added Multiple Analysis Systems:
Running in parallel with shared data,
The Consultant™ can produce 2 comprehensive analysis reports:

     1) A Standard, comprehensive, 130+ page analysis report from historical data
         over 4 financial periods.

     2) A What-if, comprehensive, 130+ page analysis report by altering the Standard
         data to project trends.

In 2005, we added the Business Audit System.
The Business Audit System is integrated into the Summary Analysis. The audit goes beyond financials and explores into the actual operation and management of the business. This feature allows, for the first time, an overall health index that is virtually inarguable when presented to a client. All analysis conclusions are substantiated in detail worksheets.

In 2006, we added 2 advanced systems for merger and acquisition analysts:

     1)
The Venture Planner™ - This is a tool to determine the financial feasibility
         and capital needs of a New Business Venture. The Venture Planner is an
         Advanced Analysis System for Excel 2007.

     2)
The Venture Forecaster™ – This tool was created to produce advanced
         comprehensive financial analysis and forecasting. Using current and historical
         information, there are Horizontal, Vertical, Benchmark, and Pro Forma 
         worksheets and charts produced for evaluating and projecting financial
         performance. The Venture Forecaster is an Advanced Analysis System for
         Excel 2007.

In 2007, we added Chart Magic and linked it to The Consultant:

     1) There are over 345 charts in Chart Magic™ all linked to the Master Data Entry
         worksheet
.

     2) There are 6 PowerPoint presentations with a total of 86 charts. All key
         financial charts in Chart Magic™ are linked to the Chart Magic™ PowerPoint
         presentations.You can change the charts by entering new data in the Master 
         Data Entry worksheet and editing the presentation slides to suit your needs.

     3) The presentations are updated to reflect any formatting or data changes made in
         Chart Magic™.

     4) By adding, hiding, and deleting slides you can customize a presentation to suit
         your needs in minutes.

     5) A set of customized format templates has been created to change any chart on
         the fly. Excel 2007 also offers many templates to change chart formats.

     6) Each worksheet has chart choices to copy and paste link to worksheet,
         workbook, PowerPoint, or any Office 2007 application.

     7) There are 3 dashboards: Balance Sheet, Expenses, and Summary.

     8) The Expenses Portion of Chart Magic™ is unique. You can perform what-if
         exercises that affect profit.

     9) There is a section of 5 worksheets with charts that are devoted to Breakeven
         Analysis
; 4 spreadsheets have what-if breakeven capabilities, and 1 analyzes
         down to the minute over 4 periods.

    10) Finally, Chart Magic™ is total open architecture. Once you learn its logic, you
          can sculpture it into a tool specifically for your profession or organization.

 

Consulting forms included within
The Consultant and as standalone Word 2007 documents:
     1) Sample Working Agreement
     2) Sample Analysis Process
     3) Plan Sheet
     4) Marketing Sheet
     5) Daily Progress Report
     6) Current Financial Position
     7) Confidentiality Agreement
     8) Startup Client Questionnaire
     9) Startup Business Audit Questionnaire

The Consultant™ does so much that it will take time to learn all of its power options. Most of its components are familiar to professionals. The good news is that the more you use this system, the more its logic becomes apparent and you can knock out various analysis reports with ease.

NOTE: Since Microsoft chose to drop VBA (Macros) in Apple Excel 2008, a good alternative is to use Boot Camp found in Mac OS X or a 3rd party virtual desktop program. This allows you to have Windows XP or Vista on your Mac desk top.
 


 





 

 

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