The Consultant II
Designed for Consultants by Consultants

The Consultant II™ is designed for Excel 2010/2013.
This product is NOT compatible with Excel 2003 or 2007.

New Reviews

The Consultant II™ is a top-to-bottom rejuvenation of the classic product. It produces the most advanced and comprehensive set of before-and-after analysis reports available anywhere. It is both simple and complex at the same time. Complex in quantity of functions and formulas, and simple to use through the use of abundant macros (VBA).


The most important mission of a business consultant is analyzing a client’s business, detecting deficiencies, and offering solutions to improve their bottom line. It has to be done with great efficiency using readily available tools. The Consultant II™ does just that, and does it better than any system currently available. You need only Microsoft Excel 2010 or 2013 to execute it.

There is an enormous need for qualified business consultants. Couple this need with the predicted boom in business formations in expanding economies, we have the recipe for a consultancy vacuum. Our authors decided something had to be done to help the profession be more alluring, efficient, and productive. A complete business analysis toolset to quickly analyze and assess a business is needed. Additionally, management in the forthcoming expansion need an internal analysis system to track their operations and avoid galloping expenses.

We chose the monumental task of upgrading and integrating our most powerful analysis modules into one single product. To no one’s surprise, we named it The Consultant II™. It is the comprehensive rebirth of this exclusive JaxWorks classic product.

The What-if Data Entry worksheet is a powerful tool. After entering financial data in the Master Data Entry worksheet, you can use the spinners in the What-if Data Entry worksheet to propose corrective actions. This feature was developed to demonstrate the impact of cumulative expense reductions on net income combined with only marginal increases in revenue.

The Consultant II™ can produce a variety of analysis reports for client presentations:
     1) A Standard, comprehensive, 158+ page analysis report from historical data over up to 12 financial periods.
     2) A What-if, comprehensive, 158+ page analysis report by altering the Standard data to project trends.
     3) A consolidated 316 page report with side-by-side comparative analyses of Standard vs. What-if reports.
     4) Linked PowerPoint Presentation.
     5) Most importantly, you can customize reports to suit the needs of any client.

Consulting Tools included within The Consultant II™ and as standalone MS Word 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

Click Magic™ XL - Two Versions with each started in the Master Index Worksheet.
     1) Version I - Linked to Master Data Entry Worksheet
     2) Version II - Linked to What-if Data Entry Worksheet

The Consultant II Linked Chart System
1) There are over 345 charts in The Consultant II Chart System™ 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 System™
     are linked to the Chart System™ 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.

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.

Included 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.

     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.

 Also Included are these bonus systems:
        Budget Analysis System
        Budget System
        Business Tools Library Volume I
        Business Tools Library Volume II
        Budget Audit System
        Detailed Expense Estimates
        Detailed Sales Analysis
        Diagnostics System


Minimum System Requirements:
Microsoft Office Excel 2010/2013 system requirements
To use Microsoft Office Excel 2010/2013, you will need:
     1) Computer and processor 500 megahertz (MHz) processor or higher
     2) Memory 256 megabyte (MB) RAM or higher (1 Gig is recommended)
     3) Hard disk 1.5 gigabyte (GB)
     4) Drive CD-ROM or DVD drive
     5) Display 1024x768 or higher resolution monitor
     6) Operating system Microsoft Windows XP with Service Pack (SP) 2,
         Windows Server 2003 with SP1, or later operating system

New Reviews

Just Arrived Review

Consultant II Review - New User 
I just used The New Consultant II in the comprehensive analysis of an electronics manufacturing company composed of several production units. Although overall cost controls were in place, there was no clear profit picture of each unit. The revenue generated from these operating entities represented the core of the net operating income.  

Using this program, I created financial models for each component, which became the basis for their new business plan.  The units were separated into individual profit centers resulting in greater accountability for middle management. New incentive programs were established based on increased profit performance.

Well done JaxWorks, and thanks for finally upgrading this valuable tool.

A.L.R., Seattle

Just Arrived Review

Consultant II Review - Experienced User 

I began using The Consultant 10 years ago and I'm afraid you have forgotten to stress one of its strongest features: It is a Long Term Internal Management Tool.

After completing a client, I leave behind a customized and abbreviated version of the Consultant for them to monitor their operations on a long term basis. This placed management in charge of their own monitoring and gives me continuing opportunities to revisit and update their performance analysis reports.

D. G., Denver

Just Arrived Review

Consultant II Review - Experienced User 

As with the Mother systems, the new Consultant contains many great features for a thorough analysis of a business. One of the best features I use is the Business Audit System that is made a part of the Summary Analysis.

This Business Audit System gets management (the owners) involved with and aware of what their business needs are and gets them to realize they need to consider each and every one of these items seriously if they truly want their business to succeed.

A successful business has looked at these factors and has made a concentrated effort to make sure they all are in place. 

P. B., Kansas City


Just Arrived Review

Consultant II Review - Experienced User 

Dear JaxWorks Team,

Thanks for the update notice. Downloaded it today.

I have been producing spreadsheets for client businesses for over 30 years. I bought the original Consultant in the Excel 2003 format years ago. It has been a valuable system analysis template for 95% of my client engagements. Your newest version completely blows my mind.

If a client asked me to produce a customized clone of your new version for their business, I would turn down the job. Why, you might ask? I did a job estimate and the invoice would be in the thousands of dollars. Well beyond a reasonable expense.

Thanks for saving me tons of time and keep up the good work!

I am attaching a few snips that might help in the next update.

Best regards,
G. H.
Houston, TX

The Consultant II™ is designed for Excel 2010/2013.
This product is NOT compatible with Excel 2003 or 2007.



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