Small Business Spreadsheet Factory
Since 1996


JaxWorks is a Microsoft Partner

The Consultant III
Designed for Consultants by Consultants

The Consultant III™ is designed for Excel 2010/2013/Excel:MAC 2008+
This product is NOT compatible with Excel 2003 or 2007.

Suggested Software
Access,  Excel, Word, PowerPoint, Publisher

Our consultants have been using the full body of components in MS Office since it was introduced. They found that as clients varied so did the appropriate presentation formats. Usually, it is a time consuming job creating customized and linked Word, PowerPoint, and Publisher documents to validate the changes needed to improve the bottom line. That is, until they decided to build one integrated system that flowed from one Excel workbook. They created The Consultant III™.

The Consultant III™ links the 5 key MS Office products into one comprehensive set of before-and-after financial analysis reports.

You can now utilize all of the features of
Access, Excel, Word, PowerPoint, and Publisher as one integrated analysis system by completing only one Data Entry worksheet

After entering financial data in the Master Data Entry worksheet, you use spinners to perform several what-if analysis trials in the What-if Data Entry worksheet.

The What-if Data Entry worksheet is a mirror image of the Master Data Entry worksheet with spinners so that the figures can be easily manipulated. The spinners are set at 100% to equal the entries on the Master Data Entry worksheet . You increase and decrease the line items by increments of 1% and instantly see the changes to Profit and Break-even.

This system was developed to demonstrate the impact of cumulative expense reductions on net income combined with only marginal increases in revenue.

Bottom line:
1) Enter your data;
     2) Using Launch Buttons, load all 5 Office products and their pre-linked templates;
     3) Select and print from hundreds of pre-linked MS Office analysis reports.

The Consultant III™ Excel Core System 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.

Plus, with the following MS Office pre-formatted templates are:
     1) Linked MS Access Data Base Reports
     2) Linked MS Excel Presentations
     3) Linked MS Word Presentation.
     4) Linked MS PowerPoint Presentation
     5) Linked MS Publisher Presentation
     6) Most importantly, you can customize reports to suit the needs of any client.

Consulting Tools included within The Consultant III™:
     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

Included Bonus Tools:
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 III 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.

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, 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

The Consultant III™ is designed for Excel 2010/2013/Excel:MAC 2008+
This product is NOT compatible with Excel 2003 or 2007.

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