The Consultant II Express
Designed for Consultants by Consultants

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

The Consultant II is off to a great start, however, when the user reviews started to trickle in, there appeared a frequent question that needed to be addressed. Where is a compact, and less expensive version for small businesses and small business consultants?

Actual Example:
Robert, a new user from California stated, "I used the new Consultant II at a client with over 500 employees. I made a few changes in the VBA code and the master data sheet links that adjusted it to the client’s situation and it did the job superbly. It would be useful to have a more compact version for smaller clients.

So, our team in Products Development went to work on these requests and created The Consultant II Express™ version. Not a very catchy title, but it does describe its purpose.

The Consultant II Express™ Features:
It is a top-to-bottom, compact, regeneration of the classic product. 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 Express™ does just that, and does it better than any compact system currently available. You will need Microsoft Excel 97/2003/2010/2013 or Excel MAC: 2011 to execute it.

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 Express™ can produce a variety of analysis reports for client presentations:
     1) A Standard, comprehensive, 140+ page analysis report from historical data over up to 12 financial periods.
     2) A What-if, comprehensive, 140+ page analysis report by altering the Standard data to project trends.
     3) A consolidated 280 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 Express™ and with 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

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.
3) Linked PowerPoint Presentation.

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.

 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

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



© Copyright, 2014, JaxWorks, All Rights Reserved.   |   Privacy Statement   |   Terms of Use