The Consultant II Express™
Designed for Consultants by Consultants
is designed for Excel 2010/2013.
This product is NOT compatible with Excel 2003 or
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?
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
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.
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
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
Business Tools Library Volume I
Business Tools Library Volume II
Budget Audit System
Detailed Expense Estimates
Detailed Sales Analysis