We Added an Access Data Base for Data Entry & Linkage

Designed For Excel 2010/2013.

The Counselor Business Analysis System DB™
is a JaxWorks Business Analysis System Template Product.

Please Note: We do not do customizations. Our systems are complete template products and are 100% Open Source and Unprotected in order that the skilled customer may customize them to their specific needs. It is important that before purchase you have the proper skill levels in Finance and Microsoft Office 2010/2013 assigned to this product.

Requirements: MS Excel® 2010/2013 and MS Access® 2010/2013
Current versions of MS Access  have  been vastly improved. They are much easier to operate. These improvements has opened it up to almost everyone with at least an intermediate (Level 4) proficiency in MS Office 2010/2013 software.

The Counselor Business Analysis System DB™ has a Microsoft Access data base for the entering and manipulating of your input data. You can easily transfer the completed data to The Counselor’s Raw Data Entry worksheet with the “Export to Excel Spreadsheet” wizard.

Optionally, you may choose to link the data for real-time updating. Changes in the Raw Data Entry worksheet are instantly reflected in the data base.

     1) At the click of one button, you can disconnect the MS Access Driven Raw Data Entry worksheet. The
         Master Data Entry worksheet is automatically set up for direct data entry.

     2) At the click of another button, you can reconnect the Raw Data Entry worksheet to the Master Data Entry

Using MS Access Counselor templates (Blank or Sample data), you enter your business’s data in a preconfigured structure for transfer to The Raw Data Entry worksheet.

In addition to the Excel® analysis reports in The Counselor, MS Access offers many ways to create important real-time data and query reports for Venture Capitalists, investors, and loan institutions.


Product Features

An Instructions Manual is included.
The Counselor dB™ is "Printer Ready". All sheets pre-formatted. You might have to adjust to your printer.
Full open and unprotected architecture allows you to customize to suit your needs.
Includes these bonus systems:
        Budget Analysis System
        Budget System
        Business Tools Library Volume I
        Business Tools Library Volume II
        Detailed Expense Estimates
        Detailed Sales Analysis
        Diagnostics System

Minimum Requirements

Microsoft Office Excel 2010/2013 system requirements
To use Microsoft Office Excel 2003/2013, you need:
     1) Computer and processor Personal computer with an Intel
         Pentium 233-MHz or faster processor (Pentium III recommended)
     2) Memory 128 megabytes (MB) of RAM or greater
     3) Hard disk 150 MB of available hard-disk space; optional installation files
         cache (recommended) requires an additional 200 MB of available
         hard-disk space
     4) Drive CD-ROM or DVD drive
     5) Display Super VGA (800 × 600) or higher-resolution monitor
     6) Operating system Microsoft Windows 2000 with Service Pack 3 (SP3),
         Windows XP, or later


Some Screen Shots


System Flow Chart


MS Access Data Base


Raw Data Entry Receives Data from MS Access Data Base


Master Data Entry Worksheet Receives Data from Raw Data Entry Worksheet


The Final One-Number Summary Analysis Worksheet

Master Control Panel

System Setup


Cash Flow Data Entry Module (Full View)




PowerPoint Presentation
Sampling From 67 Slides


Forecast Analysis - Regression Analysis Applied


Key Financial Metrics


Cash Flow Assessment

Comparative Analysis


Breakdown of Operating Costs - Down To The Minute


Expanded Financial Ratios

Alphabetized by ratio description, this worksheet will help both you and any potential outside investor compare your business's performance from one year to the next (for example, has gross profit grown or declined between years one and four?) and against other similar businesses (for example, does your business give as good a return on investment as others?).


Market Value Analysis

   There is no single best method for determining a business's worth since each business sale is unique.

   The wisest approach is to compute a company’s value using several techniques and then choose the one that makes the most sense.

   There are three techniques and several variations for determining the value of a business:
     1) The balance sheet technique.
     2) The earnings approach.
     3) The market (or price/earnings) approach.



Master Index





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