JaxWorks
Small Business Spreadsheet Factory
Since 1996

 

     
 

JaxWorks Free Product Instructions Manual




JaxWorks is a Microsoft Partner


Folder Contents After Unzipping: 


Manager 97-2003 and Manager 2007

These two demo analysis systems are for reference purposes and used with The JaxWorks Instructions Manual. They are static except for the demonstration of certain buttons.

These systems are good representations of the basic structures that exists in all of our products.

Fully functional versions of these systems are included with the purchase of any book at the following address http://www.jaxworks.com/books.htm.

Instructions Manuals:
There are two formats: MS Word and Adobe Acrobat.

The Logic of our Analysis Systems is simple:
Enter on one worksheet your financial data, have that data instantly populate all analysis worksheets in the workbook, and yield analysis results that point to problems areas for improving your business.
 

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Table of Contents

JaxWorks Business Analysis Systems
     Background
     The Summary Analysis
          How do they work?
          1 The Standard System:
          2 The What-if System:
          3 Trend Prediction:
     The Summary Analysis worksheet
     The Analysis Details worksheet
          Altman’s Z-Score Analysis
          Springate Analysis
          The Fulmer H-Factor Model
          The Prediction of Corporate Failure:
          The Logit Analysis
     The Master Data Entry Worksheet
          General instructions
     The “What-if Master Data Entry” worksheet
     Business Type Configurations
          The Small Business Manufacturer
          The Small Business Retail Firm
          The Small Business Wholesale Firm
          The Small Business Job Shop
     Financial Snapshot
     What-if Financial Snapshot
          Basic Financial Records
          The Income Statement
          The Balance Sheet
          Cash Flow – Current and Projected
     Summary
     The Executive Summary
     The Financial Summary Analysis
     The Forecast Analysis - 12 Fiscal Periods
     The Market Value Analysis
     The Balance Sheet Technique
     The Adjusted Balance Sheet Technique
     The Earnings Approach
          1 Excess Earnings Method
          2 Capitalized Earnings Approach
          3 Discounted Future Earnings Approach
     The Market (or price/earnings) Approach
     The Summary of Approaches
     Payroll Analysis
     Expense Analysis
     Pro Forma Balance Sheet
     What-if Pro Forma Balance Sheet
     Pro Forma Income Statement
     What-if Pro Forma Income Statement
     What-if Sales versus Expense Reduction
     Breakdown of Operating Costs
     Break-even Adjusted to Reduce Expenses on Sales
Financial Ratios! Are they important?
     Analyzing Profitability Ratios
     Analyzing Liquidity Ratios
     Analyzing Activity Ratios
     Analyzing Leverage Ratios
The 12 Key Ratios
     1 Current Ratio
     2 Quick Ratio
     3 Earnings per Share (EPS)
     4 Gross Profit Margin
     5 Net Profit Margin
     6 Return on Assets
     7 Return on Equity
     8 Average Collection Period
     9 Inventory Turnover Ratio
     10 Debt Ratio
     11 Equity Ratio
     12 Times interest Earned Ratio
Expanded Financial Ratios
Summary


 


 

Sample Page Screen Shots
 

 

 

 

 

 

 

 


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