The Small Business Restart System™ was created for the experienced entrepreneur who has intermediate skills in Excel and:

1) Has suffered from either losing their business altogether and wants to restart it, or
2) Wants to start a completely new business venture

This product is designed for Excel 2003/2007/2010/2013. 

The System Includes Five Core Financial Analysis Tools:
1) The Small Business Restart Manual©
Contents: 315 pages, 6.00" x 9.00", Print ready for perfect binding.
Copyright: © 2009, JaxWorks
Format: MS Word 2003 and 2007

The Small Business Restart Manual™ is a no-nonsense book to help anyone to restart a failed business, or start a new business venture.

1. The book is written in a non-technical style with only a basic knowledge in spreadsheets and word processing is required.

2. The approach is that of an outside business consultant assisting you in starting or restarting your business in a systematic manner and gradually introducing you to tools for managing, monitoring, and improving your business as it grows.

3. The general presentation is based on the step method, that is, the sequence of material is designed to train you as well as help you develop new and better management habits in an orderly manner.

4. When you finish the book, you will be privy to the top tools and methods used in successful businesses.

5. In addition to the templates referenced in this book, we have included over 390 small business files created in Microsoft® Excel 2003 and Word 2003. You may open them in any productivity software that has the correct converters. However, you may encounter problems in third party suites with the Visual Basic modules.

2) The Director Small Business Analysis System
(Excel 2003 and Excel 2007)

The Director™ is referenced and applied widely in The Small Business Restart Manual™. It is available only in this product.

This Director™ is three very powerful integrated analysis systems running simultaneously as one:

1. The Standard System:
The Standard System analyzes data entered on the Master Data Entry Worksheet and broadcasts these numbers over the analysis system and funnels one rating number back to this worksheet.

2. The What-if System:
The What-if System is directly linked to the Master Data Worksheet. It also broadcasts the what-if numbers across its own separate system and funnels one rating number back to this worksheet.

3. Trend Prediction:
Using regression analysis we predicted the trend based on the two scores. Since only two entries are used the predicted 3rd regression can appear exaggerated, however, it immediately indicates how proposed positive operating controls can improve the overall performance.


3) The Cash Flow Analyzer
      (Excel 2003 and Excel 2007)

The Cash Flow Analyzer is two systems in one;
1) It analyzes your cash flow and
2) creates a comprehensive financial analysis of your business.

Cash flow is the amount of cash being received and paid by a business during a defined period of time. If you do not have positive cash flow, you can not pay your bills.

In practical terms, the cash flow projections and the income statement projections are parallel tasks that are essentially prepared from the same data. They may be regarded almost as two sides of the same coin.

The income statement shows the owner/manager the income/loss based on the assumption that both sales income and the cost of making that sale are matched together in the same month.

The cash flow statement looks at the same transactions from the viewpoint that in reality the cost of the sale is incurred first (and paid for) and the income is received last, anywhere from one week to three months later.

Benefits from using Cash Flow analysis
The cash flow statement is one of the four main financial statements of a company. The cash flow statement can be examined to determine the short-term sustainability of a company. If cash is increasing (and operational cash flow is positive), then a company will often be deemed to be healthy in the short-term. Increasing or stable cash balances suggest that a company is able to meet its cash needs, and remain solvent. This information cannot always be seen in the income statement or the balance sheet of a company. For instance, a company may be generating profit, but still have difficulty in remaining solvent.

4) MicroView™ Dashboard Business Analysis System
(Excel 2003 and Excel 2007)

Excel offers significant power to generate high-quality, low-cost, low-maintenance small chart dashboards. Excel small chart dashboards can display virtually any business data and all on one single page rather than pages of charts.

MicroView is resplendent in small charts, and dashboards all generated by entering data on one worksheet that populates all of the charts in the workbook.

MicroView™ is also a Business Analysis system that produces worksheets suitable for use in any Business Plan.

Easy to setup:
1) Click the number of financial periods that you desire for posting: 4 through 12 periods.
2) Click a business category: Manufacturing, Service, Retail, Wholesale, or Job Shop.
3) Set up as "C" corp or "S" corp.
4) Instantly choose Year, Month, or Quarter configurations.

In seconds, you are able to analyze almost any business the way you want it and print a professional report .

The logic 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.

An added benefit is MicroView™ Miniature Charts (Nano Line Charts).
They help business managers quickly zoom in on good, bad and other trends in their line data so that they can make better decisions.

5) Consolidator™ Business Consolidation Analysis System
(Excel 2003 and Excel 2007)

The Consolidator is designed to combine the financial data of a company with financial data from multiple entities, such as profit centers, subsidiaries, or majority interests into one Consolidation Report.

Enter the finance details for each of your company's entities on each entry worksheet. You enter financial data for each of up to 10 profit centers and The Consolidator™ produces over 50 analysis reports for tracking your business.

When you modify, add, or delete the data in the cells of the entry worksheets, The Consolidator™ automatically calculates your company's consolidated financial statements.




393 Templates Library
Updated July 2009

7 Year Balloon Loan Amort.xls
7 Year Balloon Loan Amort97.xls
24 Month Sales Forecast.xls
24 Month Sales Forecast97.xls
36 Month Sales Forecast.xls
36 Month Sales Forecast97.xls
40 column.xls
40 column97.xls
48 Month Sales Forecast.xls
48 Month Sales Forecast97.xls
52 Week Sales Record.xls
52 Week Sales Record97.xls
401K Planner.xls
401K Planner97.xls
401K Reallocation Planner.xls
Accounts Payable Aging.xls
Accounts Payable Aging97.xls
Accounts Receivable Aging.xls
Accounts Receivable Aging97.xls
Activity Ratios.xls
Activity Ratios97.xls
Annual Direct Labor Analysis.xls
Annual Direct Labor Analysis97.xls
Approval To Hire Request.xls
Approval To Hire Request97.xls
Auto Expense Report.xls
Auto Expense Report97.xls
Average Selling Price Analysis.xls
Average Selling Price Analysis97.xls
Avertising Expenditures-Media.xls
Avertising Expenditures-Media97.xls
Backorder Control.xls
Backorder Control97.xls
Balance Sheet.xls
Balance Sheet97.xls
Balance Sheet 2 Years (Quarterly).xls
Balance Sheet Summary of Years 1 to 5.xls
Balanced Scorecard.xls
Balanced Scorecard97.xls
Basic Cash Flow.xls
Basic Invoice.xls
Basic Invoice97.xls
Bill of Ladding.xls
Bill of Ladding97.xls
Break-Even Analysis.xls
Break-Even Analysis97 (2).xls
Break-Even Analysis97 (3).xls
Break-Even Analysis97.xls
Break-Even Analysis (2).xls
Break-Even Analysis (3).xls
Break-Even Chart.xls
Break-Even Chart97.xls
Break-Even CIA.xls
Break-Even CIA97.xls
Breakeven Interactive.xls
Break-Even Simple.xls
Break-Even Simple97.xls
Break-even Units.xls
Budget-5 Profit Centers.xls
Budget-5 Profit Centers97.xls
Budget Plan.xls
Budget Plan97.xls
Business Acquisition Worksheet.xls
Business Acquisition Worksheet97.xls
Business Indebtedness.xls
Business Indebtedness97.xls
Business Loan Proceeds.xls
Business Loan Proceeds97.xls
Business Plan Sample.xls
Business Plan Sample97.xls
Business Valuation.xls
Business Valuation97.xls
Cash Budget.xls
Cash Budget97.xls
Cash Flow 4 Yrs Quarterly.xls
Cash Flow 4 Yrs Quarterly97.xls
Cash Flow Forecast 2 Years (Quarterly).xls
Cash Flow Forecast 12 Months.xls
Cash Flow Forecast 12 Months97.xls
Cash Flow Sensitivity Analysis.xls
Cash Flow Sensitivity Analysis97.xls
Commercial Loan Checklist.xls
Commercial Loan Checklist97.xls
Commission Report.xls
Commission Report97.xls
Comp. Contribution Analysis.xls
Comp. Taxable Income Analysis.xls
Company Property Receipt.xls
Company Property Receipt97.xls
Comparative Balance Sheet.xls
Comparative Business Income.xls
Comparative Business Income97.xls
Comparative Contribution Income.xls
Comparative Contribution Income97.xls
Comparative Earnings Analysis.xls
Comparative Earnings Analysis97.xls
Comparative Taxable Income.xls
Comparative Taxable Income97.xls
Corporate Analysis.xls
Corporate Analysis97.xls
Corporate Earnings Analysis.xls
Corporate Earnings Analysis97.xls
Credit Application.xls
Credit Application97.xls
Credit Control List.xls
Credit Control List97.xls
Credit History.xls
Credit History97.xls
Customer Ledger.xls
Customer Ledger97.xls
Daily Production Report.xls
Daily Production Report97.xls
Daily Profit Tracking and Weekly Summary.doc
daily report.xls
daily report97.xls
Daily Time Sheet.xls
Daily Time Sheet97.xls
Daily Time Sheet-Services Rendered.xls
Daily Time Sheet-Services Rendered97.xls
Debt Ratios.xls
Debt Ratios97.xls
Direct Advertising Response.xls
Direct Advertising Response97.xls
Direct Marketing Analysis.xls
Direct Marketing Analysis97.xls
Employee Change Record.xls
Employee Change Record97.xls
Employee Orientation.xls
Employee Orientation97.xls
Employee Performance Review.xls
Employee Performance Review97.xls
Employee Self Evaluation.xls
Employee Self Evaluation97.xls
Employee Termination.xls
Employee Termination97.xls
Employee Time Sheet.xls
Employee Time Sheet97.xls
Entrepreneurial Test.xls
Estimating Start-Up Capital.xls
Estimating Start-Up Capital97.xls
Expense Budget.xls
Expense Budget97.xls
Expense Report.xls
Expense Report97.xls
field logs.xls
field logs97.xls
Financial Calculator.xls
Financial Calculator97.xls
Financial Comparison Analysis.xls
Financial Comparison Analysis97.xls
Financial Forecast Analysis97 8 yrs.xls
Financial Forecast Analysis 8 yrs.xls
Financial Statement Ratios.xls
Financial Statement Ratios97.xls
Financial Toys.xls
Financial Toys97.xls
Five Year Projections.xls
Five Year Projections97.xls
Fixed Asset Record.xls
Fixed Asset Record97.xls
Flexible Budget.xls
Flexible Budget97.xls
G&A Expense Budget.xls
G&A Expense Budget97.xls
G-A Expense Budget.xls
Headcount Analysis.xls
Headcount Analysis97.xls
Income Statement.xls
Income Statement97.xls
Income Statement 2 Years (Quarterly).xls
Income Statement 12 Months.xls
Income Statement Summary of Years 1 to 5.xls
Industry Analysis.xls
Inspection Report.xls
Inspection Report97.xls
Insurance Coverage Report.xls
Insurance Coverage Report97.xls
Job Estimate.xls
Job Estimate97.xls
Liquidity Analysis & Ratios.xls
Liquidity Analysis & Ratios97.xls
Loan Tree.xls
Loan Tree97.xls
Manufacturing Overhead Budget.xls
Manufacturing Overhead Budget97.xls
Marketing Analysis.xls
Marketing Analysis97.xls
Marketing Calculators.xls
Marketing Calculators97.xls
Marketing Personnel Expenses.xls
Marketing Personnel Expenses97.xls
Media Budget by Quarter.xls
Media Budget by Quarter97.xls
Media Forecast.xls
Media Forecast97.xls
Merchandise Plan.xls
Merchandise Plan97.xls
Merchandise Return.xls
Merchandise Return97.xls
Monthly Sales Projections.xls
Monthly Sales Projections97.xls
Moving Average Sales Forecast.xls
Moving Average Sales Forecast97.xls
NeoPrice« Pricing Analysis.xls
NeoPrice« Pricing Analysis97.xls
New Employee Record Char97.xls
New Employee Record Chart.xls
New Product Sales Forecast.xls
New Product Sales Forecast97.xls
One Year Project Process Report.xls
One Year Project Process Report97.xls
Overdue Account File.xls
Overdue Account File97.xls
Parts Inventory.xls
Parts Inventory97.xls
Payback Analysis.xls
Payback Analysis97.xls
Perpetual Inventory Control.xls
Perpetual Inventory Control97.xls
Personal Wealth Analysis.xls
Personal Wealth Analysis97.xls
Personnel Activity Report.xls
Personnel Activity Report97.xls
Present Value Mixed Stream.xls
Present Value Mixed Stream97.xls
Price Estimate For Services.xls
Price Estimate For Services97.xls
Price Line Sales Projections.xls
Price Line Sales Projections97.xls
Product Sales Goals.xls
Product Sales Goals97.xls
Production Reject Report.xls
Production Reject Report97.xls
Profitability Ratios.xls
Profitability Ratios97.xls
Proforma Balance Sheet.xls
Pro-Forma Balance Sheet.xls
Pro-Forma Balance Sheet97.xls
Proforma Income Statement.xls
Pro-Forma Income Statement.xls
Pro-Forma Income Statement97.xls
Project Cost Summary.xls
Project Cost Summary97.xls
Projected Cash Flow.xls
Puchases Log.xls
Puchases Log97.xls
Purchase Order.xls
Purchase Order97.xls
Quarterly Budget Analysis.xls
Quarterly Budget Analysis97.xls
Quarterly Cash Flow Projection.xls
Quarterly Cash Flow Projection97.xls
Quarterly Marketing Budget.xls
Quarterly Marketing Budget97.xls
Quarterly Sales Record.xls
Quarterly Sales Record97.xls
Quotation Evaluation.xls
Quotation Evaluation97.xls
Quotation Record.xls
Quotation Record97.xls
Ratio Analysis.xls
Ratio Analysis97.xls
Ratio Analysis-Comprehensive.xls
Ratio Analysis-Comprehensive97.xls
Ratio Analysis-Detailed.xls
Ratio Analysis-Detailed97.xls
Receipt For Goods.xls
Receipt For Goods97.xls
Receiving Report.xls
Receiving Report97.xls
Request For Quotation.xls
Request For Quotation97.xls
Sales Activity Report.xls
Sales Activity Report97.xls
Sales Budget.xls
Sales Budget97.xls
Sales Channel Analysis.xls
Sales Channel Analysis97.xls
Sales Promotion Expenses.xls
Sales Promotion Expenses97.xls
Sales Quotation.xls
Sales Quotation97.xls
Sales Revenue Report.xls
Sales Revenue Report97.xls
Sales Seasonality by Month.xls
Sales Seasonality by Month97.xls
Sales Trend Analysis.xls
Sales Trend Analysis97.xls
Service Invoice.xls
Service Invoice97.xls
Shipping Order.xls
Shipping Order97.xls
Small Business Valuation.xls
Small Business Valuation97.xls
Smoothing Forecast Analysis.xls
Smoothing Forecast Analysis97.xls
Startup Budget.xls
Startup Budget97.xls
Startup Capitalization.xls
Startup Capitalization97.xls
Statement of Account.xls
Statement of Account97.xls
Statement of Cash Flows.xls
Statement of Cash Flows97.xls
Stock Balance Record.xls
Stock Balance Record97.xls
Stock Valuator.xls
Stock Valuator97.xls
Store-To-Store Sales.xls
Store-To-Store Sales97.xls
Summary of Key Accounts.xls
Summary of Key Accounts97.xls
time-progress report.xls
time-progress report97.xls
Vendor Cost Analysis.xls
Vendor Cost Analysis97.xls
Vendor Evaluation Analysis.xls
Vendor Evaluation Analysis97.xls
Vendor Master File.xls
Vendor Master File97.xls
Wealth Accumulation Analysis.xls
Wealth Accumulation Analysis97.xls
Wealth Analysis.xls
Weekly Cash Flow Projection.xls
Weekly Cash Flow Projection97.xls
Weekly Profit Tracking and Year to Date Totals.doc
Weekly Work Schedule.xls
Weekly Work Schedule97.xls
Yearly Planner.xls
Yearly Planner97.xls

Microsoft Office Excel 2007 system requirements
To use Microsoft Office Excel 2007, 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

Apple Minimum System Requirements:
Microsoft  (Apple) Office Excel 2008, Word 2008, and PowerPoint 2008 system requirements
To use Apple Microsoft Office 2008, you will need:
     1) A Mac computer with an Intel 500 MHz or faster processor
     2) Operating system Mac OS X version 10.4.9 or later
     3) 512 MB of RAM or more
     4) 1.5 GB of available hard disk space
     5) DVD drive
     6) 1024 x 768 or higher resolution-monitor

NOTE: Since Microsoft chose to drop VBA (Macros) in Apple Excel 2008, a good alternative is to use Boot Camp found in Mac OS X or a 3rd party virtual desktop program. This allows you to have Windows XP or Vista on your Mac desk top.

Microsoft Office Excel 2003 system requirements
To use Microsoft Office Excel 2003, 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


This product is designed for Excel 2003 and Excel 2007.




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