The document describes a Consultant-in-a-Box system that provides tools to help businesses measure performance, set goals, and increase productivity and profits without hiring an expensive consultant. It includes tools to identify lost opportunities and key performance indicators, establish baselines, set growth goals, increase employee productivity and profits. The system provides a total financial performance management solution through a modular set of tools that can be used individually or together.

1. WELCOME TO
Consultant-in-a-Box
As a business owner, you might
wonder why you need
a
Consultant-in-a-Box
Professional
Business Consultant
The answer is:
You don’t, any more!
Now there is
an affordable alternative…
Learn how to:
• Measure your company’s performance
• Develop Key Performance Indicators (KPIs)
• Motivate your employees to perform better
• Develop a management Flash Report
• Increase productivity and overall profits
1

2. Consultant-in-a-Box is a modular system of
tools that help you with the following tasks:
• Identify and measure lost opportunities
• Identify your Key Performance Indicators
• Establish a baseline of financial indicators
• Establish a baseline of performance indicators
• Set realistic goals for growth
• Increase employee productivity
• Reward increased productivity
• Increase overall company profit
Consultant-in-a-Box
Consultant-in-a-Box
WELCOME TO
2

3. Consultant-in-a-Box consists of a series
of tools that can be used individually, or
in combination.
Used together, these tools create a total
financial performance management
system for your company.
Consultant-in-a-Box
Consultant-in-a-Box,
How does it work?
3

4. Consultant-in-a-Box
Consultant-in-a-Box,
Examples of CiaB tools
4
Items
(Labor or Materials)
Units / Hours Cost Basis
Set Sales
Price
Target Margin
%
Planned
Mark-up %
Sales Value
Labor
(enter labor designation)
# Hours Paid
Hourly Actual
Labor Cost ($)
Hourly Planned
Sales Price ($)
Planned Margin
% (Profit)
Planned
Mark-up %
Total Planned
Revenues ($)
Labor 1 (type name)
Labor 2 (type name)
Labor 3 (type name)
Labor 4 (type name)
Labor 5 (type name)
Totals
Effective Labor Rate
Material &
Cost of Goods
# Units
Purchased
Actual Unit Cost
($)
Planned Sales
Price
Planned Margin
% (Profit)
Planned
Mark-up %
Total Planned
Revenues ($)
Material 1 (type name)
Material 2 (type name)
Material 3 (type name)
Material 4 (type name)
Material 5 (type name)
Totals
Effective Margin on Materials
Other Costs of Sales
# Units
Purchased
Actual Unit Cost
($)
Planned Sales
Price
Planned Margin
% (Profit)
Planned
Mark-up %
Total Planned
Revenues ($)
example: Subcontractors
example: Rentals
example: Licenses and Fees
example: Equipment
Other
Totals
Total Actual
Cost ($)
Total Planned
Profit ($)
Overall Planned
Margin (%)
Overall Planned
Markup (%)
Total Planned
Revenues ($)
Grand Totals
Actual Sales (from P&L) < Enter Sales
Less Non-Labor Sales Value
= Revenue from Labor Billing
Actual Labor Hours Paid
Labor Hours, Calculated
(Based on billed revenue)
Variance in Hours
(Hours not billed for)
Variance in Revenue
(Value of non-billed hours)
Actual Burdened Labor Cost
(Calculated)
< Enter Burden
Labor Rate
Cost of Labor Hours Variance
Actual Sales
Less Non-Materials Sales
Materials Revenue
Actual Materials Purchased
Material Costs
(should have been)
Variance in Costs
(Cost not collected)
Variance in Revenue
(Revenue not billed)
Select ONLY ONE Basis
The variances identified in this test identify the magnitude of
unaccounted revenue. The amounts indicated might not be
recoverable due to the nature of the business or industry.
This amount represents the additional revenues (or profits) you
could have experienced, if all of your sold hours, all of your
materials purchased and sold, and all of your other costs were
billed in accordance with your bidding practices.
Please contact CONSULTANT-IN-A-BOX and order your copy
today. Use coupon code GMTX1022ALR to receive 10% off.
Your analysis demonstrates that your revenues should have been
greater than the actual revenues collected.
Labor Revenue Evaluation
Materials Revenue Evaluation
www.consultant-in-a-box.com
For every 2,000 hours, one full-time employee is not being billed out!
Full-time employees not billed for:
Un-billed revenue at target margin:
OVERHEAD ABSORPTION SCHEDULE Front Page Rankings, Inc. PROFIT TO DATE:
O/H Contrib. Remaining O/H Contrib. Remaining O/H Contrib. Remaining O/H Contrib. Remaining O/H Contrib. Remaining O/H Contrib. Remaining
$92,000.00
1 Current month
2 Enter the total annual overhead to be absorbed
3 Remainder of annual overhead at the beginning of the next month
4 Enter overhead absorbed for each job / OR / for each invoice during this month
5 Declining remainder of annual overhead updated throughout the month
6 Total overhead contributed during the current month
7 Apportioned monthly overhead to be absorbed (#1 - Total annual overhead <divided by> 12 months)
8 Amount of overhead absorbed ABOVE or BELOW absorption goal for the current month only
9 Remaining unpaid annual overhead at month's end (same as #2, O/H at start of next month)
10 Total paid overhead at year-end - the difference between this number and #1 (Total annual overhead) is profit
PROFIT: -$
-$
JAN FEB MARCH APRL MAY JUNE
Front Page Rankings, Inc.
75 15 10 RULER Actual Projected % Target % Target $ Variance % Variance $
Sales Revenues from Operations $803,384 100% 100% $803,384
Direct Materials $326,863 41% 35% $281,184 -6% ($45,678)
Direct Labor $186,780 23% 25% $200,846 2% $14,066
Direct Overhead 15% $120,508 15% $120,508
Total Cost of Goods Sold $513,643 64% 75% $602,538 11% $88,895
Gross Margin $289,741 36% 25% $200,846 -11% ($88,895)
Administrative Payroll and Related $110,673 14% -14% ($110,673)
G&A $79,139 10% -10% ($79,139)
G&A, Admin Payrol and Related $189,812 37% 15% $120,508 -22% ($69,304)
Net Income $99,929 12% 10% $80,338 -2% ($19,591)
FY 2005 projected on annual basis
Planned
Job Name: LAUSD Estimator: Steve Job Notes:
Job Number: 356 Date: 8/17/2006 Total Material $5,010.00
Contractor Name: Prescor Contractor Phone #: (323) 555-1212 Total Equipment
Job Contact Info: Mr. Al Smith Contact Phone #: (323) 775-9007 Total Direct Labor $336.00
Jobsite Address: Labor Burden = 1.33 X TDL $110.88
Contractor Address: Contractor Fax #: Total Labor Dollars $446.88
Property Owner: Michael L. Riebs. Owner Phone #: (616) 481-7237 Other Direct Costs $272.00
Job Start Date: Job Completion Date: Delivery Related Charges
Total Costs $5,728.88
Overhead Factor: 1.35 $2,005.11
Total Breakeven Costs $7,733.99
QTY Cost Total
1.00 $5,000.00 $5,000.00
1.00 $10.00 $10.00
LAUSD
Blinds Package
Misc. Shop Supplies
Consumable Tools
Front Page Rankings, Inc.
Job Costing Entry Sheet for Initial Bid
Materials & Consumable Tools
235 Pine St, Los Angeles, CA
Job Setup Information
Material Required
Front Page Rankings, Inc.
Job Profit Summary Sheet
LAUSD
Enter notes on the job
in this field.
Job Summary
Values from "Bid Calculations Results" Sheet
ENTER PROFIT % ONLY
Planned Profit % 15.00%
$9,098.81
$1,364.82
Suggested Quote Price
HISTORICAL DATA:
SEASONALITY VOLUME: JAN FEB MAR APR MAY JUN JLY AUG SEP OCT NOV DEC TOTAL
REVENUE - FY 2013
REVENUE - FY 2012
REVENUE - FY 2011
REVENUE - FY 2010
REVENUE - FY 2009
REVENUE - FY 2008 $56,125 $56,125 $56,125 $56,125 $56,125 $56,125 $56,125 $56,125 $449,000
HISTORIC AVERAGE: $56,125 $56,125 $56,125 $56,125 $56,125 $56,125 $56,125 $56,125 $449,000
SEASONALITY PERCENTAGE:
(MUST = 100%)
MONTHLY FACTORS (Percentage) 12.50% 12.50% 12.50% 12.50% 12.50% 12.50% 12.50% 12.50% 100.00%
62.50%
Average Monthly Revenue: 37,417$
Factors for Budget Spreadsheet: (MUST = 12)
Percentage of monthly average = 1.000 1.000 1.000 1.000 1.500 1.500 1.500 1.500 1.500 1.500 1.500 1.500 12.000
Factor for budget spreadsheet JAN FEB MAR APR MAY JUN JLY AUG SEP OCT NOV DEC (MUST = 0)
seasonality factor: 0.500 0.500 0.500 0.500 0.500 0.500 0.500 0.500 4.0
-0.100
0.000
0.100
0.200
0.300
0.400
0.500
0.600
JAN FEB MAR APR MAY JUN JLY AUG SEP OCT NOV DEC
%VARIANCEFROMAVERAGE
MONTH
GRAPHICAL REPRESENTATION
DATA INPUT AREA: From: 1/1/2014 To: 6/1/2014
F I X E D C O S T S V A R I A B L E C O S T S SALES
Base Fixed Costs "What If" Fixed Profit Goal Cost of Sales Sales Expenses "What If" Variable Projected or Actual
156,836 $213,539 $449,000
Calculated Override
BREAK-EVEN TABLE INCREMENTS: 10 ,0 0 0 GROSS PROFIT %: 52.44%
Override Used
Profit Fixed Costs Variable Costs SUPER PROFIT
6/1/2014 5:19 PM
BREAK - EVEN POINT CALCULATION
and
Break - Even Chart Graph
$0
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
$400,000
$450,000
$500,000
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC
Annualized Basis Annualized Basis Annualized Basis Annualized Basis
Employee Name Job Title
# Paid
vacation
days /
Year
Base
Hourly
Wage
Rate
Yearly Base
Total Salary
Health
Insurance
Worker's Comp
Annual
Overtime
Vacation +
6 Paid
Holidays
401k
Contribution
Total
Compensation
Average
Burdened
Hourly
Wage
Burden
%
ENTER STATE UNEMPLOYMENT TAX RATE !! FICA FUTA SUI Medicare
6.20% 3.20% 3.40% 1.45%
Employee Classification:
Web Developer
ENTER WORKMEN'S COMP PERCENTAGE RATE FOR THIS GROUP IN WHOLE NUMBERS ====> ENTER EMPLOYERS 401K CONTRIBUTION PERCENTAGE FOR THIS GROUP: ===>
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
Class Averages =====> -$ -$ -$ -$ -$ -$ -$ -$
Employee Classification:
SEO Developer
ENTER WORKMEN'S COMP PERCENTAGE RATE FOR THIS GROUP IN WHOLE NUMBERS ====> ENTER EMPLOYERS 401K CONTRIBUTION PERCENTAGE FOR THIS GROUP: ===>
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$
Front Page Rankings, Inc.
Burdened Labor Rate Calculations Burdened Labor Rate Calculations Burdened Labor Rate Calculations
Payroll Taxes
Tools include:
• Complete financial analysis and performance
suite, with P&L, CashFlow, B/E, 70/20/10,
variable- and flex budgets
• Quote building tools
• Gross Margin Test
• Many others

5. Consultant-in-a-Box
How Does
YOUR BUSINESS
Keep Score?
Consultant-in-a-Box,
5
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