For Business Coaches, Consultants, CPAs…
Looking to expand your practice with more tools and perhaps get into other interesting areas of business?
Updated platform adds tools, enables efficient collaboration
Attracts more clients… Keeps them longer!

This sounds kinda like me…

I’m a business consultant / coach. I have a specific skill-set that I bring to a number of small / middle enterprise organizations. But I spend most of my time prospecting and selling my services! I wish I had some kind of cool system that I could use to demonstrate everything I can bring to my clients and make it easy for them to see that I clearly offer more than anyone else. And, while talking with my current clients (since selling the same client a new service costs about 20% of what it takes to land a new client), what else could I offer them — perhaps beyond my normal scope, yet well within my capabilities, that I could use to help them succeed… And continue our consulting relationship indefinitely(?)

Here’s a glimpse of the new, next-generation business development platform

Use it to Attract and Advise Clients — Mentor more efficiently and make more money…

bizplan builder liveplan business plan pro software template dashboard

It’s perfect for expanding your capacity for developing early-stage and growing companies.
These tools move companies along faster.
The dashboard is a central platform to direct them and coach them, quickly get them ready to raise capital or sell.

“The customizable encyclopedia of everything you need to know about your business…
but were afraid to ask!”
~ Michael E. Gerber, “E-Myth” author

29 years of proven apps and experience, now updated and remastered into a seamless online collaborative dashboard connecting you with clients

Add your own docs, private label… Business Power Tools is your own customizable consulting platform

JIAN small business software template online consultants coaches

ALL of these apps and templates have been updated and reorganized, and built-in to the dashboard for easy access and collaboration.

Tools to supercharge your consulting practice:

  • Private Label – Insert your logo and slogan
  • All Business Power Tools software titles:
    • Business planning system for funding or strategy
    • Financial projection wizard
      • + 2 Excel-based models
    • Marketing strategy planning template
      • 33 marketing calculators
    • 20+ sample press releases + client tutorial
    • Employee Manual Builder
      • 200+ sample polices and procedures
      • 700+ Sample job descriptions
    • 165 sample business contract templates (in plain-English!)
    • OSHA Safety training handbook template
      • w/ 161 safe work practices
    • Employee incentive stock options template
    • Plus many more Word, Excel and PowerPoint templates
  • Color-coded document management system
  • Insert your own content
  • To-do lists by department
  • 24/7 access / 128-bit encryption
  • Collaboration between Windows / Macintosh users
  • Automatic sharing of common data between apps
  • Ongoing updates & upgrades
  • ALL in one dashboard system that manages these projects with your clients
  • Test it Free — See how they work for you and your clients, continue for $37/mo
Start My FREE Guest Access
“The tools you offer through your site are invaluable to consultants both old and new.
What you offer is something unique, interactive, and educational.
It takes some of the leg work off of the consultant and can be one of the most valuable tools in his or her toolbox.”
~ David Kulawiak, Risk Management Specialists,

Leverages your capability to attract and manage more clients

Please, let me explain…

Itmay seem that our software competes with business coaches, consultants, attorneys and other business advisors. However, when they started using our software templates themselves to write business plans and marketing plans for themselves and their clients, sales took off! (For all of us!)

Today, consultants can use a dozen business software templates to expand your practice, earn a % of referral sales, and collaborate with clients all over the world. We will even send you more clients! We at Business Power Tools are your best friend.

Why we like business coaches and consultants so much!

  1. You “get it” about the importance of business plans and the tools we offer…
  2. You understand the “realities” of business, not “magical thinking”
  3. You can further support our customers with hands-on help
  4. Hopefully, you’ll recommend Business Power Tools to your clients

Our customers need all the help they can get — That’s where you come in!

We’re creating partnerships with consultants giving you more to offer your clients as well as a better way of managing projects with them. If you are such an advisor / consultant / expert, we have a number of profitable growth options for you.

For the full picture, take in this entire page.

Business Power Tools used be JIAN, until we sold the URL…
That story is here...

How it expands your capacity to do more for more clients…

employee policies handbook software template app

Use any/all Business Power Tools apps & templates for 14-days!
For example: Put an employee handbook together for a client!
(Every company with employees needs a policies and procedures handbook!)

This unique system enables you to get some real traction with more clients and do more for them for more money — with less work! A lot less work!

Perhaps it’s been a while since you’ve used BizPlanBuilder or any of our software. We’ve accomplished a lot over the years and they’re better than ever! Now BizPlanBuilder is web-based and you can collaborate online — even between PCs and Macs! 

But wait! There’s more…
Here are dozens opportunities to expand your practice, reach out and build your business, for yourself and your clients!

Free Guest subscription to all these apps and templates to see for yourself

  • The business essentials in one convenient collaborative platform enable you to work with a multitude of clients using a consistent set of tools an easily managed system
  • Continue your subscription to all of our tools for just $37/mo
  • Subscribe each of your clients to the dashboard
  • They’ll do a lot of the work, but you’ll be the hero — being their advisor, doing what you love.

“I love the program! It suits my business needs, professional and easy to use.” ~ Mae Clark, Carlisle Group, Inc., Dallas, TX

We often hear from coaches / consultants that many of their clients have no business or marketing plans. That’s the main place where these templates can help. They should make your job easier! And for those who can’t afford you yet, these could be a “down-sell” while keeping yourself in the loop.

Advantages for business coaches and consultants

Steroids for your consulting practice!

  1. Increases your value proposition with a suite of proven business-building software apps & templates — Use them to show clients how much more you can do for them!
  2. Online collaboration makes it easier to work together with your clients.  You can even insert your own content to customize the templates!
  3. It’s easy to maintain your oversight over all of your clients’ projects
  4. More clients through our FREE Expert Referral Network — Our customers can find you and contact you to become new clients.
  5. It’s in the cloud so I can work with anyone, anytime and from anywhere. Hmmm…
  6. Can you think of a better way to keep clients on the same page?!?

Help for potential clients not yet ready to work with you

Why lose a potential client because they aren’t able yet to pay you to help them? As a low cost way to get them started, use our Referral Partner Tracking (Affiliate) system to refer them to the dashboard. It even sends you an email when they subscribe (a good sign of some level of seriousness). Now, you know who is worth following up.

consultants compare business plan software templates

“Hi Paul [the consultant],
Per your recommendation, I bought and began using Business Power Tools Biz Plan Builder.
It’s pretty easy to use and really straight forward – a good way of organizing ideas I think.
I wanted to check your availability and see if there’s a time we would be able to meet up and discuss the
Financials — if you aren’t free outside of your regular office hours, I may just have to email you questions.
I still have a lot of assumptions to input, but once I’m a bit further along, we can collaborate.
Josh” [the client]

And this is why you’ll make more $$$ from more clients…

small startup business consultant software templates

Dashboard enables added value with clients

  • Supporting your clients writing a good business plan creates the blueprint for more consulting
    With BizPlanBuilder, it’s easy because it’s already organized and written—together you can complete the sentences and edit the variables. Like all of Business Power Tools’ apps, it’s collaborative so you get it done quickly and easily, and have a working blueprint to go forward!
  • Helping your clients figure out how much money they want inspires more consulting
    And you’re front and center for that gig!
  • Collaborating efficiently just makes everything easier!
    No more swapping emails, cutting and pasting, and sorting thru “conflicting copies.”
  • Expanding your repertoire is easy with the additional tools included
    Now you can stay working with clients longer!

“Just a note of thanks and appreciation for dealing with you over the years. I have found your software to be unique, easy to use and very helpful in my practice. Also, I deeply appreciated the excellent response you gave when I needed help.”
~ Ben Clements, Newtown, PA

Your shared workspace makes it easier to engage and manage more clients!

Write an unlimited number of business plans, marketing plans, employee policy handbooks…

You can create as many projects as you like for yourself and your clients. Use the online system to organize and edit the docs, then print hard-copy for your clients. Crank ’em out!

With more clients coming to you, the system manages them most efficiently!

Clients can follow along, add their input, and do some of the work while you provide the expertise. Add the rest of their employees and give them read-only access so they can access the employee polices, safety procedures, etc. online!  Keep the team and other employees aligned and focused on achieving the company’s most important objectives. No need to print hardcopy of manuals, etc.

Sign up your clients, add more tools, have them add more users… Everyone wins! And you get paid every month!

“As former president of the Connecticut Chapter and active national director of the 8,000 member Turnaround Management Association, I’ve been using BizPlanBuilder in my successful consulting practice since our first conversation 15 years ago. It’s fantastic!”
~ Stephen A. Oster, The Oster Group, Inc., Greenwich, CT

BizPlanBuilder business plan software system builds business for consultants

 Here’s how to get started…

A few simple steps to engage and serve more clients — for a lot more money!

Visit the dashboard…

You’ve got to experience it!

Login as our Guest for 14 days

It’s free to test-drive!

Watch a couple of demo videos and you’ll see how easy it is to use

Everything works the same way!

Use one, use them all…

Brand it: Insert your logo and slogan

Explore  the plans, docs and calculators

Start customizing the templates

We’ll save your work!

Contact current clients…

Contact potential clients…

Demo your customized dashboard

Blow their minds with what you offer

(Enjoy a new competitive advantage)

Expand your repertoire of services

Quickly re/engage new projects

Keep paying clients longer!

Keep using more and more tools on billable time.

Imagine how many clients and projects you can now attract?!?

Subscribe clients as part of your engagement

Join as a Referral Partner and save 30%

Add yourself as an additional user ($1/mo/user)

Add an unlimited number of team to each client subscription

Get their business plan done

Produce their employee policies and procedures handbook

Set up their marketing strategy, send press releases

Imagine how easy it is now to manage more clients and projects?!?

“I have used both Business Plan Pro and BizPlanBuilder in my past management positions.
With all the so-called sample plans in Business Plan Pro, it’s easy to think you have the final product.
You really don’t — it’s not really that user friendly especially if you are not comfortable writing the narrative.
Instead, with BizPlanBuilder, it’s much easier for me to help a client develop a professional business plan that I don’t have to entirely rewrite.”
~ Sajata Strong, Area Director, Clark Atlanta University SBDC, School of Business Administration, Atlanta, GA

Apps and system have worked for many coaches and consultants like you


Here’s what other coaches and consultants say:

“Iown a full service Advertising Agency in NH. I use several of your products on a regular basis. We use Employee Manual Maker and Employee File Builder for HR, Agreement Builder to build many of our agreements with long-term clients, customers, and vendors, MarketingBuilder to build the templates to many of our marketing, advertising, and public relations plans, and BizPlanBuilder to build our business plan and corporate structure.

You don’t have to be new to business to use these plans. I’ve been in business for nearly 25 years, and I find these programs every bit as useful now as I did when I was learning as a new business owner. I maintain my upgrades because there is always new and better information supplied in the programs.

These guys know EXACTLY what they are doing, and how to do it. I had one situation where BizPlanBuilder came in unbelievably useful. I was hired by a small record label in Tampa, FL to put together a business and marketing plan for them to use to raise $350,000 in capital for their company. I was also hired to make the presentations to potential investors. Using both BizPlanBuilder and MarketingBuilder, I created the needed presentation.

My first appointment was with seven Tampa Bay Buccaneers interested in investing. After making my 35 minute presentation, I was unable to raise the $350,000 the record label wanted to raise. These seven men wrote checks totaling $575,000! Super Bowl thanks to you for creating such a fantastic software package. I use several of their products regularly in my business. I wouldn’t even try to expand my business without them.”
~ James J. Albion, President, ZMJ Enterprises, Marketing & Advertising Agency, Dover, NH,

“Even for experienced managers it’s an excellent way to organize new ventures and bring out [winning direction].”
~ R. Bradley, Int. Info. Assoc. Inc., Yardly, PA

“Very well constructed. Meets client needs.”
~ John Young, Business Consultant, Sacramento, CA

“What I’ve been looking for in the last year! Thank you.”
~ Larry Ballard, Consultant, Litchfield, IL

“My client secured a $142,000 SBA loan using your software!”
~ Bill Bishop, America Design, Atwater, CA

“Great tool for facilitating a business planning session.”
~ Tom Pooton, Current Concepts, Eden Prairie, MN

“I bought BizPlan primarily for the financials. They will be extremely helpful to me in setting fees.”
~ Paul Rock, Business Performance Specialists, Knoxville, TN

“The BizPlan Builder is clear and easy to use for individual clients and groups.”
~ Robert Davis, Julius and James, LTD., Springfield, IL

Plus, our subscribers need your help!

If you are an Attorney, Business Consultant, or CPA…
Can we send you clients?

Business owners often like to do things themselves, but the very things that make their businesses unique, can also create some glitches… that’s where you come in. You’re an expert and you work nearby. While they’re using our software to handle a variety of business projects, they often want a professional to help or review their work, offer additional advice, address unique circumstances, and introduce them to important contacts.

Our subscribers need all the help they can get — That’s where you come in.

List yourself in our our Business Advisor Referral Network now and enable qualified clients to find you at just the right time.

They can contact you directly.

“It costs me a fortune in time and effort to find, schmooze and sign on a new client. Business Power Tools’ customers are made to order… and they’re ready to work with me. Plus, I’ve got the software these people are using, so I’ve got an advantage over most other consultants. It’s the least expensive marketing investment I can imagine.”
~ Dick Fisher, President, Business Loss Prevention Group

As this gathers momentum, we plan to charge $37/ mo => BUT, for now we want to add you to the network so hurry and get in while it’s FREE!

Click Here to join our Business Advisor Referral Network

business funding raise capital consultant client dashboard

Click to Visit the Business Advisors Directory page

Do you have expertise in a specific industry? Wish you had a set of apps?

Contact us if you’d like to partner to create a custom business dashboard loaded with industry-specific templates.

Subscribe your clients to assure payment! (an idea…)

business software affiliate referral program

Include the dashboard in your client engagement…

Toengage more clients in longer-term, more lucrative projects, provide each client with their own subscription. Within the subscription, you, your clients, and their team have private, secure access to the entire BusinessPowerTools system online.

Subscribe for your clients and keep control…

As the system Admin, you set up their subscription and control who on their team has Admin, Editing or Read-Only access to each of their apps.

  • Mark-up the subscription, include it with your fees — we pay you 30% of our prevailing subscription rates on all referred software and/or subscription sales.
  • When you are satisfied with payment for your work, you can enable Admin access to your client!
  • When an engagement ends, replace your credit card with that of your client. You continue to earn 30% on their subscription!

Add yourself to our Affiliate Referral Partner Program to create subscriptions that make you money:

Click Here to Join our Referral Partner Revenue Share Program

Clarification — Multiple Users, Multiple Companies…

When does a client require their own subscription?

“Is it possible to create various business plans with the same subscription or do I need to buy more for different business ideas as it is common with some other online business plan tools?”

You can develop as many projects for yourself as you want with just one account.
If you want to collaborate, you can add as many additional users as you need.

If you are creating plans and documents for clients and you want to collaborate with them, you can give them access…
But first you must understand how the dashboard and its security works. Otherwise, if you give one client access to the Business Plan tab, for example, you give them access to all business plans.

Security and the assumption we made…

Security is built around the subscription to protect all of a subscriber’s dashboard assets and enables managing all of their apps and templates from the “My Account” control panel at the top of the dashboard.

All of Planning, Finance, HR, Legal, Management, Marketing, PR, Procedures, R&D, Sales… belong to one subscriber.

We presume that all those invited to collaborate or view belong to or work for that subscriber.

Next, we give you control of who has what kind of access to specific sections. Within each subscription you can add as many people as you want, while controlling which sections they have access to and whether or not they can just read it (read only) or have editing (read/write) capability.

ex: Certain employees could have access to the business plan, employee policies handbook, and safety procedures, but set to read-only. The HR manager would also have read/write privileges for the HR section, but perhaps not the marketing plan…

This way everyone working for a company can contribute and/or be made aware of all things specific to that company / client. Finally, the left hand knows what the right hand is doing and they can work together!

So, if it’s just you writing a business plan, you can write as many as you want because you have secure access to all of them. If you are developing multiple business plans for multiple clients, the way to keep them separate and secure is to open a new subscription for each client company, and their respective teams and advisors can be given controlled and secure access.

If a plan is for different clients requiring access for collaboration / review, each would require their own subscription.

As you might imagine, it’s very complicated to try and replicate another layer of security around each individual section just to control who has access to individual docs within a section. Instead, we made the system more economical and secure to handle everything within a single subscription.

(Walking Dead fan? Imagine building a really good wall around the village keeping the zombies out vs. adding another set of walls around each house in the village, and leaving the main gate open…)

We think you’ll find the subscriptions reasonable and managing users very easy.
You can be confident that your clients are assured that no one outside their company can get anywhere near their data!

Given all the tools available, we believe that you’ll enjoy and excellent ROI on your client subscriptions and gain many advantages for landing and managing clients, and serving them well!


Start My 14-Day Trial Subscription

Secure Collaborator Control Panel business web app

Easily add / change access permissions from this simple and secure Collaborator Control Panel


  1. For a list of the business plan industry templates click here and scroll about half way down:
    BizPlanBuilder Online

    The 10-year financial model is an upgrade option – see it here (just below BizPlanBuilder): 10-year Financial Model

    I think we calculate more ratios than any business planning software, click here to see the description page:
    Each ratio is fully explained and has a field where you can enter the ratios from BizStats and the system automatically calculates the variance.

    We also include the Excel financial models as well with the cloud system so you can work on what-if scenarios locally.

    We have 700+ job descriptions in a wizard-driven database.

    The agreement templates are in plain-English and most have global application — we have many international customers using them.
    You can read all of them here: Sample Agreements

  2. Hi,

    I am interested in your products and I like the consultant toolbox package, but I need to check some points:
    In Biz Plan Builder do you have sample plans for different industries? Can you provide me with the full list.
    Does the consultant toolbox cover 10 years financial projection? and what-if scenarios?
    Does the financial projection cover all ratios? or mainly investors related ratio only? Does it includes industry benchmark ratio?
    Do you have samples for different job description for different titles which covers also the procedures?
    The Agreement templates are only for USA or can be used for international business?
    As the consultant toolbox is cloud-based tool, so I can’t use the financial projection with what-if scenario locally, is that right?

    I am waiting your feedback to proceed.
    Best Regards,

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