Once this person has a financial template, they can use it to create forms the template will simply guide them through. The mere fact that the template has certain line items _ like the Balance Sheet, for example, forces you to think in a well_organized fashion and gather the information according to the structure of the template _ cash balances, accounts receivable, fixed assets, liabilities, etc. The same goes for a Business Plan. A well_designed financial template can steer you away from making some fundamental mistakes. A client of mine brought me a self_prepared Business Plan once and we both smiled at the many line items he had on his Profit & Loss statement which really belonged on a Balance Sheet. With a professionally designed template, he wouldn't have made that mistake.
How many times you have wandered through gifts and card shops to buy Christmas greeting cards for your friends, family and colleagues to be dispatched before Christmas Eve? It's a common practice through which Invitation businesses mint considerable money every year. Once you are through the hassle of selecting all the cards, there comes the tiring phase of penning down each one with an exclusive wish followed by your name and so on. The prospect of selecting and writing a large number of Christmas greetings is not only boring, but demands a lot of time and patience.