Financial Templates are the lifeblood of my work! What is so great about financial templates? They save time! That's their most important benefit to me. But the vast majority of people who do not have the pleasure of working as accountants all day long, financial templates simply provide a tool they can get things accomplished with. Let's look more closely at what I mean: Financial Templates as Time Savers _ I have templates for almost everything I do. What that means is that whenever I need any kind of a form or a spreadsheet, I first look for something I already created in the past and use it as a starting point. That's what a template is.
Grab your tone _ After you have an outline and a good idea for what you want to do, it's time to figure out your tone and concept. This step helps you figure out your color scheme, your typography, your images and in some cases, your flow. Mash it all together _ It's time to put it all together as you now have everything you need. Your plan or outline helps you figure out exactly what you will present, your template gives you the organization you need to flow through the presentation beautifully, and your tone gives you the guidance for design you need including everything from typography to color scheme to images.