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.
I never have to reinvent the wheel. And as a professional accountant, you can imagine how many different "wheels" I use every day! Profit & Loss statements, Balance Sheets, Cash Flow Forecasts, Time Sheets, Break_Even Analyses, Margin Calculations, Business Plans, etc, etc. When using your own prior work as a financial template, you get another benefit _ you are so familiar with the template that it takes you no time to figure out how to use it. And each time you refine it just a little bit more. So pretty soon your templates run like a Swiss watch! All the bugs have been worked out, you have tested it with many different clients and many different business scenarios and you know you have something you can depend on. Financial Templates as Tools _ For someone who is not a finance professional, financial templates serve a slightly different purpose. They still save time, of course, but they also provide a tool that person would have to pay someone else to develop.