Infographic _ Search your favorite web browser for "infographic templates PowerPoint". A couple of free template sites I found for PowerPoint infographics (as of this writing) are Visual.ly and Infogr.am. My favorite templates resource is PresenterMedia.com which is all_PowerPoint_based. It also has a plethora of clipart, animations, and customizable clipart. There's an annual fee for PresenterMedia but it's well worth it if you do a lot of visualizations and create a lot of presentations. The alternative to using templates to create infographics is to create a PowerPoint "slide" however long you want your infographic to be. Do this by using the "Design" and "Page Setup" selections to set the length and width of the page size. Then use shapes, graphics, and colors to create your infographic.
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.