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.
Navigating around tables in Word 2007 is easy. You may move from cell to cell by using the tab key. You may want to apply formatting changes to one or more cells. To choose a particular table cell, simply move your mouse to it and click on the cell. Word will highlight it and insert your cursor. You may select multiple adjacent cells in a table by clicking and dragging the mouse over the tables you want to select.