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.
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.