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Business Grant Assistance

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Download your free Business Grant Assistance template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Business Grant Assistance' templateBusiness Grant AssistancePrep3 AutomatorsAssemble & attach the necessary supplemental materials to the client task below and send to clientCompletedCLIENT TASKSAssistance to complete your business grant application4 AutomatorsComplete your business grant application (steps and details provided) — [insert grant URL here]CompletedFollow-up8 AutomatorsCheck with the client on the status and/or deposit of the grant, and take appropriate actionCompleted

This generic template is designed to provide the framework you can use when assisting your clients with business grant applications.

It helps facilitate the process that provides the necessary materials to the client for them to complete the grant with minimal assistance.

Customize this template with the relevant links to the grant application process, background information and other details.

Download the Template

Download your Business Grant Assistance template now.

  • .XLSX File

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Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling