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Business Finance Guarantee Scheme icon

Business Finance Guarantee Scheme

14 Downloads

Download your free Business Finance Guarantee Scheme template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Business Finance Guarantee Scheme' templateBusiness Finance Guarantee SchemePrep2 AutomatorsPrep / assemble the necessary details to complete the initial loan application (and schedule client meeting)CompletedSchedule the business loan submission meeting with the client (or send them the loan details via client task)CompletedAdvise4 AutomatorsComplete the business loan prep / submission assistance meeting with the clientCompletedCLIENT TASKSRequest assistance for business loan supporting documentation5 Automators

A best practice checklist for the New Zealand Government's COVID-19 Business Finance Guarantee Scheme process. This template is part of the Karbon COVID-19 Rapid Response Kit.

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Download your Business Finance Guarantee Scheme template now.

  • .XLSX File
  • Process Map

Add to Karbon

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

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

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