Business Grant Assistance (COVID-19) icon

Business Grant Assistance (COVID-19)

179 Downloads

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

A preview of the 'Business Grant Assistance (COVID-19)' templateBusiness Grant Assistance (COVID-19)Prep1 AutomatorAssemble & attach the necessary supplemental materials to the client task below and send to clientCompletedCLIENT TASKSAssistance to complete your business grant application2 AutomatorsComplete your business grant application (steps and details provided) — [insert grant URL here]CompletedFollow-up6 AutomatorsCheck with the client on the status and/or deposit of the grant, and take appropriate actionCompleted

A best practice checklist, suitable for all regions, for providing Business Grant Assistance during COVID-19.

This template is part of the Karbon COVID-19 Rapid Response Kit.

Download the Template

Download your Business Grant Assistance (COVID-19) template now.

  • .XLSX File

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

Related Templates

Initial Consult & Discovery (COVID-19) icon
Get
Paycheck Protection Program (PPP) Loan icon
Get
Cash Flow Advisory (COVID-19) icon
Get