Initial Consult & Discovery (COVID-19)
This template can be used in any country
Tackle COVID-19 with this client discovery call process, including a client email template and other steps.
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Download your free Paycheck Protection Program (PPP) Loan template to personalize and use in your bookkeeping or accounting firm.
This best practice checklist will assist your United States clients with an application for the Paycheck Protection Program (PPP). It includes steps for prep, advising, assembling, and requesting required information.
Download your Paycheck Protection Program (PPP) Loan template now.
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