Free PPP Funds Tracking Worksheet & Video TUTORIAL

By Leah Wietholter, MBA, CFE, PI

As a way to serve small businesses and non-profit organizations during this time, the Workman Forensics team has designed an Excel worksheet to assist borrowers as they use PPP funds to help them prepare to maximize loan forgiveness. For convenience, an infographic of recommendations and the Excel worksheet is provided at the end of this post. Please feel free to share with others if you think it will be helpful to them.

This worksheet is based on SBA guidance as updated through 04/26/20. Should additional guidance be provided, the digital download available from our website will be updated accordingly. 

Download the free PPP loan worksheet here: www.workmanforensics.com/wf-products/ppp-funds-worksheet

We've also published a video tutorial explaining how to use the worksheet on our Workman Forensics YouTube channel: https://www.youtube.com/watch?v=8lq6xa5k3K8&feature=youtu.be

Stay safe!

**Please note: The SBA has not yet issued specific guidance for the forgiveness portion of the PPP loan. This worksheet is being provided to help businesses stay organized over the 8 weeks so that when the guidance is issued, they will be able to make adjustments and submit forgiveness requests to their lenders in an efficient and organized manner.

Infographic explaining tips to staying organized with using Paycheck Protection Program (PPP) loan funds to maximize forgiveness.