Keep the momentum going. Welcome to the Growth Opportunities and Loan Support (GOALS) workspace.
Congratulations on taking a big step with your business! WESK will continue to support you on your entrepreneurial journey. We have prepared a checklist to help you stay on track with your loan reporting requirements. Find your place in the dropdown menus below to learn what’s next, or click the button to view our GOALS Checklist as a PDF.
Don’t forget, we’re here to support you for the duration of your loan. Book a meeting with your business advisor using their Calendly link anytime – you get unlimited meetings with your WESK membership!
Supporting You for the Duration of your Loan
We’re happy that you chose us to help you in your business journey! Stay on track by completing the items below at the suggested time intervals to optimize your chance at business success.
- Provide Supporting Documents
- Attend Required Training and/or Services
- Complete the Business Advisory Check-In Form
- Schedule a site visit with your Business Advisor in Month 3
- Reminder: You can book a meeting with your business advisor anytime!
You’ve been with us a while now, but our work is never done! Help us help you by keeping us up-to-date with your business happenings. It’s our job to ensure you’re positioned to grow.
Please upload your quarterly financial statements every quarter, and your year-end financial statements annually.
Prefer to view as a PDF? Download the checklist below!