Client Vicky Garcia-Moya came to the Cal Coastal SBDC in August 2019 for help with business accounting, budgeting, capital access, eCommerce and exporting assistance. The business was planning to shift its focus from wholesale only to include some direct-to-consumer channels.
In 2019 and 2020, the SBDC helped the client consider accounting options, including her attendance of a QuickBooks class. Client ultimately hired a bookkeeper. Client also worked with SBDC Agriculture and Marketing consultants for help in planning to shift her sales from all wholesale to some direct-to-consumer market channels, resulting in obtaining needed permits & licensing, developing a marketing plan and learning how to use business financial information to help with decision-making, including pricing of new products. Consultants continue to assist the client with packaging of new products she plans to sell retail. The SBDC also assisted client with instruction (webinars, 1:1 and email guidance) on accessing available COVID relief funding and a Value- Added Producers Grant, resulting in obtaining 2 grants.
- Received 2 grants: a California Relief Grant and USDA Value-Added Producers Grant
- Received additional permits and licenses to process and sell retail food including: a Retail Sales Permit, Food Registration License; Certified Producer - certified through the Ag Commissioner (qualified to sell product at Farmers Markets in CA)