CLIENTS WE WORK WITH

The Brown Bag Collective proudly works alongside many incredible small businesses, women-owned businesses, nonprofit organizations, community organizations, sole proprietors, and high net worth individuals. We believe in forming closely bonded relationships with our clients and are passionate about helping them reach peak financial health.

Learn more about the types of clients we work with below. If you think you could benefit from working with us, we would love to hear from you. Contact us any time to speak with a team member.

Small Business

Financial health can make or break a small business. When every dollar counts, we believe that your business should run as an efficient ecosystem designed to work for you. Work with our team to help make this a reality.

When operating a small business, every dollar counts. Unlike large corporations, you do not have seemingly limitless financial resources at your disposal. Each decision, big or small, impacts your daily business operations.

We believe that your money ought to work for you. Every penny that leaves your pocket should return a benefit to your business. To help you achieve better financial health for your small business, The Brown Bag Collective team can help you with the following:

Financial Consulting
Work with a Brown Bag Collective financial health professional to learn how you can better manage the revenue and expenses come in and out of your small business. This will help you make better purchasing decisions, identify new and effective ways to save, and form a budget that better serves your growth objectives.

Small Business Administration Consulting
There’s more to running a business than managing your finances. You are also likely managing other duties like payroll, benefits, insurance, and much more. As your finances should work for you, so should every other aspect of your business. Work with our team to help turn your operations into an efficient and productive ecosystem.

Executive Coaching
When it comes to your small business, you are likely the de facto CEO, COO, CFO, etc. You wear many executive hats and have to make both big-picture and small-scale decisions that can have lasting impact on your company or organization. Our team can help advise and guide you on smart decision making to drive your business forward, never backward.

Professional Development
As a small business owner, you have probably had to learn a great deal on the fly. We commend you for your awesome initiative, which is why we want to help you take it to the next level. Our team can help advise you on improving your professional skills as you concentrate on developing your business further. Want to learn how you can create a winning presentation for an investor? Looking to improve business etiquette? Perhaps you want to enhance the way you lead your employees? We can partner with you in making these goals reality.

Take Your Small Business to the Next Level Today

Since our founding, The Brown Bag Collective team has been passionate about helping small businesses come alive and thrive. Contact us today to begin speaking with one of our team members about how we can assist you.

Woman-Owned Business

Female entrepreneurship and leadership are critical to economic prosperity. Woman-owned businesses may be eligible to receive particular benefits from state and federal government agencies.

The Brown Bag Collective assists woman-owned businesses in creating financial management strategies to position them for optimal growth as well as understand and capitalize on unique financial opportunities uniquely available to them.

Woman-owned businesses are key contributors to the New York Metropolitan Area economy. Because The Brown Bag Collective is also a woman-owned business, we know this first-hand.

Our team supports you in achieving your desired growth potential. The Brown Bag Collective can help you improve financial health, better manage your existing assets, and identify new advancement opportunities.

Here are some of the ways that we can assist your woman-owned business:

Financial Consulting
Operating your business efficiently requires all your money to work for you. Whether money is coming in or going out, it should benefit your daily operations.

Our team of financial management experts will work to examine your business’s financial health. We will then provide education, strategy, and recommendations for you to best-manage your finances to build a more sustainable business.

Management Consulting
Business owners must lead and motivate their employees. This ensures your team brings their best to the workplace on a daily basis. Managing a woman-owned business means understanding how to best-utilize all of your existing assets. This includes people.

The Brown Bag Collective assists your woman-owned business in advising you on managing your workforce and workplace. You should never accept less than the best from your team.

Woman-Owned Business Opportunities
Government agencies at state and federal levels offer unique advancement opportunities for woman-owned businesses. Depending on where you live and/or work, some of these benefits may include:

  • Tax breaks and credits
  • Contract eligibility
  • Government-sponsored grants

The Brown Bag Collective can help you identify these opportunities, when available, to support your business growth.

How to Qualify for Woman-Owned Business Contracting Program
The U.S. Small Business Association offers a federal contracting program for certified woman-owned businesses. According to the agency’s website, woman-owned businesses are eligible if they meet the following requirements:

  • Be a small business
  • Be at least 51% owned and controlled by women who are U.S. Citizens
  • Have women manage day-to-day operations and also make long-term decisions

Our team will help you navigate the certification system and provide strategic guidance in obtaining the best possible contracts available.

Bring Your Woman-Owned Business to the Next Level

Let our business help yours. Contact us today to see how we can best assist you.

Nonprofit Organizations

Nonprofit organizations rely on donations, volunteering, and advocacy for financial support. Just because your organization does not have a profit motive does not mean that money doesn’t matter.

Though nonprofit organizations lack a profit motive, financial health is still important! Managing donations of all sizes, budgeting, utilizing resources, and coordinating employees and volunteers can all be stressful. You should be able to focus on your organization’s mission with confidence.

Let The Brown Bag Collective team partner with you in your mission. Our financial health and business administration experts want to work with you to get the most out of your organization.

Here are some of the ways we can help your nonprofit:

Nonprofit Financial Consulting
From budgeting to managing revenue and expenses, your accounting department has their hands full. Does it seem like your nonprofit is spending more than its receiving? Finding it difficult to afford necessary expenses?

We believe that your money should work for you. Financially healthy organizations purchase with purpose. Consult with us to discover new ways to better utilize your monetary assets.

Business Administration Consulting
Are you utilizing all assets and resources effectively? Running your nonprofit is the same as running a business in many ways. You want to save money, maximize productivity, and reduce complexity.

Work with our team to identify ways you can improve your daily operations. Our team can work with you to examine these opportunities and strategize ways to act on them.

Financial Workshops and Training

Want to host a financial health workshop through your organization? Our team has been leading productive and insightful financial workshop and training events for over two decades.

Whether you want to inform executives, educate your employees, or inspire advocates, we can can speak directly to your target audiences. Tasha Brown can share her experience-based knowledge of financial health in a creative way designed to meet your specific needs.

Nonprofit Executive Coaching
Are you a nonprofit executive? If so, we know you have a lot on your plate. Whether you are dealing with board members, raising community support, inspiring advocacy, or managing internal operations, the responsibilities are critical to your organization.

No matter your executive role, the Brown Bag Collective team can help you become a more effective leader. For the past two decades, we have worked with countless executives and have helped them become administrative leaders among their key stakeholders.

Take Action Today

Your organization takes action for a cause you believe in. We invite you to take action for your organization. Contact us to discuss how The Brown Bag Collective can help your nonprofit thrive.

Community Organizations

Community organizations, like nonprofits, rely on people uniting around common cause. Inspiring friends and neighbors to take action in your community requires having the administrative and financial structures in place to support your goals.

Community organizations typically operate on a volunteer basis. Unlike nonprofits, which often have a formal corporate structure, community organizations are less formal and highly localized. These entities are powered by the goodwill of neighbors who share common goals or interests.

Examples of community organizations could include youth sports leagues, environmental clean-up groups, fraternal societies, civilian political action groups, and more. We understand your community organization has its own set of unique needs. Our team wants to leverage our experience and knowledge to support your mission.

Community Organization Financial Consulting
Whether an organization or person, financial health is critical. Money invested in your community organization should work for you. Every dollar spent should benefit your cause.

The Brown Bag Collective works with community organizations to discuss strategies for effectively saving money, developing budgets, and managing expenses. Let our team help you ensure that your purchases are made with purpose.

Workshops and Training
Want to educate your members on financial health? Maybe you are looking to host a community event focused on personal finance? The Brown Bag Collective CEO Tasha Brown will meet your stakeholders where they are at with a personalized workshop session. Tasha can develop an impactful presentation designed to meet your event’s specific needs.

Connect with Us Today

Again, we believe your money should work for you. Connect with our team today to begin learning how you can make that possible. Contact us anytime and we will be happy to speak with you.

Sole Proprietors

Running a one-person operation? We respect that! Sole proprietor businesses have their own unique challenges. Leaning on a group of experienced business consultants can help you.

Are you a sole proprietor running a one-person operation? We respect that. When Tasha launched The Brown Bag Collective, she started as a sole proprietor herself.

Modern technology enables a person to be easily self-employed. Whether you are working from home, grinding it out at a coffee shop, or occupying a small office space, we want to help you maximize business potential.

Sole proprietor businesses face unique expenses not common to multi-person organizations. Worried about insurance costs? Business expenses? Travel? There isn’t anyone to cover the costs or reimburse you when working for yourself.

How We Help Sole Proprietor Businesses

Working for yourself doesn’t mean working alone. Though you may not need a team at all times, we can support you when you need a hand.

Financial Health Consulting
We are financial health experts. Our team can help you navigate the financial complexities of running your own business without an accounting department. Whether you need help filing taxes, creating a more efficient budget, sorting through expenses, or managing assets, let us assist you in ensuring your money works for you.

Executive Coaching
Are business meetings are regular part of your work week? Perhaps you want to improve your communication, presentation, or business etiquette skills to make a greater impression with potential customers. With over two decades of experience, the Brown Bag Collective team can help you refine your professional persona into an unforgettable presence in the boardroom.

Improve Your Sole Proprietor Business Today

To learn more about how you can start growing your business today, contact the Brown Bag Collective team.

High Net Worth

You worked hard and your diverse portfolio shows it. We work with high net worth individuals to help them better manage assets, create investment strategies, and prepare for a secure retirement.

Your successful choices in life have led to a great personal wealth. Great! Now, you just need to manage it. We can help with that.

Navigating your finances can seem intimidating, but it doesn’t have to be. For over two decades, The Brown Bag Collective has assisted high net worth individuals in better managing assets.

The Brown Bag Collective team wants to help you achieve peak financial health. Your whole net worth is the sum of its parts. Each source of income and high-value asset in your portfolio should work for you.

Here are some of the ways that we can help you:

High Net Worth Wealth Management
Partner with us to help maintain a healthier financial lifestyle. Our team will work with you in developing strategies to reduce expenses, build more income, and prepare for retirement.

Our team of professionals will work to create a personalized wealth management plan focused on your specific financial situation. We will help you better understand the big picture as well as the smaller components that contribute to it.

Investment Consulting
Looking to diversify your portfolio through investing? Our team can help you identify and analyze investment opportunities that will best support your interests and financial health.

Budgeting and Spending
High net worth individuals must budget to efficiently manage expenses. Planning vacations? Saving for college? Budgeting income against regular expenses can help you achieve a healthier financial lifestyle.

Let us work with you to create a budgeting plan and help you identify ways to more efficiently spend and save. We want to help you have a sound control of your finances.

Retirement Planning
Having a high net worth now does not guarantee that you will have one later. Actively preparing for the future will allow you to retire with confidence. Accruing assets, managing them efficiently, and strategic saving will further ensure this.

Work with us to develop a retirement savings strategy that works for your current financial situation. We will help you factor this into your budget and expenses.

Get Help With Your Net Worth

The Brown Bag Collective has helped high net worth individuals for over 20 years. Contact us today and improve your financial health.

FINANCIAL HEALTH IS PERSONAL

We believe that no two businesses or persons have the same exact financial health needs. This is why we work to create proprietary consulting solutions for each individual client. Whether finances, administration, executive coaching, or professional development, we want to help you develop your business further and take it to the next level.