Who We Are?

Welcome to OTP Business Management. We value each client and strive to provide excellent and attentive service. Our firm focuses on managing a select clientele to ensure alignment with our client's values and needs. We specialize in financial guidance for well-to-do people both inside and outside the entertainment community. Our goal is to guide your financial journey with our expertise. Because we recognize that not every client may be the ideal match for our services, we believe in the importance of understanding who you are and what your needs might be, along with mutual respect for fostering productive relationships. With principals’ experience of over 45 years in business management and backgrounds in banking, finance, accounting, and law, we are here to assist you in making the right financial decisions, mindful of maintaining undisclosed independence from third-party compensation. More importantly, we never forget that these are your assets, not ours, to try to balance your needs and protect your financial future as best we can, if you let us.

How We Help?

We provide a panoply of financial services, including tax advice and preparation, bookkeeping and budgeting, as well as financial report preparation incident to our bookkeeping function. In addition, we will help with any major asset purchase, including finding the right investment, banking, and insurance professionals designed to meet your unique needs for both you and your entities. Our approach is to put your interests first. We believe in transparency, disclosing any fees from special arrangements and primarily focusing on the success of our clients' endeavors. Most times, if we accept a fee for making a recommendation from a third party, we will pass it on to the client, and if not, it is disclosed and agreed upon.

What we do

01

Tax:

Assist in understanding and navigating your tax situation, so we can provide you with the right tax advice and planning.
Prepare all of your entities' tax documents.
Work with estate planners and attorneys to figure out the appropriate plan for your estate.

02

Accounting & Bookkeeping:

Provide oversight through bookkeeping and accounting services.
Aim to enhance financial clarity and streamline processes.
Support in maintaining accurate financial records.
Budgeting to help you have a full life and still build wealth.
Offer insights for making informed financial decisions.

03

Family Financial Planning:

Assist in planning for your family's financial security.
Aim to help you establish a lasting legacy.

04

Investing:

With our background and knowledge, we will help you decide on the right investment professionals and the right investment vehicles for you.
Help you diversify your investment portfolio with assets that are not correlated to give you the best chance for your portfolio to grow.

05

Banking:

Helping you choose a bank that will help with your financial wealth and future.

06

Insurance:

Helping to find you the right insurance professionals to design the best insurance products for you to protect your assets and possibly provide for your estate.