Kopsa Otte Client – Added Value Projects
Kopsa Otte now offers eligible clients the ability to redeem reward credits for dollar credits that can be applied directly to their services.
- Project price varies based on complexity. This is a credit for the service. The value may be less or more and determined upon consultation.
- Credits are non-transferable, and may not be redeemed for cash.
- Redemptions are subject to verification of an active project at the time of use.
- Credits cannot be used for services outside the defined redemption options or for ad hoc engagements not approved by Kopsa Otte.
- This program is designed to reward long-term partnerships and provide added value to existing Kopsa Otte clients.
Summary of Profit & Loss Analysis (Email Summary) service:
A detailed review of your profit & loss statement with comparison to industry benchmarks. You’ll receive a written summary of key findings, red flags, and opportunities to increase profitability.
Secure Data Collection – We gather your financial and tax information through our secure portal.
Chart of Accounts Review – We compare your setup to industry standards to ensure clarity and accuracy.
Profit & Loss Benchmarking
- Compare your financials to industry averages
- Analyze variable costs (back bar, retail, merchant fees, payroll)
- Review fixed costs and overhead
Profitability Assessment – We identify the top five ways to increase profit in your business.
Email summary of findings & recommendations.
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Amount
- Tax Only Client - Profit & Loss Analysis (Email Summary)
- Tax Only Client - Profit & Loss Analysis + 30‑Minute Consultation
- Entity Structure Planning
- Budget - Entity-Level
- Budget - Producer-Level
- Employee Bonus Structure Development
- Tax Planning - Business Level
- Tax Planning - Business & Personal Level
- New Location Expansion Project
- Succession Planning Consultation
- Succession Planning Service Credit
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