Financial Services That Grow With Your Business

NGP & Associates provides a wide range of services to small to medium-sized, privately held and family-owned businesses throughout the country, including Adult Residential Care facility operators across California. We strive to meet each client’s specific needs in planning for the future and achieving their goals.

“Heritage meeting
innovation in every
financial strategy.”

Our Philosophy

Your financial statements should do more than report results — they should help you run your business with clarity and confidence. We provide the structure, insight, and strategic guidance you need to stay in control, make informed decisions, and plan for the future.

01 / Assurance

Audit & Assurance

Financial Statement Audits

Our audit services are designed to provide the highest level of assurance regarding the accuracy and reliability of financial statements. We conduct audits in accordance with generally accepted auditing standards and tailor our procedures to address the specific risks and operational complexities of each client.

Financial Statement Reviews

We provide review engagements for businesses and organizations requiring limited assurance on their financial statements. Review services are often appropriate for lenders, investors, and regulatory requirements where audited financial statements are not necessary.

Financial Statement Compilations

Our compilation services assist businesses in presenting financial information in a clear and organized format as represented by Management.

02 / TAXATION

Tax & Tax Advisory

Strategic tax positioning and meticulous compliance tailored for entities navigating the complexities of modern fiscal landscapes.

Tax Management and Preparation Services

We provide comprehensive tax planning, compliance, and preparation services for businesses, nonprofit organizations, and individuals.

03 / OPERATIONS

BOOKKEEPING/WRITE-UP AND ACCOUNTING SERVICES

Maintaining the lifeblood of your business through meticulous record-keeping and robust financial systems.

Pre-Audit
Reviews

Our pre-audit review services help organizations prepare for external audits by identifying potential issues before the audit process begins.

Bookkeeping and Write-Up Services

We offer bookkeeping and write-up services designed to help businesses maintain accurate and timely financial records.

Cash Flow and Budgeting Analysis

We assist clients with cash flow forecasting, budgeting, financial analysis, and operational planning to help improve liquidity management and support strategic financial decisions.

Entity Selection and Restructuring

We assist clients in evaluating entity structures and restructuring opportunities based on operational objectives, tax considerations, and long-term business goals.

Accounting Systems Selection and Conversion

We assist businesses in evaluating and implementing accounting software solutions that align with their operational needs and reporting requirements.

Accounting System Set-Up

Our firm assists businesses in establishing accounting systems and internal reporting structures designed to improve financial organization and reporting accuracy.

04 / STRATEGY

Business Valuation and Litigation Support

Business Valuations

We provide business valuation services for litigation support, shareholder transactions, estate and gift planning, mergers and acquisitions, succession planning, and strategic business decisions.

Financial Forensics and Litigation Support

Our forensic accounting and litigation support services assist attorneys, business owners, and other professionals in investigating financial matters, analyzing damages, tracing transactions, and resolving disputes.

THE METHODOLOGY

Streamlined & Strategic Process

Discover

Evaluate your current overall financial position.

Organize

Establish structure and accuracy in your financials.

Strategize

Develop a forward-looking financial strategy.

Grow

Support execution to achieve sustainable growth.

Ready to Strengthen Your Financial Strategy?

Schedule a Consultation