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949-777-8800

Financial Reporting & Assurance

Get Clarity and Confidence in Your Financial Reporting

We deliver independent audit services that verify your financial reporting while finding ways to improve your processes.

  • Partner involvement on every engagement
  • 88.9% client satisfaction rate
  • Expertise in government, nonprofit, and commercial sectors
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Trusted by Public Agencies and Nonprofits Across California, Nevada, Hawaii, and Arizona

Audit & Assurance Services

Independent audits that build confidence, not headaches

Organizations face scrutiny from regulators, boards, and investors. Accurate financial reporting builds credibility and supports better decisions.

Our audit approach follows four clear steps:

Plan

Understand your organization and risks.

Assess

Review internal controls.

Execute

Gather and test evidence.

Deliver

Communicate findings and insights.

The result? Financial statements your stakeholders can trust.

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“We are experiencing, we have them as our City’s Auditor.
Also I had worked with other Audit firms in the past, so I am able to compare their work.”

Tina Norrdin

Heidy, Nicki, Phyllis and rest of the team were usually available to us when we have an issue or questions. Their approach to the audit was thoughtful, reasonable and efficient.

Jung Lee

In all these years they have been wonderful to work with and responsive.

Graciela Soto

The Pun Group has been a great partner.

Mark Roberts

This is the Authority’s 3rd year working with The PUN Group; the Firm has been consistently excellent in their services, knowledge, professionalism and performance.

Mary Carey

Long-term experience.

Dave Warren

The Pun group has always provided exceptional service. They are always there to answer any questions we have throughout the year.

Kathleen Jackson

The team provides very good support to our company

Simon Shi

Their knowledge of issues and great customer service.

Lani Ha

The Pun Group provides exceptional service on a consistent basis.

Dave Warren

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Client stories

"The auditors have the appropriate range and depth of experience"

Read what our clients say about The Pun Group

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What We Do

Audit and Assurance Services Tailored
to Your Needs

Financial Reporting & Assurance

Our financial reporting and assurance services provide verification of financial information to help organizations meet compliance requirements and make better business decisions.

  • Government & Compliance Audits

Risk & Cybersecurity

Our risk and cybersecurity services help organizations manage digital risks and demonstrate their commitment to security and controls.

  • SOC 1
  • SOC 2
  • SOC 3
  • SOC 2 Readiness
  • SOC Cybersecurity
  • SOC Supply Chain
  • NIST

Regulatory Compliance

Our regulatory compliance services help organizations navigate complex compliance requirements across various industries and regulations.

  • Subrecipient Monitoring
  • Attestation Engagements
  • Employee Benefits Plans (ERISA)
  • HIPAA
Learn About Regulatory Compliance Services

Case Study

Scaling a Fast-Growing Tech Startup

SaaS Startup Transformation – Nexora Technologies

A venture-backed SaaS startup faced growing pains with cash flow forecasting, financial reporting, and investor communications. The Pun Group implemented tailored CFO advisory services, including real-time dashboards, budget controls, and audit-ready systems—laying the foundation for scalable, investor-ready operations.

Compliance & Accuracy

100% Regulatory Pass with +35% Financial Accuracy

30%

Revenue Growth

5-Day

Financial close

-18%

Cost Savings

Our Process

How We Deliver Efficient Audits With
Minimal Disruption

Make your audit experience smooth and valuable with four critical steps :

Stage 1: Plan

We start by understanding your organization and goals:

  • Planning meetings with management
  • Risk assessment
  • Internal control review
  • Custom audit plan development

Stage 2: Assess

We look at your control systems and key risk areas:

  • Document main processes
  • Identify important controls
  • Assess control design
  • Plan testing based on risk level

Stage 3: Execute

We gather and test evidence efficiently:

  • Test key controls
  • Perform targeted substantive testing
  • Communicate findings promptly
  • Solve issues in real-time

Stage 4: Deliver

We report findings clearly:

  • Complete audit results
  • Review of control issues
  • Practical improvement suggestions
  • Management letter with operational insights

Why Choose The Pun Group for Audits
and Assurance

You need auditors who understand your industry

Specialized Expertise

Our team has specialized experience in your sector

Industry Insight

We know the unique challenges you face

Always Informed

We stay current on industry changes through professional organizations

You want more than compliance - you need practical insights

Process Improvements

We find improvement opportunities during the audit

Stronger Controls

Our recommendations focus on strengthening controls and efficiency

Actionable Insights

You get useful insights, not just findings

You deserve partner attention throughout your audit

Hands-On Leadership

Partners stay involved from start to finish

Direct Access

We know the unique challenges you face

Always Informed

We stay current on industry changes through professional organizations

Frequently Asked Questions

You've got questions?
We've got answers.

LATEST CONTENT

Expert Guides from The Pun Group

GET STARTED

Ready to get started with a smoother, more valuable audit experience?

Complete the form below to discuss your audit needs with one of our experts:

  • Complete the form or call us at (949) 777-8800
  • We’ll schedule a 30-minute discovery call to understand your needs
  • Receive a tailored proposal with clear next steps, timeline, and investment

Want to speak to us now?

Call us at 949-777-8800

Get started

Fill out the form below to schedule a free, 30-minute consultation with one of our experts today!

Request a Quote
The Pun Group LLP uses the information you provide to contact you about our services. You may unsubscribe at any time. For information on how to unsubscribe, check out our Privacy Policy.