Government & Compliance Audits
SOC 1
SOC 2
SOC 3
Subrecipient Monitoring Services
Attestation Engagements
Employee Benefits Plans (ERISA)
HIPAA
Soc for Cybersecurity
SOC for Supply Chain 
SOC for AI
SOC for Cloud Security
Grant Compliance Consulting
Virtual CISO (vCISO)
NIST
ISO 27002
SOC
Business Strategy & Excellence
Business Intelligence & Data Analytics
TGC Reviews (SAS 145)
Application Control Testing
SOC Control Design and Effectiveness Testing
Bookkeeping
Daily Operations
Outsourced CFO & Advisory
Tax Planning
Tax Reporting
IRS & FTB Representation
Tax Strategy & Compliance
Corporate Tax Provisions ASC 740
Nonprofit & Tax-ExemptOur bookkeeping services ensure accurate, reliable financial records. This gives you clear insights into your business and more time to focus on growth.
Bookkeeping Services
Professional Financial Record Management That Saves You Time
- Accurate financial records, always on time
- Ongoing support to keep your financial operations running smoothly
- Certified expertise across industries
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Trusted by Public Agencies and Nonprofits Across California, Nevada, Hawaii, and Arizona
What We Do
Comprehensive Bookkeeping Services That Support Your Business Objectives
Transaction Recording & Management
We meticulously record and categorize all financial transactions to ensure complete accuracy in your books. Our systematic approach creates a clear financial trail supporting audit preparation.
Bank & Credit Card Reconciliations
We reconcile all accounts to ensure your records match actual activity and flag any discrepancies. While we don’t prevent fraud, we help implement controls that reduce risk and protect your financial data.
Detailed Recordkeeping
We maintain a clean, organized general ledger that serves as the foundation for all financial reporting. This creates a reliable system of record that supports tax preparation and financial planning.
Financial Reports
Transform raw financial data into clear, actionable reports including income statements, balance sheets, and cash flow statements. We help you understand your organization’s financial position.
Monthly Financial Review
We handle the complete month-end close process, ensuring timely and accurate financial period closings. Our structured methodology improves accuracy while providing timely information for decision-making.
Bookkeeping Services
"Streamlined Bookkeeping That Delivers Financial Clarity"
Today’s businesses face increasingly complex financial record-keeping requirements. Without proper bookkeeping systems, organizations risk compliance issues, missed financial opportunities, and inefficient operations that impact performance and growth.
Our Comprehensive Bookkeeping Framework transforms your financial record-keeping through our systematic approach:
With The Pun Group’s bookkeeping services, you’ll gain clearer financial visibility while freeing up valuable time and resources for your core business activities.
WHY CHOOSE US
"Why Choose The Pun Group for Your Bookkeeping Needs?
You're tired of bookkeeping services that don't understand your industry
- Specialized knowledge in government, healthcare, manufacturing, technology, nonprofit and other sectors
- Customized chart of accounts and processes that align with your specific operations
- Team members familiar with your industry’s unique accounting challenges
- Compliance expertise with industry-specific regulations and reporting requirements
You need financial data that drives real business decisions
- Custom reporting focused on your key performance indicators
- Financial insights that identify trends and opportunities
- Regular financial reviews with actionable recommendations
- Integration of bookkeeping with broader financial strategy
You need a complete solution, not just transaction processing
- Seamless connection between bookkeeping and tax preparation services
- Technology integration with your existing business systems
- Training and support for your internal team
- Scalable service levels that grow with your organization
Frequently Asked Questions
You've got questions? We've got answers.
How does your bookkeeping service differ from having an in-house bookkeeper?
Our team provides expertise across multiple industries and accounting principles without the overhead of a full-time employee. You gain access to senior-level expertise, quality control processes, and backup staff to ensure continuity—all for less than the cost of one full-time bookkeeper.
Will I still have visibility into my financial data?
Absolutely. We provide secure online access to your financial information and regular customized reports. You’ll have full visibility into your financial position while saving the time of managing the day-to-day bookkeeping tasks.
Can you work with my existing accounting software?
Yes, we’re experienced with most major accounting platforms including QuickBooks, Xero, Sage, and NetSuite. We can work within your existing system or recommend more efficient solutions if needed.
How quickly can you get my books up to date if they're behind?
Most catch-up projects can be completed within 2-4 weeks, depending on complexity and the current state of your records. We’ll provide a specific timeline after our initial assessment.
What types of businesses do you typically work with?
We serve clients across multiple industries, with particular expertise in government agencies, nonprofits, healthcare organizations, technology firms, manufacturing companies, and professional services.
How do you ensure the security of my financial information?
We employ bank-level encryption for all data transfers, secure cloud storage, strict access controls, regular security audits, and comprehensive staff training on data protection protocols.
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Ready to get your bookkeeping in order?
Complete the form below, and we’ll contact you within one business day to schedule your free consultation.
- Complete the form or call us at (949) 777-8800
- We’ll schedule your free 30-minute consultation
- Get a customized bookkeeping solution including pricing, timeline and implementation plan
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