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Client Accounting & Advisory Services (CAAS)

Outsourced Accounting Services for Organizations That Can't Afford Mistakes

Accurate books. Monthly reports you can actually use. CPA-level oversight built in. The Pun Group handles the day-to-day accounting for nonprofits, public agencies, healthcare organizations, and growing businesses across California, Nevada, Arizona, and Hawaii — so your team can stay focused on mission and growth.

  • Books closed accurately, every month, on time
  • Industry-specific expertise: nonprofit, government, healthcare, cannabis
  • Backed by a full CPA firm — not just a bookkeeper
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What We Do

More Than Bookkeeping. Less Than a Full Accounting Department

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.

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Overview of bookkeeping services including transaction recording, bank and credit card reconciliations, organized recordkeeping, customized financial reports, and monthly financial reviews to support accurate reporting and informed decision-making.

Service Packages

Three Levels of Support. One Trusted CPA Firm.

The right level of accounting support depends on where your organization is — and where it’s headed. Our three packages cover the full spectrum of outsourced accounting, from straightforward transactional bookkeeping to strategic finance leadership.

WHY CHOOSE US

Why Organizations Choose Us
for Outsourced Accounting Services

You're tired of bookkeeping services that don't understand your industry

  • You Get a Full CPA Firm, Not Just a Bookkeeper
  • Your bookkeeper has questions. With us, the answer comes from a CPA — not a Google search. Tax, audit readiness, and advisory expertise are part of every engagement.
  • Industry Specialization, Not Generalists
  • Nonprofits, government, healthcare, cannabis, manufacturing — we know your chart of accounts, your compliance calendar, and your reporting frameworks before day one.
  • Senior Oversight, Predictable Pricing
  • Every engagement includes senior-level review at a fraction of the cost of a full-time controller. Flat monthly pricing — no surprise invoices.
  • Technology That Works With Yours
  • QuickBooks Online, Xero, Sage Intacct, NetSuite, Blackbaud — we work in your system or recommend a better one if your current setup is holding you back.
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Business deal

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
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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
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Business deal woman

Client Stories

“The Pun Group’s approach saved us countless hours while improving our compliance…”

Hear from organizations that have transformed their subrecipient monitoring processes with our help.

Excellent customer service and very helpful as I know they can help me with any issues that arise.

Lani H.

The staff is very helpful and very pleasant to talk to.

Martha G.

I like The Pun Group’s professionalism, knowledge, collaboration, and value.

Anonymous Client

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GET STARTED

Not sure which fits? Book a free consultation and we'll help you choose.

Complete the form, 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

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.

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