Get Clarity and Confidence in Your Financial Reporting

The type of audit required depends on various factors including your organization type, funding sources, size, and stakeholder requirements. During our initial consultation, we’ll discuss your specific situation and recommend the most appropriate level of service, whether that’s a full audit, review, or other assurance service.

Audit timeframes vary based on your organization’s size, complexity, and readiness. A typical audit may take 4-8 weeks from planning to final report issuance. We’ll provide a detailed timeline during our planning phase and keep you updated on our progress throughout the engagement.

Preparation is key to an efficient audit. We provide our clients with detailed preparation lists tailored to their specific needs.  Generally, having reconciled financial statements, supporting schedules, and documentation of significant transactions and policies readily available will streamline the process.

The Pun Group combines the technical expertise of larger firms with the personalized service of a regional firm. Our approach emphasizes partner involvement, industry specialization, and a collaborative process that minimizes disruption while providing valuable insights beyond compliance.

Federal requirements specify certain documentation elements, but best practices go beyond minimum standards. We’ll help you develop a documentation system that satisfies auditors while providing meaningful management information.

Yes, we have experience with a wide range of accounting systems and can adapt our approach to work with your existing software. Our technology-enabled audit techniques allow us to efficiently extract and analyze data from various platforms.

We believe in “no surprises” auditing. We communicate findings in real time, allowing your team to address issues or provide additional information before the audit concludes. This collaborative approach results in more accurate reporting and fewer last-minute adjustments.

Yes. We offer flexible support options ranging from as-needed assistance to comprehensive managed services. Many clients begin with more intensive support and transition to lighter maintenance as their internal capabilities develop.