Better decision-making begins with objective, reliable assurance services.

Our professionals take an unbiased, comprehensive look at the health of your organization, providing you with a clearer picture of where your business stands today and your awaiting opportunities.

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What are your numbers trying to tell you?

Your organization’s financial statements, projections and valuation are key pieces of business intelligence, but if you’re unable to interpret each element in its full context, you’re missing out on the full story. From meticulous financial statement audits to independent reviews and compilations, our proven assurance services combine deep expertise with cutting-edge technology to deliver evidence-based insight into your financial situation.

We’re on a mission to protect your organization against costly oversights. Our exhaustive M&A solutions include meticulous due diligence, full-scope administrative support and trustworthy guidance during every phase of your transition, from evaluating potential acquisitions through to post-merger requirements.

As a Public Company Accounting Oversight Board (PCAOB)-registered firm and active members of AICPA the Governmental Audit Quality Center (GAQC) and the Employee Benefit Plan Audit Quality Center (EBPAQC), we ensure your hiring, reporting and other business practices are operating in full compliance.

Wherever your business is going, we’ll make sure you get there safely.

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AI Auditor Fact Sheet

Reveal weaknesses and mitigate risk by using artificial intelligence to flag unusual transactions and patterns. Powered by the world’s first and only AI-powered auditing platform, Ai Auditor from Mindbridge, our ongoing monthly or quarterly Transaction Analysis Services (TAS) allow you to identify and correct potential issues before they cause harm or expose your business to compliance violations.

Comprehensive assurance services from an experienced team.

Public and private companies, nonprofit organizations and governmental agencies trust our seasoned business advisors to provide an objective assessment and supporting evidence of their financial condition.

  • FINANCIAL STATEMENT AUDITS
  • REVIEWS AND COMPILATIONS
  • DATA COMPILATIONS
  • DUE DILIGENCE
  • FINANCIAL FORECASTS AND PROJECTIONS REPORTING
  • PRO FORMA FINANCIAL INFORMATION REPORTING
  • COMPLIANCE ATTESTATION
  • AGREED-UPON PROCEDURES ENGAGEMENTS
  • INTERNAL FINANCIAL CONTROLS REPORTING
  • EMPLOYEE BENEFITS PLANS (ERISA) AUDITS
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The Pun Group Peer Review Report

Peer review and acceptance letter from the American Institute of CPAs

Get to know your new accounting allies.

“The Pun Group’s most valuable asset is our reputation, and that drives our every interaction with clients.”

John (Jack) F. Georger, Jr.

Partner

Years with The Pun Group: 12

“The Pun Group’s most valuable asset is our reputation, and that drives our every interaction with clients.”

Andrew Roth

Partner

Years with The Pun Group: 10

“The Pun Group’s most valuable asset is our reputation, and that drives our every interaction with clients.”

Isabela Lopes

Chief Operating Officer

Years with The Pun Group: 10

Let’s get to work.

We’re here to help every step of the way. Contact us today to discuss how our personalized attention and industry-specific solutions help you maximize your potential.

HQ - ORANGE COUNTY
200 E. Sandpointe Avenue
Suite 600
Santa Ana, CA 92707
SAN DIEGO
4660 La Jolla Village Drive
Suite 200
San Diego, CA 92122
WALNUT CREEK
2121 North California Blvd.
Suite 290
Walnut Creek, CA 94596
SACRAMENTO
1511 Corporate Way
Suite 220
Sacramento, CA 95831
LAS VEGAS
1980 Festival Plaza Drive
Suite 300
Las Vegas, NV 89135
PHOENIX
2 North Central Avenue
Suite 1800
Phoenix, AZ 85004