The involvement of advanced technology has definitely pushed numerous industries far ahead of their time, and public accounting is no exception. Today, the clients’ demands and requirements are constantly changing with the rapid emergence of technology adoption. In this environment, it is difficult for traditional accounting firms to survive. As a result, The Pun Group LLP leverages game-changing accounting automation technology so their consultants free up time for higher-value advisory solutions.
The Pun Group was launched with the belief that every client deserves to work with experienced business advisors and Certified Public Accoutants who have the time—or invest the time—to create an authentic connection. To thrive in the modern landscape of business, it is important to embrace the change, aligning people, process, and technology, and The Pun Group combines all these factors as it positions itself among the leading accounting firms. That’s why The Pun Group is one of the fastest-growing independent public accounting and advisory firms in the southwest United States.
The Pun Group combines deep industry experience with cutting-edge technologies and offers a wide spectrum of traditional accounting, assurance, tax and advisory services, includingbusiness and risk advisory, expert witness and litigation support for public and private sector clients through their offices in California, Nevada, and Arizona.
The Pun Group has advanced its services through innovation and valuable partnerships with leading AI technology companies to better serve its clients’ emerging needs. Moreover, the company is one of two CPA firms using FinancialForce Professional Services Automation (PSA). It is a customer-centric ERP solution built on the Salesforce platform. This solution helps to manage, streamline, and automate financial operations and business processes surrounding service delivery. Also, partners at The Pun Group are leaders in the accounting and auditing profession statewide and nationwide. Partners are appointed on various committees from significant professional organizations. Participation at these committees is beneficial for the firm and its clients. Significant involvement in these forums allows The Pun Group to stay up-to-date, with the constant changes in accounting and auditing standards, laws and regulations, and compliance provisions. Their knowledge is then imparted to its clients. All of these aspects have contributed to increasing the complexity of public accounting for all organizations who must navigate within its field.
Today, The Pun Group has become the firm of choice due to its professionals’ participation in various industry-leading organizations. For their immense contribution and qualitative services, the firm has received several awards including the Single Audit Resource Center’s Award for Excellence in Knowledge, Value, and Overall Client Satisfaction (2020). This award results from positive feedback The Pun Group receives from its clients in an independent survey, demonstrating the company’s highest commitment to Federal standards, quality, and client satisfaction.
95% Client Retention
The Pun Group’s professional background at major national firms has helped them solve complicated business and accounting challenges, but the sense of personal connection was missing. “For us, “personalization” is not just a buzzword—it’s part of our firm’s culture,” quotes Kenneth H. Pun, the Managing Partner at The Pun Group, LLP. The Pun Group is determined to deliver Best-in-Class services to its clients, and never compromises on quality. Keeping this goal in mind, The Pun Group assigns a dedicated Client Success Manager as an additional point person to the engagement team to ensure communications, responsiveness, and client satisfaction are equally fulfilled.
The Pun Group envisions to be the employer of choice with an open culture, providing innovative services, which contribute to the clients’ success. The company is very close to fulfilling this vision as its client retention rate is very high with 90-95%. By delivering unwavering quality service and maintaining its high client retention rate, The Pun Group has earned credibility amongst its customer base.
The key to maintaining this client retention has been the team of professional experts it employs. The Pun Group suggests clients focus on what they are good at internally but leverage the Pun Group’s expertise for areas where they lack the talent or in-house experts. The Pun Group’s team of professionals bring a unique combination of years of expertise and best practices from working for a multitude of clients from diverse industries who also have struggled with similar issues. This know-how is valuable to clients and not often found in their organization. Kenneth adds, “We invest in developing our people, streamlining our processes, and providing them with tools to increase efficiency and productivity.”
Trusted Advisor and Strategist
Kenneth established The Pun Group, LLP in 2012, after serving in senior-level positions for well-established national and regional firms. Before founding The Pun Group, he catered to clients in a variety of industries, both small to very large state and local government agencies, insurance companies, not-for-profits, healthcare, technology, and manufacturing and distribution clients. With more than two decades of experience, Kenneth has earned the reputation of a trusted advisor and clients engage him because of his premier level of client service and commitment.
Kenneth maintains his deep commitment to professional education through his work as an instructor for the California Education Foundation. He is also the technical reviewer of the CCH Knowledge-Based Audits™ of State and Local Governments with Single Audits, advising clients on those topics at influential industry forums. At the Pun Group, he mentors the audit teams by providing direction and technical guidance to ensure adherence to the firm’s quality controls. Under his leadership, The Pun Group has become one of the “Top Accounting Firms” in Orange County according to the Orange County Business Journal. The Pun Group is also on the list of CalCPA Top 150 firms and just recently received ClearlyRated’s 2021 “Best of Accounting” award.
Prepared for Unprecedented Circumstances
One way or another, all organizations have been hit from the wrath of the pandemic.Today businesses are experiencing unprecedented circumstances and organizations have to work smarter to thrive in these challenging times. One of the ways that The Pun Group did that was by consolidating tips and suggestions based on best practices seen with its client base, and incorporating those within its own organization to manage the effects of COVID-19. “While uncertainty is never an ideal circumstance for a business, with the appropriate amount of preparation, a strong team of business advisors, and a level-headed approach to change, businesses can emerge stronger and more resilient in the future,” ensures Kenneth.
The same zeal was shared by the whole team of The Pun Group and did not allow the impact of COVID to force downscale. The employees were equipped with the tools to perform their duties seamlessly and continue to deliver results for the clients. Moreover, keeping employee health a priority and as an investment in its people, the firm engaged an Industrial-Organizational Psychologist and implemented structure coaching for all employees. Kenneth adds, “Partners stay engaged with their team members to provide support and offer to assist where possible. We also find creative ways to perform team bonding activities virtually.”
After witnessing the daunting year of 2020, everyone is optimistic about 2021. For The Pun Group, this means looking to grow its advisory practice, including but not limited to, Client Accounting and Advisory Services, Data Analytics, Business Re-structuring Advisory Services, and Risk Advisory Services, etc. Furthermore, it is planning to expand its services offerings to the Automotive, Technology, Cannabis, Insurance, and Construction Industries.
Kenneth also outlined that future projects will emerge from its new client advisory services practice. However, the only challenge in establishing this practice will be to find the right talent and additional marketing support to inform the marketplace of The Pun Group’s expanded capabilities.
“We’re not just your accounting team. We’re investing in your long-term success.”