The Pun Group, LLP
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The Pun Group, LLP Employees
The Pun Group, LLP July 2015 - Present
EY July 2014 - June 2015
McGladrey January 2013 - June 2014
Frazer, LLP November 2004 - February 2013
Apex Digital, Inc. June 2002 - July 2004
Skills
Fluent in Cantonese, Fluent in Mandarin, SEC filings, Auditing, Internal Controls, Financial Reporting, GAAP, Accounting, QuickBooks, Internal Audit, US GAAP, Financial Accounting, Sarbanes-Oxley Act, CPA, Financial Statements, Tax
Education
California State Polytechnic University-Pomona 2000 — 2002
Bachelor of Science, Accounting
The Pun Group, LLP January 2015 - Present
Charles Z. Fedak & Co. CPAs April 2013 - January 2015
Xceed Financial Credit Union June 2011 - April 2013
Charles Z. Fedak & Co., CPAs February 2008 - June 2011
Orange County's Credit Union June 2004 - February 2008
Skills
Credit Unions, Accounting, Auditing, GAAP, US GAAP, Financial Analysis
Education
California State University-Fullerton 2001 — 2004
BA, Accountancy
Pun & McGeady LLP, a Division of The Pun Group, LLP March 2012 - Present
The Pun Group, LLP March 2012 - Present
Marcum LLP October 2010 - February 2012
Caporicci & Larson, Inc. (A Subsidiary of Marcum LLP) September 2001 - February 2012
Stonefield Josephson, Inc. March 2010 - September 2010
Jeffrey P. Wu Accountancy Corporation September 1999 - August 2001
Skills
Auditing, Accounting, Financial Accounting, Internal Controls, CPA, Financial Reporting, US GAAP, Finance, Financial Statements, Tax Preparation, Assurance, Tax Returns, Forensic Accounting, Corporate Tax, Sarbanes-Oxley Act, SEC filings, Partnership Taxation, Tax Accounting, Internal Audit, Revenue Recognition, External Audit, Single Audit, Tax Research, Transportation, Compliance, Risk Assessment, Local Government, Nonprofits, OMB Circular A-133, Non-profits, Healthcare, GAAS, Government Auditing, Due Diligence
Education
University of California, Riverside 1997 — 1999
BS, Business Administration - Accounting
Riverside City College 1995 — 1997
AA, Business
Rosaryhill School 1979 — 1995
Audit Watch University
Audit Watch University
Seminars & Presentations University of California, Riverside
Bachelor of Science, Accounting
Water Planet, Inc. September 2015 - Present
The Pun Group, LLP January 2015 - August 2015
Charles Z. Fedak & Co., CPAs August 2012 - December 2014
Wind & Stern, LLP November 2010 - May 2012
Mowat, Mackie and Anderson LLP January 2008 - September 2010
Moreland & Associates, Inc. (now known as Macias Gini & O'Connell LLP) August 2006 - November 2007
Education
California State University-Long Beach 2002 — 2006
Bachelor of Business Administration (B.B.A.)
The Pun Group, LLP June 2015 - Present
Squar Milner February 2015 - April 2015
Huntington Surf & Sport March 2014 - January 2015
TGG Accounting October 2012 - March 2014
Lawyers Title Insurance Co September 2012 - October 2012
University of San Diego June 2011 - June 2012
Chicago Title Insurance Company June 2007 - August 2010
Huntington Surf and Sport April 2008 - August 2008
Corky Carroll's Surf School June 2005 - August 2005
Skills
Accounts Receivable, Accounts Payable, Account Reconciliation, Bank Reconciliation, Data Analysis, Data Entry, Department Budgeting, Payroll, 1099 Preparation, Financial Analysis, Fundraising, Event Planning, Social Media, Public Speaking, Microsoft Excel, PowerPoint, Accounting, Research, Microsoft Word, Microsoft Office, Leadership, Facebook, Process Improvement, Financial Statements, Management, Finance, Financial Reporting, QuickBooks
Education
University of San Diego 2009 — 2012
Bachelor of Accountancy, Accounting
Frederick Community College 2012 — 2012
Emergency Management (FEMA)
Golden West College 2010 — 2010
California State University-Monterey Bay 2008 — 2009
Business Administration and Management, General, 3.4
The Pun Group, LLP November 2013 - Present
C G Lamb Accountancy Corp January 2000 - November 2013
Skills
Tax, Income Tax, Accounting, Tax Advisory, Small Business, Financial Reporting, Financial Accounting, International Tax, Trusts, Financial Analysis, Due Diligence, Financial Planning, Estate Tax Planning, Microsoft Excel, Entrepreneurship, Investments, Corporate Tax, Customer Service, Finance, Business Planning, Business Strategy, Strategic Planning, Marketing Strategy, Management Consulting, Mergers & Acquisitions, Marketing, LLC, Budgets, Estate Planning, Social Media, Real Estate, Start-ups, Strategic Financial..., Tax Accounting, Tax Preparation
Education
Millsaps College 1965 — 1969
Bachelor of Arts, Accounting and Finance
The Pun Group, LLP May 2014 - Present
CBIZ MHM, LLC October 2012 - January 2014
Connolly Consulting April 2009 - September 2012
Pearson October 2006 - December 2008
PRG-Schultz (formerly Loder, Drew & Associates) 1997 - 2005
Unplugged 1996 - 1997
Vision Sports Holding Corp. 1995 - 1996
Johnson, Fujita, Peauroi an Accountancy Corporation 1991 - 1995
Skills
Cross-functional Team..., Strategic Planning, Forecasting, Process Improvement, Budgets, Project Management, SaaS, Auditing
Education
California State University-Long Beach 1987 — 1989
BS, Accounting
Pepperdine University 1985 — 1986
Business Admin
The Pun Group, LLP September 2013 - Present
Badawi & Associates March 2012 - February 2013
Marcum LLP October 2010 - March 2012
UCSF May 2010 - October 2010
Caporicci & Larson July 2009 - February 2010
Ichor Medical Systems June 2006 - June 2008
Skills
Auditing, Financial Statements, Accounting, Microsoft Excel, Microsoft Office, Financial Accounting, Assurance, Financial Reporting, Journal Entries, Management, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, US GAAP, Forecasting
Education
University of California, San Diego 2002 — 2006
BS, Management Science
University of California, San Diego 2002 — 2006
Bachelor of Science (B.S.), Management Science
The Pun Group, LLP August 2014 - Present
Education
University of California, Los Angeles 2010 — 2012
Bachelor of Arts (B.A.), Economics
Mount San Antonio College 2008 — 2010
Associate, Accounting
City of Laguna Niguel, CA February 2015 - Present
Pun & McGeady LLP March 2012 - February 2015
The Pun Group, LLP March 2012 - February 2015
Caporicci & Larson August 2006 - February 2012
Staples June 2001 - June 2009
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations
Education
Concordia University-Irvine 2002 — 2006
Bachelor's degree, Sport and Fitness Administration/Management