The Pun Group, LLP

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The Pun Group, LLP Employees

Employee
Years
Job
Industry
Heidy Chow Heidy Chow West Covina, California Details
Heidy Chow's The Pun Group, LLP Experience July 2015 - Present
Job Senior Manager at The Pun Group, LLP
Industry Accounting
Experience
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

Melissa M. Ochoa, CPA Melissa M. Ochoa, CPA Orange County, California Area Details
Melissa M. Ochoa, CPA's The Pun Group, LLP Experience January 2015 - Present
Job Audit Manager, The Pun Group, LLP
Industry Accounting
Experience
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

Kenneth Pun, CPA, CGMA Kenneth Pun, CPA, CGMA Orange County, California Area Details
Kenneth Pun, CPA, CGMA's The Pun Group, LLP Experience March 2012 - Present
Job Managing Partner at The Pun Group LLP
Industry Accounting
Experience
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

Deana Ilagan Deana Ilagan Orange County, California Area Details
Deana Ilagan's The Pun Group, LLP Experience January 2015 - August 2015
Job Accounting Manager at Water Planet, Inc.
Industry Accounting
Experience
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.)

Daniel Doyle Daniel Doyle Huntington Beach, California Details
Daniel Doyle's The Pun Group, LLP Experience June 2015 - Present
Job Accounting Professional | Working towards CPA
Industry Accounting
Experience
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

Clifton Lamb Clifton Lamb Greater Los Angeles Area Details
Clifton Lamb's The Pun Group, LLP Experience November 2013 - Present
Job President C G Lamb Accountancy Corporation
Industry Accounting
Experience
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

Debbie Cooper Debbie Cooper Orange County, California Area Details
Debbie Cooper's The Pun Group, LLP Experience May 2014 - Present
Job Controller at The Pun Group, LLP a division of Pun & McGeady
Industry Financial Services
Experience
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

Karen Woo Karen Woo San Francisco Bay Area Details
Karen Woo's The Pun Group, LLP Experience September 2013 - Present
Job Executive Assistant at The Pun Group, LLP
Industry Accounting
Experience
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

Tsan To Lee Tsan To Lee Greater Los Angeles Area Details
Tsan To Lee's The Pun Group, LLP Experience August 2014 - Present
Job
Industry Financial Services
Experience
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

Kristin Nguyen Kristin Nguyen Rancho Santa Margarita, California Details
Kristin Nguyen's The Pun Group, LLP Experience March 2012 - February 2015
Job at
Industry Accounting
Experience
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