The Pun Group Expands Into Arizona

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The Pun Group, a respected full-service California CPA firm, is adding Lumbard & Associates, a Phoenix-based accounting firm specializing in governmental and not-for-profit entities, as a new division.

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Lumbard & Associates is now part of The Pun Group

Working together, The Pun Group and Lumbard & Associates will continue our shared vision of providing exceptional service and value to our clients.

The Pun Group, LLP, a California-based Certified Public Accounting Firm, announced the merger of Lumbard & Associates, PLLC, into The Pun Group family. This strategic combination has significantly expanded The Pun Group’s robust governmental and not-for-profit accounting and consulting services into the state of Arizona.

Lumbard & Associates, PLLC, a specialty CPA firm, is one of Arizona’s foremost experts in governmental and not-for-profit accounting, auditing, and advisory services. Founded in 1993, Lumbard and Associates includes Lisa B. Lumbard, CPA, CGFM; Carlos Valdivia, CPA; Jeffrey Cosper; Jake Litwiller; Maria Ward; and Stephanie Canez. The firm has extensive experience servicing governmental agencies and not-for-profit organizations throughout Arizona.

“The merger of our two companies reflects The Pun Group’s commitment to growing our financial reporting and compliance expertise in serving Arizona’s governmental agencies and not-for-profit organizations. Working together, The Pun Group and Lumbard & Associates will continue our shared vision of providing exceptional service and value to our clients,” said Kenneth H. Pun, Managing Partner of The Pun Group.

Lumbard & Associates founder, Lisa B. Lumbard, has more than 35 years of diversified experience, including a specialization in audit and consulting for government and not-for-profit organizations. She is a member of the AICPA Governmental Audit Quality Center, Arizona Society of CPAs, Governmental Finance Officers Association, Arizona Finance Officers Association, and Association of Government Accountants, and she is active on the Annual Governmental Accounting and Not-for-Profit Accounting Conference Committees, in addition to several civic organizations. Lisa as been appointed and currently serves on several boards and committees including the Arizona State Board of Accountancy and a number of large not-for-profit organizations. She has also presented seminars on governmental accounting, not-for-profit accounting, internal controls, fraud, board governance and the Single Audit requirements.

About The Pun Group
The Pun Group (http://www.pungroup.com) is a certified public accounting firm founded in 2012. The full-service firm services public and privately held clients throughout United States from its offices in Orange County, San Diego, Walnut Creek, Palm Desert, and Phoenix.

About Lumbard and Associates
With more than two decades of passionate commitment to client services, Lumbard and Associates (http://www.llumbard.com) is a trusted advisor and leading provider of accounting services to governmental agencies and not-for-profit organizations throughout Arizona.

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Ken Pun
The Pun Group
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