When to Outsource Real Estate Accounting: 7 Signs You’ve Outgrown Your Internal Team
You hired good people. They know your properties, understand your processes, and have kept your books in order for years.
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Mark Leverette
CPA
Partner, Assurance and Advisory
Outsourced Accounting Leader
Real Estate Leader
Location: San Francisco
Services: Audit, Outsourced Accounting
Industries: Blockchain & Digital Assets, Real Estate, Technology
Mark has devoted 20 years of experience to entrepreneurial companies.
As the Managing Partner of Client Accounting and Advisory Services (CAAS), Mark oversees a team of accounting professionals, project management advisors and systems technicians. This practice can provide a fully integrated and secure accounting back and front office solution, including accounting systems, internal control processes and IT automations.
Mark leads BPM’s Real Estate Industry Group, where he works with a wide verity of entities with portfolios of real estate, including private equity funds, REITS, developers, investment groups and family offices. With his background, he also continues to serve companies in traditional and emerging technology spaces.
As an Assurance Partner, he provides audits, examinations, reviews and agreed-upon procedures for public and private companies.
Mark enjoys the opportunity to advise, as well as opine, on many technical areas, including mergers and acquisitions, development and construction, lessee and lessor accounting, specialized revenue recognition, complex equity transactions. He is skilled in Generally Accepted Accounting Principles of the United States (US GAAP), International Financial Reporting Standards (IFRS), as well as Other Comprehensive Basis of Accounting (OCBOA) that are non-GAAP accounting protocols used to generate meaningful financial statements.
Mark Leverette holds an active CPA license in California.
Interesting tidbit
Mark was the Captain of the UCLA Ski Team and got his start in accounting at Kirkwood Ski Resort after University.
Certifications
Certified Public Accountant
Community
- President of the Board of Directors – San Francisco Real Estate Exchange (SFREX)
- Treasurer of the Board of Directors – Future Scientist Organization
- Treasurer Emeritus − Board of Directors of the Young People’s Symphony Orchestra
- Mentor – Center for Entrepreneurship, Haas School of Business, UC Berkeley
- Active Member − UCLA Alumni Association
- Active Member – California Society of Certified Public Accountants
- Active Member – American Institute of Certified Public Accountants
Education
- BA/Business Economics & Accounting – University of California, Los Angeles
- Specializations in Accounting and Business – London School of Economics
News
Digital Lending in Real Estate: Expanding Access and Identifying Key Opportunities – The Fintech Times (August 2024)
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