Mark Leverette

CPA

Partner, Assurance and Advisory
Outsourced Accounting Leader
Real Estate Leader

Location: San Francisco

Services: Audit, Emerging Companies, 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)

Recognition

Where to start with Proptech: A practical guide for real estate organizations

Unsure how to begin your Proptech journey? This guide provides practical steps to help real estate organizations adopt technology and drive efficiency.

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Outsourced accounting vs bookkeeping: What’s the difference?

A common misconception in the business world is that accounting and bookkeeping are interchangeable terms. However, this is not the case. While both are essential components of financial management, accounting and bookkeeping have distinct roles and responsibilities within an organization’s financial framework.

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How to choose the right outsourced accountant for your business

Choosing an outsourced accountant for your business is akin to selecting a business partner. It’s a decision that requires careful consideration of chemistry, talent, and strategic alignment. The relationship you build with your outsourced accounting team can significantly impact your business’s financial health and growth trajectory.

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Start the conversation

Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.