We sit down with Mark Leverett, a CPA partner at BPM, to unpack how audits, FP&A, valuations, and advisory work connect across real estate, construction, and private equity. We also dig into fund administration, fractional CFO support, and what AI really changes for accounting teams and investors.
• Mark’s path from UCLA and the dot-com bust into public accounting
• What an independent audit and assurance report actually verifies under GAAP
• How FP&A projections guide investors, bankers, and M&A decisions
• The “audit antennas” mindset and how reasonableness testing uncovers issues
• Real-world construction examples involving procurement and subcontractor overbilling
• Agreed-upon procedures work for banks during active projects
• How valuations work for entities, minority interests, and marketability discounts
• How tax strategy and asset moves like tax-deferred exchanges shape planning
• What Client Accounting Services means as fractional back office accounting
• Fund administration basics, cap table rigor, and investor reporting workflows
• Tech stacks for real estate accounting including Yardi, AppFolio, Sage Intacct, QuickBooks Online, and Allvue
• Fractional CFO support from month-end close through lender and board conversations
• AI in accounting, efficiency gains, and why firms still hire and train entry-level talent
Hit me up directly. I’m happy to discuss it. mark at bpm.com
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