WE Certified Real Estate Services

What WE Certified Real Estate Services does

WE Certified Real Estate Services LLC is a Plano, Texas-based professional services firm that delivers outsourced real estate accounting, financial reporting, and consulting to small and mid-sized property management companies, real estate owners, commercial tenants, and individual property owners. Founded in 2018 by CPA co-founders Wayne Parnell (former COO/Controller) and Elias Zewdu (former SVP/Controller) — both previously at Lincoln Harris CSG's Healthcare Group — the firm offers two core product lines: recurring Property Accounting Services covering accounts payable, billing and collections, general ledger, and financial reporting; and project-based Consulting Services including fill-in Controller work, operating expense and tenant reconciliations, lease abstracting, MRI-to-Yardi system conversions, and audit coordination. The firm brings large-company GAAP-grade processes and REIT-level financial reporting to operators that lack the scale to build in-house accounting functions.

The business is built on task-based, multi-year contracts priced by service scope rather than by FTE count, allowing the firm to scale as clients add or shed properties without proportional cost increases. Service delivery is direct, sales-led, and remote-first from a single Plano headquarters, with the firm claiming coast-to-coast client relationships. The technology stack is conventional — MRI Property & Accounting Software, Yardi Voyager, and Microsoft Office — with light process automation (e.g., remote-capture invoice scanners) rather than proprietary platforms. Go-to-market is direct outreach supplemented by a basic website that offers free financial-needs analyses as a lead magnet; no partnerships, paid channels, or formal sales infrastructure are documented.

The operating model is intentionally lean: the firm reports 1-10 employees organized around the two partners and is actively recruiting an Accounting Manager to expand delivery capacity. With no institutional funding, no M&A activity, and no disclosed revenue, the firm operates as a bootstrapped specialty practice whose growth is constrained by partner bandwidth and the scalability of CPA-led service delivery rather than by market demand for outsourced real estate accounting.

Name

WE Certified Real Estate Services

Legal name

WE Certified Real Estate Services LLC

Website

https://wecertifiedtx.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

WE Certified Real Estate Services is a Plano, Texas-based CPA firm that provides outsourced property accounting, financial reporting, and consulting services to small and mid-sized property management companies, real estate owners, commercial tenants, and individual property owners, primarily across the United States.

Ownership category

akta.pro rank

Product category

Real Estate Accounting Services

NAICS

Offices of Certified Public Accountants (541211), Other Activities Related to Real Estate (531390)

SIC

Real Estate (6500)

akta.pro primary industry

Property Management Advisory & Leasing Administration (FSAEAJAN)

Keywords

• Real estate accounting
• Property accounting services
• Outsourced accounting
• Property management accounting
• Financial consulting

Headquarters

HQ city

Plano

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Property Accounting Services: Full outsourced property accounting services on an ongoing basis. Pricing based on groups of tasks rather than per-FTE, allowing scalability when properties are added or reduced. Includes accounts payable, billing/collections, general ledger, and financial reporting.
2. Consulting/Project-Based Services: Specialized consulting projects on an as-needed basis including fill-in for Accountant/Controller on leave, operating expense reconciliations, lease abstracting, system setup and conversion, internal control reviews, and audit coordination. One-off engagements and periodic project work.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels2 records

Core offering

WE Certified Real Estate Services provides outsourced property accounting services for small and medium-sized property management and real estate companies, handling accounts payable, billing/collections, general ledger, and financial reporting. It also delivers project-based consulting including system conversions (MRI to Yardi), lease abstracting, operating expense reconciliations, fill-in Controller services, audit coordination, and process improvements. Services are customized per client based on a menu of tasks rather than full-time equivalents.

Product overview

WE Certified Real Estate Services is a service-based company offering two core product lines: Property Accounting Services and Consulting Services. Their Property Accounting Services provide outsourced accounting for property management and real estate companies, handling accounts payable, billing/collections, general ledger operations, and financial reporting. Their Consulting Services offer specialized project-based engagements including system conversions (MRI to Yardi), lease abstracting, operating expense reconciliations, and process improvement consulting.

Differentiator

Problem solved

Functional benefit

Products and services

• Property Accounting Services

Quantifiable outcome

• Client recovered $70,000+ in CPI increase overcharges on ground leases
• +5 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• CBRE Group: Global real estate services firm with property management, valuation and advisory capabilities. Comparable as a much larger incumbent that bundles financial/accounting support into broader real estate mandates.
• RealPage: Real estate technology and services vendor with adjacent accounting/back-office offerings to property managers. Comparable as a broader incumbent competing for the same outsourced real estate accounting wallet.
• JLL: Global real estate services firm providing property and asset management plus financial reporting services. Comparable incumbent competing for outsourced real estate finance and accounting work.
• MRI Software: Real estate software and services provider whose Property & Accounting Software WE Certified deploys for clients. Provides ancillary implementation and managed services that overlap with WE Certified's consulting/system-conversion practice.
• Yardi: Dominant real estate software platform with outsourced client services and accounting support built around Yardi Voyager. WE Certified explicitly runs conversions to and from Yardi, making it both a tooling partner and a broader incumbent competitor for outsourced accounting engagements.
• Cushman & Wakefield: Global commercial real estate services firm with property management and accounting-adjacent offerings. Comparable as a broad incumbent in outsourced real estate services.
• Wipfli: Top-25 U.S. accounting and advisory firm with a dedicated real estate industry group serving property managers and REITs. Comparable as a mid-market CPA peer with overlapping outsourced RE accounting services.
• Plante Moran: Top-20 U.S. CPA and advisory firm with a significant real estate practice providing audit, tax and outsourced accounting. Comparable as a larger CPA competitor in the real estate accounting niche.

Direct peers

• Lincoln Harris: U.S. real estate services firm offering property management, accounting and advisory to owners and investors. Direct comparable because WE Certified's founders previously led the Healthcare Group accounting function here, and both firms provide outsourced real estate accounting to property managers.
• RealFoundations: Real estate-focused advisory and managed services firm providing outsourced accounting, system implementations and consulting to owners, REITs and property managers. Directly comparable in service mix to WE Certified's property accounting and consulting offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/we-certified-real-estate-services-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about WE Certified Real Estate Services