CAM audit services for CPA firms
Add CAM reconciliation audit as a new advisory service line. White-label the platform under your firm brand. Deliver branded findings reports and dispute letter drafts without building the technology yourself.
The case
Why CPAs add CAM audits
Margin profile
Wholesale credit pricing keeps your cost fixed. You set the client-facing fee. The spread between wholesale and retail is yours to keep.
Client retention
CAM reconciliation review ties your firm to tenant lease economics year over year, deepening the advisory relationship beyond the tax calendar.
Defensibility
Every finding is backed by deterministic math, a lease citation, and a statement reference. You deliver a defensible, documented result, not an opinion.
Service components
What you sell
Annual CAM reconciliation review
Run 20 detection checks against the current-year reconciliation. Surface math errors, classification mistakes, and GL integrity issues before the dispute window closes.
Multi-year lookback
Audit several reconciliation years under the same lease. Compounding math and compliance errors often show up only when multiple years are reviewed together.
Dispute letter draft package
Each audit generates a dispute letter draft grounded on the actual findings from that lease. Delivered under your firm identity, ready for client review.
Branded findings report
The findings report carries your firm logo and is structured for client presentation. Line-item discrepancies with dollar amounts and the specific lease provisions at issue.
Practice fit
Where CAM audit fits your firm
CAS practice
If your firm already handles monthly bookkeeping or lease accounting, CAM audit is a natural add-on at year-end reconciliation time. The work fits the existing client relationship.
Tax season add-on
Commercial tenants file their financials yearly. The reconciliation arrives at the same time. A CAM review paired with the annual engagement captures value that otherwise goes unnoticed.
Year-end advisory
Firms that advise on occupancy costs or lease obligations can extend that engagement with a documented audit review, giving clients a specific result with line-item backup.
Service economics
Wholesale credit pricing keeps your cost fixed per audit. You control the client-facing fee and the margin is yours. Monthly and yearly billing options are available.
- No per-seat fees or platform surcharges
- Credits do not expire, use them when the work lands
- Multi-year audits included on every tier
- 30-day money-back guarantee on all plans
Frequently asked questions
Ready to add CAM audit to your firm?
Create your branded workspace, run a free full audit to test the workflow, then choose a wholesale plan.
Get started