For accounting and bookkeeping firms
Bill the small-dollar lease clients you turn away
CAM reconciliation review does not need lease-audit expertise on your team. Route the lease and statement into your workspace. Review the findings and bill it as a service.
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finding_0356 · findings.review
GL vs. statement total mismatch
Landlord GL total · Statement line 1
+$19,500
19 of 20 rules clear
1 flagged
The landlord's general ledger shows a lower total CAM cost for the year than the amount billed on the statement. The gap between the two totals is the flagged amount.
Where the review usually stops
CAM review gets skipped, not because it does not matter
01
Small-dollar leases do not pencil out
A client with a small monthly CAM bill is not worth a manual lease review at a billable rate. Most firms decline the work or skip it.
02
Bookkeepers are not lease auditors
Your team can spot a number that looks off. They are not trained to check it against lease clauses, caps, and base-year math. That gap stops the review before it starts.
03
Utilization is already tight
Adding a new billable service usually means adding staff hours you do not have, especially during the same weeks close and reconciliation work pile up.
How it fits your practice
A workflow your bookkeeping team can run without becoming lease auditors
Your team already sees every CAM reconciliation during close. The gap is what happens after that: most firms have nowhere to route it. Most audits come back in minutes, not weeks.
01
Spot the reconciliation
Your bookkeeping or controller team already sees the CAM statement during monthly or annual close. That is the trigger point.
02
Route it, do not review it by hand
Send the lease and reconciliation into your workspace instead of reading it line by line.
03
Get a findings report back
The engine runs the math and classification checks and returns flagged charges with the lease clause and the dollar amount for each one.
04
Bill it as billable work
Deliver the report and the dispute letter draft under your firm name. Turn a task your team used to skip into a billable engagement, without adding new analyst hours to run it.
Why the findings hold up
Every finding cites the lease clause and the statement line
Your team does not need to take our word for a flagged charge. Each finding shows the exact lease section and the exact line on the statement it is checked against.
Questions accounting and bookkeeping firms ask
Do our bookkeepers need to learn lease auditing?
No. Your team spots the reconciliation and routes it. The engine does the lease interpretation and the math. Your team reviews the findings before they go to the client.
Can this work for clients with small CAM bills?
Yes. That is the gap this fills. A client with a small monthly CAM charge was not worth a manual review at billable rates. The same engine runs the review whether the bill is small or large.
Does this add to our staff workload?
It adds a review step, not a research project. Your team checks a findings report instead of reading a full lease and reconciliation from scratch.
How does this turn into billable revenue?
You deliver the findings report under your firm name and bill it as its own service, or bundle it into an existing bookkeeping or controller engagement.
What does my client get at the end?
A findings report under your firm name, plus a dispute letter draft your client can send the landlord. Both list each finding, the lease clause, and the dollar gap. It is a draft for your review, not legal advice. Have counsel review it before sending.
What kinds of errors does the engine catch?
Math errors like management fee overcharges and CAM cap breaches, and classification errors like landlord costs billed to the tenant that the lease excludes.
What if a client already missed the review window?
Most leases give tenants one to three years to dispute a CAM charge. The engine reads the audit-rights clause from the lease and flags the deadline next to the findings.
Turn the leases you decline into billable work
Get started to see how reviews work. Or read the demo audit before you pick a pack.