For CPA and CAS firms
Put CAM review on your advisory calendar
Add CAM reconciliation review to the CAS work you already run each year. The engine reads the lease and the statement. You review each finding and bill it as its own service line.
Get started without a card. Paid audit packs include a 30-day money-back policy.
finding_0192 · findings.review
Management fee overcharge
Lease §4.2(b) · Statement line 14
+$2,480
19 of 20 rules clear
1 flagged
The lease caps the management fee at 4% of CAM costs. The statement bills 6%. The gap between the two rates is the flagged amount.
Where CAM review falls through the cracks
CAM reconciliation review rarely survives contact with a busy season
01
CAM review does not fit your billing model
A full lease audit takes hours you cannot bill at your advisory rate. Most CAS firms skip it, even when a client flags a reconciliation that looks wrong.
02
Small clients get no CAM review at all
A client with one lease and a modest CAM bill is not worth a manual review at your normal rate. You end up saying no to work you could have taken.
03
Reconciliation season hits at the same time as everything else
CAM statements land in Q1 and Q2, the same window as tax season and year-end close. There is no spare staff time to read every lease by hand.
How it fits your practice
A standing item on your CAS calendar, not a special project
Most CAS firms already run a yearly cycle of tax, close, and advisory checkpoints. CAM reconciliation review slots into that same rhythm, and most audits come back in minutes, not weeks.
01
Add it to the CAS calendar
Flag CAM reconciliation review as a standing item in your annual advisory plan, next to the tax and close items you already run.
02
Upload the lease and statement
Route the client's lease and CAM reconciliation into your workspace. Your client does not need new software.
03
Review the findings
The engine returns a findings report with each flagged charge, the lease clause, and the dollar amount. You check it before anything goes out.
04
Bill it as a service line
Deliver the report and the dispute letter draft under your firm name. Bill it as its own engagement, or fold it into your advisory retainer.
Why your team trusts the findings
Every finding cites the lease clause and the statement line
A flagged charge is not a guess. It points to the exact lease section and the exact line on the statement, so you can check it fast and stand behind it when you sign.
Questions CPA and CAS firms ask
Do I need lease audit experience to offer this?
No. The engine reads the lease and the statement, checks the math, and flags charges that break the lease terms. You review the findings and sign off before anything reaches your client.
How does this fit inside a CAS retainer?
Treat the annual CAM reconciliation the same way you treat a tax return or a year-end close item: a standing task on the calendar. When the statement arrives, you already have a workflow for it.
What if the client only has one small lease?
That is the point. A single-lease client with a modest CAM bill was not worth a manual review at your normal rate. The engine runs the same checks whether you have one lease or one hundred.
What does my client see?
A report under your firm name. It comes with a dispute letter draft to send the landlord. Both list each finding, the lease clause, and the dollar gap. Nothing points back to the audit engine. It is a draft for your review, not legal advice. Have counsel review it before sending.
How does my firm get paid?
You set your own fee for the engagement. CAMAudit audit-pack options are public on the pricing page.
What is the audit-rights window and why does it matter for a CAS calendar?
Most commercial leases give tenants one to three years to dispute a CAM reconciliation after it is issued. Add a deadline check to your annual review so a client does not lose the right to dispute before you get to it.
Add CAM review to your next reconciliation season
Get started to see the workspace. Or review the demo audit before you choose a pack.