For fractional CFOs and controllers
Add the one lease cost you skip
Rent and taxes get checked every year. CAM reconciliations often do not. Upload the lease and statement, and get board-ready findings without a CRE background on your team.
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finding_0410 · findings.review
Estimated payment true-up error
Lease §6.4 · Statement line 19
+$3,720
19 of 20 rules clear
1 flagged
The lease requires a true-up between estimated payments and actual CAM costs each year. The statement leaves two estimated payments out of that true-up. The missed amount is the flagged amount.
Where CAM spend hides in plain sight
CAM bills look like paperwork, not a cost to check
01
CAM bills get filed, not reviewed
Rent gets checked. Taxes get checked. The CAM reconciliation looks like an accounting document and often goes straight to file without a second look.
02
You review costs, not lease clauses
Your job is the client's numbers, not commercial real estate law. Checking a CAM bill against lease language is a different skill than the one your practice sells.
03
Errors repeat across every site in a portfolio
A management fee billed above the lease cap at one location does not happen once. It can show up on every reconciliation, at every site, every year, until someone checks it.
How it fits your practice
One more cost line in the review you already run
You already review a client's rent, taxes, and occupancy costs. CAM reconciliation slots into that same motion, across one site or a whole portfolio, with findings back in minutes, not weeks.
01
Add the CAM bill to your review
Upload the lease and the CAM reconciliation alongside the other costs you already review for the client.
02
Let the engine run the checks
It runs the math and classification rules on every line item and compares them against the lease terms.
03
Get board-ready findings
Each flagged item shows the lease clause, the correct math, and the dollar gap, in a format you can drop into a board memo or client report.
04
Roll it up across sites
For multi-site clients, review findings by property so you can see where the same error pattern repeats across the portfolio. Each site also gets its own dispute letter draft, ready for the client to send.
Why the findings hold up
Every finding cites the lease clause and the statement line
A flagged charge points to the exact lease section and the exact line on the statement. That gives you something concrete to bring into a board conversation, not a vague concern.
Questions fractional CFOs ask
Do I need a commercial real estate background to offer this?
No. The engine reads the lease, runs the math against the lease terms, and returns a findings report. You review the findings and add the business context your client already expects from you.
How does this fit into work I already do?
If you already review rent, taxes, and occupancy costs for a client, CAM reconciliation is the next line item. Upload it alongside the costs you already check.
Does this work across a multi-site portfolio?
Yes. Each site has its own lease and its own reconciliation. You can review sites individually or roll findings up to see which error patterns repeat across the portfolio.
What does a findings report look like for a board update?
Each finding shows the lease clause, the landlord's number, the correct number, and the dollar gap. That format is built to sit inside a board memo or client cost review, not just a raw data dump. It comes with a dispute letter draft the client can send to start getting the money back. It is a draft for your review, not legal advice. Have counsel review it before sending.
What kinds of clients see the most value?
Multi-site tenants, franchise groups, and medical groups with several leases tend to see the most repeat patterns. A single-site client can still have an open review year worth checking.
How does my practice get paid for this?
You set your own fee for the CAM review, the same way you price other cost-review work. Bill it as its own line item or fold it into your existing engagement.
What if a client is close to losing the right to dispute?
Most leases give tenants one to three years after the reconciliation to dispute a charge. The engine reads that clause from the lease and flags the deadline next to the findings.
Add CAM review to your next client cost cycle
Get started to see the workspace. Or review the demo audit first.