Do I need CRE expertise to launch a CAM audit service line?

No. The software handles extraction, calculation, and detection. Your firm reviews flagged findings in the partner queue before publishing. Client communication and dispute strategy are where your professional judgment applies. No CRE background required to operate the tool.

How long does it take to go from setup to first client delivery?

Most firms complete setup and deliver a first audit within the first week. The partner portal is self-serve. The free included audit credit lets you test the full workflow before your first paid engagement.

What do I charge clients for a CAM audit?

Retail pricing is yours to set. Traditional CAM auditors charge $3,000 to $15,000 per engagement. The wholesale cost per audit sets your floor. What you charge above that is your margin.

What if I only have a few clients with commercial leases?

Start with the Starter tier, designed for 1 to 2 audits per month. Credits never expire, so there is no pressure to use them on a schedule. You can upgrade tiers as deal flow grows.

Can I bundle CAM audits with lease review or bookkeeping services?

Yes. The audit report and dispute letter draft are standard deliverables your firm controls. How you package them with other services is entirely up to you.

What happens when a client disputes a charge after the audit?

The dispute letter draft is grounded in the audit findings: the specific discrepancies, the lease provisions at issue, and state-specific statutes. Your firm takes it from there. CAMAudit does not participate in the dispute process directly.

Is there a client portal my clients use directly?

The portal is a partner workflow tool used by your team. Clients submit documents through your branded intake. The partner review queue is your firm's step before the report reaches the client.

What is the dispute window CPA firms should know about?

Most commercial leases give tenants 1 to 3 years from the reconciliation issue date to dispute CAM charges. CPA firms can flag this deadline as part of an annual lease review conversation, creating a natural trigger for the audit engagement.

For CPA firms

Launch a CAM audit service line at your CPA firm

A step-by-step playbook for CPA firms adding forensic CAM reconciliation audit to their practice using white-label software. From setup to first client delivery.

No audit background required. No analyst headcount. Self-serve setup with a free trial audit included.

Start partner setup CPA partner overview

What you need before you start

At least a few existing clients with commercial leases (retail, office, medical, or industrial)
A firm name and logo to configure the branded workspace
Time to review findings before client delivery (typically 30 to 60 minutes per audit)
Basic familiarity with commercial lease structures (CAM, reconciliation provisions, tenant share calculations) for client communication, though no audit background is required to run the tool

The launch playbook

Six phases from deciding on a delivery model to running a repeatable pipeline. Most firms deliver their first client audit within a week of setup.

Decide on delivery model

Day 1

White-label: your firm brands the portal and delivers reports under your name. Best for firms that want to own the full client experience.
Referral: introduce clients to CAMAudit and earn a revenue share. Best for firms that want to add value without running the workflow.
Most CPA firms launching a service line choose white-label to maintain full client relationship control.

Set up your branded workspace

Day 1 to 2

Sign up through the partner setup flow. Upload your logo and set your brand colors.
Optionally configure a custom domain (your-firm.com/cam-audit or similar).
Run the included free full branded audit to verify the output before any client engagement.

Price and package the offering

Day 2 to 3

Wholesale yearly rates range $34 to $42 per audit yearly with LAUNCH50 (list $67 to $83) depending on tier. Set your retail price above that floor.
Decide whether to offer flat-fee per year audited, a multi-year lookback bundle, or bundled with an existing advisory service.
Document your engagement scope: document intake, deliverables (findings report, dispute letter draft), timeline, and revisions policy.

Qualify your first client candidates

Week 1 to 2

Commercial tenants in your existing book are the fastest source. Retail, office, medical, and industrial tenants who pay CAM are candidates.
Prioritize clients with leases issued 1 to 3 years ago: still inside the typical dispute window, and enough reconciliation history to audit.
Ask: has the client ever reviewed their CAM reconciliation? If not, they are a strong candidate.

Deliver the first engagement

Week 2 to 3

Request the lease and year-end reconciliation statement from the client.
Route documents through your branded portal. The engine extracts data and runs all 20 detection rules.
Review findings in the partner queue. Publish the report when satisfied.
Deliver the branded findings report and dispute letter draft to the client.

Build repeatable pipeline

Month 2 onward

Add CAM audit to your standard client intake and annual review conversations.
Target reconciliation season (January through May) for proactive outreach to commercial tenants.
Track completed audits, dispute outcomes, and client referrals to calibrate your annual volume.

Ready to start the launch?

Partner setup is self-serve. One free full branded audit credit is included. Go from setup to first delivery in under a week.

Start partner setup Read the full partner playbook

Frequently asked questions

CPA partner overview

Why CPA firms add CAM audit to their practice.

CPA firm CAM recovery program

Full recovery program framing for CPA practices.

White-label plans and pricing

Compare Starter, Growth, and Scale tiers.