For partner firms
Launch a CAM audit service line
A simple playbook for firms adding CAM audits. Use white-label software and go from setup to your first client delivery.
No audit team required. Partner setup includes a walkthrough of every review step.
What you need before you start
- A few clients with commercial NNN leases
- A firm name and logo to set up your branded workspace
- 30 to 60 minutes to review each audit before it goes out
- No CAM background needed. The playbook covers the basic terms
The launch playbook
Six phases take you from setup to repeat delivery. Most firms deliver one audit in their first week.
Pick your delivery model
Day 1- White-label: your firm brands the workspace and delivers reports under your name.
- Referral: send clients to CAMAudit and earn a share of completed audits.
- Most CPA firms pick white-label, since it keeps the client relationship in house.
Set up your branded workspace
Day 1 to 2- Start partner setup. Add your logo and firm colors.
- Review the branded portal before you invite a client.
- Walk through the review steps, then look at a sample report.
Set your scope and fee
Day 2 to 3- Use the partner portal for current plan terms.
- Pick an intake review, a flat-fee audit, or a portfolio package.
- Write the scope: intake, report review, client calls, timing, and counsel review.
Pick your first clients
Week 1 to 2- Start with clients already in your book who pay CAM.
- Put recent CAM bills and upcoming lease renewals first.
- Ask if the client has ever reviewed a CAM bill before. If not, start there.
Deliver the first audit
Week 2 to 3- Ask the client for the lease and the year-end CAM bill.
- Send the files to your branded workspace. The engine reads them and checks the math.
- Review each finding in your queue, then publish the report when you are satisfied.
- Send the branded report with the factual follow-up text.
Build a repeat pipeline
Month 2 onward- Add CAM audit to intake for every new commercial-lease client.
- Plan outreach around reconciliation season, which runs January through May.
- Track audits, follow-ups, and referrals every month.
What the engine catches
Common CAM billing errors, found on every audit
Angel built the full rules-based review to run on every reconciliation, because these patterns repeat across published audit cases.
Math accuracy errors
The CAM bill math does not match the lease terms. Fees, caps, or base amounts can be wrong.
Allocation share errors
The tenant share uses the wrong denominator, which can shift too much cost onto the tenant.
Excluded expense charges
The bill includes costs the lease excludes, including capital work or landlord overhead.
Gross-up and cost-base issues
The bill grosses up costs the lease does not allow, which can inflate the total charged.
GL and ledger gaps
General-ledger checks flag capital costs booked to the operating pool, plus date gaps and totals that do not tie out.
Ready to start the launch?
Review the branded workflow, set your first scope, and move from setup to your first delivery.
Questions firms ask before they launch
Do I need CRE experience to launch this?
No. The engine reads the files, checks the math, and flags issues. Your firm reviews the findings before anything is published. Counsel should handle legal advice.
How long does setup take?
Most firms finish setup and deliver one audit in their first week. A partner walkthrough shows the review steps before you start.
What do I charge clients for a CAM audit?
You set the client fee. Many partners start with an intake review or one flat fee, priced for review time and client calls.
What if I only have a few lease clients?
Start small. The Solo plan fits one or two audits a month. Unused credits stay available while your plan is active, and you can move to a bigger tier when demand grows.
Can I bundle CAM audits with other services?
Yes. Your firm controls the report and the follow-up text, so you can package it alongside other client services.
What happens after a client wants to dispute a finding?
The follow-up draft cites the finding, the lease text, and the supporting documents your firm needs to request. Counsel should review any formal, rights-sensitive dispute.
Do clients use the portal directly?
The workspace is for your team. Clients send files through your branded intake, and your firm reviews every report before a client sees it.
What timing issue should I flag for clients?
Many leases limit how long a tenant has to review or dispute a reconciliation. The exact window depends on the lease, the delivery date, waiver language, and state law. Flag the date and route rights-sensitive questions to counsel.