For firms that serve commercial tenants
Build your CAM audit service
A field guide for CPA firms, lease-admin shops, tenant reps, fractional CFOs, and attorneys running CAM audits under their own brand.
Angel built CAMAudit because the math in a CAM reconciliation is checkable. This playbook is the wrapper around that math: how to prioritize a client, price the work, deliver findings, and turn one engagement into the next.
What the playbook covers
Four pillars, one practice
Eligible clients
Which prospects are worth a review, and which burn your time.
02Selling under your brand
Positioning and pricing conversations that fit a firm, not a vendor pitch.
03Operating a practice
Delivery operations and growth: run every engagement the same way.
04Compliance and risk
Where your review stops and legal advice starts.
Eligible clients
Who is a real prospect, and who burns your time
Most wasted partner time goes to prospects that were never going to support a paid review. The lease may be gross, the review window may have closed, or the file may be missing pieces. Screen for fit before the math ever runs.
Lease type first
Start with NNN or modified gross leases. A gross lease rarely has CAM charges worth reviewing.
Time left on the review window
Most leases give tenants one to three years to dispute a reconciliation. Check the dates before you commit time.
Rent floor and file quality
A small lease with clean files can still be worth a review. A large lease with missing documents may not be, until the client chases the paperwork.
Repeat clients first
Clients already in your book who pay CAM are the fastest path to a first delivered audit.
When to walk away
- The lease is fully gross, with no CAM pass-through
- The client cannot produce the lease or the CAM bill
- The review window has already closed with no reopener clause
- The client wants a legal opinion, not a factual review
Operating a practice
Run every engagement the same way
The detection rules are fixed, but the delivery wrapper around them is not. A repeatable four-step flow is what lets a partner run their tenth audit the same way they ran their first.
Kickoff and document collection
Ask for the lease and the year-end CAM bill. A short, consistent document ask gets a faster reply.
Run the audit
Send files to your branded workspace. The engine reads them and runs all 20 detection rules.
Review findings
Check each flagged item, the math behind it, and the lease citation before anything moves forward.
Publish and follow up
Send the branded report. Add the factual follow-up language. Route rights-sensitive questions to counsel.
Growing the practice
A partner practice grows engagement by engagement, not from one big launch.
- Turn each completed engagement into a case study once you have client consent
- Add CAM review to intake for every new commercial-lease client
- Plan outreach ahead of reconciliation season, which runs January through May
- Track client introductions the same way you track billable engagements
Already a CAMAudit partner?
The partner portal carries branded templates, client-scope language, and dispute-response steps. See public audit-pack pricing.
Open the partner portalCommon questions
Do I need commercial real estate experience to prioritize a client?
No. Lease type, rent level, and the review-window date tell you most of what you need. The engine handles the math once a lease is in review.
What if a client is a poor fit?
Say so early. A gross lease, a closed review window, or missing documents are all reasons to pass before you spend time on it.
How do I keep engagements consistent as I take on more clients?
Run the same four-step delivery flow every time: collect documents, run the audit, review findings, publish and follow up. Consistency is what lets a tenth audit go as smoothly as your first.
Where is the line between my review and legal advice?
Your firm handles the factual findings: what the engine flagged, the math behind it, and the lease citation. Counsel should handle formal disputes and any legal-rights question.
Put the playbook to work
Get started to see the branded workspace. Or view the demo audit first.