Grow your fractional CFO firm
Lease costs belong in the CFO work plan.
Your clients already track cash and margin. Many also lease space. Their CAM bills can change each year.
A good review starts with the lease. It then checks the landlord statement. The result should guide a client choice.
AFP describes finance partners as planning and decision support leaders. Lease cost review fits that role.
Pick the right client
Do not pitch every client. Start with clear fit.
Look for these facts:
- The client leases business space.
- The client gets CAM statements.
- The firm can reach decision makers.
- The signed lease file is ready.
- The client permits a file review.
Missing files should stop the pitch. A high score is not a finding.
Score your client book before outreach.
Build the offer
Give each level a clear job. Start with a file screen. Add deeper work only when facts support it.
The offer can cover one year. It can also cover many sites. Each step needs a scope change.
Build your offer stack with firm review at every level.
Keep the cadence
CAM work follows client events. Add it to your normal reviews.
Set reminders for statement receipt. Ask for the signed lease file. Log the client choice after review.
A clean review still has value. It gives the client a cited record.
Use the retention calendar for each account.
Plan before Q1
Do not wait for every statement. Build the queue in Q4.
List expected files and review owners. Keep analyst work apart from CFO signoff. Use ranges for unknown dates.
Build the Q4 plan before making client promises.
Where CAMAudit fits
Use CAMAudit as your branded audit engine. Your firm uploads client files. The tool checks the lease and statement.
It builds a branded report. It can prepare a dispute letter draft. Your team reviews and signs the work.
The letter is a review draft. It is not legal advice. Have counsel check it before sending.
See the fractional CFO page. Browse the accounting resource hub. Then review the service line guide.