Managed service scope for CAM review
A managed service scope turns CAM review into a defined advisory offer instead of an open-ended favor. Use it when a firm wants to package intake, review, backup requests, findings, and client delivery under its own brand.
This resource is for fractional CFOs, controllers, CPA firms, and advisory partners that serve commercial tenants under their own brand. The client owns the lease obligation. The firm owns the review process. For this Managed service scope sheet, CAMAudit can help organize source files and support paths, while the partner checks the math, source cites, client facts, and final wording.
The managed service scope sheet shows scope item, included, and excluded in one review path. It also keeps review step and delivery format visible, so staff do not turn open work into a client conclusion.
Where this fits in CFO work
The managed service scope sheet belongs near the close binder, forecast file, or advisory workpaper set. It should not live in a sales folder or a loose email chain. The finance team needs one place to see the lease rule, the landlord charge, the accounting entry, and the client decision.
For a fractional CFO, the risk is moving from scope item to client advice too quickly. The answer should wait until included, excluded, and open support are checked. The Managed service scope sheet gives the firm a calm way to show what the file supports today.
Managed service scope sheet
Use this artifact as the working file for the review.
| Field | Current value | Source | Owner | Review note |
|---|---|---|---|---|
| scope item | ||||
| included | ||||
| excluded | ||||
| client input | ||||
| firm owner | ||||
| review step | ||||
| delivery format |
Keep the worksheet plain. If firm owner is not final, label it "open." If review step needs follow-up, name the owner. If delivery format affects what the client hears, leave the wording for partner review. Clear labels protect the firm better than polished wording.
Evidence packet
The packet should let another reviewer rebuild the same conclusion from the file. For this article, that means:
- Source support for scope item and included is saved with the review file.
- The worksheet ties excluded to the lease, statement, AP detail, or GL detail.
- Client input has a named owner instead of an inbox note.
- Firm owner is marked final, open, or partner review pending.
- The file shows who owns review step and what support is still missing.
- The partner signoff note explains how delivery format will be described to the client.
Missing support for included or excluded is not proof of an error. It is a review condition. Keep it visible until the partner decides whether to request backup, change the finance note, pause the work, or move the issue into a separate client discussion.
Review rules
Use rules before anyone writes client language. They keep the work from turning into a guess.
- Do not move scope item forward without a source.
- Keep included separate from excluded when the accounting treatment differs.
- Mark firm owner as open when support is missing or stale.
- Send any client-facing statement about delivery format to partner review first.
The preparer should not be the only reviewer. A second person should check the source path behind scope item, the support for excluded, and the wording tied to delivery format. In partner-led work, that reviewer is usually the engagement partner, fractional CFO, CPA, or controller who owns the client relationship.
Owner handoff
The controller owns the accounting support for excluded and client input. The fractional CFO owns the client decision tied to firm owner. The partner owns scope, lease-based conclusions, and final language about delivery format.
Use a short handoff note:
Prepared by: [name]
Client and location: [client, location]
Period reviewed: [period]
Artifact: managed service scope sheet
Support reviewed: lease, amendments, reconciliation, AP detail, GL detail, backup
Open items: [support gaps or lease questions]
Decision needed: [book, reserve, request support, client call, counsel review]
Partner review: required before client delivery
The note does not need legal language. It needs enough detail for the reviewer to see the current scope item, the open firm owner, and the decision tied to delivery format.
Client-facing note
Use a short note that states the work performed and the limit of the current file.
We reviewed the managed service scope sheet against the lease file, AP detail, GL detail, and landlord support available today.
The worksheet shows the current status for scope item, included, and excluded.
Items marked open need landlord backup or partner review before the firm treats them as final.
This is finance review support. It is not a recovery claim.
If the partner later finds a supported issue, write that finding in a separate review packet. Keep the Managed service scope sheet factual. Tie any finding to the source cite and calculation.
Common errors to avoid
Do not let scope item become a catch-all field. Do not call firm owner an overcharge when the file only shows missing backup. Do not send landlord wording about delivery format before the partner has reviewed the lease. Do not let a close deadline erase an audit-rights deadline.
The client gets advice from the firm. The firm uses its process, judgment, and review standards. CAMAudit supports the work behind the scenes, while the partner controls scope, communication, and final signoff.
Partner QC gate
The reviewer should answer these questions before the packet moves forward:
| Review question | Yes or no | Note |
|---|---|---|
| Does scope item tie to source support? | ||
| Are included and excluded shown separately? | ||
| Is firm owner final, open, or partner review pending? | ||
| Has the partner reviewed client wording about delivery format? | ||
| Is the client-facing note factual and source-based? |
This QC step matters because Managed service scope sheet work blends accounting, lease language, and client relationship judgment. The partner should be comfortable signing the final packet before the client sees it.
CAMAudit support role
CAMAudit can organize the lease, statement, AP, GL, and support trail behind the managed service scope sheet. The partner still reviews the source cites, calculations, client context, and final wording. CAMAudit is the branded engine behind the review packet, not a replacement for professional judgment.
Internal links to use next
Use how annual CAM true-ups hit the books for accounting context.
Use why occupancy cost is not just rent when a client needs a plain explanation of occupancy cost.
Use the document collection checklist before you start the review.
Use the findings quality check before anything goes to the client.
Use the client presentation guide when the partner is ready to review and sign.