When should the cadence begin?

Begin before the next CAM statement arrives.

What if no issue appears?

Give the client a cited review record.

Who owns each client touch?

Name one CFO owner for every step.

Does the cadence promise retention?

No. It creates useful and repeatable service.

What belongs in the client review log?

Record proof, the client choice, and next date.

Five CAM touches for fractional CFO clients

Fractional CFO firms can use five CAM touches each year.

Each touch gives one clear choice. Good follow-up helps your firm stay useful. It cannot promise retention.

See more accounting firm guides. Then set the plan.

AFP includes planning and reporting in finance partnering. A CAM cadence joins those tasks around one lease cost.

Use five client touches

Anchor each touch to a real event.

Touch	Trigger	Client choice
Set scope	CFO onboarding	Add CAM to the work plan
Set reminder	Prior review close	Confirm expected statement date
Gather files	Statement receipt	Approve file collection
Review result	CFO signoff	Request backup or close review
Plan next year	Review close	Set the next reminder

Check the fractional CFO growth pillar. Decide if CAM fits the annual client plan.

This calendar is an original framework. It does not promise retention.

Use a skip rule

Do not add a touch just to fill the calendar. Each touch must help the client make one choice.

Skip a planned note when no event has changed. Keep the date in the account record. If the firm skips it, add why.

Send the touch when files arrive, facts change, or a choice is due. Name that trigger in the client note.

This rule protects the client's time. It also keeps the cadence tied to real work.

The FM Magazine article covers goals and client contact. It does not prove CAM reviews keep clients.

Handle four outcomes

The review can end four ways. Prepare for each one.

A review item appears

Show the cited lease term. Show the statement line. Ask the client what action fits.

Check the source cite rules before sending the note.

No item appears

Give the client a clean review record. Name each file your team checked. Set the next reminder.

Files are missing

List each missing file. Put the review on hold. Do not fill gaps from memory.

Use the document request SOP for one clear follow-up.

Counsel must review

Send the facts to counsel. Keep the CFO conclusion separate. Record the open question.

Use a simple script

Keep each client note plain.

We checked the lease and statement. This record shows our work. It also lists the next client choice.

Change the note for missing files. Show a clean result. Do not promise a recovery.

Walk one year

Here is a made-up year. It is not a client result.

Assume a statement should arrive in March. The firm sets a February reminder. The file arrives on March 12.

The analyst prepares the review. The CFO signs it. The client then requests landlord backup.

The firm logs that choice. It sets next February's reminder.

Build one account record

Keep the five touches in one client record. Do not split them across email and notes.

Track these fields:

Client owner
Site and CAM year
Last file request
Proof received
Review state
Client choice
Next touch date

The record shows the work behind each touch. It also stops the firm from asking twice for the same file.

Use the signed lease as the main source. A lease summary can help the team. It cannot settle a source conflict.

Check promised work

The account record should show more than sent notes. It should show if the firm completed each promised action.

Review four facts before the next client call:

Does the touch need action?
Did the firm complete it?
Did the client make a choice?
Does that choice have an owner?

Use these as firm controls. They are not retention benchmarks.

Fix an open promise first. Add new service ideas later. If the client paused work, log that choice. Silence is not success.

Compare planned and done dates. Save why they differ. This fact can expose a weak owner or request.

Keep the account owner involved

The account owner should see each major change. That person knows the client plan and meeting dates.

Send a short update at three points:

The file request goes out.
The review result is ready.
The client picks the next action.

Do not send raw software output. Give the owner a signed firm note. Include source pages and open gaps.

The owner can add the review to a client call. That keeps CAM work tied to the CFO plan.

Review the fractional CFO page before that call. It shows the firm-led client path.

Use the quality control rubric before that result touch.

Use the review-and-sign model.

The CFO gives the client answer.

Fix a missed touch

A late file can break the planned cadence. Do not hide the delay.

Update the client record first. Name the missing source and current owner. Set one new date.

Tell the account owner what changed. Let the owner choose if the client needs an update.

Do not mark the review complete to protect the calendar. A held file is an honest state.

When the file arrives, confirm the CAM year again. Then move it back to the review queue.

Save the old date with the new date. That history helps plan next year's work.

Save the year for next time

Close each CAM year with one saved packet.

Keep these records together:

Signed lease and changes
CAM statement and backup
Review work paper
Branded report
Signed client note
Next reminder

Add a short close note. State what the firm checked. State what the client chose. State what remains open.

Use plain result labels. Mark the file clean, held, sent for backup, or sent to counsel.

Add the reason for that label. A clean file should name the sources checked. A held file should name the missing proof.

If the client asks for backup, save that request. If counsel takes the issue, save only the firm facts.

Give every open item an owner. Set the next date before closing the record.

Ask the account owner to approve that date. Add it to the normal client plan. This keeps the next CAM touch from becoming a surprise.

The next review should start with that packet. Staff can see old gaps without reading each email again.

Save the partner signoff sheet in that packet. It ties the signed answer to the next promised touch.

If the firm repeats this cycle, use the service line guide. Name next year's owner before the new plan starts.

Where CAMAudit fits

Use CAMAudit at the review-result touch.

Fractional CFO firms send the lease and statement.

CAMAudit ties each review item to a source line.

CAMAudit builds the branded CAM audit. Your CFO uses a review-and-sign step.

For disputes, CAMAudit can prepare the dispute letter draft.

The draft needs your review. It is not legal advice. Have counsel review before sending.