Partner guide

Accounting Firm White-Label CAM Audit Starter Kit

A starter kit for CPA and CAS teams packaging CAM audit review as a white-label client service.

PDF guide

Accounting firms can spot occupancy-cost risk before clients do, but most do not have a lease-audit workflow ready to sell. This starter kit shows where CAM review fits, how delivery works, and how to package a white-label audit without adding analyst headcount.

Inside the guide

  1. Client-fit signals inside CAS, tax, and advisory relationships
  2. White-label delivery workflow from intake to client-ready report
  3. Packaging guidance for firms adding CAM review as a seasonal offering