Partner guide
CPA CAM Audit Workpaper Kit
Three Excel sheets for source checks, math, and firm sign-off.
Excel workbook
A loose source trail makes a finding hard to trust. This workbook links each lease clause to one CAM bill line. It logs ledger proof, checked math, and final sign-off.
Inside the guide
- List each clause, bill line, ledger entry, and file
- Check amounts and gaps with built-in formulas
- Check reports and dispute letter drafts before firm sign-off