Partner guide
Month-End Close CAM Escalation Checklist
A close-week checklist for CAS and bookkeeping teams who encounter CAM issues during reconciliation.
PDF guide
CAM issues surface at the worst time: during close week, when there is no bandwidth for a deep dive. This checklist gives teams a fast review path: what to check, what to flag, and what to escalate, without adding a research task to an already compressed timeline.
Inside the guide
- The close-week triggers that indicate a CAM line item needs more than coding
- How to document and flag without delaying the close
- Escalation threshold logic: when to route to a formal CAM review