For CPA, CAS, and lease review firms

Build review-ready CAM evidence

Build a clear source file. Your partner can review, sign, and deliver it.

A clean trail ties each finding to proof. It also shows who checked the math.

Get the Excel workpapersSee white-label delivery

One finding, one proof chain

  1. 01

    Trace the source

    Link the lease clause and bill line. Add ledger detail and support files.

  2. 02

    Check the math

    Recompute the amount. Record the inputs and any open gap.

  3. 03

    Review the finding

    A named reviewer checks the proof, amount, type, and wording.

  4. 04

    Approve client delivery

    The partner signs off before the branded report goes out.

Free Excel kit

Use three workpapers for each review

It takes each finding from proof to partner sign-off.

Sheet 01

Lease-to-Finding Evidence Index

Give each finding a source trail. The sheet flags missing proof.

Sheet 02

Calculation Review Log

Record source values and rates. Formulas show the expected amount and gap.

Sheet 03

Finding Review-and-Sign Checklist

Check the report and dispute letter draft before branded delivery.

Download CPA CAM Audit Workpaper Kit

Review and sign

Keep human judgment at the last gate

Approve the finding

Check the source, amount, finding type, and client wording. Remove any finding that lacks support.

Approve the delivery

Check the report. Check the dispute letter draft. The draft is not legal advice. Ask counsel to check it before sending.

Evidence library

Build each part of the review file

Use these guides when your team needs a deeper check.

Source traceability

Source citation requirements for audit tools

Owns source-citation requirements for tool evaluation.

Source traceability in a lease abstract

Owns clause-level abstraction traceability.

Clause-to-finding traceability

Provides product proof for the evidence chain.

Calculation review

CAM workpaper index for partner review

Defines the evidence-file index and handoff structure.

CPA controller CAM workpaper checklist

Owns controller-level workpaper completeness checks.

Workpaper review system checklist

Owns software-supported workpaper system evaluation.

Finding approval

CPA CAM audit quality control rubric

Defines the partner quality-control gate.

Review and sign AI findings

Owns human-review controls for extracted and classified findings.

Branded client delivery

CPA partner-branded report QC checklist

Owns final branded-report checks before delivery.

Dispute letter draft review

Counsel-ready CAM evidence index

Owns evidence handoff for counsel review.

Dispute letter review outline

Owns the draft review and sign-off checklist.

Put clean proof behind each finding

Start with the workpapers. Then see how branded review works.

Get the Excel workpapersSee white-label delivery