Partner Guide
CPA Cross-Sell Trigger List
The signals inside an existing CPA engagement that should prompt a CAM audit conversation.
CPAs already see the data that predicts recoverable CAM findings. They just rarely act on it. This list flags the signals inside tax prep, audit, and advisory work that should trigger a CAM conversation: rising occupancy ratios, mid-year reconciliation true-ups, lease amendments, and tenant complaints about pass-through charges.
Inside the guide
- Signals from tax, audit, and advisory engagements that predict CAM findings
- A short script for raising CAM review without scope-creeping the engagement
- How to package CAM audit as a recurring advisory offer rather than a one-off