SAMPLE REPORT — Illustrative company and figures. No live research was performed, actual agent executions: 0, MAX Not run, Guardians not run (built · integration pending). Human decisions remain required.
Sample Report 13 · Professional Services
Professional Services — Which Services Should We Add?
Carver & Mills Accounting and Consulting (sample) · Sample results only
Client assignment
The practice is weighing three new services: fractional CFO, payroll compliance and ERP selection advisory.
How the client assigns it to TED: The managing partner gives TED sample pricing, hours and staff skills and asks which to pilot. TED confirms demand figures are hypotheses.
Executive summary
Payroll compliance has the highest margin (63%) but small dollars; fractional CFO offers the best total value ($2,200 monthly margin per client); ERP advisory is lumpy at 43%. Recommended: pilot fractional CFO with five existing clients.
55%
Fractional CFO margin
$2,200 on $4,000/month
63%
Payroll margin
$570 on $900/month
$132K
CFO pilot annual margin
5 clients × $2,200 × 12
Key findings
1. Fractional CFO fits existing clients
Hypothesis: 5 of the top 40 clients already ask for forecasting help.
2. Staff capability gaps
Only two senior staff have CFO-level experience; capacity is about 40 client-hours a week.
3. ERP advisory carries delivery risk
Fixed fee with 180 estimated hours; overruns erase margin.
Unit economics (illustrative)
Margin = price − (hours × cost per hour).
ServiceFractional CFO
- Price
- $4,000/mo
- Hours
- 20
- Cost/hour
- $90
- Delivery cost
- $1,800
- Margin
- $2,200
- Margin %
- 55%
ServicePayroll compliance
- Price
- $900/mo
- Hours
- 6
- Cost/hour
- $55
- Delivery cost
- $330
- Margin
- $570
- Margin %
- 63%
ServiceERP selection
- Price
- $30,000
- Hours
- 180
- Cost/hour
- $95
- Delivery cost
- $17,100
- Margin
- $12,900
- Margin %
- 43%
Options & decision table
Offering options
Illustrative.
OptionPilot fractional CFO
- Benefit
- Highest total value
- Risk
- Senior capacity
OptionAdd payroll compliance
- Benefit
- Recurring, high margin
- Risk
- Small revenue
OptionDefer ERP advisory
- Benefit
- Avoids fixed-fee risk
- Risk
- Missed projects
Prioritized action plan
- 1Interview 10 existing clients to test demandManaging partner · 30 days
- 2Run a 5-client fractional CFO cross-sell pilotSenior manager · 90 days
- 3Professional standards and independence review before launchQuality partner · Before pilot
Success metrics
- 5 pilot clients signed
- Margin at or above 50%
- Client satisfaction above 4 of 5
SOCRATEE's Perspective
Sample text, not generated
Assumptions to test
- Clients will pay $4,000/month
- Hours estimates are accurate
What deserves questioning
- Do new services create independence conflicts with audit clients?
- What happens to existing work when seniors are busy?
Sources & evidence
Illustrative assumptions (not evidence)
- Prices, hours and demand are sample data
Verified data needed before deciding
- Client interviews
- Time records
- Professional standards guidance reviewed by the firm
Verified evidence attached: none. No citations are provided because no research was performed.
Safeguards
- Professional review required before launch
- Not legal or tax advice
Report status · Research & Review Record
- Actual agent executions: 0
- MAX independent grade: Not run
- 18 Guardians: Built · Integration Pending; no review occurred
- Live research: None performed
- Final decision: Always a human decision
Specialist roles (role definitions · not executed)
- TED — Coordinator: would scope the assignment, route work and assemble the report.
- RES — Would gather market and pricing references, cited.
- KNOLLY — Would reconcile time and cost records.
- SOCRATEE — Would question demand and capacity assumptions.
- LIBBY — Would flag independence and professional-standards items.
- MAX — Potential independent grader. Not run; no grade exists.
- 18 Guardians — Potential oversight layer. Built · Integration Pending; no review occurred.
How AI Team One Works — Step by Step (prewritten)
Stage 1
The assignment
The managing partner asks which services to add.
Stage 2
TED coordinates
TED routes unit economics, capacity and a pilot design.
Stage 3
Specialist responsibilities
KNOLLY reconciles time costs, SOCRATEE tests demand, LIBBY flags independence.
Stage 4
Oversight design
Oversight here would center on independence before economics: SOCRATEE would test whether new services create independence conflicts with existing audit clients, LIBBY would require professional review before launch rather than after, MAX could grade the unit economics, and the Guardians could review the pilot's client selection. In this sample none of that ran: MAX Not run, Guardians not run (built · integration pending).
Stage 5
The executive report
The result would look like "Professional Services — Which Services Should We Add?": findings, options, a prioritized action plan and the data still needed. Prewritten sample content; actual agent executions: 0.