Sample report
What the assessment hands your managing partner.
Every engagement ends in the same document structure: a baseline score, findings tied to the standards they fall under, and a remediation plan priced for implementation. This page walks it, section by section.
Illustrative sample — the firm below is invented to show the report's structure. It is not client data and not a claim about typical results. Your report is built from your firm.
Assessment report · SAMPLE
Example & Co., CPAs
Findings (excerpt)
The full report also contains: the AI-use inventory (tool by tool, role by role), the score breakdown per rubric dimension, the §7216 consent-language review, the WISP gap analysis, and the fixed implementation quote the findings produce.
Yours to keep, whatever you decide.
The report is written to stand on its own — brief your partners with it, update your WISP from it, answer a client security questionnaire out of it. If you proceed to implementation, the assessment fee is credited in full and the findings become the work plan.