Hollister Reed LLPTrusted Living Twin

record hollister-reed · rulebook 1.0.0 · instrument 0.1.0 · builder 0.1.0 · built 2026-10-05

Time As found Day ninety One year, projected
Lens Sponsor Controller Operator

Printed state: every time state and every lens, in order.

0% verified: the share of 299 entries (252 nodes and 47 measured values) that were checked rather than asserted, as found on 14 October 2026 Trust posture: 1.2, Absent (verified: 0 of 25 scores) · Results since baseline: not yet measured again (signed: 0 of 5 drivers)
not yet measured at day ninety, 12 January 2027: the record holds no re-measurement yet; it holds 18 projected entries for this date, each drawn with its assumptions, and a projection is never measured Trust posture: projected: 2.1, Declared; not yet measured (18 of 25 levels are projected and 7 stand as judged) · Results since baseline: not yet measured again
not yet measured one year ahead: a projection is never measured; the record holds 18 projected entries, each drawn with its assumptions Trust posture: not yet measured · Results since baseline: not yet measured

Who and why, as found

14 October 2026, the record as found

SponsorWhat the firm is and why it exists ControllerThe firm's purpose and its accountable owners OperatorWho we serve and what I am asked to do

Sponsor lens

The firm

  • Hollister Reed LLP. A regional accounting and advisory firm of 380 people, forty-one partners and no chief information officer. Fictional.Sector: Accounting and advisoryLocation: Six offices in North and South Carolina; the Charlotte office is the largestHollister Reed kit, README.md

Why: the firm's stated goals

  • Answer the insurer with documents. Answer the professional liability insurer's three renewal questions with documents, not assurances, before the November renewal. Target date: 20 November 2026.Risk and continuityHollister Reed kit, 08-baseline-and-ninety-days.md, action 4
  • A busy season without more overtime. Finish each filing season and audit season with shorter cycle times and no more seasonal staff than the year before. Target date: 30 April 2027.Cost and operational supportEfficiencyAdded for the demonstration; the kit states no business goal of this kind
  • Grow advisory fees. Grow advisory fees faster than compliance fees, so that advisory reaches a third of revenue. Target date: 31 December 2028.Revenue and profitAdded for the demonstration; the kit states no business goal of this kind
  • More use, not less. Allow more use of AI, not less, once the firm knows what is used and has said what is allowed.No driver serves this goal in the record.Hollister Reed kit, 04-culture-map.md, the amnesty condition (Elaine Marsh)
  • No client hears it from someone else. No client ever learns from someone else that the firm used AI on its work.Competitive advantageHollister Reed kit, 04-culture-map.md, prompt 1 (Ruth Adeyemi)

Serving no stated goal

In the record, 7 of 12 processes, 9 of 11 agents, 19 of 21 tools, 46 of 47 vendors and 11 of 11 spend buckets serve no stated goal, directly or through what they support.

Processes
  • Client call notes.Hollister Reed kit, 03-discovery-and-register.md
  • Copilot pilot work.Hollister Reed kit, 03-discovery-and-register.md
  • Email and memo drafting.Hollister Reed kit, 03-discovery-and-register.md
  • Management letter drafting.Hollister Reed kit, 03-discovery-and-register.md
  • Prior-year return review.Hollister Reed kit, 03-discovery-and-register.md
  • Routine client messages.Added for the demonstration: found by asking people in the discovery interviews; it costs nothing extra, so the expense records do not show it, and the kit's register does not hold it
  • Tax and accounting rule research.Hollister Reed kit, 03-discovery-and-register.md
Agents
  • HRL-ADV-EML-0007 Email and memo drafting.Hollister Reed kit, 03-discovery-and-register.md, the register as found
  • HRL-ADV-TRN-0003 Client-call transcription.Hollister Reed kit, 03-discovery-and-register.md, the register as found
  • HRL-AUD-MLT-0002 Management letter drafting.Hollister Reed kit, 03-discovery-and-register.md, the register as found
  • HRL-FIN-MSG-0011 Routine client message answering.Added for the demonstration: found by asking people in the discovery interviews; it costs nothing extra, so the expense records do not show it, and the kit's register does not hold it
  • HRL-IT-CPL-0005 Copilot pilot.Hollister Reed kit, 03-discovery-and-register.md, the register as found
  • HRL-IT-CPL-0008 Copilot pilot license, departed user.Hollister Reed kit, 03-discovery-and-register.md, the register as found
  • HRL-IT-CPL-0009 Copilot pilot license, departed user.Hollister Reed kit, 03-discovery-and-register.md, the register as found
  • HRL-TAX-RET-0001 Prior-year return summarization.Hollister Reed kit, 03-discovery-and-register.md, the register as found
  • HRL-TAX-RSH-0006 Rule explanation and research.Hollister Reed kit, 03-discovery-and-register.md, the register as found
Tools and systems
  • Audit data analytics.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Audit workpaper software.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Client message assistant.AIAdded for the demonstration: found by asking people in the discovery interviews; it costs nothing extra, so the expense records do not show it, and the kit's register does not hold it
  • Copilot.AIHollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Corvid Assistant.AIHollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Document management system.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Document summarization.AIHollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Electronic signatures.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Meeting assistant.AIHollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Meeting transcription.AIHollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Office suite and email.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Orrin Notes (EMP-0142).AIintake/expense-export.csv
  • Orrin Notes (EMP-0267).AIintake/expense-export.csv
  • Practice management, time and billing.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Tax preparation software.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Tax and accounting research service.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Tessellate Slides (EMP-0012).AIintake/expense-export.csv
  • Tessellate Slides (EMP-0350).AIintake/expense-export.csv
  • Video meetings.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
Vendors
  • 0001 Tryon Street Properties LLC
  • 0002 Palisade Professional Mutual Insurance Company
  • 0003 Glenwood Commons Partners
  • 0004 Keystone Office Cloud, Inc.
  • 0005 Busy Season Staffing, Inc.
  • 0006 Ledgerline Tax Systems, Inc.
  • 0007 Brushy Mountain IT Services LLC
  • 0008 Reedy River Office Holdings
  • 0009 Sandhills Computer Supply, Inc.
  • 0010 Congaree Plaza Associates
  • 0011 Crescent Travel Management
  • 0012 Assurely Audit Software, Inc.
  • 0013 Cape Fear Landing LLC
  • 0014 Gate City Office Park
  • 0015 Carolina Lowland Power
  • 0016 Haywood & Lusk LLP
  • 0017 Statute & Rule Research Services
  • 0018 Carolina CPE Institute
  • 0019 Edisto Facility Services
  • 0020 Harbor & Pine Recruiting
  • 0021 Practica Practice Management, Inc.
  • 0022 Uwharrie Telecom
  • 0023 Fieldstone Creative
  • 0024 Archway Document Management, Inc.
  • 0025 Wateree Benefits Administration
  • 0026 Davidson Office Interiors
  • 0027 Pamlico Hospitality Group
  • 0028 Paystream Payroll Services
  • 0029 Uptown Parking Services
  • 0030 Saluda Fiber
  • 0031 Piedmont Office Supply, Inc.
  • 0032 Pee Dee Printing Company
  • 0033 Tally Analytics, Inc.
  • 0034 Southeastern Practitioners Association
  • 0035 Quality Review Partners
  • 0036 Lowcountry Catering Company
  • 0037 Neuse Security Systems
  • 0038 Confera Video, Inc.
  • 0039 Catawba Courier Service
  • 0040 Yadkin Valley Conference Center
  • 0041 Signet E-Sign, Inc.
  • 0042 Postmark Mailing Services
  • 0408 Mortar Cloud LLC
  • 0410 Corvid AI, Inc.
  • 0411 Tessellate, Inc.
  • 0412 Orrin Technologies, Inc.
Spend buckets
  • 0001 Facilities and utilities, below the ring, 40 vendors
  • 0002 Information technology services and hardware, below the ring, 34 vendors
  • 0003 Meals and events, below the ring, 60 vendors
  • 0004 Marketing and printing, below the ring, 26 vendors
  • 0005 Office supplies, courier and postage, below the ring, 40 vendors
  • 0006 Professional services, below the ring, 35 vendors
  • 0007 Software and cloud services, below the ring, 46 vendors
  • 0008 Staffing and recruiting, below the ring, 8 vendors
  • 0009 Telecommunications, below the ring, 10 vendors
  • 0010 Training and memberships, below the ring, 22 vendors
  • 0011 Travel and lodging, below the ring, 44 vendors

Controller lens

Departments and accountable people

  • Advisory ADV

    Hollister Reed kit, README.md and 04-culture-map.md
    Accountable
    Graham Whitlock, Advisory practice leader
    • Culture profile: Advisory partners live on client calls and correspondence. A partner's assistant switched on transcription for every client call in June, and nobody in the practice thought to tell the clients.The transcripts are stored by the vendor under the assistant's account.Three interviewees stopped telling their managers about AI use after a partner joked about "the robots" at a staff meeting in the spring.Taken by Dale Martin on 14 October 2026; Hollister Reed kit, 03-discovery-and-register.md, interviews

  • Audit and assurance AUD

    Hollister Reed kit, README.md and 04-culture-map.md
    Accountable
    Mark Sorensen, Audit practice leader
    • Culture profile: Trust means the work stays the firm's own: the partner signs the opinion, not a machine. The practice treats AI drafting as no different from a template and underestimates its use.Mark Sorensen: "It means the work is still ours. I sign the opinion, not a machine."Mark Sorensen estimated "fewer than you think" for weekly use.Mark Sorensen: "We decided who can sign an audit opinion in 1987. We have not decided who can decide this."Taken by Dale Martin on 29 September 2026; Hollister Reed kit, 04-culture-map.md

  • Finance and administration FIN

    Hollister Reed kit, README.md and 04-culture-map.md
    Accountable
    Peter Lindqvist, Director of finance and administration
    • Culture profile: Finance searched reimbursed expenses and card transactions for AI subscriptions and found nine that nobody had reviewed. The department codes them as software or research and has no rule that would have flagged them.Nine paid individual subscriptions across four vendors, totaling $1,860 a year, reimbursed as software or research.Three of the nine belonged to partners.Taken by Dale Martin on 14 October 2026; Hollister Reed kit, 03-discovery-and-register.md, interviews; Hollister Reed kit, 03-discovery-and-register.md, expense records

  • Information technology IT

    Hollister Reed kit, README.md and 04-culture-map.md
    Accountable
    Luis Herrera, Director of information technology
    • Culture profile: Trust means knowing what is connected to the firm's systems. The department runs the only sanctioned use, the Copilot pilot, and has no view of anything else.Luis Herrera: "It means I know what is connected to our systems."Luis Herrera estimated "more than you think" for weekly use.Luis Herrera approves software purchases over $2,000; nine AI subscriptions came in under that line.Taken by Dale Martin on 29 September 2026; Hollister Reed kit, 04-culture-map.md

  • Marketing MKT

    Hollister Reed kit, README.md and 04-culture-map.md
    Accountable
    Nora Castillo, Marketing lead
    • Culture profile: The one practice with a written process for its AI use. Marketing drafts proposals from prior proposals, with no client data, and regards the practice as routine.The marketing lead uses AI to draft proposals from prior proposals.The proposal use is the only one where a written process already exists.Taken by Dale Martin on 14 October 2026; Hollister Reed kit, 03-discovery-and-register.md, interviews

  • People PPL

    Hollister Reed kit, README.md and 04-culture-map.md
    Accountable
    Karen Boyle, Human resources director
    • Culture profile: Trust means people are not afraid to say what they are doing. The department set the amnesty condition and expected half the survey response that the amnesty produced.Karen Boyle: "It means our people are not afraid to say what they are doing."Karen Boyle asked whether amnesty extended to a person who had already disclosed client data.The survey response rate was 56 percent, roughly double what she predicted.Taken by Dale Martin on 29 September 2026; Hollister Reed kit, 04-culture-map.md

  • Tax TAX

    Hollister Reed kit, README.md and 04-culture-map.md
    Accountable
    Ruth Adeyemi, Tax practice leader
    • Culture profile: Trust means a client never finds out from someone else that the firm used AI on its return. The practice is deadline-driven and protective of the client relationship, and its staff built the riskiest workflow in the firm in good faith.Ruth Adeyemi: "It means a client never finds out from someone else that we used AI on their return."Ruth Adeyemi estimated that half of staff used AI weekly.Four tax staff photograph prior-year returns into a consumer chatbot; one of them described it to the assessor voluntarily.Taken by Dale Martin on 29 September 2026; Hollister Reed kit, 04-culture-map.md

The five drivers

  • Revenue and profit serves Grow advisory fees.Measured by Gross margin, Revenue and Revenue per employee.The five business drivers, fixed by the instrument for every firm
  • Cost and operational support serves A busy season without more overtime.Measured by Headcount and Operating expense.The five business drivers, fixed by the instrument for every firm
  • Competitive advantage serves No client hears it from someone else.Measured by Active clients.The five business drivers, fixed by the instrument for every firm
  • Efficiency serves A busy season without more overtime.Measured by Audit report cycle time, Client onboarding cycle time and Return preparation cycle time.The five business drivers, fixed by the instrument for every firm
  • Risk and continuity serves Answer the insurer with documents.Measured by Client churn.The five business drivers, fixed by the instrument for every firm

Serving no stated goal

In the record, 7 of 12 processes, 9 of 11 agents, 19 of 21 tools, 46 of 47 vendors and 11 of 11 spend buckets serve no stated goal, directly or through what they support.

Processes
  • Client call notes.Hollister Reed kit, 03-discovery-and-register.md
  • Copilot pilot work.Hollister Reed kit, 03-discovery-and-register.md
  • Email and memo drafting.Hollister Reed kit, 03-discovery-and-register.md
  • Management letter drafting.Hollister Reed kit, 03-discovery-and-register.md
  • Prior-year return review.Hollister Reed kit, 03-discovery-and-register.md
  • Routine client messages.Added for the demonstration: found by asking people in the discovery interviews; it costs nothing extra, so the expense records do not show it, and the kit's register does not hold it
  • Tax and accounting rule research.Hollister Reed kit, 03-discovery-and-register.md
Agents
  • HRL-ADV-EML-0007 Email and memo drafting.Hollister Reed kit, 03-discovery-and-register.md, the register as found
  • HRL-ADV-TRN-0003 Client-call transcription.Hollister Reed kit, 03-discovery-and-register.md, the register as found
  • HRL-AUD-MLT-0002 Management letter drafting.Hollister Reed kit, 03-discovery-and-register.md, the register as found
  • HRL-FIN-MSG-0011 Routine client message answering.Added for the demonstration: found by asking people in the discovery interviews; it costs nothing extra, so the expense records do not show it, and the kit's register does not hold it
  • HRL-IT-CPL-0005 Copilot pilot.Hollister Reed kit, 03-discovery-and-register.md, the register as found
  • HRL-IT-CPL-0008 Copilot pilot license, departed user.Hollister Reed kit, 03-discovery-and-register.md, the register as found
  • HRL-IT-CPL-0009 Copilot pilot license, departed user.Hollister Reed kit, 03-discovery-and-register.md, the register as found
  • HRL-TAX-RET-0001 Prior-year return summarization.Hollister Reed kit, 03-discovery-and-register.md, the register as found
  • HRL-TAX-RSH-0006 Rule explanation and research.Hollister Reed kit, 03-discovery-and-register.md, the register as found
Tools and systems
  • Audit data analytics.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Audit workpaper software.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Client message assistant.AIAdded for the demonstration: found by asking people in the discovery interviews; it costs nothing extra, so the expense records do not show it, and the kit's register does not hold it
  • Copilot.AIHollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Corvid Assistant.AIHollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Document management system.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Document summarization.AIHollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Electronic signatures.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Meeting assistant.AIHollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Meeting transcription.AIHollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Office suite and email.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Orrin Notes (EMP-0142).AIintake/expense-export.csv
  • Orrin Notes (EMP-0267).AIintake/expense-export.csv
  • Practice management, time and billing.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Tax preparation software.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Tax and accounting research service.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
  • Tessellate Slides (EMP-0012).AIintake/expense-export.csv
  • Tessellate Slides (EMP-0350).AIintake/expense-export.csv
  • Video meetings.Hollister Reed kit, 03-discovery-and-register.md and 05-permitted-use-matrix.md
Vendors
  • 0001 Tryon Street Properties LLC
  • 0002 Palisade Professional Mutual Insurance Company
  • 0003 Glenwood Commons Partners
  • 0004 Keystone Office Cloud, Inc.
  • 0005 Busy Season Staffing, Inc.
  • 0006 Ledgerline Tax Systems, Inc.
  • 0007 Brushy Mountain IT Services LLC
  • 0008 Reedy River Office Holdings
  • 0009 Sandhills Computer Supply, Inc.
  • 0010 Congaree Plaza Associates
  • 0011 Crescent Travel Management
  • 0012 Assurely Audit Software, Inc.
  • 0013 Cape Fear Landing LLC
  • 0014 Gate City Office Park
  • 0015 Carolina Lowland Power
  • 0016 Haywood & Lusk LLP
  • 0017 Statute & Rule Research Services
  • 0018 Carolina CPE Institute
  • 0019 Edisto Facility Services
  • 0020 Harbor & Pine Recruiting
  • 0021 Practica Practice Management, Inc.
  • 0022 Uwharrie Telecom
  • 0023 Fieldstone Creative
  • 0024 Archway Document Management, Inc.
  • 0025 Wateree Benefits Administration
  • 0026 Davidson Office Interiors
  • 0027 Pamlico Hospitality Group
  • 0028 Paystream Payroll Services
  • 0029 Uptown Parking Services
  • 0030 Saluda Fiber
  • 0031 Piedmont Office Supply, Inc.
  • 0032 Pee Dee Printing Company
  • 0033 Tally Analytics, Inc.
  • 0034 Southeastern Practitioners Association
  • 0035 Quality Review Partners
  • 0036 Lowcountry Catering Company
  • 0037 Neuse Security Systems
  • 0038 Confera Video, Inc.
  • 0039 Catawba Courier Service
  • 0040 Yadkin Valley Conference Center
  • 0041 Signet E-Sign, Inc.
  • 0042 Postmark Mailing Services
  • 0408 Mortar Cloud LLC
  • 0410 Corvid AI, Inc.
  • 0411 Tessellate, Inc.
  • 0412 Orrin Technologies, Inc.
Spend buckets
  • 0001 Facilities and utilities, below the ring, 40 vendors
  • 0002 Information technology services and hardware, below the ring, 34 vendors
  • 0003 Meals and events, below the ring, 60 vendors
  • 0004 Marketing and printing, below the ring, 26 vendors
  • 0005 Office supplies, courier and postage, below the ring, 40 vendors
  • 0006 Professional services, below the ring, 35 vendors
  • 0007 Software and cloud services, below the ring, 46 vendors
  • 0008 Staffing and recruiting, below the ring, 8 vendors
  • 0009 Telecommunications, below the ring, 10 vendors
  • 0010 Training and memberships, below the ring, 22 vendors
  • 0011 Travel and lodging, below the ring, 44 vendors

Operator lens

Where I work, and who I answer to

  • Advisory ADV

    Hollister Reed kit, README.md and 04-culture-map.md
    Who I answer to
    Graham Whitlock, Advisory practice leader
    • Culture profile: Advisory partners live on client calls and correspondence. A partner's assistant switched on transcription for every client call in June, and nobody in the practice thought to tell the clients.The transcripts are stored by the vendor under the assistant's account.Three interviewees stopped telling their managers about AI use after a partner joked about "the robots" at a staff meeting in the spring.Taken by Dale Martin on 14 October 2026; Hollister Reed kit, 03-discovery-and-register.md, interviews

  • Audit and assurance AUD

    Hollister Reed kit, README.md and 04-culture-map.md
    Who I answer to
    Mark Sorensen, Audit practice leader
    • Culture profile: Trust means the work stays the firm's own: the partner signs the opinion, not a machine. The practice treats AI drafting as no different from a template and underestimates its use.Mark Sorensen: "It means the work is still ours. I sign the opinion, not a machine."Mark Sorensen estimated "fewer than you think" for weekly use.Mark Sorensen: "We decided who can sign an audit opinion in 1987. We have not decided who can decide this."Taken by Dale Martin on 29 September 2026; Hollister Reed kit, 04-culture-map.md

  • Finance and administration FIN

    Hollister Reed kit, README.md and 04-culture-map.md
    Who I answer to
    Peter Lindqvist, Director of finance and administration
    • Culture profile: Finance searched reimbursed expenses and card transactions for AI subscriptions and found nine that nobody had reviewed. The department codes them as software or research and has no rule that would have flagged them.Nine paid individual subscriptions across four vendors, totaling $1,860 a year, reimbursed as software or research.Three of the nine belonged to partners.Taken by Dale Martin on 14 October 2026; Hollister Reed kit, 03-discovery-and-register.md, interviews; Hollister Reed kit, 03-discovery-and-register.md, expense records

  • Information technology IT

    Hollister Reed kit, README.md and 04-culture-map.md
    Who I answer to
    Luis Herrera, Director of information technology
    • Culture profile: Trust means knowing what is connected to the firm's systems. The department runs the only sanctioned use, the Copilot pilot, and has no view of anything else.Luis Herrera: "It means I know what is connected to our systems."Luis Herrera estimated "more than you think" for weekly use.Luis Herrera approves software purchases over $2,000; nine AI subscriptions came in under that line.Taken by Dale Martin on 29 September 2026; Hollister Reed kit, 04-culture-map.md

  • Marketing MKT

    Hollister Reed kit, README.md and 04-culture-map.md
    Who I answer to
    Nora Castillo, Marketing lead
    • Culture profile: The one practice with a written process for its AI use. Marketing drafts proposals from prior proposals, with no client data, and regards the practice as routine.The marketing lead uses AI to draft proposals from prior proposals.The proposal use is the only one where a written process already exists.Taken by Dale Martin on 14 October 2026; Hollister Reed kit, 03-discovery-and-register.md, interviews

  • People PPL

    Hollister Reed kit, README.md and 04-culture-map.md
    Who I answer to
    Karen Boyle, Human resources director
    • Culture profile: Trust means people are not afraid to say what they are doing. The department set the amnesty condition and expected half the survey response that the amnesty produced.Karen Boyle: "It means our people are not afraid to say what they are doing."Karen Boyle asked whether amnesty extended to a person who had already disclosed client data.The survey response rate was 56 percent, roughly double what she predicted.Taken by Dale Martin on 29 September 2026; Hollister Reed kit, 04-culture-map.md

  • Tax TAX

    Hollister Reed kit, README.md and 04-culture-map.md
    Who I answer to
    Ruth Adeyemi, Tax practice leader
    • Culture profile: Trust means a client never finds out from someone else that the firm used AI on its return. The practice is deadline-driven and protective of the client relationship, and its staff built the riskiest workflow in the firm in good faith.Ruth Adeyemi: "It means a client never finds out from someone else that we used AI on their return."Ruth Adeyemi estimated that half of staff used AI weekly.Four tax staff photograph prior-year returns into a consumer chatbot; one of them described it to the assessor voluntarily.Taken by Dale Martin on 29 September 2026; Hollister Reed kit, 04-culture-map.md

What the firm is trying to do

  • Answer the insurer with documents. Answer the professional liability insurer's three renewal questions with documents, not assurances, before the November renewal. Target date: 20 November 2026.Risk and continuityHollister Reed kit, 08-baseline-and-ninety-days.md, action 4
  • A busy season without more overtime. Finish each filing season and audit season with shorter cycle times and no more seasonal staff than the year before. Target date: 30 April 2027.Cost and operational supportEfficiencyAdded for the demonstration; the kit states no business goal of this kind
  • Grow advisory fees. Grow advisory fees faster than compliance fees, so that advisory reaches a third of revenue. Target date: 31 December 2028.Revenue and profitAdded for the demonstration; the kit states no business goal of this kind
  • More use, not less. Allow more use of AI, not less, once the firm knows what is used and has said what is allowed.No driver serves this goal in the record.Hollister Reed kit, 04-culture-map.md, the amnesty condition (Elaine Marsh)
  • No client hears it from someone else. No client ever learns from someone else that the firm used AI on its work.Competitive advantageHollister Reed kit, 04-culture-map.md, prompt 1 (Ruth Adeyemi)

Who and why, at day ninety

12 January 2027, ninety days after as found, at the re-measurement

SponsorWhat changed in ninety days ControllerControls now in force, with their owners OperatorWhat I may now use, and with which data

The record holds no re-measurement yet. Nothing in it is dated after the as-found state of 14 October 2026, so this state draws no entry until entries dated on or before 12 January 2027 are recorded.

Who and why, one year ahead, projected

14 October 2027; every entry in this state is a projection

SponsorWhere the firm expects to stand in a year ControllerControls expected in force, and on what assumptions OperatorWhat my work is expected to look like

The record holds no projection of what this view draws, so this state draws no entry. A projection enters the record with its assumptions, and only then is it drawn here.

Assumptions behind this projection

No projection is recorded, so no assumption stands behind one.