Exhibit 4: Audit Projects Scorecard
Audit services (AS) are the most important work of the SAO. Here data are sorted and displayed by operational areas. Row 2 shows the four operational areas at the SAO (AS, ES, MAS, SCO); row 3 indicates the two AS subdivisions: audit and review and special investigations unit. Row 4 links the five area views to the audit and review box. The performance story here is that two divisions are somewhat below expectations (yellow); one is meeting its goals (green); and the SCO division isn’t up to date because data are missing (gray).


Year-end tax planning and what’s new for 2016

Practitioners need to consider several tax planning opportunities to review with their clients before the end of the year. This report offers strategies for individuals and businesses, as well as recent federal tax law changes affecting this year’s tax returns.


News quiz: Retirement planning, tax practice, and fraud risk

Recent reports focused on a survey that gauges the worries about retirement among CPA financial planners’ clients, a suit that affects tax practitioners, and a guide that offers advice on fraud risk. See how much you know with this short quiz.


Bolster your data defenses

As you weather the dog days of summer, it’s a good time to make sure your cybersecurity structure can stand up to the heat of external and internal threats. Here are six steps to help shore up your systems.