kerr_ex3


Exhibit 3: Organization Scorecard
The SAO performance measurement system translates data into visual images that are displayed on-screen during meetings. The data linked to a box determine whether it turns green (is meeting targets), yellow (is having some minor problems) or red (is in trouble). The top row shows the agency performance “index” is 92.8%, below its target of 100%. Where indexes exceed targets in row 2, two views are green. “Weight” assigns impact value; the weights in row 2 total 100%. The five views incorporate nine measures, shown in row 3: two for mission, one for customer feedback, one for internal processes, one for knowledge, four for financial. Clicking on any line lets a user drill down to the next level of data. The “owner” for SAO overall performance is Larry Alwin. Other owners are as named.

FEATURE

Tackling TCJA changes this tax season

Return preparers must be ready for how the Tax Cuts and Jobs Act has modified many common features of individual and business returns.

PODCAST

Why CPAs can’t wait on automation tools

What do accounting firms waiting on others to develop AI, automation, and data analytics tools have in common with a baseball fan sitting in a stadium filling with water at an exponential rate? The answer could determine your firm’s fate.