10+ Years Years of Expertise with Over 40 CPA Firms
2 weeks implementation, Immediate Benefits
$3000 One Time Cost, Infinite Values
Proven Results, Happy users
Check out the testimonies from other firms who have successfully embraced our BI Dashboard!
Dyan Cole
Director at Cathedral CPAs & Advisors
We have been thoroughly impressed with the exceptional service provided by Steven Duc Tran. He is incredibly responsive and always has our best interests at heart. Steven’s extensive system knowledge of CCH Axcess has been invaluable in supporting us with our software migration due to our recent merger transaction.
He consistently fills the knowledge gaps we may have, ensuring a smooth and efficient transition. We highly recommend Steven and his company, Silver Sea Analytics, for his professionalism and expertise.
Reid Gavin
COO at Machen McChesney
Steven and Silver Sea Analytics have been transformative for our firm! They helped us get the CCH DAU up and running and also supported us with other vendors requiring connection with our CCH system.
Steven is very responsive and understands the needs of a growing CPA firm. I recommend Silver Sea Analytics to any firms looking to improve data utilization/visualization.
Mathew Salutoff
Director of IT at an Thomas St. John
Steven and Silver Sea has been an essential architect for CCH DAU add-on solutions. His expertise with CCH, including not only DAU but also extensive API knowledge, has allowed us to have amazing control of our data.
From automation to exports to document management, Steven and Silver Sea Analytics have proposed and executed powerful solutions for us. Steven’s deep understanding of accounting and software development allows him to look for additional opportunities for improvement proactively.
He always has our best interest at heart and is dedicated to the success of every project.
Sid Nueno
Chief Operating Officer from TPS Hayer
Working with Steven and the team at Silver Sea has been transformative for our business in terms of the way we manage and look at our data. They developed an automation solution that generates our weekly and monthly reports, seamlessly transforming the data into an insightful dashboard.
This has saved our team a few hours each week and given us almost real-time insights that were previously hard to get. Even without the DAU, we now have a BI dashboard that allows us to analyze our operations in ways we never could before. We couldn’t be happier with the results!
Fran Daughenbaugh
Project and Analytics Manager from Meriwether, Wilson and Company
Our company has been working with Steven Tran and Silver Sea Analytics since November 2024. Steven and his team have been developing some Power BI Dashboards for us utilizing the data housed in our CCH software, as well as some custom reporting that elevates the canned reporting options from that software.
Steven keeps in touch with weekly updates and follow-ups, as well as responds promptly to all our questions. We are very impressed with his knowledge, responsiveness, and the level of support we have received!
Empower you as a visionary leader
with our 6-pages Starter BI package
Firm Overview Dashboard
Enable overall continous oversight by displaying all standard KPIs related to your operation. Instantly show your firm’s valuation and growth. With CY vs. PY comparison and ability to switch between calendar year and quarter.
Accounts Receivable Overview
Highlight overdue and slow paying clients to improve cashflow and collectibility, reduce overdue or unsent invoices, prevent overstating revenues, enforce accountability.
Client Profitability Dashboard
Analyze Client Profitability across departments/line of business/offices/managers… Allow dynamic grouping, drilling through to time entry, open invoice and AR ledger Celebrate the top clients and identify the low performing clients.
Staff Productivity Dashboard
Analyze Productivity across departments, positions, offices, and among individual staff. Staff can be grouped based on the firm’s specific setup and priority. Allow drilling through to time entry level. Staff evaluation is seamless!
Time Entry Overview dashboard
Summarize time entries on a weekly or monthly basis to highlight time entries input from the staff, identifying overwork/burnout and unusual activities.
Unbilled WIP Overview
Highlight aged Unbilled Time Entries, stop wasiting efforts on in inactive or on-hold clients. Ensure the ROI for firm’s production and capacity. Mitigate write downs/write offs
Know Exactly where you are and where you’re heading
Cashflow Productivity Profitability
Trusted numbers, clean and connected
Fees Payments Adjustments
No more waiting! No more struggle!
Reveal unprecedented visibility in just 2 weeks
Step 1
Book a free consultation to evaluate your need and IT setup, terms and NDA
Step 2
Connect the dashboard, validate data integrity and apply your color theme
Step 3
A meeting to go through your Dashboard with high level trends and insights
Step 4
We’ll continue to support your hands-on Power BI adoption for the next 2 weeks
Meet Steven Duc Tran,
CPA, CIA
With over 10 years as a CPA and IT consultant, I’ve seen how manual processes and disjointed systems hurt your bottom line.
At Silver Sea Analytics, we turn chaos into clarity by leveraging Microsoft Power Platform, Power BI, Power Automate, Power Query, and Power Apps — to streamline your accounting processes. Our custom, secure, and cost-effective solutions eliminate frustrations and drive innovation with minimal disruption.
Custom tailored solutions. Endless posibilities.
❌ Interested in our advanced dashboards?
❌ Looking for project management dashboards?
❌ Looking for further customizations?
❌ Struggling to adopt AI in your dashboard?
❌ Struggling to maintain or upgrade your existing reports?
❌ Unhappy with your current BI developer?
❌ Simply have a question on Power BI?
Leverage Microsoft Power BI Infrastructure
A recent study shows in 2025, Microsoft Power BI once again tops the leader rank in Business Intelligence with 20% market share. Modern BI platforms can help businesses make data-driven decisions 5x faster while reducing analysis time by up to 73%. We’ve been early adopter of Power BI since 2016 and stay on top of the most advanced techniques with the platform.
Chart interaction
Ability to click on one group of information and filter other charts to focus on that particular group, enable you to “slice and dice” on the fly
Drill Through
Ability to see the detailed transactions that make up a subtotal. Allow you to reconcile the differences and verify the numbers against independent sources.
Data Gateway
A secured connection to pull your data from local data source to the Microsoft cloud, and also allow automated data refresh (eg. every hour).
Row level security
Ability to limit a user to only see the data he’s entitled to see, ensuring data security and governance. For example: a staff may only see his own time entries.
Bookmark
Ablity to save your exact current view with filters and selections so that you can you can revisit the same page later on, enabling seamless collaborations
Comment
Ability to allow other users to comment on a Dashboard report. Users can also tag another user to send a notification to that user for collaborations.
Frequently Asked Questions (FAQs)
What is CCH Axcess?
CCH Axcess™ is a leading practice management and tax solution trusted by most top U.S. accounting firms. We’ve worked with CCH Axcess DAU for 10 years.
Note: We are not affiliated with CCH or Wolter Kluwer.
What is Practice CS?
Practice CS is an on-premise Practice Management software by Thomson Reuters helps 10,000+ firms manage staff, billing, and projects. It has a SQL backend that is very effective for analysis.
Note: We are not affiliated with Thompson Reuters.
What happens if I don’t use CCH Axcess or Practice CS?
We can customize complete data management services aligned to your unique tools and long-term goals. This includes: managing your data warehouse, building customized data refresh pipeline, custom synchronizations etc… to leverage your existing technology stack.
What is Structured Query Language (SQL)?
SQL is a database technology that is very common for many application. It enables enterprise data management and business intelligence. Understanding of SQL database as well as Practice Management data model are crucial. Most Accounting Firm users are not familiar with this.
What does it cost to maintain the Power BI Dashboards?
Licensing fees apply for Power BI usage, starting at $14 per user per month. Your firm will need to pay this to Microsoft directly, and it’s not included in our package. We do offer ongoing support, training, and customization at hourly rate.
What other solutions do you offer?
We provide consultations to help you manage your tech stack and streamline your processes. We also provide data integrations and workflow automations solutions to bridge in the gap within your tech stack and unlock new possibilities.
Looking for a Roadmap to improve by 5% to 20% in 6 to 12 months?
Drop your email here. we’ll reach out within 24 hours.