System Reports are like Paper Maps!
How much further can it take you?
Outdated System Report
No drill through to check the details
Static and difficult to interact with and collaborate
Take time to run, combine, and cleanse
Outdated format, not friendly for executives
Our BI Dashboards
Drill through every metric, know what’s behind the numbers
Seamless data sync across systems
Financial and operational KPIs all in one place
Interactive and executive-friendly
Improved cash flow cycle and collectability
Improved client and employee engagement
Our Clients Testimonials
They escaped those good old reports and embraced Modern BI Dashboard!
D. 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.
R. 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.
M. Salutoff
Director of IT at an Accounting firm in LA
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, PLLC
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!
Reveal unprecedented visibility in just one week
Step 1
Book a free consultation and discuss your needs
Step 2
Sign the terms and agreements, including NDA
Step 3
Provide the connection and VM, or the masked database
Step 4
We'd walk you through the dashboards and our findings
Feel the difference with a modern GPS !
Smarter Faster More Accurate
Steer Your Firm with Confidence
Explore Our Modern Dashboards!
Modern Dashboard packages
Standard 2025 Package
$3,000
Packed with features:
1. Firm KPI Overview
2. Client Profitability Analysis
3. Staff Productivity Analysis
4. AR overview
5. Unbilled WIP Overview
6. DAU health check indicator (for CCH only)
*Require CCH Data Axcess Utility or Practice CS*
Grow and Scale Package
Custom tailored solution
Include everything in Standard 2025 package and:
1. Workstream Project dashboard
2. PTO dashboard
3. Net New Client Dashboard
4. Time Entry Monitoring Dashboard
5. Integration with CRM / Payroll / Document
6. Automated notification on demand
7. Automated report narrative
And so much more …
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.
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.
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.
What is Practice CS? ▼
Practice CS by Thomson Reuters helps 10,000+ firms manage staff, billing, and projects. It’s SQL-based and cost-effective for analysis.
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.
What is Microsoft Power BI? ▼
Power BI is Microsoft’s platform for data analytics and dashboard reporting, recognized as a top tool for business intelligence in 2024.
What is the cost to maintain the Dashboards? ▼
Licensing fees apply for Power BI usage. We offer ongoing support, training, and customization to ensure dashboard effectiveness.
What other solutions do you offer? ▼
We also provide data integrations, workflow automations, and technical consulting tailored to accounting firms’ operations.
📞 (716) GPS 4 CPA / (716) 477-4272
📍 2954 Star Peak Dr, Houston TX 77088