Silver Sea automates manual steps between your tech stack, so your staff stops manual workarounds and starts doing the valuable work.
Your practice management, tax, document, and billing platforms each hold part of the picture — but they don’t sync to other systems. Bridging those gaps by hand consumes the hours your licensed professionals should spend on client work, and leaves leadership without a reliable, current view of the firm.
CCH Axcess doesn’t talk to Karbon. Karbon doesn’t talk to your billing platform. Your team manually bridges these gaps every day with data entries or manual Excel spreadsheets
You’re making capacity decisions from week-old spreadsheets. By the time a WIP aging problem surfaces, it’s already cost you in terms of realization. Partners deserve a live view.
When two firms with two different stacks were merged, the migration process wasn’t in the picture. Nobody mapped the system and processes. Staff ended up having to toggle between two firms’ systems, leading to duplicate work.
Talented staff, especially those from younger generations, are not content about repetitive and mind-numbing grunt work. They came to the workforce already proficient with modern software and AI. Firms must stay innovative to retain talents.
Whether you have an acute pain point to address within a few weeks,
or need a broader strategic guidance, we’re here to help!
Built on CCH Axcess or Practice CS you already have. Live in as little as two weeks.
Every KPI partners ask about — billings, realization, WIP, AR — in one view, refreshed automatically from your practice management data.
See unbilled work aging by partner before it turns into a write-off — broken out current, 31–90, 91–180, and over 181 days.
Dashboards above use illustrative sample data modeled on real Silver Sea Power BI builds.
Steven and Silver Sea Analytics have been transformative for our firm. They helped us get the CCH DAU up and running and supported us with other vendors requiring connection with our CCH system.
⚙ CCH Axcess + DAU
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.
⚙ CCH Axcess Migration
His expertise with the CCH suite has allowed us to become more efficient and better utilize available data. He seems to fully understand the pain points in the public accounting profession.
⚙ CCH Suite + Analytics
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.
⚙ Automation + Power BI
Steven has been an essential architect for CCH DAU add-on solutions. From automation to exports to document management, Silver Sea Analytics has proposed and executed powerful solutions for us.
⚙ CCH DAU + Automation
His deep technical knowledge was crucial to the success of one of our system rollouts, and he consistently delivered on time and with great professionalism.
⚙ System Rollout
Our company has been working with Steven Tran and Silver Sea Analytics since November 2024. Steven and his team have been developing Power BI Dashboards utilizing the data housed in our CCH software, as well as custom reporting that elevates the canned reporting options from that software. Steven keeps in touch with weekly updates and follow-ups, and responds promptly to all our questions. We are very impressed with his knowledge, responsiveness, and the level of support we have received!
⚙ Power BI + CCH Axcess
HOW IT WORKS
Every engagement delivers a specific, measurable outcome at each phase.
You know exactly what you’re getting — and when — before we start.
A first call to get to know each other and talk through your pain points at a high level. If it’s something we’ve built before, you’ll often leave with a scope and a ballpark on the spot. Otherwise, additional discovery may be needed. When you’re ready to move forward, we put a Master Service Agreement in place — with our standard hourly rate and a scope of work for the specific project in front of us.
✓ CPA-to-CPA — no translation layer required
When a project involves technical uncertainty — something we haven’t built before — we run a short feasibility study, anywhere from a few days to two weeks. Most accounting software doesn’t offer a sandbox, so we test in our own isolated environments for Karbon, CCH Axcess Tax, Microsoft 365, Salesforce, Dropbox, and more — without ever touching your live systems. We confirm technical feasibility with you and surface any customization or scope challenges up front, so the scope is approved on evidence, not assumptions.
✓ Scope confirmed on evidence — never touches your production
With scope locked and feasibility confirmed, we build and test the solution — with weekly visibility, so you see progress as it happens instead of a black box. After the build, we deploy it into your production environment under controlled conditions, so you can test with real data before you flip the go-live switch. Go-live is scheduled around your calendar — never in the middle of busy season.
✓ Weekly updates — no surprises at delivery
Your firm owns everything. The solution is installed in your environment and comes with plain-language documentation your staff can follow and monitor on their own. And if you ever need us again, we’re here. We build to eliminate dependency, not extend it.
✓ Full-service delivery — code, docs, and data are yours
Discovery
CPA-to-CPA session. Map current workflows in firm language. Identify the highest-ROI starting point.
You don’t spend the first month explaining accounting to a developer.
Scope & Design
Architecture documented. Highest-risk assumptions tested against your real environment before build.
The expensive surprises get caught before they’re expensive.
Build
Weekly check-ins. API integrations built and tested in a staging environment that mirrors production.
Nothing touches production until it works.
Cutover
Go-live sequenced outside busy season. Fallback to the prior workflow always available if something surfaces.
You’re never live for the first time during filing deadlines.
Handoff
Code in version control. Plain-language docs. Monitoring instrumented. Your team owns it from day one.
When the next platform update hits, your team can handle it.
COMMON QUESTIONS
Founder, Silver Sea Analytics
A decade of in-firm CPA experience, now building automation and analytics exclusively for accounting firms. Every engagement is delivered by Steven — no junior staff, no handoffs. When you book a discovery call, you’re talking to the person who actually does the work.
