We start with your firm's growth strategy and work back to the technology that delivers it: connected systems, one source of truth, and numbers partners can decide from. Like a GPS: best path first, recalculated as the firm changes.
340 hrs
lost per mid-market firm each tax season on client information gathering alone
Mentally.ai, Nov 20257 wks
of capacity freed per employee, per year, by automating routine workflows
Karbon State of AI Report, 202539%
more revenue per employee at tech-mature firms, regardless of size
Rightworks 2024 Technology SurveyYour practice management, tax, document, and billing platforms each hold part of the picture, and none of them sync.
Each platform keeps its own client table, so staff enter the same record again every time a client is added or updated. Hundreds of hours a year that should have been an API call.
Each system reports on its own slice. Partners need the KPIs in one view, plus the ability to drill from an odd number down to the transactions behind it.
Migration wasn't scoped in the deal, so staff toggle between two platforms and enter everything twice.
Good staff arrive fluent in modern software and don't stay for repetitive keying.
Most developers don't understand how a CPA firm operates. We have built for 50+ CPA firms. Every project is planned the way an auditor plans an engagement: start with your process and systems, assess the risks and opportunities, test on a sample before rollout, and leave an automated audit trail so everything we build is easy to maintain.
A firm of 10 to 300 people typically runs dozens of systems and uses a fraction of them. We classify each as preferred, tolerated, or consolidate, locate your systems of record, and write the roadmap back from where the firm wants to be in three years to what to do first.
Custom API and AI integrations that connect your practice management system to the rest of your stack, so records are entered once and exceptions get flagged early.
One Power BI view across every system: WIP against budget before an engagement drifts, contribution by client, industry, and partner, capacity by person, and the record behind any number one click away.
Find your starting point
Pick everything you run
Silver Sea is an independent consultancy and a Karbon Certified Expert. Product names are trademarks of their respective owners.
Every result is something that has shipped at a CPA firm, with the case behind it.
Prefer to read them all? Browse every case study
Joshua LowePartner, West & Company, LLCSteven has been an excellent resource for our firm over the past year, and we plan to continue working with him for the foreseeable future. We have utilized his Company to assist us with strategic implementation of automation tools and procedures for both CCH Axcess Tax and Practice involving API and DAU add-on solutions offered by CCH. His expertise with the CCH suite has allowed us to become more efficient and better utilize available data, and we look forward to finding additional opportunities for improvement. He seems to fully understand the pain points in the public accounting profession, and is very responsive to our firm's requests to ensure success.
D. ColeDirector, Cathedral CPAs & AdvisorsWe 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 ensures a smooth and efficient transition. We highly recommend Steven and his company, Silver Sea, for his professionalism and expertise.
Mathew SalutoffDirector of IT, Thomas St. JohnSteven 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. 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.
Fran DaughenbaughProject and Analytics Manager, Meriwether, Wilson and Company, PLLCSteven 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!
Sid NuenoChief Operating Officer, TPS HayerWorking with Steven and the team at Silver Sea has been transformative for our business. They developed an automation solution that generates our weekly and monthly reports, seamlessly transforming the data into an insightful dashboard. Saving 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!
Reid GavinCOO, Machen McChesneySteven and Silver Sea 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 to any firms looking to improve data utilization/visualization.
Donny Shimamoto, CPA, CITP, CGMAManaging Director, Intraprise TechKnowlogies LLCI first worked with Duc (Steven) when he was first learning to deliver technology solutions back in Houston, and I have been a mentor to him since. He's always been a quick study when I direct him to learn a technology or a particular development approach. Once he started his own firm, we have been referring accounting firms and nonprofit clients to him for great quick-win solutions.
Laura SkinnerTransformation & Strategy Leader | GRC | Operational ExcellenceI had the opportunity to work with Steven on a project that required in-depth expertise with CCH API, Data Axcess Utility, and Automation. Steven was always readily available and took the time to thoroughly understand our business needs while ensuring solutions were designed to accommodate future changes in our processes. 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. I would not hesitate to recommend Steven and his team for any projects involving these technologies.
Dashboard 4 CPA
WIP, AR, realization, and client profitability in one place, updated daily from the CCH Axcess or Practice CS data you already have. Click any number to see the clients, staff, and time entries behind it.
Firm Overview
All common KPIs in one place for your firm's leadership
Client Profitability
Full-picture performance, client by client
Time Entry
Where every hour goes, in one view
AR Overview
Collections intelligence, aged and segmented
Unbilled WIP
All WIP metrics, aged and actionable
A specific problem, a rough idea, or a migration already in motion. One call is enough to tell you whether we can help and where we'd start.