We map the route from where your firm is today to where it wants to be — then walk it with you, start to finish. Like a A GPS: it finds the optimal path to begin with, then recalculates based on YOUR firm’s journey.
Four numbers from independent researches
showing what it costs to navigate blind, and what it pays to have a map
Your practice management, tax, document, and billing platforms each hold part of the picture, and none of them sync. Bridging those gaps by hand consumes the hours your licensed professionals should spend on client work, and leaves leadership without a current view of the firm.
Each platform keeps its own client table. Staff key the same record in again, by hand, every time a client is added or updated. Across a few hundred clients a year, that is hundreds of hours that should have been a five-minute API call.
Each system reports on its own slice. Partners need top-level KPIs in one view, plus the ability to drill from an unusual number down to the transactions behind it. No canned report does both.
System and process migration was not scoped as part of the deal. Staff toggle between two platforms and re-enter the same data twice, until someone finally prioritizes the integration.
Talented staff are not content with repetitive grunt work, and they arrive already proficient with modern software. Firms that keep that work manual tend to lose the people quickest to automate it.
Not sure you’re big enough, or that you have time?
Silver Sea works best with firms between 10 and 300 staff: large enough to feel disconnected systems, small enough to decide quickly. More than 40 firms in that range have engaged us since 2014. If yours sits outside it, we’ll say so on the discovery call.
Whether you have one acute pain point to clear in a few weeks or need broader strategic guidance. We tailor our approach to optimize your situation.
Testimonials from a few among 40+ CPA firms’ executives
COO at Machen McChesney
Steven 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.
Director of IT at an Accounting firm in LA
Steven and Silver Sea have 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 enables him to proactively seek additional opportunities for improvement. He always has our best interest at heart and is dedicated to the success of every project.
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 ensures a smooth and efficient transition. We highly recommend Steven and his company, Silver Sea, for his professionalism and expertise.
Chief Operating Officer from TPS Hayer
Working 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!
Project and Analytics Manager from Meriwether, Wilson and Company, PLLC
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!
Transformation & Strategy Leader | GRC | Operational Excellence
I 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 – their expertise and commitment are truly outstanding.
Managing Director at Intraprise Techknowlogies LLC
I 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.
Partner at West & Company, LLC
Steven 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.
Built on CCH Axcess or Practice CS you already have. Deploy in as little as two weeks.
See unbilled work aging by partner before it turns into a write-off — broken out current, 31–90, 91–180, and over 181 days.
Founder, Silver Sea AI & Automation
A CPA with a decade of hands-on experience inside CPA firms — from 10-person shops to 200+ employee enterprises — before founding Silver Sea. He built his first client-onboarding automation while working in-house on CCH Axcess, and has spent the years since helping firms turn that same idea into API integrations, workflow automation, and Power BI reporting that actually fits how accounting firms operate.
Do you have a specific problem? A rough idea? A migration already in motion? Or just a hunch worth exploring? Bring whatever you’ve got. We’ll map what’s next.
