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 Built on CCH Axcess or Practice CS you already have. Deploy 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. 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.
How we help CPA firms
We tailor our approach to optimize your situation.
GPS 4 CPA DASHBOARD PACKAGE
Six dashboards your partners
will actually open on Monday morning
Executive Overview
All standard KPIs, in one view
Unbilled WIP Dashboard
All WIP metrics, aged and actionable
Client Overview Dashboard
Full-picture performance, client by client
Understand profitability, billing trends, and AR exposure at the client level. Slice by office, service type, or responsible partner to surface your most valuable relationships — and the ones that need attention.
Time Entry Dashboard
Where every hour goes, in one view
Analyze staff time across billable, CPE, holiday, and non-billable categories. Pinpoint which teams or individuals are driving utilization — and where non-billable time is being absorbed — so leadership can act fast.
AR Overview Dashboard
Collections intelligence, aged and segmented
Monitor your full accounts receivable pipeline — from billing to collection — with aging breakdowns by client, manager, and payment type. Know exactly how much is current, how much is overdue, and who owes what.
Steven Tran, CPA · CIA
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.
