"Without data, you're just another person with an opinion."
Let's get you instant visibility into WIP, AR aging, staff utilization, and client profitability — so you bill faster, make better decisions, and always know where your firm stands.
40+ CPA firms | CCH Axcess DAU & Practice CS | 30-day satisfaction guarantee
The gaps in your practice management system may cause cash flow and productivity leaks. Let's fix them.
"Every partner meeting started the same way — someone pulling up last month's numbers while we tried to make decisions about this month. We were always one step behind."
"We priced a recurring engagement based on last year's hours. Three years later, scope had doubled and the fee hadn't moved. Nobody flagged it because nobody could see it."
"One of our best seniors quietly hit a wall in February. By the time we noticed, she'd already accepted another offer. The workload data was there — we just had no way to see it in time."
"Our billing cycle was slipping two to three weeks every month because time wasn't being entered on time. That's not a staff problem — that's a visibility problem we didn't know we had."
"A long-term client let an invoice sit for four months. We found out when they called us, not the other way around. We had no early warning system — just a report nobody ran regularly."
"We finished a major engagement in August. The write-off showed up in December's numbers. Five months of work sat in a spreadsheet that no one was monitoring."
Your strategies start here — gain full insights from CCH Axcess DAU or Practice CS.
Keep pulse of your firm's operations at all times.
$3,000 one-time setup · $1,500/month flat retainer
30-day satisfaction guarantee
Power BI Pro: $14/user/month, billed directly by Microsoft. Most firms need 3–5 licenses.
No IT project. No workflow disruption.
Review your system, data structure, and needs. NDA signed here.
We connect, validate data integrity, apply your branding. You approve before go-live.
We walk your partners through dashboards with firm-specific insights.
2 weeks adoption support, then monthly retainer with unlimited updates.
They were running on stale reports and gut feel. Here's where they are now.
"Working with Steven has been transformative for the way we manage our data. Real-time insights that were previously impossible to get. We couldn't be happier."
"Silver Sea has been transformative for our firm. Steven understands the needs of a growing CPA firm and is incredibly responsive."
"Steven's deep understanding of accounting and software development allows him to proactively find improvement opportunities we didn't know existed."
CPA · CIA · 10 years inside CPA firm systems
I've built data and automation solutions inside 40+ CPA firms — from 20-person practices to regional Top 100 firms. I know how CPA firm data is structured inside CCH Axcess and Practice CS — and exactly where the insights are buried.
The $1,500/month retainer exists because I've seen too many dashboards go stale when no one maintains them. This one won't.
LinkedIn profile →We tried Power BI before. It went stale after 3 months.
Dashboards go stale when there's no one maintaining them. We provide 4 weeks of hands-on support after go-live, then a monthly retainer with unlimited updates — so your dashboards stay current as your firm evolves, not gather dust on a shelf.
How much of our team's time does this actually require?
Minimal. We handle the connection, data validation, and configuration. Your team's involvement is a kickoff call, a sign-off before go-live, and the leadership walkthrough. Most firms are up and running within 2 weeks without disrupting daily operations.
We're not sure this is the right time for us.
Accounting firms are always busy — even in the off-season. That's why we do all the heavy lifting. Just 2 meetings to get your dashboards live. From there, most firms surface $20K–$50K in unbilled WIP or overdue AR in the first month, and leadership finally has the insights to support strategic decisions.
We're worried about client data security.
We sign an NDA before anything begins. For the initial setup, we provide a script to obfuscate your data before it reaches us. Once live, your data never leaves your own environment — it stays entirely within your firm's Microsoft tenant, accessed read-only through a secure API connection.
Why not just hire someone internally to do this?
CPA firm data expertise takes years to develop. Hiring for that full-time isn't practical. At $1,500/month, we function as your fractional reporting department. Firms that invest in data visibility report up to 25% more advisory revenue as partners spend less time pulling reports and more time advising clients (CPA.com).
Our data isn't clean or consistent enough.
We haven't seen any firm whose data is completely clean — but most don't know where to start. Our dashboards clearly surface the impact of data inconsistencies, abnormal transactions, and configuration issues. From there, we can plan the right cleanup initiatives together.
What's included in the $3,000 setup and how does the guarantee work?
Fixed fee — no overruns. Includes all 6 dashboards, system connection, data validation, leadership walkthrough, and 2 weeks support. Guarantee: complete 4 weekly review calls. If you still don't find value, we refund every dollar.
What are the Power BI licensing costs?
Power BI Pro is $14/user/month, billed directly by Microsoft. Most firms need 3–5 licenses — your data stays in your own tenant.
Book a 30-minute call. We'll walk you through a live demo and see if it's the right fit for your firm.
Book a 30-minute demo callFree call · NDA included · 30-day guarantee · Only 3 spots/month