Our team of high-impact professionals use a holistic approach to deliver value that goes beyond the traditional firm model, creating lasting impact for companies and the people behind them.
By combining deep financial expertise with innovative tools and proven solutions, we provide actionable insights that fuel business growth and personal wealth.
Your Future is Our Priority
Our team of professionals work together seamlessly to help ensure the
success of our clients. When our clients do well, we celebrate with them,
and when times are tough, we jump in the trenches and work shoulder-to-
shoulder to find solutions and navigate through the difficulties together.
Bill Clement, CPA Managing Partner
Your Future is Our Priority
At SFP, we believe true partnership goes beyond the numbers. Our dedicated team of professionals support our clients through every financial milestone, providing guidance and expertise at every step. We take pride in our commitment to their success.
Shaun DaCunha, CPA Managing Partner
CAAS
Streamline accounting and drive financial success with expert CAAS solutions.
Business Tax
FP&A
Optimize financial strategies and drive success with expert FP&A solutions.
M&A Advisory
your transaction event.
Business Services
gap between public and industry experience.
Entrepreneurial Approach
mindset throughout our services.
Credibility
companies. We bring both the CPA perspective and the CFO perspective to the
table which allows us to advise our clients from many angles.
Private Client Services
We offer a unique blend of experience and expertise that bridges the traditional gap between public and industry experience.
Tax Services
Comprehensive tax services designed to optimize your tax structure and identify opportunities.
Wealth Management
Financial planning built to balance life’s uncertainties while maximizing the utility of every asset.
Family Office
Financial oversight and family governance – all integrated with your wealth management team.
Interested In Learning More?
Our team is available to support your needs so you can get back to what you do best.
Financial Insights by
Southcoast Financial Partners
Relocating? How to Avoid the Multi-State Tax Trap That Costs Business Owners Thousands
Thinking of relocating your business? Learn how to avoid the multi-state tax trap that can...
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Why Your Investment Advisor and CPA Need to Talk The Hidden Cost of Siloed Financial Advice
Discover why siloed financial advice can cost high-net-worth families millions. Learn how integrated planning between...
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4 Tips for Navigating Earn-Outs in a Business Sale
Privately Owned Businesses, Startups and Emerging Technologies
Discover 4 essential tips for navigating earn-outs in a business sale. Learn how to structure...
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5 Ways to Pay Less Taxes When Selling Your Business
Privately Owned Businesses, Startups and Emerging Technologies
Learn five tax-saving strategies to reduce your tax liability when selling your business. Discover how...
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Executive Order Impact: Key Concerns for Small Business DoD Contractors
President Trump signed a new executive order on February 26, 2025, implementing significant reforms to...
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Massive Tax Cuts Coming in 2025? What Business Owners and Investors Need to Know Now
Individuals & Families, Privately Owned Businesses, Startups and Emerging Technologies
Breaking Tax News: A new House budget plan could deliver the biggest tax breaks in...
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