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
The New $40,000 SALT Deduction: How Taxpayers Can Save on Taxes Under the 2025 Tax Law
Individuals & Families, Privately Owned Businesses
The new $40,000 SALT deduction offers major relief for taxpayers in high-tax states. Learn who...
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How to Choose the Right Banker To Help You Sell Your Business
Privately Owned Businesses, Startups and Emerging Technologies
Choosing the right banker or broker is one of the most important steps when selling...
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Selling Real Estate? Here’s What You Need to Know About Taxes Before You Close
Individuals & Families, Privately Owned Businesses
Selling real estate can trigger a variety of taxes, from capital gains to depreciation recapture....
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1031 Exchanges Explained: How to Defer Taxes on Real Estate Sales
Individuals & Families, Privately Owned Businesses
A 1031 exchange is one of the most powerful tax strategies for real estate investors....
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The Fed Just Cut Rates: What It Means for Your Cash, Loans, and Portfolio Over the Next 6 to 12 Months
Individuals & Families, Privately Owned Businesses, Startups and Emerging Technologies
On September 17, 2025, the Federal Reserve cut its benchmark interest rate by 0.25% to...
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A Big Win for Business Owners: QBI Deduction Permanently Extended Under the One Big Beautiful Bill Act
Privately Owned Businesses, Startups and Emerging Technologies
The QBI deduction is now permanent under the One Big Beautiful Bill Act. Learn what’s...
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