Strategic Financial Partnership

At Southcoast Financial Partners, we seamlessly integrate comprehensive accounting, advisory, and tax services for both businesses and individuals, providing 360-degree coverage of your financial matters.

Business Services

A collage of big city, a family on a boat, and the CPA team in the conference room.

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.

About Us

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

Comprehensive strategic tax planning. Minimized liability, seamless integration of services.

FP&A

Optimize financial strategies and drive success with expert FP&A solutions.

M&A Advisory

Strategic transaction guidance. Critical expertise to retain the most out of
your transaction event.

Business Services

We offer a unique blend of experience and expertise that bridges the traditional
gap between public and industry experience.

Entrepreneurial Approach

We move at the speed of our clients and provide flexibility and a growth-focused
mindset throughout our services.

Credibility

Our team is uniquely experienced as financial leaders of strategic high-growth
companies. We bring both the CPA perspective and the CFO perspective to the
table which allows us to advise our clients from many angles.

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