Beyond Traditional Accounting
Real-Time Financial Clarity
Transform your financial data into clear, visual insights
Gain from expert budgeting, forecasting, and analysis, real-time dashboards, and strategic financial planning.
Move beyond basic bank balance management
Get a complete financial picture with categorized transactions, cash flow tracking, and profitability analysis.
Get monthly updates instead of yearly surprises
Stay ahead with regular financial reports, insights on trends, and proactive adjustments for business success.
Make informed decisions with current, accurate data
Leverage up-to-date financial insights, key performance metrics, and expert guidance for smarter decision-making.
The Power of Partnership
Strategic financial guidance
Work with experts to optimize cash flow, improve margins, and plan for sustainable business growth.
Expert tax planning and compliance
Reduce liabilities, maximize deductions, and ensure compliance with proactive, year-round tax strategies.
Cash flow management and forecasting
Maintain stability with accurate cash flow projections, expense tracking, and revenue optimization strategies.
Business performance analysis
Gain insights into profitability, cost structures, and key financial drivers to improve overall performance.
Growth strategy support
Develop expansion plans, secure funding, and optimize operations for scalable, long-term success.
A Smarter Way to Manage Your Finances
We go beyond traditional accounting by combining expert financial guidance with cutting-edge technology. Our team delivers real-time dashboards, key performance indicators, and proactive insights to help you identify trends, spot potential issues early, and seize new opportunities. Instead of just looking at past numbers, we focus on future growth, strategic cost management, working capital optimization, and financing solutions to ensure your business thrives. With direct access to experienced professionals, regular check-ins, and on-call support, we act as an extension of your team, providing actionable intelligence, strategy, and partnership every step of the way.
Our Business Services
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.
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
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
Interested In Learning More?
Our team is available to support your needs so you can get back to what you do best.