Financial Planning & Analysis (FP&A)

Transform your financial strategy with expert insights, forecasting, and data-driven decision-making for long-term business success.

Strategic Financial Planning for Business Growth

We strive to understand and optimize your business.

Our Financial Planning & Analysis (FP&A) services provide data-driven insights, forecasting, and strategic guidance to help businesses optimize financial performance, manage risk, and drive sustainable growth. With a forward-looking approach, we equip you with the tools and expertise to make informed decisions at every stage of your business.

Dynamic Budgeting & Forecasting

Enhance financial planning with real-time forecasting, scenario analysis, and strategic budgeting to drive profitability and long-term success.

Performance Metrics & KPI Analysis

Monitor key financial indicators with custom dashboards, variance analysis, and trend forecasting to ensure data-driven decision-making.

Cash Flow Optimization & Liquidity Management

Improve cash flow planning, working capital efficiency, and financial health with expert guidance and real-time monitoring.

Strategic Financial Optimization

Profitability & Cost Analysis

Maximize margins with in-depth cost analysis, pricing strategies, and operational efficiency assessments tailored to your business.

Financial Modeling & Scenario Planning

Develop sophisticated financial models to evaluate growth opportunities, assess risks, and support critical business decisions.

Investment & Capital Allocation Strategies

Optimize resource allocation with strategic investment planning, capital budgeting, and ROI-driven financial decision-making.

Our Commitment to Your Financial Success

We deliver forward-thinking FP&A solutions designed to enhance financial clarity, scalability, and strategic decision-making. Whether improving cash flow, refining budgeting processes, or developing financial models, our expertise ensures your business thrives in a competitive landscape. With a proactive, data-driven approach, we help you navigate financial challenges and opportunities with confidence.

Exclusive M&A Advisory Services Opportunities

Our M&A Advisory Services provide strategic planning, financial analysis, and due diligence support to ensure smooth and successful transactions.

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 Owner

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 Owner

Our Business Services

Providing tailored financial solutions to support your goals and enhance your financial future.
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CAAS

Streamline accounting and drive financial success with expert CAAS solutions.

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Business Tax

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

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FP&A

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

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M&A Advisory

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

Interested In Learning More?

Our team is available to support your needs so you can get back to what you do best.