Meet Our Team
The Ones Who Get It Done
The partners, advisors, and associates leading Motta Financial's tax, accounting, advisory, and client experience practices, across our Boston and Las Vegas offices.
Dat Le, CPA
Managing Partner & FounderCPA · Suffolk Adjunct Professor · Boston · Las Vegas
Dat Le is the Founder and Managing Partner of Motta Financial, leading the firm's strategic direction across tax, accounting, and advisory services from offices in Boston and Las Vegas. A two-time Suffolk University graduate, Dat built his foundation as a top-rated Audit Senior at Deloitte & Touche before deepening his technical skills through senior consulting and controller roles supporting IPOs, SPAC transactions, and complex revenue recognition.
Terry Song, CPA
Director, Tax AdvisoryCPA · 10+ Years Experience · Boston
Terry leads Motta's tax advisory practice as the senior point of contact for complex engagements with high-net-worth individuals, family offices, and closely-held businesses. He is known for translating intricate positions into clear client guidance and for a research-first standard that ensures every position is supported by authoritative tax law.
Amy Sparaco
Manager, Accounting AdvisoryTechnical Accounting Lead · AI Business Transformation Certified
Amy leads Motta's accounting advisory practice, overseeing every client engagement from monthly bookkeeping through Fractional CFO services. She pairs world-class technical accounting with Motta certification in AI Business Transformation, delivering GAAP-compliant work product with intelligent AI integrated directly into client operations.
Caleb Long
Director, Corporate Development & M&AStrategic Finance · M&A · Business Transformation
Caleb leads Motta's corporate development and M&A practice, advising business owners and platform investors on acquisitions, capital decisions, and post-close integration. He brings 7+ years of in-house strategic finance and corporate development experience sourcing, modeling, and executing transactions across the lower-middle market through institutional-backed platforms.
Micaela Palacios
Associate, Tax AdvisoryCPA Eligible · Suffolk University · Bilingual EN / ES
Micaela focuses on individual tax preparation, year-round planning, and equity-compensation strategy for employees navigating RSUs, ISOs, and ESPPs. A Suffolk Sawyer Honors graduate (3.95 GPA, Beta Alpha Psi), she brings real client experience from Suffolk's EEDC clinic and serves Motta's multilingual client community in English and Spanish.
Julian Jacobson
Associate, Client OperationsClient Onboarding · Proposals & Billing · Workflow Coordination
Julian is Motta's Client Operations Associate, the operational bridge between clients and the internal team. He keeps proposals, onboarding, billing, and workflow visibility moving across the firm, owning engagement letters and invoicing through Ignition, deadline and follow-up tracking in Karbon, and the day-to-day communication that keeps every engagement responsive. His background spans operations and partnership roles at WWE, the Santa Cruz Warriors, and SponsorUnited.
Justin Bestel, CPA
Senior Accounting ConsultantCPA · Multi-Industry · Financial Services · Healthcare · Manufacturing
Justin is a senior-level accounting and finance consultant with a track record across financial services, healthcare, manufacturing, and public accounting. He brings hands-on expertise in month-end close, financial statement preparation, cash flow forecasting, budgeting, and ERP implementation, and a proven ability to step into complex environments and add immediate value. A CPA and University of Minnesota Duluth graduate, Justin also leads process improvement initiatives and has supported companies preparing for public offerings.
Shinika Shelley
Senior Accounting ConsultantController-Level · Fractional CFO · Multi-Client · 19 Years Experience
Shinika is a senior accounting professional with nineteen years of experience delivering full-cycle accounting, financial reporting, and advisory services across healthcare, SaaS, B2B, entertainment, and real estate. She has served in Controller and Fractional CFO capacities — leading month-end close, cash flow strategy, multi-entity reporting, and client advisory for businesses ranging from dental investment portfolios to entertainment industry clients. Known for her precision, process improvement instincts, and ability to manage complex multi-client engagements, Shinika is also the founder of Last Stop Consulting LLC.
Want to talk with our team about your tax, accounting, or advisory needs?
Contact Our Team