News & Announcements
Press releases, blog posts, partnership announcements, and stories from the Motta community. This is where we share what we're building, who we're working with, and how we're investing in the businesses and neighborhoods around us.
How Motta Financial Built a Scalable Tax Practice with Intuit ProConnect Tax
Intuit featured Motta Financial in an official ProConnect Tax case study — the story of a firm built from day one on automation, a Books-to-Tax workflow, and ALFRED Ai, with a relentless focus on putting client dollars toward value, not admin.
Read the announcementRecent
See all postsMotta Financial Sponsors Inaugural JA Southern Massachusetts Youth Summit
Motta joined Milestone Mortgage Solutions, UMass Dartmouth, and dozens of community partners as a Connection Sponsor of Junior Achievement’s first regional Youth Summit on AI, opportunity, and leadership.
Read moreWhy We Showed Up at the JA Youth Summit
Notes from a day spent with the people who will run everything in ten years — and why a growing firm should still write the check.
Read more“AI Buys Time. Judgment Makes the Decision.”
Dat Le joined Amanda Verner Thompson on the Madison Advisory AI Podcast to talk about responsible AI inside a real operating CPA firm — not the hype, the execution.
Read moreMotta Financial Joins Suffolk University SEED as Founding Sponsor
We are proud to support the Suffolk Entrepreneurship and Educational Development Collaborative — a cross-functional consulting clinic helping Boston small businesses grow.
Read morePaying It Forward: A Scholarship in Honor of the Professors Who Started It All
Dat Le joins fellow Suffolk alumni in a $225,000 surprise gift to honor Associate Dean Tracey Riley — establishing the Accounting Winternships Fund and the Tracey Riley Legacy Fund.
Read moreBusiness Owners: There’s No Better Time Than Now
With 70% of small business owners’ wealth tied up in their companies, knowing your business’s value is critical — here are eight reasons to get a valuation today.
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Press Releases
Official firm announcements, sponsorships, and media releases from Motta Financial.
From the Motta Blog
Practical tax, accounting, and business advisory insights from our team — written for founders, advisors, and operators.
In the Community
Sponsorships, volunteering, and the local programs Motta Financial supports across Greater Boston and Southern Massachusetts.
Podcasts & Media
Podcast appearances, press features, and media coverage of the Motta Financial team.
Press inquiries
For interview requests, speaking opportunities, or media questions, get in touch and we'll respond within two business days.