Motta in the Media
From founder features to podcast guest spots, panel discussions, and press mentions — the Motta Financial team shows up to talk about tax strategy, building a modern CPA firm, the technology behind our workflow, and the clients and communities we serve. Catch up on recent appearances below.
“Going Places” — the origin story of Motta Financial
Hosted by Suffolk University Office of Public Affairs · featuring Dat Le, BSBA ’12 / MSA ’13
Suffolk University profiled Dat just weeks after Motta Financial launched — covering his upbringing in Woburn, his path through Deloitte and global controllership roles, the mentorship of Professor Tracey Riley, and the founding mission behind Motta. The feature traces the origin story of the firm and why teaching the next generation of accountants at Suffolk is still part of the work.
“AI Buys Time. Judgment Makes the Decision.”
Hosted by Amanda Verner Thompson, Founder & CEO, Madison Advisory AI · featuring Dat Le, CPA — Founder & Managing Partner, Motta Financial
Amanda Verner Thompson sits down with Dat Le to talk about responsible AI implementation inside a real operating CPA firm — not the hype, the execution. Dat walks through how Motta built ALFRED, our internal AI agent, to remove administrative friction and free the team for higher-value client work without sacrificing human judgment. They cover servant leadership in high-performance advisory environments, why generic AI advice can cause real-world harm without context, building a culture that rewards “field-goal attempts,” and the line Motta will not cross: never breaking trust with data accuracy. The throughline — AI can accelerate the analysis, but the decision must remain human.
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