Specialized practices. One team that already talks to each other.
Most firms make you bounce between a bookkeeper, a tax preparer, a financial advisor, and a business consultant. At Motta, all of them sit on the same team — looking at the same numbers and pulling toward the same goals — with ALFRED Ai handling the busywork in the background.
Year-round tax planning and preparation for individuals, families, and businesses — with ALFRED Ai handling the heavy lifting so your CPA can focus on strategy.
Learn MoreOne team owns your whole finance function — Procure-to-Pay, Order-to-Cash, and Record-to-Report — on shared data, under one accountable partner.
- Procure-to-Pay (Money Out)
- Order-to-Cash (Money In)
- Record-to-Report (The Numbers)
- CFO & Controller Services
- Bookkeeping
- Financial Reporting
- Forensic Accounting
Institutional-grade deal execution for the lower-middle market — valuations, due diligence, quality of earnings, buy-side and sell-side advisory, financial modeling, and post-close integration.
- Business Valuations (409A & Transaction)
- M&A Due Diligence
- Buy-Side & Sell-Side Advisory
- Quality of Earnings (QofE)
- Financial Modeling & Investment Memos
- Post-Close Integration & Synergy
Strategic advice for business owners — entity structuring, growth planning, M&A support, and the guidance you need to make confident decisions.
Learn MoreWhere finance meets go-to-market for SaaS and technology companies — AWS Marketplace launch, Quote-to-Cash transformation, and audit-ready ASC 606 revenue accounting.
Learn MoreComprehensive financial planning and investment management — retirement, estate planning, and tax-smart strategies to build and protect wealth.
Learn MoreNot sure where you fit? Tell us a little about your situation and we'll point you to the right starting place.
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