Clear Roles & Processes
Org chart, who-does-what, and step-by-step playbooks built around how your business actually makes money.
Management Consulting
Owner-led businesses tend to hit the same wall for the same reasons — unclear roles, no real visibility into the numbers, and key processes that only live in one person's head. Motta's consulting team helps you fix the operating model: clean numbers, written processes, the right tools, and a leadership rhythm that makes the next stage of growth doable.
Simple KPI Dashboards
A short list of numbers tied directly to your books — not a spreadsheet that goes stale by Wednesday.
AI Where It Pays Off
Practical automation across intake, documents, reporting, and client communication using ALFRED Ai.
Fractional CFO
A senior CFO on a part-time basis — for cash forecasting, planning, and conversations with banks or investors.
How an engagement starts
Most engagements begin with a 30-day diagnostic: we look at how your business is run, your monthly numbers, and your reporting rhythm; we point at the two or three changes that would move the needle most; and we hand you a plan with owners and dates. From there we either run alongside your team or hand the playbook back.
Who we work with
Service businesses, professional firms, real-estate operators, and founder-led companies that have outgrown bookkeeper-and-spreadsheet finance and need a real operating system to scale to the next stage.
Ready to talk this through with a CPA?
Tell us a little about your situation and we'll get back to you — usually within one business day.
Send Us a Message