Motta Financial was founded by a team of former Big Four professionals who are passionate about helping underserved individuals, businesses, and non-profit organizations who are in desperate need of high quality tax, accounting, finance, and business advisory services. We are rooted in the idea that the primary objective of Accounting, Finance, and Tax functions are not to generate revenue but to assist with cost savings through efficient use of capital.
The name Motta (Moe - Tah) is derived from the Japanese principle Mottainai, that directly translates to "what a waste". The idea is to take thoughtful & preventative actions to avoid regret over the squandering, waste, or misuse of material objects and resources. Our professionals understand that our role as partners to our clients is to provide services that are hyper focused in ensuring that you (and your business) are efficiently fueling your financial goals.
Who Are We?
At Motta, we understand most businesses are not started by business people. Our role is to be your trusted partner for all of your tax, accounting, and finance needs to ensure your resources are efficiently fueling growth for your company.
“Motta”
(Moe - Tah)
is derived from the
Japanese principle
Mottainai
What Do We Do?
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Tax Planning and Preparation
We are well-versed in tax laws and regulations. Minimize your tax liabilities and maximize deductions through our strategic tax planning advice. We’ll also prepare and file tax returns on behalf of individuals, businesses, and organizations.
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Accounting Advisory and Payroll Services
Do you need a CPA to solve some of your complex accounting issues or help improve operational efficiency of your accounting & finance functions of your organization? We are ready to analyze financial operatives which will let us help help uncover financial & operational inefficiencies and also advise & partner with you on operational excellence restructuring.
No matter how complex the issue, our team can provide advisory, interim management, and outsourced services for efficient accounting & payroll operations that will effortlessly ensure business compliance.
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Business Organization
LLCs, Corporations, and Partnerships are crucial vehicles for tax savings. We analyze the different ways to structure your business. From the type of entity that best suits your operation to the location, or locations, where you register. At Motta, we can do provide a comprehensive suite of services to ensure your legal entity structure is functional & efficient for your business.
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Financial Planning and Advisory
Providing financial planning services helps individuals and families develop comprehensive financial strategies. We assess our clients' financial goals, evaluate their assets and liabilities, and provide recommendations for retirement planning, investment management, estate planning, and risk management.
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Management Consulting
Our management consulting practice provides services to partner with our clients to help the businesses improve their operations, increase efficiency, and enhance profitability. We will provide guidance on financial planning, budgeting, cost management, internal controls, and extensive experience with cash flow projections / working capital management. We are also available to assist with strategic planning, mergers and acquisitions, and risk management.
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Financial Statement Preparation, Compilation, and Analysis
We will analyze financial statements, including income statements, balance sheets, and cash flow statements, to assess the financial health and performance of businesses. This will provide insights into financial trends, identify areas for improvement, and offer recommendations for better decision-making.
Who Do We Serve?
Our highly-qualified team serves a wide range of clients from various industries and backgrounds.
Individuals
We help individual clients with tax planning, preparation, and filing. This includes professionals, self-employed individuals, retirees, and high-net-worth individuals.
Small Businesses
Let us assist with financial statements, bookkeeping, payroll, tax compliance, and financial planning.
Startups
Entrepreneurs can rely on us for business structure advice, financial projections, cash flow management, and guidance on tax incentives.
Corporations
Large corporations and publicly traded companies engage with us for a wide range of services, including auditing financial statements, compliance with regulatory requirements, tax planning, and strategic financial consulting.
Real Estate Professionals
Real estate agents, brokers, property management companies, and real estate investors often rely on us for tax planning, bookkeeping, and financial analysis related to their real estate transactions.
High-Net-Worth
Wealthy individuals and families may engage us for comprehensive financial planning, estate planning, trust management, and tax strategies.
Nonprofit Organizations
We’re prepared to provide specialized accounting and financial services specifically for nonprofits, including assistance with compliance to maintain tax-exempt status, preparing and auditing financial statements, and grant reporting.
Healthcare Providers
We’ll help doctors, dentists, medical clinics, and other healthcare professionals benefit from medical billing, insurance reimbursement, and financial management.
Educational Institutions
Schools, colleges, and universities seek our services to assist with financial management, budgeting, grants compliance, and financial reporting.
Government Agencies
At various levels, we equipped to work with government entities a providing auditing services, evaluating financial controls, and ensuring compliance with government regulations.
Legal Professionals
Our expertise helps attorneys and law firms with trust accounting, litigation support, forensic accounting, and valuations in cases involving financial matters.
Professional Services
Consulting firms, engineering firms, advertising agencies, and other service-based businesses often require our help with financial management, profitability analysis, and tax planning.
How can we help?
Tell us more about your accounting needs and we will get in touch as soon as possible to find out how we can support them.
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...a game-changer for my small business! - Ryan, M
Motta brought order and clarity to my financial records, allowing me to focus on growing my business with peace of mind. - Jing, C
...an invaluable asset to my startup! Motta's financial forecasting and budgeting skills have given me the confidence to make strategic decisions. - Henry, J
...a game-changer for my small business! - Ryan, M Motta brought order and clarity to my financial records, allowing me to focus on growing my business with peace of mind. - Jing, C ...an invaluable asset to my startup! Motta's financial forecasting and budgeting skills have given me the confidence to make strategic decisions. - Henry, J