Motta Financial

03/25/2025

Empowering small businesses at The BXC Seminar!
Motta Financial was honored to attend and present alongside SEED, Suffolk University’s new Entrepreneurship and Educational Development Collaborative.
Our Managing Partner, Dat Le, CPA, and Partner & Director of Financial Planning, Mark Dwyer, CFP, shared key insights on Accounting for Small Businesses, helping entrepreneurs build strong financial foundations.
Exciting things ahead!

11/28/2024

We are incredibly grateful for all of our amazing clients! Wishing you a joyful and safe Thanksgiving!

11/26/2024

REMINDER!! Businesses must file Beneficial Ownership Information (BOI) by December 31, 2024. Unsure if this new requirement applies to your business? We can help clarify your reporting obligations and guide you through the process. Contact us today for assistance!

11/21/2024

During his 2024 campaign, Donald Trump proposed several tax cuts targeting individuals and businesses, aiming to simplify and reduce the tax burden. Motta Financial is here to help you understand how these potential changes could impact your finances and identify opportunities to maximize your benefits. Let us help you navigate the evolving tax landscape with confidence.

11/18/2024

With rumors of major tax changes on the horizon, now is the time to give your financial plan a close review. From potential tax cuts to enhanced deductions, staying ahead of these shifts could mean big savings. Motta Financial is here to guide you through any updates and ensure your strategies are optimized for what's next. Don’t let new opportunities pass you by—let’s make your plan work harder for you.

11/13/2024

Members of the Motta Financial team enjoyed an unforgettable evening at the Woburn Community Education Foundation's Gourmet Gala. A wonderful night of connection, celebration, and support for education in our community!

Pictured: Mark, Director of Financial Planning (left), Michalene, Director of Marketing (middle), and Nick, Director of Tax (right)

11/11/2024

Honoring the courage, sacrifice, and dedication of all veterans today and every day. Thank you for your service and for protecting the freedoms we hold dear!

11/08/2024

Business owners, there’s no better time than now to know your business’s worth! Did you know that 70% of small business owners have their wealth tied up in their companies? Understanding your business's value is essential—not just for retirement planning but for strategic growth, tax benefits, and securing loans or investments.

Discover the true worth of your business through our partnership with BizEquity! We will provide precise, real-time business valuations to empower your financial decisions. Whether you’re planning for growth, preparing for a sale, or simply curious about your business’s value, our tools offer a tailored, comprehensive assessment. Gain the insights you need to make informed choices and strategically position your business for success. Contact us today to learn how we can help you maximize your company's value!

Business Owners: There's No Better Time Than Now

11/07/2024

November News is here! Dive into Motta Financial’s latest updates, exciting partnerships, essential year-end reminders, and an exclusive offer just for our subscribers! Don’t miss out—sign up for our newsletter by dropping your email in the comments below or send us a private message!

10/31/2024

Happy Halloween! Are your finances turning into a Halloween nightmare? Let Motta keep your books in check and your profits from vanishing with solid accounting practices. No tricks, just financial treats! Contact us today🎃

10/29/2024

Q4 is the most crucial quarter for small businesses—it’s the final opportunity to boost your profits and finish the year strong. With holiday sales, year-end strategies, and key financial planning, the right moves now can set the stage for sustainable growth and success. Don't miss out on maximizing your revenue with these 10 essential tips!

10/24/2024

Our client shares how Motta Financial helped streamline their payroll and elevate their financial management. We are proud to be a part of their journey to greater efficiency and growth!