I have been a client of John’s since I started my practice. His intimate knowledge of dental office business guided me through the ups and downs of setting up the practice; now the practice is established. He is someone I can trust for honest and experienced advice.
Since the moment I called John, I knew I was working with someone whom I could put my complete trust in. Without question John has a deep and broad knowledge of the dental field and how transitions, acquisitions, and sales should be completed. That type of competence builds trust and I was able to go forward with confidence that John would advise me on the biggest financial decision of my life. Perhaps more important than that, though, is John’s ability to put himself in your shoes and help you walk through the steps of making such an overwhelming decision. His ethics and sincere care made my transaction seem quite simple. I couldn’t give a higher recommendation.
WELCOME!
Cataldo Financial and Consulting Group is a dynamic organization performing a broad spectrum of accounting, tax and consulting services. Our firm has been dedicated to providing the highest quality of services to our clients for more than 30 years on a national basis.
We provide traditional accounting and tax services, and specialize in proactive business, personal, and estate tax planning. We utilize a proactive approach with our clients, emphasizing proper planning to achieve optimal results.
The consulting services we offer to our clients include, but are not limited to, business profit analysis and enhancement, overhead analysis, staff compensation analysis, accounts receivable collection consulting, establishing marketing plans and related budgets, retirement plan analysis and business transitions.
Cataldo Financial and Consulting Group strives to treat our clients and their practices, as we ourselves would like to be treated. Our certified public accountants and staff take pride in the long-term relationships we develop with our clients. We are committed to assisting you, and supporting you, in making financial decisions to accomplish your financial goals.
Providing reliable accounting and consulting services for over 25 years. We assist our clients in finding the most direct path to meet their financial goals…
ESTABLISHING & MAINTAINING A PROFITABLE DENTAL PRACTICE
We are there when you need us and we’d love to hear from you!
DENTAL CPAs • ACCOUNTING • TAX PLANNING • CONSULTING
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LATEST BLOG POSTS
October is National Dental Hygiene Month!
October is National Dental Hygiene Month! Let's celebrate our amazing dental hygienists for keeping our smiles bright! Thank you for all you do! #DentalHygieneMonth #ThankADentalHygienist #CataldoFinanical #dentalhygiene #October
Tax planning season is here!
Tax planning season is here! Review key triggers like last year's tax bill, investment sales, and big life changes. Get ahead of what you owe! #TaxPlanning #FinanceTips #CataldoFinancial #financialplanning
What’s your practice’s most valuable asset?
What’s your practice's most valuable asset? While equipment or technology might come to mind, don’t forget about the incredible potential YOU hold! Let’s make a difference today! Here are three ways to boost your communication skills: 1. Practice active listening –...
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