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.
FROM THE BLOG
Check out this quick and informational video outlining some Tax Highlights. Contact us with any questions or concerns.
ESTABLISHING & MAINTAINING A PROFITABLE DENTAL PRACTICE
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…
We are there when you need us and we’d love to hear from you!
DENTAL CPAs • ACCOUNTING • TAX PLANNING • CONSULTING
Important Information
Click here for important business and tax information, news, updates, resources and more.
How to Establish and Maintain a Profitable Dental Practice
Learn how to get the patients you want and get your practice up and running at peak capacity with our online video series.
We are Dental CPAs
Whether you are just starting out or looking to grow an existing dental practice you’ve come to the right place.
LATEST BLOG POSTS
Spend Less with These 5 Money Tips
Government data shows that record inflation from the last few years started to slow down throughout 2023, but much of the damage has already been done. Every bill we pay and purchase we make costs more now, from insurance to clothing, and groceries to household...
The IRS is NOT Always Right
If you receive a notice from the IRS, do not automatically assume it is correct and submit payment to make it go away. Here are some suggestions for how to handle a letter you may receive from the IRS or other taxing authority: Stay calm. This is easier said than...
Practice Overhead
Overhead is classified as ongoing business expenses not directly attributed to creating a product or service, and there's no exception to needing to cut overhead in a dental practice setting. According to an article on Dental Economics, "The largest impacts on...
SIGN UP:
FOR OUR FREE NEWSLETTER
Receive exclusive tax tips and updates not available on our website.
Let's Get Social
We Want To Hear From You.
Contact us to learn how we can help your dental practice succeed. Send us an inquiry and we will get back to you as soon as we can!