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2025 PDA Annual Meeting

We were honored to speak at the PDA Annual Meeting, where John S. delivered 2 info-packed seminars on practice management, taxes, acquisitions & more. Curious about a topic? Let’s connect! #DentalProfessionals #PracticeManagement#PDA2025 #CataldoFinancial

Communicate Clearly with Patients

Dentists and vets, like all medical pros, must communicate clearly with patients. Informed consent means giving enough info for a smart decision. Try the BRAN method: explain Benefits, Risks, Alternatives, and what happens with No treatment! #PatientCare...

Practice Management Tip: Hiring Challenges

To attract potential employees, focus on creating an attractive work environment. Competitive wages are key, but flexible hours, professional development, and a positive culture are essential for retention. #Hiring #PracticeManagement#TipThursday #CataldoFinancial

Start Thinking About Year-end Tax Planning

Start thinking about year-end tax planning for your business! ✨ Consider taking advantage of last-minute deductible charitable opportunities, including long-term capital gain stocks. Don't miss out on potential savings!

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

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