Meet The Team
At Cataldo Financial & Consulting Group our team is dedicated to delivering results.
John P. Cataldo, Jr., CPA
President
John P. Cataldo Jr. CPA, is President of Cataldo Financial & Consulting Group, and has been since the start of the business in 1984. He graduated from Temple University with a B.A. in Accounting and was a member of the Beta Alpha Psi National Accounting Fraternity. John is a current member of the American and Pennsylvania Institute of CPAs.
Clara Cataldo
Quick Books ProAdvisor & Office Administrator
Clara has been with Cataldo Financial & Consulting Group since 1986. She is the QuickBooks ProAdvisor and Consultant for our firm. Clara works with clients to assist them in implementing efficient bookkeeping and general office practice procedures.
John S. Cataldo, CPA
Certified Public Account
John S. Cataldo has been with Cataldo Financial & Consulting Group since 2010. He is a CPA and a member of the American and Pennsylvania Institute of CPAs. John frequently provides seminars at various universities and dental conventions. He works with clients
assisting them in business management, consulting, and tax services.
Mary Dellavecchia
Office Assistant
Mary has been with the firm since 2011. Mary organizes and assists in keeping our office paperless by scanning all documents into our virtual filing system. She also adds her creative touch to our office with her decorations for each season. In her spare time Mary enjoys spending time with her husband Michael and daughters Victoria and Brianna. She also enjoys crafts and reading.
Sophie
Guard Dog/Office Entertainer/Team Mascot
Sophie takes her role at Cataldo Financial & Consulting Group very seriously. She comes to work with us every day and happily greats everyone with a few sniffs and an energetically wagging tail. She helps keep us happy, less stressed and more productive each and every day.
Timely Support
Clear Communication
Advanced Technology
Business Growth
Recent Blog Posts
Learn from the top thought leaders in the industry.
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
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!