Meet The Team
At Cataldo Financial & Consulting Group our team is dedicated to delivering results.
John P. Cataldo, Jr., CPA
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.
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.
Angelisa Cataldo, CPA
Certified Public Accountant
Angelisa Cataldo joined Cataldo Financial & Consulting Group after graduation in May of 2011. She is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants. At Cataldo Financial and Consulting Group, Angelisa assists clients with financial statement preparation, tax preparation and consulting engagements with a focus in the medical and dental industries. She often provides seminars at universities and conventions on current accounting and financial issues relevant to her clients.
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.
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.
Sophie’s Deputy/GIT – Guard Dog in Training
Meet our newest member Noel. Even though her official title is Sophie’s Deputy, Noel is the one normally behind bars which help to contain all of her puppy excitement. She is very lovable and energetic and enjoys learning the ropes from our dear Sophie. She is a very determined little puppy and will do almost anything not to part with her toys which includes digging her way through couches where one may have gotten stuck.
Recent Blog Posts
Learn from the top thought leaders in the industry.
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...
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...
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...
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