Traditional Accounting Services





Financial Statement Preparation

Payroll Processing


Tax Return Preparation


Business Accounting System Set Up

Accounting systems need to be organized properly the first time around so corrections don’t need to be made when filing taxes or government forms down the road. Our accounting team will set up your system in a timely and efficient manner and have you up and running in no time.


Business Entity Selection

S Corporation • Partnership • LLC • Sole Proprietorship

Business entity selection is an important decision to make when you are starting a business. Choosing your business structure can affect you, your partners and the control and management of your company. At Cataldo Financial & Consulting Group we provide you clear and concise information on the best type of entity for your business.


Business Profit Enhancement

Because we work with numerous businesses we have the knowledge, experience and tools to provide information comparing your business to the most profitable businesses in your geographical region. We assist you in making the changes to maximize your profit, improve your liquidity and have the most cost effective debt service.


Tax Planning

At Cataldo Financial and Consulting Group we provide proactive tax planning services to ensure our clients are in the best possible tax position.


Employee Compensation Packages

Employee compensation packages are a great way to attract and retain top employees. Because of our experience working with top practices it allows us to provide consulting services regarding the set up of the best compensation packages for your staff. Compensation packages include information on various health plans and retirement plans.


Business Start Up Filing Requirements

We prepare all necessary federal, state and local tax filing as required for legal operation of your business.


QuickBooks Training

Bookkeeping services can be a costly expense. At Cataldo Financial and Consulting Group we work to set up a system for your business that enables you to perform bookkeeping as you pay your bills. In doing this, this creates significant cost benefits and efficiency to your practice.


Succession or Acquisition Planning

Buying or selling a practice can be a stressful time for both the buyer and the seller. We work together with you and business brokers to assist with the transaction.


Financing Set Up and Restructuring

At Cataldo Financial and Consulting we work together with you and many financial institutions that provide loans to businesses. We help assist you in negotiating the best financing for your practice.

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!