Cataldo Financial & Consulting Group

Cataldo Financial & Consulting Group Cataldo Financial and Consulting Group is a dynamic organization performing a broad spectrum of acco

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 uti

lize 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.

It was a pleasure meeting with our friends over at PNC and discussing the emerging trends in the dental industry.  Our c...
05/04/2026

It was a pleasure meeting with our friends over at PNC and discussing the emerging trends in the dental industry. Our clients know how much we value the team approach to dentistry. Surround yourself with licensed professionals, who know the industry, and care. When team members work in synergy towards a common goal, that is how you optimize financial success!

02/27/2026

IMPORTANT ANNOUNCEMENT! We're excited to welcome our newest team member to the team! As a dentist and current CPA Candidate, Dr. William Hackett brings a rare and powerful perspective to our dental CPA group. Combining clinical experience with advanced financial expertise allows us to better understand the real-world challenges dental practices face every day.

We're thrilled to have Dr. Hackett on board and look forward to the incredible value he will bring to our clients and team. Please join us in welcoming him!

Send a message to learn more

John S. Was invited by the Omni Practice Group, a national dental practice broker firm, to discuss the tax implications ...
11/08/2025

John S. Was invited by the Omni Practice Group, a national dental practice broker firm, to discuss the tax implications and other issues surrounding the sale of dental practices. It was a great event! Thank you for your continued support!

John S. will be providing another seminar in November in King of Prussia for our dental clients.  The topic will be "The...
08/19/2025

John S. will be providing another seminar in November in King of Prussia for our dental clients. The topic will be "The Complete Guide to Selling Your Dental Practice." The event is hosted by the Omni Practice Group, a national practice transition firm. John will be a key speaker along with other leaders in the dental industry. Please see the link below for additional information! Please RSVP as space is limited!

This seminar is designed to prepare dentists for a successful transition from practice ownership. You will learn about the legal, financial, logistical, and emotional aspects of transitioning out of your full-time practice. We will also address the following topics which will save you time and money...

Thrilled and honored to have been invited by the Pennsylvania Dental Association (PDA) to present seminars at their annu...
05/01/2025

Thrilled and honored to have been invited by the Pennsylvania Dental Association (PDA) to present seminars at their annual meeting!

💡 Running a practice? Managing costs can be tricky, especially with pricey equipment! That’s where a skilled bookkeeper ...
10/29/2024

💡 Running a practice? Managing costs can be tricky, especially with pricey equipment! That’s where a skilled bookkeeper comes in. 🚀

Handling finances on your own can lead to missed tax credits, costly errors, and employee payroll issues. But with the expertise of a bookkeeper and a specialized CPA, you can navigate these challenges effectively.

At Cataldo Financial, we’re dedicated to helping you streamline your finances and enhance your practice’s profitability. Let’s work together to ensure your dental business thrives!

Contact us today to learn more! 📞

Keep your practice thriving by tracking patient retention! 📈✨ Measure your success and make informed decisions.Start by ...
10/26/2024

Keep your practice thriving by tracking patient retention! 📈✨ Measure your success and make informed decisions.

Start by creating two lists: one for patients who visited this year and another for last year. Exclude new patients from your current list, then divide last year's total by how many patients remain this year. Voilà! You’ve got your patient retention percentage! 📊

Measuring this over time can reveal trends in your practice—are you keeping your loyal patients? Consider checking in monthly or quarterly to stay on top of your game!

Let’s keep those smiles coming back! 😄

The Social Security Administration announced a monthly increase to Social Security and Supplemental Security Income (SSI...
10/25/2024

The Social Security Administration announced a monthly increase to Social Security and Supplemental Security Income (SSI) benefits for 2025. Not sure what this means for you? Contact us today to see how this affects you.

Attention dentists! 🦷 While caring for your patients is key, don’t forget your practice needs care too! As specialized d...
10/19/2024

Attention dentists! 🦷 While caring for your patients is key, don’t forget your practice needs care too! As specialized dental CPAs, we’re here to guide your financial decisions. Let’s elevate your practice together! ✨

🚀 Ready to boost your practice efficiency? Overhead costs can eat up almost two-thirds of your budget! 🤯 Let's help you ...
10/18/2024

🚀 Ready to boost your practice efficiency? Overhead costs can eat up almost two-thirds of your budget! 🤯 Let's help you identify and review those expenses to uncover savings. Contact us today! 💡

Address

2370 York Road, Suite C2
Jamison, PA
18929

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12154919566

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