Clarity. Control. Confidence.
Bookkeeping & financial management tailored for dental clinics.
Helping dentists protect profit, simplify reporting, and make better business decisions — without the financial guesswork.
Running a dental clinic isn’t just about patient care — it’s about managing people, processes, payments, and profitability. That’s where we come in.
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At Upfront Consulting, we specialize in bookkeeping, cash flow management, and financial oversight for busy dental practices. Whether you’re a solo owner or operate multiple clinics, our job is to bring clarity to your numbers — so you always know what’s coming in, what’s going out, and how to stay ahead.
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We go beyond reconciliations. We track daily deposits, monitor associate payments, keep payroll accurate, and deliver reports that actually mean something to you. And if your books need a cleanup before they can move forward? We’ve got you.
About Us
Michael Braun
CEO/Profit Strategist
Helping dentists take control of their financial future
At Upfront Consulting, we believe that great dental practices aren’t built by accident — they’re built with intention, clarity, and financial confidence.
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We specialize in bookkeeping, financial management, and cash flow advisory exclusively for dental clinics. Our team knows the real-world challenges practice owners face: reconciling insurance deposits, managing associate payouts, overseeing multi-location operations, and trying to make sense of year-end numbers that don’t always tell the full story.
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We’re here to change that.
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With decades of combined experience in bookkeeping, financial control, and Profit First cash flow systems, we help dentists unlock profitability, protect their cash flow, and finally feel in command of their business — without drowning in spreadsheets or jargon.
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What makes us different?
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We verify every deposit, every month.
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We know dental financials inside and out — from insurance tracking to associate fees.
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We offer clear, actionable reporting you can actually use to make smarter decisions.
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We focus on creating healthy cash flow systems that give you room to grow.
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We treat your clinic’s success like it’s our own.
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At Upfront Consulting, our goal isn’t just to "do your books." It’s to give you the tools, systems, and peace of mind you need to run a thriving, profitable practice — with fewer surprises, and more confidence.
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Testimonials
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Michael Braun from Upfront Consulting is the ultimate professional. He is also extremely friendly and very personable. From day one he has gone above and beyond to meet all our needs. Michael has extensive knowledge and their expertise has had such a positive impact on our business. I could not recommend anymore more highly.
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Chris Jones
Monterey Dental
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We used Michael’s services for a couple months to fill a temporary gap in our accounting department. Michael was easy to work with, quickly got up to speed with the company’s accounting procedures, was responsive and helpful with any questions we had, provided many useful tips on how to use QuickBooks Online, and was very helpful with preparing and submitting tax filings. We highly recommend him to anyone seeking bookkeeping assistance for their organization or business. Thanks again, Michael!
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Henry Smits, CPA, Controller
FALK Panel
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WOW! Upfront Consulting has made my life so easy. Monthly bookkeeping tasks now only take 20 minutes!!! Thank you for organizing my life and taking the stress out of tracking money so that I can MAKE MORE money. Since working with you, I see my revenue and profits continue to increase. I now have peace of mind that my finances are properly tracked and I have a day and a half extra to see my clients. Super Grateful.
Kristy Garnet
Almandine Wellness Founder & Owner
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Services
Dental Bookkeeping & Deposit Verification
Never wonder where the money went.
We track daily deposits — including insurance reimbursements, EFTs, and associate payments — to ensure every dollar is accounted for. From reconciling your books to catching missed deposits, we keep your financials clean and accurate.
Cash Flow Management
Stay ahead of payroll, taxes, and expenses — without guesswork.
We build a cash flow plan around your clinic’s real revenue cycles. Whether you’re juggling lean months or scaling to new locations, we help you manage the inflows and outflows so you’re never blindsided.
Profit First Advisory
Turn your practice into a profit-generating machine.
If you’re ready to prioritize profitability, we’ll implement the Profit First system tailored to your dental business. Allocate income intentionally, create buffer accounts, and finally feel in control of your money — not ruled by it.​
Payroll Setup & Team Enablement
Set up payroll systems that your clinic can run confidently in-house.
We’ll configure your payroll to handle salaried staff, commissions, deductions, and CRA remittances — all tailored to how dental clinics operate. Then, we train your admin or office lead to manage the process smoothly, with ongoing clarity and compliance.
QuickBooks Online Setup & Migration
Move your clinic to the cloud — the right way.
We’ll help set up or clean up your QBO file, integrate it with your practice management tools, and create a structure that supports clear reporting and growth.
Deep Dive Financial Checkup & Clean-up
Your numbers tell a story — we’ll help you read it.
Not sure where things stand? We’ll review your QBO file, identify problem areas, and provide recommendations or cleanup to get you back on track.