Bookkeeping & Financial Management for Dental Clinics

Helping dentists protect profits, simplify reporting, and make better business decisions — without the financial guesswork.

Book a Consultation

Running a dental practice means more than caring for patients. It also means managing people, payments, and profitability — while making the right decisions at the right time. At Upfront Consulting, we give dentists in Calgary and across Canada the clarity they need to stay in control of their numbers and build thriving clinics with confidence.

We specialize exclusively in bookkeeping, cash flow management, and financial oversight for dental practices. Whether you own a single location or oversee a group of clinics, our systems ensure you always know what’s coming in, what’s going out, and how to stay ahead.

Our Services

Dental Bookkeeping & Deposit Verification

We track every deposit — from insurance reimbursements to associate payments — ensuring that your books are accurate, complete, and fraud-free.

Cash Flow Planning & Management

We build a clear plan around your clinic’s revenue cycles so you can stay ahead of payroll, taxes, and expenses without unwanted surprises.

Payroll Setup & Team Enablement

We configure payroll for staff, commissions, and remittances, then train your team to run it smoothly with clarity and compliance.

QuickBooks Online Setup & Migration

We clean up or migrate your QBO file, integrate it with practice tools, and create a reporting system that supports confident growth.

Financial Checkup & Cleanup

We review your books, diagnose problem areas, and provide a structured cleanup so you can move forward on a solid foundation.

Dental Bookkeeping & Deposit Verification

We track every deposit — from insurance reimbursements to associate payments — ensuring that your books are accurate, complete, and fraud-free.

Cash Flow Planning & Management

We build a clear plan around your clinic’s revenue cycles so you can stay ahead of payroll, taxes, and expenses without unwanted surprises.

Payroll Setup & Team Enablement

We configure payroll for staff, commissions, and remittances, then train your team to run it smoothly with clarity and compliance.

QuickBooks Online Setup & Migration

We clean up or migrate your QBO file, integrate it with practice tools, and create a reporting system that supports confident growth.

Financial Checkup & Cleanup

We review your books, diagnose problem areas, and provide a structured cleanup so you can move forward on a solid foundation.

Dental Expertise You Can Rely On

We know the details of dental finance — from insurance reconciliations to associate payouts and multi-clinic operations.

Accuracy You Can Trust

We verify every deposit, reconcile every account, and deliver reports you can read and rely on with complete confidence.

A Partnership That Lasts

We treat your clinic’s success like our own, building systems that grow with you and support long-term financial health.

Insights You Can Use

We turn raw financial data into practical guidance that helps you run a stronger, more profitable, and less stressful practice.

About

Great dental practices aren’t built by accident — they’re built with intention, clarity, and strong financial systems. At Upfront Consulting, based in Calgary, AB, we bring decades of combined expertise in bookkeeping, cash flow management to help dentists feel truly in command of their businesses

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Testimonials

Feedback from you

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

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!

Henry Smits, CPA, Controller

FALK Panel

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.