Cash Flow & Financial Clarity for Dental Clinics
We provide dental-specific bookkeeping and controller insight so you can understand true profitability, control costs, and plan growth with confidence.
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
Real Financial Issues We've Helped Dental Practices Solve
A few real situations we've helped practice owners navigate.
Protecting Cash During a Practice Transition
After a clinic changed ownership, the new owner engaged us to support the financial transition and reporting setup.
During our deposit verification process, we discovered that insurance payments were still being directed to the previous owner’s bank account because the insurer had not yet been updated with the clinic’s new banking details.
We worked with the clinic to correct the insurer’s payment instructions and ensure deposits flowed to the new owner’s account as intended.
This is an issue that can easily go unnoticed during ownership transitions, carrying meaningful cash flow implications.
Consolidated Visibility for a Multi-Location Dental Group
A growing dental group operating across multiple corporations lacked a clear, consolidated view of performance.
We built weekly cash flow projections and unified P&L reporting across entities, giving ownership a real-time view of profitability and operational trends in one place.
Clarity across locations. Better decisions at the ownership level.
Why Choose Us
Dental Expertise You Can Rely On
Accuracy You Can Trust
A Partnership That Lasts
Insights You Can Use
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
Find the Hidden Cash Leaks in Your Dental Practice
Free guide - the 5 financial signals every dental owner should track monthly
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
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
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.
