Helping dentists take control of their financial future
At Upfront Consulting, based in Calgary, AB, we bring decades of combined expertise in bookkeeping, cash flow management, and controller-level insights to help dentists feel truly in command of their businesses.
We specialize in bookkeeping, financial management, and cash flow advisory exclusively for dental clinics. Our team understands 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.
Michael Braun
CEO
We’re here to change that.
With decades of combined experience in bookkeeping, financial control, and cash flow management, we help dentists unlock profitability, protect their cash flow, and finally feel in command of their business — without drowning in spreadsheets or jargon
What makes us different?
- We verify every deposit, every month.
- We know dental financials inside and out — from insurance tracking to associate fees.
- We offer clear, actionable reporting you can actually use to make smarter decisions.
- We focus on creating healthy cash flow systems that give you room to grow.
- We treat your clinic’s success like it’s our own.
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. We work with dental clinics across Canada, helping owners stay in control of their numbers and focus on growth.
If you’d like to connect, you can reach us at 1-800-407-5080 or visit us at 2632 24 St SW, Calgary, AB T2T 5H9 to learn more about how we can support your clinic’s success.
Our Mission
To empower dental clinic owners with clear financial systems, strategic insight, and confidence — so they can build profitable, low-stress practices.
Our Vision
To be Canada’s most trusted financial partner for dental professionals — known for clarity, innovation, and real results.
Our Core Values
- Clarity over confusion – We simplify the complex so owners can make better decisions.
- Clients first, always – We treat your business like it’s our own.
- Progress over perfection – We aim for better every day, not flawless someday.
- Own your work – We take responsibility and pride in the results we deliver.
- Keep it human – Finance is serious, but we bring warmth, humour, and heart to the process.
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.
Chris Jones
Contact info
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