Move your clinic to the cloud — the right way.
QuickBooks Online (QBO) is a powerful tool for dental practices, but only if it’s set up properly. A poorly structured file creates confusion, inaccurate reports, and hours of cleanup.
At Upfront Consulting, we help clinics transition to QBO smoothly and effectively. From new setups to complex migrations, we build a financial system that integrates with your practice management tools and delivers clarity from day one. With our Calgary-based team, you’ll always have local expertise and support when you need it.
What We Do
QuickBooks Online Setup
We set up your QBO file with the right chart of accounts, workflows, and reporting structure tailored to dental clinics.
Data Migration & Cleanup
We transfer your existing records into QBO, cleaning up errors, duplicates, and inconsistencies along the way.
Practice Tool Integration
We integrate QBO with your practice management software, banking systems, and payment tools for seamless operations.
Custom Reporting Structure
We configure reports that actually matter to dental owners — from cash flow visibility to associate performance.
Why It Matters
- Accurate Financials — eliminate messy records and get clean, reliable numbers.
- Time Savings — reduce manual work with automated integrations and smart workflows.
- Scalable Systems — a structure that grows as your clinic expands.
- Smarter Decisions — clear reporting that gives you insight into profitability.
Why Choose Upfront Consulting
- Dental-specific setup — we know how to configure QBO for the realities of clinics.
- Proven migration expertise — we ensure your data is accurate, complete, and usable.
- Hands-on integration — we align QBO with the tools you already rely on.
- Future-focused design — systems built today to support tomorrow’s growth.
