Upfront Consulting

Upfront Consulting Changing lives through accurate financial reporting. We help you transform your good ideas into business success while saving you time and money!

We are a Calgary based business consulting company specializing in streamlined business operations, automated bookkeeping and cloud-based financial system integration. We simplify your accounting systems and train you to make great business decisions with your financial data.

05/06/2026

Financial reports shouldn’t just explain the past.
They should create better conversations inside the business.

That’s usually where the real improvements start.

SmallBusiness BusinessOwner

04/30/2026

AI is a genius toddler.

Incredibly smart… but without structure, it goes sideways fast.

I’ve been deep in building dashboards and workflow systems lately, and this has been the biggest lesson.

The value isn’t just AI.
It’s the logic behind it.

04/22/2026

Most owners don’t have a clear answer to this.

They’re getting paid… but it’s tied to production, not ownership.

That’s why income can feel good one month and unclear the next.

There’s nothing wrong with earning from production.
But if profit isn’t part of how you pay yourself, you’re missing a big piece of what the business is actually doing for you.

04/21/2026

Revenue going up but cash still feels tight?

That’s usually not a revenue problem. It’s a control problem.

Quick check
Staff cost percentage
Supplies percentage
EBITDA

If those are creeping up as revenue grows, that’s where your margin is going.

Most practices review reports.Top practices track the right numbers.If you only track 5, make it these.Dental Metrics Tr...
04/16/2026

Most practices review reports.
Top practices track the right numbers.

If you only track 5, make it these.

Dental Metrics Tracker in bio





04/14/2026

Six months ago, I would’ve said cash flow.

Now it’s normalized EBITDA.

Because most P&Ls track associate pay on collections…
but when you switch it to production, you remove the timing noise and see what the business actually earns.

Cash flow keeps you in business.
Normalized EBITDA tells you what it’s worth

Second one from Banff, but this is really what matters.Better numbers don’t come from better spreadsheets,they come from...
04/13/2026

Second one from Banff, but this is really what matters.

Better numbers don’t come from better spreadsheets,
they come from better conversations.

When office managers, partners, and advisors are aligned, everything starts to click.

This is the part I enjoy most.

04/12/2026

in the flow

entrepreneurlife

04/12/2026

Controllers don’t guess.
They calculate, then execute

Had a great time at the Passport to Smiles Gala supporting The Tooth Fairy Children’s Foundation! Always amazing to conn...
11/07/2025

Had a great time at the Passport to Smiles Gala supporting The Tooth Fairy Children’s Foundation!

Always amazing to connect with so many people from Calgary’s dental community, such a fun night for a great cause. 🦷✨

Address

210 St. George's Drive NE
Calgary, AB
T2E 7V6

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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