Pareto isn't a substitute for coaching — it's what makes coaching more effective. Your coach gives you direction, strategy, and accountability. We're the intelligence layer that shows whether it's working. When both are in place, the gap between where you are and where you're going becomes visible — and closeable.

Most practices already have reports — but none of it is connected, none of it is tailored to your goals, and none of it tells you what’s actually driving the picture. Goal Management Solutions starts with setting the right goals for your practice. From there, a custom intelligence layer tracks your progress every day — not against a flat target, but one that adjusts to what’s actually happening in your office. It surfaces what’s masking the real picture, what’s pulling productivity down, and where to actually focus. Not a template. Not a generic dashboard. Your Pareto.

Best for: Practices that want to run their business with the same rigor they bring to patient care — and have a real partner in that process.

An Organic and Ever Evolving System

Data Sources Connected

Scheduling, production, AR & collections

Practice Management

Goals, benchmarks & coaching notes

Google Sheets

Payroll, overhead & expense tracking

Spreadsheets

Any additional practice data sources

Other sources

Intelligence layer

80/20

Automated reporting &
concierge business analyst for dental practices

Consolidates Automates Clarifies

Coaching

Insights amplified & implemented back into the system

Deliverables

Consolidated and Concise Report

Automated, scheduled, delivered — all key metrics in one clear view, designed by you

Strategic Thought Partner

Concierge Business Analyst guidance — strategy translates directly to execution

Some decisions are too big for a gut check — a large equipment purchase, a second location, a question you’ve never had to answer before. We work through it with you from start to finish: framing the question, pulling the right data, building the analysis, and walking you through what it means. Rigorous, focused work when you actually need it.

Best for: Practices facing a high-stakes decision that deserves real analysis — and a second opinion from someone without a stake in the outcome.

Intelligence layer

80/20

Concierge Business Analysis for dental practices

CalculatesClarifies

Coaching

Insights amplified & implemented back into the system

Strategic Thought Partner

Concierge Business Analyst guidance — strategy translates directly to execution

Some work is just friction — associate draw, bonus payrolls, payment plan presentations, information that needs to exist but takes forever to pull together. We build tools that eliminate it. Fast, purpose-built, and yours to keep.

Best for: Practices looking to eliminate the 80% of busywork that delivers only 20% of the value.

Simple, Powerful Tools — Built Fast, Built for Your Team

Intelligence layer

80/20

Concierge Business Analyst for dental practices

Automates

Coaching

Insights amplified & implemented back into the system

Deliverables

Team Productivity Tools

Purpose-built tools to streamline daily team workflows

Strategic Thought Partner

Concierge Business Analyst guidance — strategy translates directly to execution

My mission is simple: give every practice we work with the kind of clarity that lets them make better decisions, get time back, and build something they're genuinely proud of.

Before Pareto, I spent my career in institutional finance — investment banking, capital markets, and portfolio management at firms including Bank of America and Merrill Lynch. I’ve managed portfolios measured in the billions, built analytical infrastructure from scratch, and spent years translating complex financial pictures into clear snapshots for decision-makers.

The discipline that work demands — rigorous, grounded, always tied to real stakes — doesn’t change when the asset class does. Dental practices at scale are complex businesses. They deserve that same quality of analysis.

There’s a real difference between handing someone a dashboard and actually understanding their business. We take the time to learn your practice the way your best team member would — your production patterns, your growth constraints, your capital needs.

Everything has been tested against real practice operations here in Charlotte. This isn’t theoretical. It works.

Pareto also complements coaching — giving you the objective data that makes coaching more effective and its impact visible. Your coach shapes how you lead. We give you something concrete to see it working.