Ongoing Partnership

Subscription-Based Fractional Business Analyst

A CFO-Level Analyst Embedded in Your Practice

Think of it as having a CFO-level analyst embedded in your practice — without the full-time salary. You get continuous access to a custom analytics platform, regular strategic reviews, and a partner who understands your numbers as well as you understand your patients.

This isn't a software subscription where you get a login and a help desk. It's a working relationship with a seasoned business analyst who learns your practice inside and out — your provider mix, your production patterns, your growth constraints, your capital needs. The technology is the delivery mechanism. The real value is the strategic thinking behind it.

Best for: Established practices with multiple providers who are ready to run their business with the same rigor they bring to patient care.

Pareto has drastically improved the way I run my dental office. I'm always looking to reduce the time it takes for me and other team members to get things done — and Pareto has done that for me. With a quick glance, I can confirm if we are on track or off track with our goals. The ease of use and efficiency allow me to direct my focus on what matters most. It has reduced the amount of time I have to spend on our KPIs!

— Dr. M, Charlotte, NC

What's Included at Startup

Your subscription includes a fully custom analytics and reporting suite, built directly from your practice data — no manual entry required. Your platform connects to your existing systems and updates automatically, so your metrics are always current without anyone on your team having to maintain them.

Custom Analytics Platform

A purpose-built analytics suite tailored to your practice — connecting directly to your PMS, financial systems, and operational data with no manual entry. Your metrics update automatically, which means they're always accurate and always current. No data hygiene burden on your team. No stale numbers from last month's entry lag.

Direct system integrations — data flows in automatically, not through manual uploads or entry

Interactive online platform for deep dives into your practice data

Automated email summaries so your team stays informed without logging in

Built-in goal management with clear targets and transparent progress tracking

Ongoing Platform Refinement

Your practice evolves, and so does your platform. As new questions arise and goals shift, we adapt the analytics to keep pace with your ambition. If you work with an executive coach or outside consultant, we can align your metrics to what they're working on — so your data and your coaching reinforce each other.

New reports and metrics added as your priorities change

Data source integrations expanded as your systems grow

Analytics aligned to your coaching or consulting focus areas — so measurement and leadership reinforce each other

Optional: Strategic Review Sessions

Your analytics platform runs continuously — but sometimes you want a partner in the room to help interpret the numbers and set direction. Strategy sessions are available as an optional service, scheduled monthly, quarterly, or as needed.

Strategy Sessions

We dig into your numbers together — identifying trends, diagnosing underperformance, and setting priorities for the period ahead. Think of it as a board meeting for your practice.

Review of KPIs and goal progress against your targets

Trend identification and early warning on potential issues

Actionable priorities for the next period

Growth Planning

Where should you invest your next dollar? We model growth scenarios using your practice data to help you prioritize — marketing spend, new hires, expanded hours, or new services.

Scenario modeling for different growth investments

Data-backed recommendations on where to allocate resources

Ready to embed analytical rigor into your practice?

Let's start with a conversation about your practice, your goals, and where the gaps are. No pitch deck — just a real discussion about what's possible.