SERVICES

Three ways to work together.

An ongoing partnership, a focused project, or a purpose-built tool. Whatever fits where you are.

ENGAGEMENT 01
Goal Management Solutions
ENGAGEMENT 02
Project-Based Analysis
ENGAGEMENT 03
Team Productivity Tools
HOW I WORK

From scattered thoughts and data
to clear and effective direction.

An orthodontist friend of mine once described his practice as a black box of statistics. Numbers everywhere, no way to know which matter, which you can change, and which are hiding something deeper. You are short on time and drowning in these statistics. Your team walks into meetings with KPI results scribbled on napkins. Your collections are down, but you were sure they should have been up. You need to feel confident in what your business is telling you to run it well, and to feel comfortable investing in its expansion. Expansion planning is a whole other beast, and you do not have time for any of it.

I bring the framework, so the right answers are there when the decisions come. To help you cut through the noise. Whether you are looking for an ongoing partner or a one-time deep dive, there is a way to work together that fits where you are.

I work with a small number of practices at any given time so each one gets my full attention.

01 ONGOING
Goal Management Solutions
Critical thinking, ongoing.
Read more
02 PROJECT
Project-Based Analysis
Critical thinking, once.
Read more
03 TOOLS
Team Productivity Tools
Critical thinking, built into a tool.
Read more
A NOTE ABOUT COACHING

Pareto is not a substitute for coaching.
It is what makes coaching more effective.

Your coach gives you direction, strategy, and accountability. Pareto is the intelligence layer that makes the work visible. When both are in place, the gap between where you are and where you are going becomes visible, and closeable.

What coaching gives you
What Pareto turns it into
Goals
Goals translated for the people doing the work
Strategy
Decisions with the math behind them
Vision
A path you can actually move down
Accountability
Progress visible at the rhythm your team works
Pareto is the translation layer
01 CRITICAL THINKING, ONGOING

Goal Management Solutions

Most practices do not need more reports or dashboards. You need the math behind your goals to be right, the numbers in front of your team to be understandable and obtainable, and the work to keep running on its own. I am there when you need me, not on a calendar.

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.
HOW IT WORKS

A system that evolves with the practice.

Inputs
  • Practice Management
  • Google Sheets
  • Spreadsheets
  • Other sources
Whatever you already use.
Intelligence Layer
80/20
Pareto principle
Goal-progress briefs and a concierge thought partner.
Consolidates Automates Clarifies
Deliverables
Goal Progress Brief
Designed with the practice owner around the goals that matter. Shows movement, not just numbers.
Strategic Thought Partner
Concierge guidance. Strategy translates directly to execution.
Feedback loop · coaching amplifies insights back in
02 CRITICAL THINKING, ONCE

Project-Based Analysis

Some decisions are too big for a gut check. A large equipment purchase. A second location. A question you have never had to answer before. I work through it 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.
HOW IT WORKS

A focused look. In language you can use.

Intelligence Layer
80/20
Pareto principle
Plain-English answers to the questions that aren’t yours to know yet.
Investigates Quantifies Translates
Deliverable
The Decision at Hand
Plain-English analysis with the math behind it. I lay out what’s actually in front of you so you can decide with confidence.
03 CRITICAL THINKING, BUILT INTO A TOOL

Team Productivity Tools

Some work is just friction. Associate draw, bonus payrolls, payment plan presentations, information that needs to exist but takes forever to pull together. Pareto builds 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.
HOW IT WORKS

Simple, powerful tools, built fast.

Intelligence Layer
80/20
Operational leverage
A tool that does 80% of the work in 20% of the time.
Scopes Builds Ships
Deliverables
A Custom Tool
Purpose-built for your team’s workflow. Lightweight, fast, and shaped to how your practice actually runs.
Strategic Thought Partner
Concierge guidance. Strategy translates directly to execution.
NEXT

Not sure which one
fits your practice?

That is the conversation. 30 minutes, no pitch. I will tell you what I think and be honest if I am not the right fit.