AI done right. Work made human.
AI is changing how firms work. I help CPA, law and healthcare firms change how they work, price and staff to match, and train the team to make it stick.
Nate Victor, MHA, LSSBB · Founder & Fractional AI Strategy Lead
The tools are the easy part.
Your team can learn AI in an afternoon. The harder questions are what it does to how the firm runs. That's where I work.
How the work gets done
Which processes change, where AI fits, and what stays with a person. We map the real workflow before choosing any tool.
How you charge for it
When work gets faster, hourly billing earns less. Fixed fees, value pricing and clear scope keep the gains in the firm.
Who does what
Capacity, roles, workload and training. Time data that shows which clients and people are stretched, and where AI frees hours.
What does faster work cost you?
If you bill by the hour, every hour AI saves is an hour you can't bill. Put in your own numbers.
4,000 hours a year your team would no longer bill.
The same hours could become more clients, faster turnaround or higher-value work, if your pricing lets you keep them.
An estimate for discussion, not a forecast. The savings figure depends on your work mix.Start with a review. Keep a strategist in the seat.
Every engagement starts with how your firm really works, prices and staffs today. Tools come after.
-
Step 1
AI Readiness Review
I interview your leaders and team, map your highest-volume work, and look at your time and billing data. You get a roadmap across work, pricing and staffing: what to change, in what order, and what it's worth. The fee is credited toward the next step.
-
Step 2
Strategy Sprint
One targeted change, done start to finish. A new pricing model, a time and capacity model, or an AI policy and rollout plan, built with the people who will use it.
-
Step 3
Fractional AI Strategy Lead
OngoingYour part-time AI lead. A quarterly roadmap, a monthly leadership meeting, team training, and the builds that come with it, so the firm keeps adapting as the tools change.
Automations, dashboards and Microsoft 365 builds are part of the work, not a separate menu. If something should be built, I build it.
What changed for clients
Pricing, time and capacity, and the AI and automation that made them stick.
A pricing analysis that moved the firm from billable hours to set fees.
Less tax-prep workload after redesigning the process and automating the repeat steps.
Faster client response after call analytics showed hold times, volume and workload by person.
Files scattered across email, drives and Teams moved into one SharePoint site with clean permissions and automatic alerts.
Static Excel exports replaced with dashboards that update themselves from the firm's own software.
Yearly folder setup across thousands of client files, now a script IT reuses every year with near-zero errors.
“…trained our team and implemented a scalable system to track time across clients, giving us clear visibility into client complexity and employee workload.”
Caleb, Partner, DBN Tax
"Will AI take our jobs?"
From my talk for the UACPA Business & Industry Series, Beyond the Hype: Practical AI & Automation for CPAs. I speak to associations, firm retreats and leadership teams on what AI changes about how firms work.
Hi, I'm Nate.
I started with Excel macros, automating my own work, and kept going. Along the way I found the bigger wins were rarely the automation itself. They were how a firm priced its work, tracked its time and used its people.
That's the work I lead with now. I bring a Lean Six Sigma Black Belt's discipline and a healthcare administrator's eye for operations, and I still build what needs building.
My clients are mid-sized firms: big enough that these decisions move real money, not big enough to hire a full-time AI lead. I fill that seat part time, and I teach your people to own what we build.
About the name: pax is Latin for peace, and ros comes from macros, where the work began. Say it PAX-rohs.
- RoleFounder, Paxros · Fractional AI Strategy Lead
- TrainingMaster of Healthcare Administration (MHA) · Lean Six Sigma Black Belt
- FocusWorkflow, pricing, time and capacity, AI adoption
- IndustriesCPA and tax firms, law firms, healthcare
- SpeakingUACPA Business & Industry Series
- Based inUtah, working with firms in person and remotely
15 minutes, no pitch.
Tell me what AI is changing at your firm, or what you're worried it will. You'll leave with one or two things to try, whether or not we work together.