AI done right. Work made human.
AI is changing how firms work. I help mid-sized professional services firms, from CPA and law firms to consultancies, decide what to change, then I build it, train the team and hand it off. Strategy to working systems, from one person.
Nate Victor, MHA, LSSBB · Founder & Fractional AI Lead · Strategy to implementation
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 start, and then I build what we decide on.
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.Strategy to implementation. Then a clean handoff.
I don't stop at a recommendation. Every engagement runs the full loop, starting with how your firm really works, prices and staffs today.
- StrategyDecide what to change, in what order, and what it's worth.
- EnablementTrain your people and set the ground rules for AI.
- ImplementationBuild the automations, AI workflows and dashboards myself.
- HandoffDocument it and hand it over, so your team runs it without me.
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Start here
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.
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Then
Strategy Sprint
One targeted change, designed, built and handed off. An automated workflow, a new pricing model, a time and capacity model, or an AI rollout, made with the people who will use it.
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Ongoing
Fractional AI Lead
Your part-time AI lead. A quarterly roadmap, a monthly leadership meeting, team training, and the builds themselves, so the firm keeps adapting as the tools change.
I build what I recommend: automations, AI workflows, dashboards and Microsoft 365 systems. Then I document them and train your people, so nothing depends on me.
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 build AI and automation systems for a living. 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 an operations background from my master's in healthcare administration, 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 Lead
- TrainingMaster of Healthcare Administration (MHA) · Lean Six Sigma Black Belt
- What I doStrategy, AI and automation builds, team training and handoff
- FocusWorkflow, pricing, time and capacity, AI adoption
- Who I helpMid-sized professional services firms: CPA and tax, law, consulting
- 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.