AI done right. Work made human.
AI is changing how firms work. Paxros helps mid-sized professional services firms, from CPA and law firms to consultancies, change how they work, price and staff, then builds it, trains the team and hands it off.
Senior-led, AI-augmented. Every engagement is led by founder Nate Victor, MHA, LSSBB.
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 we start, and then we build what we decide on, inside the tools your firm already uses, like Microsoft 365, Clio and TaxDome.
How the work gets done
Which processes change, where AI fits, and what stays with a person. We fix the process before we add AI.
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.
We don't stop at a recommendation. Every engagement follows the same documented method, 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, senior-led and AI-augmented.
- HandoffYou own it: the code, documentation and IP. Your team runs it without us.
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Start here
AI Readiness Review
We 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, ground rules for safe AI use with client data, and a baseline of hours and turnaround so we can prove what changed. 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 strategy lead. A quarterly roadmap and value report against your baseline, a monthly leadership meeting, team training, and the builds themselves, so the firm keeps adapting as the tools change.
We build what we recommend, inside the systems you already pay for: automations, AI agents and workflows, and dashboards in Microsoft 365, Clio, Lawmatics, TaxDome and more. Built for your firm and owned by you, not rented. Every build is documented and your people are trained to run it, so nothing depends on us.
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 Nate's talk for the UACPA Business & Industry Series, Beyond the Hype: Practical AI & Automation for CPAs. He speaks to associations, firm retreats and leadership teams on what AI changes about how firms work.
Built to work like part of your leadership team.
Paxros helps firms adapt to AI without losing what makes them human. Our work spans strategy, like pricing, timekeeping, productivity and staffing, and the execution that makes it stick: automation, dashboards and AI tools your team will actually use.
Every engagement is led by founder Nate Victor, who builds AI and automation systems for a living. He started with Excel macros and kept going, and found the bigger wins were rarely the automation itself. They were how a firm priced its work, tracked its time and used its people. He brings a Lean Six Sigma Black Belt's discipline and an operations background from a master's in healthcare administration.
Paxros works alongside your leadership the way your outside counsel or CPA does: senior judgment on what AI should change, an outside view from what's working across many firms, and the hands to build it. You work directly with senior expertise, not a junior team learning on your dime. Behind that is a documented method and AI-augmented delivery, so work moves fast and everything is written down for your team to own.
About the name: pax is Latin for peace, and ros comes from macros, where the work began. Say it PAX-rohs.
- FounderNate Victor, MHA, LSSBB · Fractional AI Strategy Lead
- DeliverySenior-led, AI-augmented, documented methodology
- What we doStrategy, AI and automation builds, team training and handoff
- FocusWorkflow, pricing, time and capacity, AI adoption
- Who we helpMid-sized professional services firms: CPA and tax, law, consulting
- SpeakingUACPA Business & Industry Series
- Based inUtah, working with firms nationwide: in person locally, remotely everywhere else
15 minutes, no pitch.
Tell us 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.