Bookkeeping cleanup
Behind on the books, or not sure they're right? I'll get everything categorized, caught up, and tied out so you can trust the numbers again.
Eastern NC & Delmarva
Never miss another call, even when you're on a job.
An AI receptionist for local trades and dental and medical offices. It answers 24/7, books the job, and texts you the details. I also take on one-time bookkeeping, QuickBooks, and automation projects for any business.
When you call, you get Derek. I'm over in Bailey.
AI receptionist
A receptionist that picks up every time
When you're under a house, up on a roof, or with a patient, the phone keeps ringing. Your AI receptionist answers in a natural voice, gets what you need to know, and puts the job on your calendar. Then it texts you the details.
How it works
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STEP 1
A call comes in you can't get to
You're on a job, it's after hours, or you're already on the other line. The call goes to your AI receptionist instead of voicemail.
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STEP 2
The AI answers in a natural voice
It greets callers with your business name, day or night, weekends and holidays too.
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STEP 3
It collects the details and books it
Name, address, and what's wrong. It books the job on your calendar, or flags it as urgent when it can't wait.
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STEP 4
You get a text summary
Who called, where they are, and what they need, right on your phone. You call back when you're ready.
What it handles for you
- Answers calls 24/7
- Gets the caller's name, address, and problem
- Books the job on your calendar
- Texts back missed calls
- Flags urgent jobs so you hear right away
- Texts you a summary of every call
Who it's for
Local trades
- HVAC
- Plumbing
- Electrical
- Roofing
- Lawn & landscaping
- Septic
- Towing
- Tree service
- Garage door
- Well & pump
- Pest control
It gets the address and the problem, books the job, and lets you know when something can't wait, so the call doesn't go to the next name on the list.
HIPAA-compliant setup
Dental & medical offices
When the front desk is busy or the office is closed, it answers patient calls, takes appointment requests, and takes messages for your staff. Your team picks up where it left off, without a pile of voicemails.
You set the rules. For example, it can tell callers you'll call back to confirm timing, so it never promises anything you haven't approved.
Consulting projects
Clean books, fewer mistakes, less busywork
One-time projects for any business. I find where errors creep in, fix what's already off, and set things up so the same mistakes don't come back next month.
QuickBooks fixes
A messy chart of accounts, duplicate entries, balances that don't make sense. I'll straighten out the file and set it up so it stays clean.
Reconciliations
Bank, credit card, and balance sheet accounts reconciled, with anything that doesn't match flagged and explained.
Automating the busywork
Invoices read and entered into the books, month-end matching done automatically, and the repetitive steps taken off your plate, with checks built in so errors get caught early.
Reports & dashboards
Clear reports and dashboards that show what's going on in your business without digging through spreadsheets.
Tools I work in
I pick the right tool for the job and leave you with something you can actually use.
- Alteryx
- SQL
- Python
- Tableau
- QuickBooks
How a project works
- We talk it throughYou tell me what's going on and where things keep going wrong.
- I scope the projectWe agree on exactly what gets done and what "finished" looks like before I start.
- I do the workCleanup, fixes, automation, or reporting, with checks so problems get caught before they hit your books.
- You keep everythingI walk you through what I built and how to use it. It's yours.
Every project has a clear scope and a clear finish line. The goal is simple: catch errors before they happen, not after they've cost you.
Tell me about your project
Derek Collins
Owner, Collins AI and Consulting
- BS in Accountancy, Barton College (2016)
- 10+ years in accounting
- Alteryx, SQL, Python, Tableau, QuickBooks
- Raised on Virginia's Eastern Shore, now in Bailey, NC
About
I'm Derek, and I'm over in Bailey.
I grew up on Virginia's Eastern Shore and now live in Bailey, NC. I've spent more than ten years in accounting, including work as an accountant at a large national company, working with automated systems every day.
That work taught me where things break: missed details, numbers that don't tie, and hours lost to typing the same thing twice. I started Collins AI and Consulting to bring that same kind of help to local businesses, so the phone gets answered, the books are right, and the busywork doesn't eat your week.
When you reach out, you talk to me. I'll tell you straight whether I can help.
Derek Collins
Service area
Local to Eastern NC and the Eastern Shore
I work with businesses close to home in Eastern North Carolina and up on Delmarva, where I grew up. Consulting projects are open to any business, wherever you are.
Eastern North Carolina
Home base is Bailey. I work with businesses across these counties:
- Wilson
- Nash
- Johnston
- Wake
- Wayne
- Edgecombe
Delmarva & the Eastern Shore of VA
I was raised on Virginia's Eastern Shore, and I still know the area and the people who keep it running.
- Eastern Shore of VA
- Delmarva
Consulting for any business
Bookkeeping cleanup, QuickBooks fixes, automation, and reporting projects aren't limited to one area. If your business needs it, let's talk.
Contact
Let's talk about it
Tell me a little about your business and what's going on. I'll get back to you soon. Rather talk now? Give me a call.