A reliable foundation
Clarity
Starting at$750/ month
For owners who need clean books and a dependable monthly close.
- Monthly bookkeeping & reconciliations
- Profit & Loss and Balance Sheet
- Documented month-end close
- Organized questions and follow-up
Your Key to Financial Clarity
Clean, current books.
Clear financial insight.
Confident growth.
Bookkeeping for Mortgage, Real Estate & Property Management
Monthly bookkeeping, financial reporting and practical analysis—so you know where your business stands and what needs attention.
GREENKEY / FINANCIAL CLARITY
A better view.
A better next step.
01CLARITY
Close with confidence
Reconciled accounts. A documented close.
02GROWTH
Understand the movement
Cash flow, trends, and results vs. plan.
03VISION
Plan what comes next
Forecasts, dashboards, and clear priorities.
20+ years of accounting experienceQuickBooks ProAdvisor CertifiedMortgage · Real Estate · Property management
See what you receive
Go inside a monthly reporting packet.
Preview financial statements, cash movement and the explanations behind the numbers. Sample figures are fictional.
Built around your business
Your industry matters.
So does the story behind your numbers.
Get accounting support that understands your revenue cycle, operating measures, and reporting responsibilities.
Mortgage brokers & lenders
Dependable books, liquidity visibility, and organized financial information for your mortgage reporting responsibilities.
Explore mortgage bookkeepingReal-estate firms & teams
Clear commission, expense, and entity reporting that helps brokerages and real-estate teams understand company performance.
Explore real estate supportProperty managers & portfolios
Connect property financials, operating activity, and ownership reporting so portfolio complexity does not hide what needs attention.
Explore property management support
Tara ConstantineFounder · QuickBooks ProAdvisor
Experience, with an owner’s perspective
Someone who understands
the business behind the books.
With more than 20 years of accounting experience across mortgage, real estate, and property management, Tara Constantine brings industry context to the close, the reporting, and the conversation. Her background includes accounting-system conversions, financial review and quarterly investor reporting.
The review starts with the Balance Sheet, follows trends across the Profit & Loss, and returns to the General Ledger to explain the details.
Based in Orlando, Florida.
Working with businesses nationwide.
Working with businesses nationwide.
Clarity · Growth · Vision
The right support.
A clear starting price.
Context for better decisions
Growth
Starting at$1,500/ month
For growing teams that need recurring analysis and management context.
- Everything in Clarity
- Cash-flow & budget-to-actual reporting
- Trends and agreed core KPIs
- Monthly insight and priority review
A forward view for leadership
Vision
Starting at$3,000/ month
For established businesses with deeper planning and reporting needs.
- Everything in Growth
- Forecasting & scenario planning
- Custom KPI dashboard & scorecard
- Executive and leadership reviews
Starting monthly prices. Final fees reflect accounts, entities, systems, reporting needs, and condition of the books. Significant cleanup and dashboard projects are quoted separately. Bookkeeping and reporting only; no payroll or income-tax preparation or filing.
See what financial clarity can look like
The big picture.
The detail behind it.
Trends, property or team comparisons, and the questions worth reviewing together. Explore fictional examples for all three industries.
Explore dashboards & report cardsGREENKEY / PERFORMANCE & INSIGHT
FICTIONAL SAMPLEMortgage production & profitability
Example period 6 · Management viewSix-period trend · Agreed measures
Funded loans42+2 vs. comparison
Revenue per loan$5,200+$150 vs. comparison
Operating margin18.5%+1.4 percentage points vs. comparison
Cash outlookReview timingReview open items vs. comparison
| Illustrative branch | Funded loans | Revenue | Operating profit |
|---|---|---|---|
| Central | 18 | $97,200 | $19,400 |
| Coast | 14 | $71,400 | $12,700 |
| North | 10 | $49,800 | $8,304 |
| Total | 42 | $218,400 | $40,404 |
Fictional figures, names, and commentary. A sample format, not client results, forecasts, targets, or industry benchmarks. Reporting depends on agreed scope and reliable source data.
GREENKEY / PERFORMANCE & INSIGHT
FICTIONAL SAMPLEReal Estate commission economics
Example period 6 · Management viewSix-period trend · Agreed measures
Gross commission income$285,000+$17,000 vs. comparison
Company dollar$78,000+$5,200 vs. comparison
Closed units24+2 vs. comparison
Operating margin16.1%+0.9 percentage points vs. comparison
| Illustrative team | Closed units | Commission income | Company dollar |
|---|---|---|---|
| Team 01 | 10 | $112,000 | $30,200 |
| Team 02 | 8 | $96,500 | $26,500 |
| Team 03 | 6 | $76,500 | $21,300 |
| Total | 24 | $285,000 | $78,000 |
Fictional figures, names, and commentary. A sample format, not client results, forecasts, targets, or industry benchmarks. Reporting depends on agreed scope and reliable source data.
GREENKEY / PERFORMANCE & INSIGHT
FICTIONAL SAMPLEProperty performance & cash
Example period 6 · Management viewSix-period trend · Agreed measures
Occupancy94.2%+0.6 percentage points vs. comparison
Net operating income$86,500+$3,300 vs. comparison
Vacancy loss$7,200−$1,300 vs. comparison
Cash after debt service$18,400+$1,300 vs. comparison
| Illustrative property | Occupied / units | NOI | Net cash movement |
|---|---|---|---|
| Harbor Place | 95 / 100 | $32,500 | $7,900 |
| Palm Grove | 76 / 80 | $28,400 | $6,600 |
| Magnolia Court | 55 / 60 | $25,600 | $3,900 |
| Portfolio | 226 / 240 | $86,500 | $18,400 |
Fictional figures, names, and commentary. A sample format, not client results, forecasts, targets, or industry benchmarks. Reporting depends on agreed scope and reliable source data.
Getting started
A clear conversation.
A defined scope. A steady rhythm.
Start with a conversation
Share your systems, current challenges, and the decisions you need your numbers to support.
Receive a clear recommendation
Confirm the package, deliverables, responsibilities, timeline, and price before work begins.
Build your monthly rhythm
Set up secure access, a dependable close, useful financial reports, and focused follow-up.
Experience with the systems you use
QuickBooks Online Entrata ResMan Encompass Datarails AvidXchange Fyle
From the Greenkey Blog
Ideas you can put to work.
November 3, 2026
Mortgage Call Report Readiness: Organize the Numbers Before the Deadline
Organize mortgage accounting records, reconcile loan activity and document reporting mappings to support your authorized Mortgage Call Report preparer.
Read the articleOctober 29, 2026
Can You Trust an AI Financial Summary? A Business Owner's Review Checklist
Check an AI financial summary against the Balance Sheet, Profit and Loss and General Ledger. Verify figures, periods and explanations before making decisions.
Read the articleOctober 27, 2026
When a Real Estate Closing Moves: Protect Your Commission Cash Flow
Build a clearer Real Estate commission cash forecast by tracking closing dates, expected receipts, approved splits and changes in the transaction pipeline.
Read the articleWho does Greenkey Accounting Services work with?
Greenkey specializes in mortgage brokers and lenders, real-estate firms and teams, and property-management businesses. Based in Orlando, Florida, Greenkey serves businesses nationwide.
What is the difference between Clarity, Growth, and Vision?
Clarity provides monthly bookkeeping, reconciliations, and core financial statements from $750 per month. Growth adds cash-flow reporting, budget comparisons, core KPIs, and monthly insight reviews from $1,500. Vision adds forecasting, custom dashboards, scorecards, and executive reporting from $3,000.
Can I hire Greenkey only for a dashboard or financial report card?
Yes. A dashboard build or recurring financial report card can be scoped separately when reliable source data is available. Measures, sources, refresh frequency, and pricing are agreed before work begins.
Are compliance filings included in every package?
No. All packages use compliance-aware bookkeeping, but NMLS, MBFRF, FHA and other specific filings are included only when listed in the engagement scope. They may be added separately.
Does Greenkey offer payroll or tax services?
Greenkey Accounting Services does not offer payroll services or prepare or file income-tax returns. Greenkey can coordinate organized bookkeeping information with your CPA and independent payroll provider. Accounts-payable support may be separately scoped.
Your next step
Let’s make your numbers useful.
Bring your questions about the books, reporting, or the next stage of your business. We’ll help you find a practical starting point.