One-Time Project
Address cleanup, setup, dashboard development or another clearly defined deliverable.
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Flexible support beyond the core package
Add the work you need—without paying for what you don’t.
Focused bookkeeping, reporting, compliance and systems projects for mortgage, real estate and property management businesses—available with a recurring package or separately when appropriate.
Bookkeeping and reporting support only. We do not provide tax preparation, legal advice or assurance services. We are happy to coordinate information with your CPA and other advisors.
Three ways to use add-on support
Solve a defined need without muddying the monthly scope.
Package Add-On
Extend Clarity, Growth or Vision with recurring work that is not included in the base package.
Seasonal Support
Prepare for recurring filings, year-end information needs or scheduled license renewals.
Focused services
Choose the support that removes the next obstacle.
Every project begins with a scope review. Availability, responsibility and pricing depend on the records, systems, deadlines and access involved.
Catch-Up & Clean-Up Bookkeeping
Bring overdue or unreliable accounting records into a more complete, organized and supportable position.
- Historical transaction review and categorization
- Bank, credit-card and applicable loan reconciliations
- Balance review, corrections and documented open items
- Financial statements after the agreed cleanup period
Software Setup & Optimization
Structure accounting workflows for clearer reporting, stronger documentation and more consistent execution.
- QuickBooks Online setup or restructuring
- Industry-aware chart-of-accounts design
- Workflow and integration review
- ResMan or Entrata accounting-process support when applicable
Compliance Reporting Support
Prepare agreed financial information and reporting support for applicable mortgage and housing requirements.
- NMLS Mortgage Call Report support
- Fannie Mae MBFRF reporting support
- FHA Connection and HUD-related financial reporting support
- Documentation and reconciliation review tied to the filing scope
Annual Reports & License Filings
Coordinate defined recurring reports and renewals so deadlines are visible and supporting information is organized.
- Applicable business annual-report support
- Pool, elevator and lodging-license renewals
- Recurring filing calendar and responsibility tracking
- Supporting schedules and submission documentation
1099 & 1098 Information-Return Support
Organize and prepare agreed information-return work while keeping tax decisions with the client’s qualified tax advisor.
- Vendor, borrower and payee information review
- Preparation or e-filing support when included in scope
- Exception follow-up and documentation
- Coordination of accounting information with your CPA
Accounts-Payable Workflow Support
Add structure to bill entry, approvals and payment coordination without blurring responsibility for authorization.
- Bill-entry and documentation workflow
- Approval and due-date tracking
- Payment scheduling or coordination when authorized
- Vendor and account-coding consistency
Turn information into a management tool
Dashboards & Financial Report Cards
Transform agreed financial and operational data into a focused performance view for owners, managers, lenders or leadership teams.
Explore dashboard services- One-time dashboard design and build
- Recurring monthly financial report card
- Custom KPI definitions and calculation logic
- Targets, trends and approved benchmarks
- Property, team, entity or portfolio views
- Optional recurring advisory review
Standalone offer or strategic add-on
Turn financial and operational data into clearer decisions.
A dashboard can be a standalone project, a recurring report-card service or part of Growth or Vision. We begin by defining the decisions, measures, sources and update process so every view has a clear business purpose.
We can build focused performance views for mortgage production, real-estate teams, property-management operations or broader financial leadership when dependable source data is available.
Financial & Operating Report CardILLUSTRATIVE
Revenue vs Target+5.1%
Operating Margin18.9%
Cash PositionStable
Financial performance
Operational measures
Priorities & exceptions
Compliance-aware support
Keep required reporting organized, accurate and on schedule.
Mortgage reporting, property licensing and year-end information each follow different requirements. We define the report, reporting period, source records, deadline and responsibilities before work begins.
Mortgage Reporting
Support may include accounting schedules and submission assistance for applicable requirements.
- NMLS Mortgage Call Report
- Fannie Mae MBFRF
- FHA Connection or HUD-related reporting
Property & Business Licensing
Defined renewal support can help organize dates, documentation and submission responsibilities.
- Lodging-license renewals
- Pool and elevator licenses
- Applicable annual-report support
Year-End Information
Accounting information can be organized for required information returns and a smoother CPA handoff.
- 1099 and 1098 support
- Supporting schedules
- CPA coordination
Important: Requirements and deadlines can change and may vary by entity, regulator and reporting period. Greenkey confirms the agreed scope and relies on the client to identify all applicable legal, tax and regulatory obligations.
Clear scope before execution
How an add-on project works.
Define
Identify the deliverable, deadline, source records, systems and responsible parties.
Assess
Review data condition, access, dependencies and issues that may affect timing or price.
Confirm
Agree on scope, exclusions, milestones, fees and the information required from the client.
Deliver
Complete the work with focused updates, documented questions and an organized handoff.
Add-On FAQ
Before you request additional support.
Can I purchase an add-on without a monthly package?
Some services can be completed as one-time or seasonal projects. Others depend on recurring access, current books or an existing engagement. We confirm suitability during the scope review.
What systems do you support?
Greenkey’s primary accounting platform is QuickBooks Online, with experience supporting workflows involving ResMan, Entrata and related business systems. Compatibility and access are reviewed before work begins.
Are dashboards available as a standalone service?
Yes. A one-time dashboard build or recurring financial report card can be scoped separately when the underlying data is reliable and the measures can be clearly defined.
Do you file taxes?
No. Greenkey does not prepare income-tax returns or provide tax advice. Information-return support, when offered, is limited to the agreed accounting and filing work and may require coordination with your CPA.
How long does cleanup or dashboard work take?
Timing depends on data condition, number of accounts and entities, system access, requested history, complexity and client responsiveness. We provide an estimated timeline after reviewing the scope.
Can you coordinate with my CPA or other providers?
Yes. We can organize agreed accounting information and communicate with your CPA, payroll provider, software consultant or other authorized parties within the engagement scope.
Solve the next defined need
Add support where it creates measurable value.
Tell us what is behind, unclear, approaching a deadline or missing from your reporting. We’ll determine the most practical next step and define the scope before work begins.