A private comparison resource for mortgage, real estate and property-management businesses.
Choose the right level of support
Compare Greenkey Packages
See how Clarity Bookkeeping, Growth Insights and Vision Insights differ—then choose the bookkeeping and reporting support that fits how your business operates today.
Three levels of financial support
Start with what your business needs now.
Every level begins with a dependable bookkeeping foundation. The difference is how much analysis, planning and decision support is added.
Build the foundation
Clarity Bookkeeping
Starting at $750/month
For businesses that need accurate monthly books, reconciliations and dependable standard reporting.
- Transaction categorization
- Bank and credit-card reconciliations
- Monthly Profit & Loss and Balance Sheet
- Monthly close and bookkeeping questions
- Basic AP support available
- Compliance support available as an add-on
Best fitYou need clean, current books and a consistent monthly close.
Understand performance
Growth Insights
Starting at $1,500/month
For growing businesses that need stronger reporting, cash-flow visibility and structured financial review.
- Everything in Clarity
- Consolidated or management reporting
- Cash-flow analysis and simple budgets
- Customized financial dashboards
- Quarterly strategy reviews
- AP coordination available
Best fitYou need help understanding performance—not only recording activity.
Plan with visibility
Vision Insights
Starting at $3,000/month
For leadership teams that need advanced KPIs, forecasting and an executive-level reporting rhythm.
- Everything in Growth
- Advanced KPI dashboards
- Forecasting and benchmarking
- Executive reporting and trend analysis
- Quarterly strategic review
- Annual planning support
Best fitYour decisions require forward-looking financial insight and deeper reporting.
Feature comparison
Compare the support at a glance.
Use the table to identify the financial information and review support your team is currently missing.
| Support area | Clarity | Growth | Vision |
|---|---|---|---|
| Monthly bookkeeping and reconciliations | Included | Included | Included |
| Monthly financial statements | Included | Included | Included |
| Consolidated or management reporting | — | Included | Included |
| Cash-flow analysis and simple budgets | — | Included | Included |
| Customized financial dashboard | — | Included | Included |
| Quarterly strategy review | — | Included | Included |
| Advanced KPIs, forecasting and benchmarking | — | — | Included |
| Executive reporting and annual planning | — | — | Included |
| Compliance and licensing support | Add-on | Add-on | Add-on |
Final scope and pricing depend on transaction volume, accounts, entities, systems, reporting requirements and service complexity. Available services may be quoted separately.
Not sure which package fits?
Let’s choose the most practical starting point.
We’ll review your bookkeeping process, systems, reporting needs and priorities, then recommend the level of support that makes sense for your business.