Bookkeeping and advisory support at the right level
Compare Greenkey Accounting packages.
Choose a dependable bookkeeping foundation, add decision-ready management reporting or build a forward-looking leadership view. Every engagement is scoped around your records, systems and reporting needs.
Bookkeeping, reporting and advisory support only. We do not prepare tax returns, and we are happy to collaborate with your CPA.
Three levels of support
Start with what your business needs now.
Final scope and pricing reflect transaction volume, entities, accounts, systems, data condition and reporting complexity.
Dependable foundation
Clarity Bookkeeping
Starting at $750/month
For businesses that need clean, current books and a consistent monthly close.
- Transaction review and categorization
- Monthly account reconciliations
- Month-end review
- Profit & Loss and Balance Sheet
- Organized questions and follow-up
Reporting with context
Growth Insights
Starting at $1,500/month
For businesses that need reliable bookkeeping plus recurring analysis and management insight.
- Everything in Clarity
- Cash-flow reporting
- Budget-to-actual analysis
- Trend and core KPI reporting
- Monthly financial insight review
Forward-looking leadership
Vision Insights
Starting at $3,000/month
For established businesses that need forecasting, custom dashboards and executive-level visibility.
- Everything in Growth
- Forecasting and scenario planning
- Custom KPI dashboard and scorecard
- Executive and multi-entity reporting
- Leadership financial review
Side-by-side comparison
See how the support expands.
Each level builds on the one before it. Specialized projects and compliance work remain separately defined unless specifically included in your engagement.
| Service | Clarity | Growth | Vision |
|---|---|---|---|
| Monthly bookkeeping and reconciliations | Included | Included | Included |
| Core financial statements | Included | Included | Included |
| Cash-flow reporting | Not included | Included | Included |
| Budget-to-actual analysis | Not included | Included | Included |
| Trend and core KPI reporting | Not included | Included | Included |
| Monthly insight review | Not included | Included | Included |
| Forecasting and scenario planning | Not included | Optional | Included |
| Custom dashboard or scorecard | Optional project | Scoped by complexity | Included |
| Executive and multi-entity reporting | Not included | When scoped | Included |
| Specialized compliance reporting | Optional add-on | Optional add-on | Defined in scope |
“Included” means included when applicable and listed in the signed engagement scope. This comparison is a planning guide, not a universal service commitment.
Choosing your starting point
Match the package to the decisions you need to make.
Choose Clarity when…
Your priority is a reliable close, reconciled accounts and core financial statements.
Choose Growth when…
You need to understand cash, budgets, trends and monthly management priorities.
Choose Vision when…
Leadership needs dashboards, forecasts, scenarios and a connected forward view.
Not sure where to begin?
Choose the simplest level that answers the questions your business faces now.
We will review your current books, reporting environment and priorities, then recommend the most practical starting point.