Bookkeeping and reporting support for mortgage, real-estate and property-management businesses.
Who · What · How
Clarity in your books. Confidence in your next step.
Here is the quick introduction to Greenkey: who we support, what our services help accomplish and how a business moves from an initial conversation into a dependable monthly accounting rhythm.
Our scope: Greenkey provides bookkeeping and reporting support. We do not prepare tax returns, and we are happy to collaborate with your CPA and other professional advisors.
Industry experience behind every monthly close.
Greenkey was created for businesses whose accounting must support daily operations, ownership decisions and industry-specific reporting—not simply produce a generic set of statements.
Led by Tara Constantine, a QuickBooks ProAdvisor with more than 20 years of accounting experience, Greenkey combines strong bookkeeping fundamentals with practical knowledge of mortgage, real estate and property management operations.
The goal is straightforward: dependable books, useful reporting and a process that gives business owners greater confidence in the information they use.
Meet Greenkey →Brokers and lenders
Books and reporting organized around entities, branches, production and compliance-aware support.
Firms and teams
Financial visibility across offices, teams, commissions, overhead and business growth.
Companies and portfolios
Bookkeeping and reporting that connects properties, operations, owners and management performance.
Choose the right level of financial support.
Greenkey’s three service levels meet businesses where they are now—from a clean monthly foundation to deeper reporting, dashboards and forward-looking insight.
Dependable monthly books
For businesses that need an accurate, organized financial foundation.
- Monthly bookkeeping and reconciliations
- Profit & Loss and Balance Sheet reporting
- A consistent month-end close rhythm
Reporting with more context
For businesses ready to use their financial information more actively.
- Cash-flow analysis and simple budgets
- Consolidated or management reporting
- Recurring financial review conversations
Executive financial visibility
For leadership teams that need forward-looking reporting and clearer performance measures.
- KPI dashboards and report cards
- Forecasting and benchmarking
- Executive reporting and strategy support
Organize backlogged books, improve QuickBooks structure or prepare for a more consistent monthly process.
Defined support for applicable mortgage reporting, business licensing and year-end information organization.
A clear beginning and a dependable monthly rhythm.
You do not need to diagnose every bookkeeping issue before reaching out. The discovery process begins with the business, the current accounting setup and what needs to become clearer.
Book a discovery call
We discuss your business, current accounting process, reporting needs and the issues creating the most friction.
Receive a focused recommendation
Greenkey identifies the appropriate service level, initial cleanup or setup needs, and the information required to begin.
Establish the monthly process
We create an agreed close and reporting cadence so the books stay current and useful throughout the year.
Not sure which package fits?
Use the quick package quiz for an initial direction, or schedule a discovery call for a more focused conversation.
Your Key to Financial Clarity
Ready to make the next step clearer?
Start with a short discovery conversation about your books, reporting needs and the financial process your business needs next.