Start with a conversation
Share your systems, current challenges, and the decisions you need your numbers to support.
Vision Insights
Vision Insights
Bring forecasts, custom dashboards, and executive reporting into one focused leadership rhythm.
Starting at$3,000/ month
Your agreed monthly deliverables
What Vision brings to your business.
Everything delivered through Growth
Forecasts and scenarios based on agreed assumptions
A custom KPI dashboard and financial scorecard
Executive reporting across agreed business units
Targets, benchmarking and leadership reviews
Final deliverables depend on transaction volume, accounts, entities, systems, reporting complexity, and data quality.
Your path to a reliable reporting rhythm.
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.
Before you commit
What changes the monthly fee?
The starting price becomes a proposal for your actual business. Greenkey reviews these factors with you:
- Number of entities, properties and business units
- Bank, credit-card and loan accounts to reconcile
- Transaction volume and the condition of the books
- Systems, reporting detail and review frequency
- Cleanup or a separate dashboard project
What happens before work begins?
- Discuss your goals and current accounting process.
- Review the records, systems and reporting needs within an agreed assessment.
- Receive a written scope, responsibilities, timeline and proposed fee.
- Approve the engagement, then arrange secure onboarding.
Monthly support and any separate project are defined before you commit. No tax preparation or payroll services are included.
Your next step
Find your next level of clarity.
Tell us what is behind, unclear, or missing. We’ll help you identify the right starting point.