Welcome to The Pemberley Group
Your proposal is accepted. Welcome to the family.
We’re glad you’re here. Here’s exactly what happens next, so nothing about getting started is a mystery.
What happens next
01
Proposal accepted
Done. Your signed engagement letter is on file and your spot on our calendar is reserved.
That was the hard part. Kidding. That was the easy part.
02
Watch your inbox
Within the next couple of business days, you’ll get an email from Financial Cents, our client portal, with your onboarding project.
Check your spam folder too. Portals love to hide there.
03
Work through your onboarding project
The project lays out what we need from you to get started. Complete the items right in the portal, at your own pace.
04
We take it from here
Once we have what we need, we get to work on your books, and you get a direct point of contact who knows your agency.
Month-end is about to get a lot more boring. In the best way.
Questions before the portal email arrives?
Grab a time on the calendar and we’ll walk through anything on your mind.
Already have your portal login?
Jump straight into Financial Cents to see your onboarding project.
Insurance bookkeeping
is cool.
Commissions
are cool.
Agency bill
is cool.
We believe this so firmly, we had it printed on t-shirts