Financial Dashboard

Financial Mapping and Training

Bering McKinley is very numbers driven. You’ll be trained on our metrics and how to map your QuickBooks to the portal by a member of our staff.  We need to test our systems to make certain we are getting the right information from your systems and that we have everything ready for your follow up at the end of your first 90 days, we’ll check in with you to see how you’re doing and how you’re acclimating. We want you to be comfortable, and thrilled with your decision. This is the time to get expectations confirmed and to let us know how to help you.