Monthly Accounting Built Specifically for Self-Storage Owner

Schedule a monthly accounting review

• Owners with 1 to 25 self storage facilities
• Owners frustrated with generic CPAs 
• Owners who want monthly financial clarity, not surprises at tax time
   

• Monthly Bank & Credit Card Reconciliations 
• Clean Monthly Financial Statements
• Revenue & Expense Review for Accuracy
• Owner-ready P&L and Balance Sheet
• Coordination With Your Tax Strategy
  

We own and operate 11 self-storage facilities. We not only understand accounting, but we also understand and work in the storage business daily.  We don't accept any clients who don't own self-storage facilities. Our clients choose us because their:

• Financials make sense
• NOI is accurate
• Tax planning is proactive
• Lender reports tie out

• Financials that don't tie to bank statements
• CPA doesn't understant tenant protection income
• No idea wthat their NOI really is
• Tax planning happens late if at all
• Books are not usable for lending or valuations

1. Strategy Call- Review your facilities and goals
2. Clean-up & Setup - Align books and reporting
3. Ongoing Monthly Accounting - Accurate financials + proactive planning

We may not be the right fit if:

1. You only want a once-a-year tax return
2. Your shopping purely on lowest price
3. You don't want proactive planning or clean monthly financials
4. You aren't engage in understadning your numbers

Our clients value acuracy, strategy, and long term results.

If you are a self-storage owner looking for monthly accounting that actually supports your business, now is the time to get it set up correctly.

A short conversation now can prevent expensive clean-ups, missed deductions, and tax surprises later.