The CFO Playbook for Storage Pros

Self Storage Investing

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Scott Meyers takes us on a no-nonsense deep dive into the critical role of financial oversight in self-storage businesses.

Whether you're a one-facility operator or managing a growing portfolio, Scott makes it clear: if you don't have a CFO, you are the CFO.

Using Warren Buffett’s wisdom as a launching point, he breaks down the essential monthly, quarterly, and annual financial cadences every owner must adopt.

From budgeting realistically (no pie in the sky numbers!) to analyzing rolling 13-month cash flows, and from understanding why trends matter more than isolated data points to the perils of missing tax deadlines—Scott outlines how strategic financial management can make or break your business.

LISTEN FOR

5:52 Why Two Sets of Books (Cash vs Accrual) Matter

7:25 Monthly Cadence: How to Review Your Financial Health

9:05 Rolling 13-Month Cash Flow: Your Financial Crystal Ball

10:43 Don’t Trust REIT Benchmarks: Your KPIs Should Be Yours

16:04 Mastermind P&L Showdown: What Real Operators Are Doing

19:17 Three Essential Questions for Every Financial Meeting

Watch For

7:45 How a Missed K-1 Can Cost You Investor Trust

11:00 Rolling 13-Month Cash Flow: See the Trends, Avoid the Traps

14:50 What the Balance Sheet Really Tells You

19:20 Financial Forecasting: 90 Days Forward

22:00 The 3 Key Questions for Every C-Suite Meeting

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Chapters

1. The CFO Playbook for Storage Pros (00:00:00)

2. Why Two Sets of Books (Cash vs Accrual) Matter (00:05:52)

3. Monthly Cadence: How to Review Your Financial Health (00:07:25)

4. Rolling 13-Month Cash Flow: Your Financial Crystal Ball (00:09:05)

5. Don’t Trust REIT Benchmarks: Your KPIs Should Be Yours (00:10:43)

6. Mastermind P&L Showdown: What Real Operators Are Doing (00:16:04)

7. Three Essential Questions for Every Financial Meeting (00:19:17)