Monthly Accounting Built Specifically for Self-Storage Owner

Best for owner-operators with 1-3 storage facilities with basic reporting needs.

Scope of Services:

•  Monthly bookkeeping in QuickBooks Online 
• Bank and credit card reconciliations 
• Revenue entry (monthly summary from SiteLink or equivalent) 
• Basic chart of accounts setup (storage-specific) 
• Monthly financial statements: 
• Profit & Loss 
• Balance Sheet 
• Loan amortization entries (principal + interest split)
• Client portal to streamline communication between our office our clients

Financials are delivered by the 20th of the following month.

Limitations:

• No AP management
• No accrual accounting (cash or modified cash)
• No facility-level sermentation beyond basic classes
• Limited email support

Pricing:

• $395-$500 per facility/month
• One-time onboarding fee $1,000

Best for owner-operators with 3-10 facilities and are growth focused.

Everything in GOOD, plus 

• Enhanced Accounting full accrual accounting (critical for valuation and lending)

1. Property tax accruals
2. Insurance accruals
3. Revenue recognition adjustments
4. Monthly revenue tie-out between property management software such as Sitelink and QBO
5. Cleanup and redesign of the chart of accounts (if needed)

• Accounts Payable Support

1. AP entry from Dropbox/email uploads
2. Vendor categorization and tracking
3. Optional bill-pay coordination (client approval required)

• Reporting Upgrades

1. Facility-level financials by class/location
2. Monthly KPI dashboard
3. Budget vs actual reporting
4. Weekly updated financial statement sync to Google Sheets
5. Financial statments delivered by the 15th of the following month

Pricing 

• $450-$650 per facility/month
• One-time onboarding fee $1,000
  

Best for serious operator-owners with 8+ facilities that are acquistion focused 

Everything in BETTER, plus:

• Advanced Financial Management

1. Fully integrated workflows:
2. Monthly financial review  + strategic recommendations
3. Consolidated portfolio reporting + entity-level rollups
4. Cash flow forecasting and capital planning
5. Daily updated financial statements sync to Google Sheets

• Performance Optimization

1.  Unit-level and size-level revenue analysis (10x10, 10x20, RV, etc.) 
2. Pricing strategy recommendations (rate increases, promos) 
3. Expense benchmarking vs. industry norms 
4. NOI improvement strategies
5. Tax planning is proactive
6. Lender reports tie out
7. Financials delivered by the 10th of the following month

• Tax & Valuation Support

1.  Property tax consulting support (valuation review, appeal strategy) 
2. Cap rate and valuation modeling 
3. Cost segregation coordination 
4. QBI and entity structuring insights

• Investor/Lender Ready Reporting

1.  Custom financial packages for banks or partners 
2. Debt covenant tracking 
3. Refinance / acquisition support

Pricing

• $650-$1,000+ per facility/month
• $5,000 mimimum per month to qualify for this service
• One-time onboarding fee $1,000 

• Financials that don't tie to bank statements
• CPA doesn't understand tenant protection income
• No idea what 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.