Take Control of your Finances

1. Tax & Investor Ready Financials
2. Cash Flow Automation
3. Actionable Storage Industries KPIs
4. Forecasting for Financial Stability & Future Growth

Bronze Tier

Silver Tier

Gold Tier

Cash Flow Automation

It’s not just about bookkeeping; it’s about profit engineering with a system built to boldly boost your bottom line!

Problem Points:

• 🚫 Messy Cash Flow: One bank account = cash flow confusion.
• 🚫 Manual Money Movement: Tedious and error-prone.
• 🚫 Profit Last: Business expenses eat up revenue before you get paid.
• 🚫 Lack of Clarity: No real-time insight into how well the business is performing.​​

Our Self Storage Financial Optimization System guarantees that you:

• ✅ Take home more profit with Profit First cash flow automation.
• ✅ Track your business health with Fathom HQ dashboards and KPIs.
• ✅ Never get caught off guard by taxes thanks to automated allocations.
• ✅ Plan your next expansion with real-time, data-driven insights.

Book Your discovery call Now!

Bronze Tier
Your Essential Financial Foundation

• 100% Tax & Investor Ready: Eliminate year-end panic. Your financials are always clean, current, and prepared for tax filing or due diligence.
  
• Clear Profitability Picture: Instantly know your true profitability, cash flow, and overhead costs with reliable, timely reporting.
  
• Current & Compliant Books: We handle the heavy lifting, ensuring all transactions are accurately classified according to self-storage best practices.
  
• Audit & Lender Confidence: Easily provide professional financial statements to banks, investors, or potential buyers on demand.
  
• Peace of Mind & Preparedness: Focus 100% on operations, knowing your financial foundation is solid, secure, and accurate.

 Don’t Just Take Our Word for It:

​“They respond very quickly to my questions and emails, they get me the reports I need in a timely manner every month. And I love the videos Conner does to explain the reports each month.”
​- TJY Properties, LLC

“Conner is so easy to work with and explains accounting practices that need to be changed or updated in an easy way. He uses technology to keep me informed and is always updating his processes to improve efficiencies.”
- Leslie Sans

Silver Tier
​Data-Driven Performance

•  Industry KPI Benchmarking: Compare your performance (Occupancy, Delinquency, NOI) against top industry standards.
  
• Identify Profit Gaps: Pinpoint specific operational areas where you are losing revenue or overspending.
• Actionable Performance Reports: Get concise, monthly reports identifying opportunities for incremental improvement.
• Maximize Efficiency & ROI: Use usable data, not guesswork, to manage smarter and drive higher returns.
• Strategic Management Insights: Move beyond basic bookkeeping to proactive, data-informed decision-making. 

Book Your discovery call Now!

​How We Help You Prosper:

1. Automated Cash Flow with Relay Financial

• Separate accounts for income, loan payments, profit, taxes, expenses, and payroll.
• Set and forget with auto-transfers to keep your money organized.

2. Profit First System

• Ensure you pay yourself first - no more running out of cash for taxes or growth.
• Guarantee profitability with pre-set allocations.

3. Financial Dashboards with Fathom

• Track KPIs like Revenue per Available Square Foot, Occupancy Rate, and Debt Service Coverage Ratio.
• Visualize cash flow and growth potential in real time.

Book Your discovery call Now!

Gold Tier
Strategic Planning & Portfolio Mastery

• Future-Focused Cash Flow Forecasting: Look ahead. Proactively plan for property taxes, major maintenance, upgrades, and large capital expenditures.
  
• Sustainable Owner Draws: Determine precisely what you and your owners can sustainably pay yourselves, ensuring the business remains healthy.
  
• Holistic Portfolio Consolidation: Get one unified, crystal-clear financial view across multiple storage facilities or diverse real estate assets.
  
• Master Inter-Company Transfers: Eliminate confusion by accurately tracking all fund movements between entities to know your true available cash.
  
• Invest with Confidence: Utilize accurate, forward-looking financial intelligence for strategic decisions on acquisitions, refinancing, and growth.

Profit First Implementation
​& Cash Flow Automation

• Automated Cash Flow Discipline: Implement the Profit First methodology, automating the distribution of every dollar your facility earns.
  
• Guaranteed Tax Set-Asides: Eliminate tax season panic. Funds are automatically and securely set aside, ensuring money isn't accidentally spent before it's due.
  
• Multi-Level Account Setup: We configure specialized bank accounts to manage Operating Expenses, Loan Payments, Owner Draws, and Taxes, all on autopilot.
  
• Stop Accidental Spending: Install financial guardrails that guarantee your profits are secured and your bills are covered before temptation sets in.
  
• Reclaim Your Time: Get out of the financial weeds and back into a high-level, strategic role focused on growth or enjoying the freedom of ownership.

Book Your discovery call Now!