The CFO Playbook for Storage Pros

Send us Fan MailScott 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 FOR5:52 Why Two Sets of Books (Cash vs Accrual) Matter7:25 Monthly Cadence: How to Review Your Financial Health9:05 Rolling 13-Month Cash Flow: Your Financial Crystal Ball10:43 Don’t Trust REIT Benchmarks: Your KPIs Should Be Yours16:04 Mastermind P&L Showdown: What Real Operators Are Doing19:17 Three Essential Questions for Every Financial MeetingWatch For7:45 How a Missed K-1 Can Cost You Investor Trust11:00 Rolling 13-Month Cash Flow: See the Trends, Avoid the Traps14:50 What the Balance Sheet Really Tells You19:20 Financial Forecasting: 90 Days Forward22:00 The 3 Key Questions for Every C-Suite MeetingLeave a positive rating for this podcast with one clickCONNECT WITH USWebsite | You Tube | Facebook | X | LinkedIn | InstagramFollow so you never miss a NEW episode! Leave us an honest rating and review on Apple or Spotify.