We began working with Skala Advisory years ago on a start-up business plan. David Skala’s assistance with formulating a business plan and a proforma was key to us securing a business loan from a bank. Last year, we started having Skala Advisory do our taxes and provide ongoing monthly financial advice. The advice we received has been vital to helping our business grow. We are very pleased with their excellent level of service and pricing. I do not think our business would be in such a strong position without the help from Skala Advisory.
Dr Alex Wainwright
Luna Ob Gyn
I highly recommend Skala Advisory for any tax and bookkeeping work. I personally used Skala for my start-up business and David’s advice has helped us navigate our first year of business with everything from required filings, to mundane bookkeeping cleanup, to end of year tax advice. His experience as an attorney, business owner and banker covers the spectrum of all of our needs and helped us have a successful first year. We look forward to working with Skala for many years to come.
Brad Galland
I’ve worked with Skala Advisory for years, and they have been an extremely valuable partner in both my real estate business and overall tax planning. Their ongoing support, financial guidance, and strategic advice have been priceless when it comes to monthly financials, decision-making, and keeping my business moving in the right direction.
What I appreciate most is that they understand real estate, taxes, and the importance of smart strategy. They consistently check all the boxes with the core values I care about: honesty, integrity, smart advice, and reliable execution.
I highly recommend Skala Advisory to any business owner or real estate investor looking for trusted financial and tax guidance.
Ryan DiGiovanni
The DGV Group