LivePlan Expert Advisors

Get help on accounting, planning, & forecasting from a certified Expert Advisor.

Donna Bordeaux
  • Donna Bordeaux, CPA
  • Bordeaux & Bordeaux CPAs PA
  • South Carolina, United States

“Startups tend to have a lot of questions. We'll provide you with the answers in plain English so you won't have to wonder if your business will be able to survive the ramp up to profitability.”

Cindy Schroeder
  • Cindy Schroeder, Bookkeeper
  • Bright Bookkeeping LLC
  • Illinois, United States

“I help business owners make sense of their dashboards so they can spend time concentrating on their passion instead.”

Ron Haws
  • Ron Haws, CPA
  • Johnson Haws CPA
  • Utah, United States

“Our goal is to help your run your business to achieve the results that keep you growing. Our Business is Your Success!”

Vivian Seidner
  • Vivian Seidner, CPA, Accountant, Bookkeeper, MBA
  • Vivian By The Numbers
  • Maryland, United States

“Practical & patient help for organizations to manage their numbers to tell their story.”

Dale Jellison
  • Dale Jellison, Accountant, Bookkeeper
  • AccessCFOs
  • California, United States

“Incorporating LivePlan into the day-to-day snapshot of the firm's numbers along with planning for the future.”

Michael Callahan
  • Michael Callahan, CPA
  • Michael Callahan and Associates, LLC
  • Virginia, United States

“Helping Reveal Your Competitive Advantage”

Fred Crooks
  • Fred Crooks, CPA, Accountant, Bookkeeper
  • CPA Corporation
  • California, United States

“We use the LivePlan app to help business owners develop their business plan (in alignment with their individual goals) and then assist them with devising a strategy to implement the plan.”

Janene Schmidt
  • Janene Schmidt, CPA, MBA
  • BizIncite, LLC
  • South Carolina, United States

“LivePlan is integral to our practice by providing the platform by which entrepreneurs can visualize their desired direction and continued progress towards their goals.”

Sandy Morgan
  • Sandy Morgan, Bookkeeper, Consultant
  • Almost Anything LLC
  • Minnesota, United States

“Smart business decisions start with accurate and up-to-date financial information - LivePlan makes using that data easy, strategic and efficient.”

Robyn Smithson
  • Robyn Smithson, Bookkeeper
  • Smithson Boookkeeping & Business Services
  • Nevada, United States

“Utilizing LivePlan with my clients gives them a better understanding of their financials, a way to plan for changes and see how those changes will affect both cash flow & the bottom line.”

Kevin Stephens
  • Kevin Stephens, CPA
  • HintonBurdick CPAs & Advisors
  • Arizona, United States

“We utilize LivePlan to help our clients understand themselves, the environment they are operating within, and the opportunities and challenges that exist within that environment.”

Sarah Linder
  • Sarah Linder, CPA, Accountant, Bookkeeper
  • Sarah A. Linder, CPA, Ltd.
  • Minnesota, United States

“LivePlan is a great tool to help business owners SEE where they've been and where they are going!”