LivePlan Expert Advisors

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

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.”

Leah Roe
  • Leah Roe, CPA, Accountant
  • Fine Point Consulting, LLC
  • Wisconsin, United States

“I use LivePlan to analyze financial data and explain what the numbers are actually saying. I use that information with clients to forecast for the future & increase business success and CEO happiness”

Cami Powell
  • Cami Powell, Accountant, Bookkeeper, MBA
  • Powell Business Solutions, LLC
  • Washington, United States

“Our company uses LivePlan as a planning tool to assist clients financially and strategically. Powell Business Solutions strengthens small businesses for financial prosperity.”

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!”

Denise Loter-Koch
  • Denise Loter-Koch, Accountant, Bookkeeper
  • ebs Associates, Inc.
  • Oregon, United States

“ebs Associates provides innovative solutions to small business to help them understand and grow their business to the next level.”

Danetha Doe
  • Danetha Doe, Accountant
  • Money and Mimosas
  • California, United States

“Money and Mimosas helps small business owners create a plan to break through six figures.”

David Maher
  • David Maher, Bookkeeper
  • GG Technologies
  • Tennessee, United States

“Failing to plan is planning to fail. I believe a tool like LivePlan helps a business owner focus on the most important issues to help make their business grow and prosper.”

Denise Grove
  • Denise Grove, CPA, Accountant
  • CFO Support, Inc.
  • Georgia, United States

“I am passionate about growing organizations and have the knowledge to guide my clients through hands-on forecasting, budgeting and strategic planning. Let’s talk about how I may help you today!”

George Williams
  • George Williams, Accountant, Consultant, MBA
  • George W Services
  • Florida, United States

“Leverage your growth, become intentional, create a plan, manage, adjust and grow! We help you define the track, measure and manage. People + Process + Passion + Performance Metrics = Profits.”

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.”

Jan Haugo
  • Jan Haugo, Accountant
  • Arizona, United States

“JH & Accounting collaborate approach provides a small business with goals, budgets, bench-marking and analysis for a complete visual into a company's heart for optimal growth.”

Carmen Brown
  • Carmen Brown, Bookkeeper
  • Simple Organized Solutions, Inc.
  • Colorado, United States

“We use LivePlan to organize data, effectively ensuring you learn and embrace how to efficiently run your business, work smarter and skip bumps and roadblocks a young business usually faces.”