LivePlan Expert Advisors

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

Karla Geldmacher
  • Karla Geldmacher, CPA
  • Altitude Financial Services LLC
  • Maryland, United States

“We will meet with clients quarterly to review their metrics and set goals for growth and improvement.”

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.”

Karin Amann
  • Karin Amann, MBA
  • Karin Amann Business Services
  • California, United States

“I use LivePlan with clients in all stages of business. I love to help small business take the headache out of strategy, analysis, and financial forecasting.”

Luke Gheen
  • Luke Gheen, CPA, MBA
  • Gheen & Co., CPA, LLC
  • Colorado, United States

“We use LivePlan to help drive a more accurate tax plan for businesses. We also use it to help them manage their cash, achieve their goals, and look forward not backward.”

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.”

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.”

Faith Terwilliger
  • Faith Terwilliger, CPA
  • Terwilliger CPA
  • Vermont, United States

“Our approach to using LivePlan with our clients is the same approach we use with all of our software implementation: client-directed, hands-on, dynamic and proactive.”

Billie Anne Grigg
  • Billie Anne Grigg, Bookkeeper
  • Pocket Protector Bookkeeping
  • Oklahoma, United States

“LivePlan gives my clients concise, timely summaries of their financial information and how it compares to their milestones allowing them to quickly make decisions that grow their business.”

Keith Bogard
  • Keith Bogard, PBA, Accountant
  • Azendit Accounting Inc.
  • Canada

“Azendit takes an educational approach to inform and empower clients on the importance of having a solid business plan and the tools necessary to track business performance to ensure success and growth”

Katherine Wynne-Jones
  • Katherine Wynne-Jones, Accountant, Bookkeeper, MBA
  • Wynne-Jones & Associates
  • Michigan, United States

“Establish a meaningful budget and an effective forecast based on the business owners desired level of future growth and profitability.”

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.”

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.”