LivePlan Expert Advisors

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

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Local Advisors
Fabien Gendron
  • Fabien Gendron, CPA
  • Duncan & Company CPAs
  • Canada

“LivePlan provides an easy, efficient and accessible way to plan the future of your business, set goals and monitor your progress.”

Alan Chapman
  • Alan Chapman, MBA
  • Action COACH Business Coaching
  • United Kingdom

“We use LivePlan to help business owners develop there business plan & track growth. We advise on progress in real time so clients can optimise business performance.”

Tammy Martin
  • Tammy Martin, MBA
  • CFO Strategic Advisors, LLC.
  • Connecticut, United States

“We use LivePlan to help small businesses grow because it is easy to use, provides a visually appealing snapshot of the businesses health and it allows for simple collaboration.”

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.”

Myra Evans-Manyweather
  • Myra Evans-Manyweather, MBA
  • Global 7.0 LLC
  • Texas, United States

“Myra Evans-Manyweather is an Author/Speaker/Coach/ Entrepreneur providing business planning, strategy, decision support and advisory services.”

John Koloch
  • John Koloch, Accountant, Bookkeeper
  • GeneralCents Accounting, LLC
  • Arizona, United States

“Our primary goal is to educate and inspire our clients to succeed in their business so that they can have the freedom and flexibility to do what they love!”

Ingrid Edstrom
  • Ingrid Edstrom, Bookkeeper
  • Polymath, LLC : Bookkeeping Allies
  • Oregon, United States

“Polymath helps small businesses with their bookkeeping, business strategy, and profit planning. We do so much more than basic bookkeeping. Our purpose is to empower your passion.”

Rory Thomas
  • Rory Thomas, MBA
  • Tennessee Small Business Development Center at Southwest Tennessee Community College
  • Tennessee, United States

“LivePlan helps assists small business clients in developing sound business plans, projections and pitches for key stakeholders.”

Chelsea Stanton
  • Chelsea Stanton, Accountant
  • Fine Point Consulting, LLC
  • Wisconsin, United States

“We are using Live Plan to analyze monthly data which helps our clients understand trends; to help them forecast and budget with real time decisions.”

Joanne Ort
  • Joanne Ort, CPA, Accountant, Bookkeeper, MBA
  • Joanne Ort CPA Accounting & Financial Services
  • Washington, United States

“I use LivePlan to provide clients with visually compelling financial reports, in real time, so they are better equipped to run their businesses.”

Amber Aureden
  • Amber Aureden
  • SPARK Business Planning & Strategy
  • Pennsylvania, United States

“Business coaching services that enable, empower, and equip leaders and entrepreneurs to make a living doing what they love with passion, purpose, and positive impact.”

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.”

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