LivePlan Expert Advisors

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

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Local Advisors
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.”

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.”

Manch Kersee
  • Manch Kersee, Accountant, Bookkeeper, MBA, Other
  • J.R. Dexter Inc
  • Florida, United States

“Providing Business Decision Solutions for Business Growth”

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.”

Ron Allen
  • Ron Allen, Accountant, Bookkeeper, MBA
  • Exigo Business Solutions
  • Missouri, United States

“Exigo Business Solutions makes your life easier by providing an integrated solution for small businesses. We offer full-service bookkeeping and CFO services, marketing, and technology solutions.”

Mario Raia
  • Mario Raia, Accountant, Bookkeeper, MBA
  • Combined IQ Inc
  • Washington, United States

“I use LivePlan to actively track progress and create accountability for results. With me, you will have regular, realtime feedback, which helps you make great decisions and achieve your goals.”

Gregg Kell
  • Gregg Kell, MBA
  • Profit Growth Builders
  • California, United States

“We're passionate about helping our clients positively shape their professional and personal futures.”

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!”

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.”

Mark Stricker
  • Mark Stricker, CPA
  • Wipfli CPA's and Consultants
  • Illinois, United States

“My combination of 20 years of working with small business along with asking the right questions leads to a collaborative approach to build a good business plan.”

Van Haas
  • Van Haas, Accountant, Bookkeeper
  • Accountix, Inc.
  • California, United States

“We help you get your bookkeeping and financial systems in place so that you can use LivePlan to be more profitable and make better business decisions.”

Remote Advisors