LivePlan Expert Advisors

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

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Local Advisors
Mac McSwain
  • Mac McSwain, CPA
  • McSwain Hiott CPAs
  • South Carolina, United States

“Our insight is proven to help your business grow.”

Craig Clayton
  • Craig Clayton, Accountant, Bookkeeper, MBA
  • Rochart Consulting
  • Rhode Island, United States

“Applying 20 years experience as a CFO for startups and small business”

Ken Aurigemma
  • Ken Aurigemma, Accountant
  • Strategic Business Alliance, LLC
  • California, United States

“I use LivePlan with clients for budgeting, forecasting and business planing to help them understand and grow their business.”

Rickey Bowen
  • Rickey Bowen, Consultant
  • Gateway Financial Advisors, Inc.
  • California, United States

“Working on your business is essential for Success! Let's identify key metrics that define your goals. I understand the importance of coaching and taking the appropriate action to drive results.”

William Wilsnagh
  • William Wilsnagh, MSc, Business Strategy Advisor
  • Skye Business Solutions
  • United Kingdom

“Skye Business Solutions improves business owner’s lives, by providing step by step solutions to design and implement business planning and forecasting strategies to achieve business and personal goals”

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.”

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.”

Gina Woodward
  • Gina Woodward, MBA
  • America's SBDC at WTAMU
  • Texas, United States

“America's SBDC at WTAMU uses LivePlan to work with small business owners and entrepreneurs to develop business plans and financial projections that are bankable and pitch ready!”

Brett Neal
  • Brett Neal, CPA
  • Brett L. Neal, CPA
  • California, United States

“We use LivePlan as a tool to communicate with our clients, so that we can share in their dreams to help guide them with real time financial forecasts and projections.”

Dorothy Kolb
  • Dorothy Kolb, CPA, Accountant
  • dK east LLC
  • Delaware, United States

“I give you visibility into financial and strategic strengths and weaknesses to help you make your business passion a success.”

Philippe Maeckelberghe
  • Philippe Maeckelberghe, MBA
  • SofiDelphi
  • Europe

“Liveplan transforms your energy into developing strategy instead of distracting you with complicated spreadsheets. We will help you to take off with this tool, based on our indepth finance experience.”

Remote Advisors