LivePlan Expert Advisors

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

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Local Advisors
Justin Bergman
  • Justin Bergman, MBA
  • Illinois Small Business Development Center at Sauk Valley Community College
  • Illinois, United States

“Our center advises clients from all stages in their business planning and helps them create comprehensive business plans using LivePlan.”

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

“Providing Business Decision Solutions for Business Growth”

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.”

Judith Syms
  • Judith Syms, Accountant, Bookkeeper
  • Proficient Accounting Solutions LLC
  • New Jersey, United States

“LivePlan enables us to strategically coach our clients to be profitable, succeed in reaching their goals, and streamline processes to free up time to set and accomplish their dreams.”

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.”

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!”

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.”

Chris Yaren
  • Chris Yaren, CPA, Accountant, Bookkeeper
  • Accountifi
  • Canada

“We use LivePlan to help organizations run on full power. We believe in having meaningful conversations with business owners about what they want from their company & help create a plan to get there.”

Dustin King
  • Dustin King, Accountant, Bookkeeper
  • Every Penny Accounts LLC
  • Colorado, United States

“We use LivePlan to develop a map to guide you to profitability and growth. The Dashboard becomes your guide to the future indicating issues that need your attention and we act as your navigator.”

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.”

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

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

David Harmon
  • David Harmon, Accountant, Bookkeeper, Consultant, MBA, Other
  • SoCo Tax & Cloud Accounting
  • California, United States

“We will accompany small businesses step-by-step as we assist them on planning and tracking their growth using LivePlan.”

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