LivePlan Expert Advisors

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

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Local Advisors
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.”

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.”

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.”

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.”

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.”

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.”

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.”

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.”

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.”

Josh Brown
  • Josh Brown, Consultant
  • Tennessee Small Business Development Center
  • Tennessee, United States

“LivePlan allows existing businesses find operational & financial clarity and start-up business have a working Business Plan tool to work through how they will get their business off the ground.”

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.”

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.”

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