LivePlan Expert Advisors

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

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Local Advisors
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.”

Julie Babcock-Hyde
  • Julie Babcock-Hyde, CPA, Accountant, Bookkeeper, Other
  • Spark Accounting Solutions PLLC
  • Idaho, United States

“We use LivePlan to help our clients set and meet their profitability and cash flow goals.”

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.”

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.”

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.”

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.”

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.”

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.”

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.”

Brian Tapp
  • Brian Tapp, Consultant, Other
  • Iowa State University - SBDC
  • Iowa, United States

“LivePlan is a tool I use to assist clients, develop and evaluate their business and put it into motion.”

Jakob Pallesen
  • Jakob Pallesen, MBA
  • Small Business Development Center - Cape Girardeau
  • Missouri, United States

“We support and advise entrepreneurs in developing their strategic business plan”

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.”

Remote Advisors