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.”

Jan Haugo
  • Jan Haugo, Accountant
  • JAN HAUGO & ASSOCIATES
  • Arizona, United States

“JH & Accounting collaborate approach provides a small business with goals, budgets, bench-marking and analysis for a complete visual into a company's heart for optimal growth.”

Kevin Stephens
  • Kevin Stephens, CPA
  • HintonBurdick CPAs & Advisors
  • Arizona, United States

“We utilize LivePlan to help our clients understand themselves, the environment they are operating within, and the opportunities and challenges that exist within that environment.”

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.”

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!”

Sherrell Martin
  • Sherrell Martin, Accountant, Bookkeeper
  • Nitram Financial Solutions
  • Maryland, United States

“We use LivePlan to provide clients with the financial metrics needed to strategically increase their profitability and move the needle in their business.”

Sandy Morgan
  • Sandy Morgan, Bookkeeper, Consultant
  • Almost Anything LLC
  • Minnesota, United States

“Smart business decisions start with accurate and up-to-date financial information - LivePlan makes using that data easy, strategic and efficient.”

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.”

Daniel Talkins
  • Daniel Talkins, CPA, MBA
  • Future Balance CPAs
  • Canada

“We use LivePlan to create a formal business plan, track growth & advise on progress in real-time, so clients can optimize business performance.”

Robyn Smithson
  • Robyn Smithson, Bookkeeper
  • Smithson Bookkeeping & Business Services
  • Nevada, United States

“Utilizing LivePlan with my clients gives them a better understanding of their financials, a way to plan for changes and see how those changes will affect both cash flow & the bottom line.”

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.”

Cyndi Thomason
  • Cyndi Thomason, Accountant, Bookkeeper
  • bookskeep
  • Arkansas, United States

“We use LivePlan to help small business owners understand past financial trends and map out future directions in order to focus their energy and optimize their resources.”

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