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LivePlan Expert Advisors

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

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Local Advisors
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.”

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.”

Johann Stuntebeck
  • Johann Stuntebeck, MBA
  • Small Business Development Center - Cape Girardeau
  • Missouri, United States

“We support entrepreneurs in setting up their business plan with a high level expertise team.”

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”

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.”

Fred Crooks
  • Fred Crooks, CPA, Accountant, Bookkeeper
  • CPA Corporation
  • California, United States

“We use the LivePlan app to help business owners develop their business plan (in alignment with their individual goals) and then assist them with devising a strategy to implement the plan.”

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!”

Robyn Smithson
  • Robyn Smithson, Bookkeeper
  • Smithson Boookkeeping & 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.”

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.”

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.”

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.”

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.”

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