LivePlan Expert Advisors

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

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Local Advisors
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.”

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.”

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.”

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.”

Brad Golchin
  • Brad Golchin, CPA
  • Wise Advice Limited
  • New Zealand

“At Wise Advice we believe well-constructed ‘live’ business plans offer essential financial & planning flexibility & allied to Xero, enable real time decisions that lead to successful business growth.”

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.”

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.”

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.”

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.”

Cynthia Nevels
  • Cynthia Nevels, Consultant
  • Integrality, LLC
  • Texas, United States

“We use LivePlan to help our clients develop a strong plan for their future and create systems to measure and track their success over time.”

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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