LivePlan Expert Advisors

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

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Local Advisors
John Koloch
  • John Koloch, Accountant, Bookkeeper
  • GeneralCents Accounting, LLC
  • Arizona, United States

“Our primary goal is to educate and inspire our clients to succeed in their business so that they can have the freedom and flexibility to do what they love!”

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.”

Neil Sinclair
  • Neil Sinclair
  • LibAbun Business Coaching and Training
  • United Kingdom

“We Coach and Train Small Businesses how to grow, automate and thrive in Business using LivePlan”

Gina Woodward
  • Gina Woodward, MBA
  • America's SBDC at WTAMU
  • Texas, United States

“America's SBDC at WTAMU uses LivePlan to work with small business owners and entrepreneurs to develop business plans and financial projections that are bankable and pitch ready!”

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.”

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.”

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.”

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.”

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.”

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.”

Philippe Maeckelberghe
  • Philippe Maeckelberghe, MBA
  • SofiDelphi
  • Europe

“Liveplan transforms your energy into developing strategy instead of distracting you with complicated spreadsheets. We will help you to take off with this tool, based on our indepth finance experience.”

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.”

Remote Advisors