LivePlan Expert Advisors

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

Remove Filters
Local Advisors
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.”

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.”

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.”

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.”

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.”

Craig Clayton
  • Craig Clayton, Accountant, Bookkeeper, MBA
  • Rochart Consulting
  • Rhode Island, United States

“Applying 20 years experience as a CFO for startups and small business”

Jill Hathaway
  • Jill Hathaway, Consultant
  • UMKC Small Business & Technology Development Center
  • Missouri, United States

“I use LivePlan to help small businesses focus on specific segments of their business strategy.”

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.”

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.”

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.”

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.”

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.”

Remote Advisors