LivePlan Expert Advisors

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

Remove Filters
Local Advisors
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.”

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.”

Mario Raia
  • Mario Raia, Accountant, Bookkeeper, MBA
  • Combined IQ Inc
  • Washington, United States

“I use LivePlan to actively track progress and create accountability for results. With me, you will have regular, realtime feedback, which helps you make great decisions and achieve your goals.”

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.”

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.”

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.”

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.”

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.”

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!”

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.”

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.”

Remote Advisors