LivePlan Expert Advisors

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

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Local Advisors
Kelly Weaver
  • Kelly Weaver
  • South Dakota Small Business Development Center
  • South Dakota, United States

“As we advise clients through the business planning process, LivePlan helps them to flesh out their business idea, consider various scenarios, and create a complete and professional business plan.”

Mark Stricker
  • Mark Stricker, CPA
  • Wipfli CPA's and Consultants
  • Illinois, United States

“My combination of 20 years of working with small business along with asking the right questions leads to a collaborative approach to build a good business plan.”

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.”

Manch Kersee
  • Manch Kersee, Accountant, Bookkeeper, MBA, Other
  • J.R. Dexter Inc
  • Florida, United States

“Providing Business Decision Solutions for Business Growth”

William Wilsnagh
  • William Wilsnagh, MSc, Business Strategy Advisor
  • Skye Business Solutions
  • United Kingdom

“Skye Business Solutions improves business owner’s lives, by providing step by step solutions to design and implement business planning and forecasting strategies to achieve business and personal goals”

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.”

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.”

Alan Chapman
  • Alan Chapman, MBA
  • Action COACH Business Coaching
  • United Kingdom

“We use LivePlan to help business owners develop there business plan & track growth. We advise on progress in real time so clients can optimise business performance.”

Judith Syms
  • Judith Syms, Accountant, Bookkeeper
  • Proficient Accounting Solutions LLC
  • New Jersey, United States

“LivePlan enables us to strategically coach our clients to be profitable, succeed in reaching their goals, and streamline processes to free up time to set and accomplish their dreams.”

Dorothy Kolb
  • Dorothy Kolb, CPA, Accountant
  • dK east LLC
  • Delaware, United States

“I give you visibility into financial and strategic strengths and weaknesses to help you make your business passion a success.”

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.”

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”

Remote Advisors