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LivePlan Expert Advisors

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

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Local Advisors
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.”

Cindy Schroeder
  • Cindy Schroeder, Bookkeeper
  • Bright Bookkeeping LLC
  • Illinois, United States

“I help business owners make sense of their dashboards so they can spend time concentrating on their passion instead.”

David Maher
  • David Maher, Bookkeeper
  • GG Technologies
  • Tennessee, United States

“Failing to plan is planning to fail. I believe a tool like LivePlan helps a business owner focus on the most important issues to help make their business grow and prosper.”

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.”

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!”

Carmen Brown
  • Carmen Brown, Bookkeeper
  • Simple Organized Solutions, Inc.
  • Colorado, United States

“We use LivePlan to organize data, effectively ensuring you learn and embrace how to efficiently run your business, work smarter and skip bumps and roadblocks a young business usually faces.”

Jamie Playford
  • Jamie Playford, Bookkeeper
  • Leading Strategies
  • United Kingdom

“At Leading we help businesses set and achieve their smart goals, explore opportunities, realise value and limit risk.”

Marcia Lorraine
  • Marcia Lorraine, Bookkeeper
  • Lorraine's Ledgers
  • New York, United States

“LivePlan provides an up-to-date visual financial report, accessible from anywhere to monitor your business finances.”

Katherine Wynne-Jones
  • Katherine Wynne-Jones, Accountant, Bookkeeper, MBA
  • Wynne-Jones & Associates
  • Michigan, United States

“Establish a meaningful budget and an effective forecast based on the business owners desired level of future growth and profitability.”

Vivian Seidner
  • Vivian Seidner, CPA, Accountant, Bookkeeper, MBA
  • Vivian By The Numbers
  • Maryland, United States

“Practical & patient help for organizations to manage their numbers to tell their story.”

Donna Bordeaux
  • Donna Bordeaux, CPA
  • Bordeaux & Bordeaux CPAs PA
  • South Carolina, United States

“Startups tend to have a lot of questions. We'll provide you with the answers in plain English so you won't have to wonder if your business will be able to survive the ramp up to profitability.”

Danetha Doe
  • Danetha Doe, Accountant
  • Money and Mimosas
  • California, United States

“Money and Mimosas helps small business owners create a plan to break through six figures.”

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