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LivePlan Expert Advisors

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

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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.”

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.”

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.”

Robyn Smithson
  • Robyn Smithson, Bookkeeper
  • Smithson Boookkeeping & Business Services
  • Nevada, United States

“Utilizing LivePlan with my clients gives them a better understanding of their financials, a way to plan for changes and see how those changes will affect both cash flow & the bottom line.”

Faith Terwilliger
  • Faith Terwilliger, CPA
  • Terwilliger CPA
  • Vermont, United States

“Our approach to using LivePlan with our clients is the same approach we use with all of our software implementation: client-directed, hands-on, dynamic and proactive.”

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.”

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.”

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.”

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!”

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.”

Kevin Stephens
  • Kevin Stephens, CPA
  • HintonBurdick CPAs & Advisors
  • Arizona, United States

“We utilize LivePlan to help our clients understand themselves, the environment they are operating within, and the opportunities and challenges that exist within that environment.”

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.”

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