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LivePlan Expert Advisors

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

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Local Advisors
Sandy Lenner
  • Sandy Lenner, CPA, MBA
  • Susan Missal Lenner, P.A.
  • Florida, United States

“Business plan & projections prepared by a CPA/MBA with your input. Use as a resource & benchmark to operate your business & uncover thought provoking questions to understand your business better.”

Fred Crooks
  • Fred Crooks, CPA, Accountant, Bookkeeper
  • CPA Corporation
  • California, United States

“We use the LivePlan app to help business owners develop their business plan (in alignment with their individual goals) and then assist them with devising a strategy to implement the plan.”

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.”

Robert Salinas
  • Robert Salinas, Accountant, Bookkeeper
  • Reality Check Business Solutions, LLC
  • Florida, United States

“We will make your business dream a reality.”

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.”

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.”

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.”

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.”

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.”

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.”

Johann Stuntebeck
  • Johann Stuntebeck, MBA
  • Small Business Development Center - Cape Girardeau
  • Missouri, United States

“We support entrepreneurs in setting up their business plan with a high level expertise team.”

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.”

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