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LivePlan Expert Advisors

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

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Local Advisors
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.”

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.”

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.”

Cyndi Thomason
  • Cyndi Thomason, Accountant, Bookkeeper
  • bookskeep
  • Arkansas, United States

“We use LivePlan to help small business owners understand past financial trends and map out future directions in order to focus their energy and optimize their resources.”

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.”

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.”

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.”

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.”

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.”

Brad Golchin
  • Brad Golchin, CPA
  • Wise Advice Limited
  • New Zealand

“At Wise Advice we believe well-constructed ‘live’ business plans offer essential financial & planning flexibility & allied to Xero, enable real time decisions that lead to successful business growth.”

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.”

Remote Advisors