LivePlan Expert Advisors

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

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Local Advisors
Jakob Pallesen
  • Jakob Pallesen, MBA
  • Small Business Development Center - Cape Girardeau
  • Missouri, United States

“We support and advise entrepreneurs in developing their strategic business plan”

Mac McSwain
  • Mac McSwain, CPA
  • McSwain Hiott CPAs
  • South Carolina, United States

“Our insight is proven to help your business grow.”

Rory Thomas
  • Rory Thomas, MBA
  • Tennessee Small Business Development Center at Southwest Tennessee Community College
  • Tennessee, United States

“LivePlan helps assists small business clients in developing sound business plans, projections and pitches for key stakeholders.”

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.”

Joanne Ort
  • Joanne Ort, CPA, Accountant, Bookkeeper, MBA
  • Joanne Ort CPA Accounting & Financial Services
  • Washington, United States

“I use LivePlan to provide clients with visually compelling financial reports, in real time, so they are better equipped to run their businesses.”

Christine Buckley
  • Christine Buckley, Bookkeeper
  • Washington Center for Women in Business
  • Washington, United States

“I help small businesses create a viable, profitable and sustainable business model at all stages from start-up through growth. I assist with financial projections and modeling.”

Tammy Martin
  • Tammy Martin, MBA
  • CFO Strategic Advisors, LLC.
  • Connecticut, United States

“We use LivePlan to help small businesses grow because it is easy to use, provides a visually appealing snapshot of the businesses health and it allows for simple collaboration.”

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.”

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.”

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.”

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!”

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”

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