LivePlan Expert Advisors

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

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Local Advisors
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.”

Brian Tapp
  • Brian Tapp, Consultant, Other
  • Iowa State University - SBDC
  • Iowa, United States

“LivePlan is a tool I use to assist clients, develop and evaluate their business and put it into motion.”

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.”

Fabien Gendron
  • Fabien Gendron, CPA
  • Duncan & Company CPAs
  • Canada

“LivePlan provides an easy, efficient and accessible way to plan the future of your business, set goals and monitor your progress.”

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.”

Mark Stricker
  • Mark Stricker, CPA
  • Wipfli CPA's and Consultants
  • Illinois, United States

“My combination of 20 years of working with small business along with asking the right questions leads to a collaborative approach to build a good business plan.”

Jan Haugo
  • Jan Haugo, Accountant
  • 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.”

Josh Brown
  • Josh Brown, Consultant
  • Tennessee Small Business Development Center
  • Tennessee, United States

“LivePlan allows existing businesses find operational & financial clarity and start-up business have a working Business Plan tool to work through how they will get their business off the ground.”

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.”

Julie Babcock-Hyde
  • Julie Babcock-Hyde, CPA, Accountant, Bookkeeper, Other
  • Spark Accounting Solutions PLLC
  • Idaho, United States

“We use LivePlan to help our clients set and meet their profitability and cash flow goals.”

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.”

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.”

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