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David Harmon

David Harmon

Outsourced CFO, SoCo Tax & Cloud Accounting

  • California, United States
  • Offers Virtual Services
“We use LivePlan to develop business plans and forecasts.

Our expertise in LivePlan helps us ask the right questions and deliver a reliable business plan.”

Our Purpose:

Improve decision making through data, reporting, knowledge, and understanding so that organizations and families can operate with confidence.

Industry Focus

  • Any industry


  • Bookkeeping
  • Financial Forecasting and Performance Review
  • Loan Structuring and Applications
  • Managerial Accounting or CFO
  • Tax Preparation and/or Succession Planning

Business Stage

  • An idea/pre-revenue
  • 0-1 years
  • 2+ years
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