LivePlan Expert Advisors
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LivePlan Expert Advisors
The following list includes the renewal due date for maintaining your Expert Advisor status. If you do not see your name on this list, you have either (1) not completed your initial certification requirements or (2) you did not complete the steps to maintain your certification prior to your renewal/expiration date.
The renewal due date is when the Expert Advisor must have completed the yearly renewal requirements. We will look back 12 months from the renewal due date for LivePlan best practice webinar attendance and whether you are actively advising at least 3 clients.
Click here to see the certification renewal requirements.
If you have questions, you may email us at accountants@liveplan.com.
*updated 9/23/2021
NOTE: It may take up to 2 weeks for renewals to be updated
| Last Name | First Name | Company/Organization | Renewal Due Date |
|---|---|---|---|
| Abella | Jesica | Abella Tax Services, Inc | 10/10/2021 |
| Allen | Ronald | Exigo Business Solution | 12/31/2021 |
| Amsel | Moshe | DreamBuilder Financial, LLC | 07/08/2022 |
| Aurigemma | Ken | Strategic Business Alliance, LLC | 03/17/2022 |
| Babcock-Hyde | Julie | Spark Accounting Solutions PLLC | 02/19/2022 |
| Badri | Elsir | Audiix Accounting & Bookkeeping | 08/20/2022 |
| Ball | Don | Venture Quest Global | 03/07/2022 |
| Banks | Brooksher | Banks & Associates | 11/08/2021 |
| Beniamous | Dean | Ferguson & Peters | 10/20/2021 |
| Brody | Debora | Just For You Consulting Services, Inc. | 02/03/2022 |
| Burge | Patrick | Smorgasbord | 02/19/2022 |
| Cameron | Victoria | Cloud Consultancy | 12/31/2021 |
| Chandler | Tina | Fair and Square Bookkeeping, LLC | 01/01/2022 |
| Chapman | Alan | Channel Islands Business Coaching Ltd | 07/29/2022 |
| Coffman | Kathy | Coffman Bizsolutions Inc. | 12/31/2021 |
| Coggins | Chris | OutSourced CFO Solutions | 10/16/2021 |
| Collins | Tracy | Collins Bookkeeping Services | 12/01/2021 |
| Cooper | Ben | Amplify COO | 03/01/2022 |
| Defeo | Judith | JADDE Financial Solutions | 10/16/2021 |
| Denniston | Eric | Denner Group International | 03/10/2022 |
| Dorsey | Keith | Yesrod Development Group LLC | 04/23/2022 |
| Eddy | Rich | Factor Four LLC | 10/10/2021 |
| Edwards | Phil | Vanilla Accounting | 03/01/2022 |
| Fairfax | Zoe | TThe StraDGy Group, LLC | 02/08/2022 |
| Fredrick | Jason | Balancing The Books Bookkeeping Services LLC | 07/13/2022 |
| Gendron | Fabien | Duncan & Company | 10/19/2021 |
| Gilbo | Arnold | Erudio Business Solutions | 10/16/2021 |
| Grimes | Shane | Just Transition Initiative | 12/01/2021 |
| Griner | James | Waterford Business Solutions | 09/28/2021 |
| Grove | Denise | CFO Support, Inc. | 12/31/2021 |
| Harmon | David | SoCo Tax & Cloud Accounting Inc | 12/31/2021 |
| Heyward | James | Heyward CPA PLLC | 07/16/2022 |
| Highley | Sydney | Daily Balance Inc | 10/16/2021 |
| Iyengar | Suresh | Business Unit Execution LLC | 07/20/2022 |
| Jackson-Atkins | Enae | Enae Jackson-Atkins Consulting Inc | 10/05/2021 |
| Jain | Manisha | Manisha A Jain CPA LLC | 10/16/2021 |
| James | Shay | Shay James CPA | 10/30/2021 |
| Jeannot | Natacha | Jeannot & Associates Inc | 01/01/2022 |
| Julian | Eduardo | Small Business for Entrepreneurs LLC / DBA: SB4E. | 10/20/2021 |
| Keomany | Brenda | Status Accounting, LLC | 10/16/2021 |
| Koloch | John | GeneralCents Accounting LLC | 07/17/2022 |
| Lacey | Billy | Ipsum Advisors | 07/03/2022 |
| Lance | Sean | Justance, Inc. | 07/01/2022 |
| Leon | Chris | Padgett Business Services | 07/19/2022 |
| Leonard | Jeff | Outsourced CFO Solutions | 10/16/2021 |
| Lewis | Michael | MD Lewis LLC | 09/04/2022 |
| Lindquist | Mick | Bookkeeper Buddy | 11/30/2021 |
| Lohman | Craig | Lohman Company, PLLC | 01/16/2022 |
| Maeckelberghe | Philippe | SofiDelphi | 03/18/2022 |
| Magyar | Deborah | Launch and Balance Consulting LLC | 12/27/2021 |
| Manuel | Christal | Counting Your Blessings LLC | 10/10/2021 |
| Martin | Tyler | Tyler Martin Business Coaching | 06/21/2022 |
| Mariee | Portia | The CFO Architect | 07/26/2022 |
| Maskol | Eric | Pine Ledger LLC | 07/25/2022 |
| McClelland | Charles | ASGF Ltd | 04/05/2022 |
| Means | Sharon | Redmond Accounting | 02/21/2022 |
| Meredith | Jason | Mid-South CFO, LLC | 12/10/2021 |
| Michaels | Irv | Michaels Consulting, Ltd. | 09/17/2022 |
| Morris | Ali | AEM Enterprises LLC | 01/25/2022 |
| Neal | Brett | Brett L. Neal, CPA | 10/23/2021 |
| Nelson Stevens | Kenya | KNS Solutions | 10/16/2021 |
| Nsiah | Joseph | Parizma Group | 05/01/2022 |
| Oduor | Lenah | gHawk Accounting | 08/27/2022 |
| Olasunkanmi | Niyi | Nikuncept Consulting | 12/08/2021 |
| Onyschuk | Michael | MJO Bookkeeper LLC | 07/24/2022 |
| Palermo | Carolyn | CAO Consults PLLC | 07/30/2022 |
| Patel | Jigna | Sigma Accountants LLC | 10/26/2021 |
| Pethi | Surya | Padgett Business Services Inc | 07/13/2022 |
| Porras | Juan | Startup Consulting | 06/27/2022 |
| Raia | Mario | Combined IQ Inc | 12/31/2021 |
| Raiche | Lisa | Bodhi Business Advisors | 7/30/2022 |
| Ray | Matt | Padgett Business Services Inc | 08/17/2022 |
| Redmond | Laura | Redmond Accounting Inc | 02/17/2022 |
| Rhyne | Mary | Mary S Rhyne, CPA | 07/19/2022 |
| Scarano | Scott | Padgett Business Services Inc | 01/27/2022 |
| Sheridan | Greg | Sheridans Accountants & Financial Planners | 08/04/2022 |
| Sinclair | Neil | Libabun Business Angels Limited | 08/29/2022 |
| Smith | Jemel | Bottom Line Tax Services LLC | 11/04/2021 |
| Soucy | Scott | Kaufman Rossin | 02/21/2022 |
| Standley | Joshua | DKK Accounting Inc | 10/07/2021 |
| Stricker | Mark | WIPFLi | 02/03/2022 |
| Thompson | Heather | Everything Counts LLC | 10/05/2021 |
| Terveer | Tim | Vitus CPA | 01/01/2022 |
| Vigil | Maria | VProVantage, LLC | 08/29/2022 |
| Walsh | Brendan | Quantum Leap Capital | 12/30/2021 |
| Whaley | John | EEHOUR, LLC | 09/30/2021 |
| Williamson | Ted | SRT Accounting Inc | 10/05/2021 |
| Wilsnagh | William | Skye Business Solutions | 11/21/2021 |
| Yinat | Jorge Ph.D. | J|W|Y Business Enterprises | 05/08/2022 |
