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 advisors@liveplan.com.
*updated 05/2/2022
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 | 10/10/2022 |
| Allen | Ronald | Exigo Business Solution | 12/31/2022 |
| Allison | Kay | True North Business Solutions, LLC | 05/01/2023 |
| Amsel | Moshe | DreamBuilder Financial, LLC | 07/08/2022 |
| Aurigemma | Ken | Strategic Business Alliance, LLC | 03/17/2023 |
| Babcock-Hyde | Julie | Spark Accounting Solutions PLLC | 02/19/2023 |
| Badri | Elsir | Audiix Accounting & Bookkeeping | 08/20/2022 |
| Ball | Don | Venture Quest Global | 03/07/2022 |
| Banks | Brooksher | Banks & Associates | 11/08/2022 |
| Bolton | Emily | Bolton & Associates Tax Planning | 04/12/2023 |
| Brown | Tonia | TA Brown Consulting LLC | 11/05/2022 |
| Cameron | Victoria | Cloud Consultancy | 12/31/2022 |
| Chandler | Tina | Fair and Square Bookkeeping, LLC | 01/01/2023 |
| Chapman | Alan | Channel Islands Business Coaching Ltd | 07/29/2022 |
| Coffman | Kathy | Coffman Bizsolutions Inc. | 12/31/2022 |
| Coggins | Chris | OutSourced CFO Solutions | 10/16/2022 |
| Cooper | Ben | Amplify COO | 03/01/2022 |
| Denniston | Eric | Denner Group International | 03/10/2022 |
| Dorsey | Keith | Yesrod Development Group LLC | 04/23/2023 |
| Eddy | Rich | Factor Four LLC | 10/10/2022 |
| Fredrick | Jason | Balancing The Books Bookkeeping Services LLC | 07/13/2022 |
| Gendron | Fabien | Duncan & Company | 10/19/2022 |
| Gilbo | Arnold | Erudio Business Solutions | 10/16/2022 |
| Griner | James | Waterford Business Solutions | 09/28/2022 |
| Grove | Denise | CFO Support, Inc. | 12/31/2022 |
| Harmon | David | SoCo Tax & Cloud Accounting Inc | 12/31/2022 |
| Heyward | James | Heyward CPA PLLC | 07/16/2022 |
| Highley | Sydney | Daily Balance Inc | 10/16/2022 |
| Iyengar | Suresh | Business Unit Execution LLC | 07/20/2022 |
| Jackson-Atkins | Enae | Enae Jackson-Atkins Consulting Inc | 10/05/2022 |
| Jain | Manisha | Manisha A Jain CPA LLC | 10/16/2022 |
| James | Shay | Shay James CPA | 10/30/2022 |
| Jeannot | Natacha | Jeannot & Associates Inc | 01/01/2023 |
| Julian | Eduardo | Small Business for Entrepreneurs LLC / DBA: SB4E. | 10/20/2022 |
| 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 |
| Lewis | Michael | MD Lewis LLC | 09/04/2022 |
| Lindquist | Mick | Bookkeeper Buddy | 11/30/2022 |
| Lohman | Craig | Lohman Company, PLLC | 01/16/2023 |
| Magyar | Deborah | Launch and Balance Consulting LLC | 12/27/2022 |
| 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 |
| Means | Sharon | Redmond Accounting | 02/21/2023 |
| Meredith | Jason | Mid-South CFO, LLC | 12/10/2022 |
| Michaels | Irv | Michaels Consulting, Ltd. | 09/17/2022 |
| Morris | Ali | AEM Enterprises LLC | 01/25/2023 |
| Neal | Brett | Brett L. Neal, CPA | 10/23/2022 |
| Nsiah | Joseph | Parizma Group | 05/01/2023 |
| Oduor | Lenah | gHawk Accounting | 08/27/2022 |
| Olasunkanmi | Niyi | Nikuncept Consulting | 12/08/2022 |
| Onuaku | Chuk | The W2 Group | 01/07/2023 |
| Onyschuk | Michael | MJO Bookkeeper LLC | 07/24/2022 |
| Palermo | Carolyn | CAO Consults PLLC | 07/30/2022 |
| Pethi | Surya | Padgett Business Services Inc | 07/13/2022 |
| Pitzel | Shelby | EntreScore Bookkeeping | 11/11/2022 |
| Porras | Juan | Startup Consulting | 06/27/2022 |
| Raia | Mario | Combined IQ Inc | 12/31/2022 |
| 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 |
| Ring | Jenn | WWBIC | 11/12/2022 |
| Robinson | Bill | One For The Books, LLC | 03/15/2023 |
| Scarano | Scott | Padgett Business Services Inc | 01/27/2023 |
| Sheldon | Eric | Eric Sheldon CPA, PC | 11/12/2022 |
| 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 | 11/04/2022 |
| Soto | Arlene | Oasis Consulting LLC | 09/24/2022 |
| Soucy | Scott | Kaufman Rossin | 02/21/2023 |
| Standley | Joshua | DKK Accounting Inc | 10/07/2022 |
| Thompson | Heather | Everything Counts LLC | 10/05/2022 |
| Terveer | Tim | Vitus CPA | 01/01/2023 |
| Vigil | Maria | VProVantage, LLC | 08/29/2022 |
| Walsh | Brendan | Quantum Leap Capital | 12/30/2022 |
| Whaley | John | EEHOUR, LLC | 09/30/2022 |
| Wemyss | Jacob | Padgett Business Solutions | 11/11/2022 |
| Williams | Michael | BKB Oxford Limited | 11/17/2022 |
| Williams | Ranelli | ERJ Services | 02/24/2023 |
| Williamson | Ted | SRT Accounting Inc | 10/05/2022 |
| Wilsnagh | William | Skye Business Solutions | 11/21/2022 |
| Wilson II | Jeff | The W2 Group | 01/02/2023 |
| Yinat | Jorge Ph.D. | J|W|Y Business Enterprises | 05/08/2022 |
