Legal & Finance

Best legal & finance professionals

Browse top-rated legal & finance professionals on TidyCal. Compare ratings, read reviews, and book your session in just a few clicks.

All Legal consulting (413) Tax preparation (120) Financial planning (343) Bookkeeping (81) Insurance consulting (84) Estate planning (14)

Top legal & finance professionals

V

Vince A.

Become a Referral Partner

Join us as we walk through our Referral Program, designed to reward you for introducing clients to our services. In this session, we’ll cover:How the program works and who qualifiesCompensation and reward structureThe services included under the referral programRules and compliance (can and can’t dos)How to get started and track your referralsThis meeting is your chance to understand how you can benefit while helping others gain access to professional bookkeeping, tax, and financial planning ser...

Starting at

Free

G

Gregory Russell

2nd Follow-Up Meeting (1hr)

Thank you for booking this follow-up appointment.What to expect during this meeting:I will attempt to answer any question you might have reguarding our last meeting.I will show you how you can be able to prepare for you and your family's financial future.Hopefully if you're saticfied with what you are seeing maybe you will move forward with the process.

Starting at

Free

B

Benn Pople

RisKIT live demo: ICAAP, ILAAP and recovery planning models

A live, screen-shared walkthrough of RisKIT, our pre-built prudential models, built to cut the cost and delivery risk of a bespoke build.In 45 minutes you'll see the models working end to end, with open formulas and a clear audit trail, how your team would own and run them, and the licensing and support options.Bring your CFO, head of risk or model owner: the more technical the questions, the better.Tell us your firm type and regulator when you book, and we'll tailor the walkthrough.

Starting at

Free

A

Au nom de la Liberté

Appel stratégique gratuit - Au nom de la liberté

Réserve 20 minutes avec Eric & Alex pour faire le point sur ta situation.Structuration juridique (LLC US), comptes bancaires internationaux, confidentialité numérique, Bitcoin, résidence fiscale de repli — on identifie ensemble la stratégie adaptée à ton profil.Ce que tu obtiens dès cet appel :— Un diagnostic de ta situation fiscale et patrimoniale— Une recommandation personnalisée (Affranchi, Spectre ou Prometheus)— Des réponses concrètes, pas de la théorieTu es entrepreneur, freelance ou i...

Starting at

Free

U

Uddhav Krishnarao Tulshibagwale

Udyam Investments Appointment

Official Work

Starting at

Free

D

Dr. Howard Polansky, DMD, MBA

Cash Flow Analysis from Dr. Polansky

What this is (and isn’t)This is a short presentation for you to review your options. No commitment is required because it's not a sales call. The goal is clarity. Nothing more.We’ve tailored the solution to what matters most to you right now:Sleep (cash cushion)Time (fewer clinical hours)Grow (team or equipment)Relief (personal debt)Why this conversation existsYou’ve already seen the overview and taken the time to share the confidential financial details. The numbers are now crunched. You'll se...

Starting at

Free

L

Luca Bersella

Pricing conversation

We'll walk through your financial situation, recommend the right pricing for your context, and answer any questions about how we work.

Starting at

Free

F

Foundrs

Kennismaking Valerie

Hey! Maak kennis met Valerie van Foundrs tijdens een korte kennismakingssessie. Dit moment dient om verwachtingen af te stemmen, je vragen te beantwoorden en samen een duidelijke richting te geven aan een mogelijke samenwerking. We kijken er naar uit om jouw ondernemersverhaal te horen!

Starting at

Free

V

Vinoth Babu

Palayamkottai Office - 15 Minutes

Direct Discussion in Palayamkottai Office, Tirunelveli

Starting at

Free

F

Flavia Justice

Clean up/ Catch up Books

If you need your books cleaned, or catch up you are in the right place. Book an appointment so we can discuss your needs.

Starting at

Free

M

Michelle Smith

Xero Support (1hr)

Xero isn’t just for bookkeeping—it’s a powerful tool to help steer your business in the right direction and achieve your goals.Streamlining your bookkeeping processes will save you both time and money, making it easier to focus on growing your business.This is a great first step!Need support? Book a session!Each session is fully customised to your business so you can focus on the parts of the system that matter most to you.The sessions tend to last an hour, but if it’s more convenient, you can s...

Starting at

£124.99

J

Jordan Vaillancourt

Grab Your Free 15-Minute Call Here!

See If My Bookkeeping Help Is Right for You!This free 15-minute call is all about you and your business. Share your needs and goals, and see if my services are the right fit—no pressure, no obligation. It’s just a quick, friendly chat to help you figure out your next steps! ✨ Currently offered on Sundays between 5 and 7 PM (EST) ⏰ Spots are limited, so grab your time before they’re gone!

Starting at

Free

S

Stacy Alcorn-Smith

15 Minute Discovery Call

Book a 15-minute Discovery Call with me! We'll discuss your bookkeeping needs and challenges, and how I can help address them.

Starting at

Free

N

Nina

Private Bookkeeping Consultation

Ask your bookkeeping questions and get answers that make sense during your private video call with small business bookkeeper Nina Casey.Perfect for real-time Q&A's, how-to demonstrations and live reviews of your books to identify problem areas you may have missed.

Starting at

$110.00

S

sFoundation Inc.

20-min Call with a Bookkeeper

Book a 20-minute discovery call with a bookkeeper.

Starting at

Free

E

Emina

Discovery Call

Hi,I am excited to meet you and hear about your business's journey, needs and expectations. We will keep it a short introduction call without the pressure on either one of us to make any decisions. Thank you,Emina

Starting at

Free

J

James Dietz

Build your custom plan with me:

Business/Employer Discovery CallIf you're a business and would like to compare options for your employees, then this will be well worth your time. I work with Self-Employed, 1099 Independent Contractors, Small Business and more.James Dietz (JD)Licensed Health Agent in 29+ Stateshttps://www.ushagent.com/JAMESDIETZ

Starting at

Free

G

GooFeather Enterprises

Health Insurance Quote

Health insurance is a crucial investment that can provide you and your family with peace of mind and financial protection against the high costs of medical care. Let me assist you the best way possible for you and your family.

Starting at

Free

G

GooFeather Enterprises

General Insurance for Movies

Are you shooting a project and you need protection? We can get you a policy in no time! Others we can discuss also book asap to be prepared for Production.

Starting at

Free

K

Kiera Conley

15 Minute Consultation

In this consultation we will discuss what exactly is needed for your appointment (documents, identification, etc), appointment details, as well as a custom quote for service. Book today to know your next steps.

Starting at

Free

Frequently asked questions

Browse the providers listed above, choose one that fits your needs, and click "Book now" to select an available time slot. You can book instantly without creating an account.

Some legal & finance providers offer free sessions, while others charge a fee. Prices are listed on each provider's card above.

Ratings are based on verified reviews from real clients who have booked sessions through TidyCal. The average rating for legal & finance providers is 4.8 out of 5.

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