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 (400) Tax preparation (112) Financial planning (340) Bookkeeping (81) Insurance consulting (81) Estate planning (12)

Top legal & finance professionals

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Enrico Kalinka | Peak Finances

Strategie Session

Willkommen zu unserem Strategiegespräch.Heute schauen wir uns eine individuell ausgearbeitete Strategie an, die auf deinen Zielen, Vorgaben und Präferenzen basiert – sofern wir diese bereits im Vorfeld besprochen haben. Falls nicht, klären wir die wichtigsten Punkte kompakt zu Beginn.Anschließend gehen wir strukturiert durch den strategischen Aufbau und zeigen dir, wie Vermögensaufbau, steuerliche Effizienz und Absicherung sinnvoll ineinandergreifen.Ziel des Gesprächs ist es, dass du eine klare,...

Starting at

Free

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Angel Hartfield

BookSmart Bookkeeping

Hi! How are you today? Thank you for scheduling your BookSmart Bookkeeping Session! This session is for those who already have a business established. Whether you want us to manage it all or just a little bit, we are here to manage your business so that you can exceed your goals and grow!

Starting at

Free

S

Sven Milder

Investor Relations Catch Up Call

Pick your preferred slot!

Starting at

Free

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Dr Marilyn

PRIVATE MONEY LOAN CONSULT

BOOK YOUR LOAN CONSULT HERE If ANY of these conditions apply:NEED TO FIX UP YOUR PROPERTIES due to Storms or Pending Storm Threats, etc.?STRUGGLING TO GET THE MONEY YOU NEED to upgrade and protect your non-owner occupied properties for the long haul?LOOKING TO PURCHASE ANOTHER PROPERTYto buy, fix & flip or buy, fix & hold?NEED TO REFINANCE to pull Cash Out of your equity for professional development? New business ventures?? New Property Acquisitions?If you’ve got a deal, we’re here to re...

Starting at

Free

C

Corey M Stackhouse, CFP®

(20 min ZOOM) Quick Conversation

This is a ZOOM Call for discussing quick topics (Flexible Topic Type)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at

Free

T

TheNerryGroup

Peggy - Business finance for SME's

Lets discuss how you can save money (and taxes) within your business.Topics we can discuss will include but not limited to;How to file and manage your accounts yourself to not rely on an accountant.What deductions can you utilise in your business now that you may have missed.Reviewing your previous years taxes and how they could have been improved.How to plan your profit to stay under a specific threshold.How to plan the profit in your business to match personal life events and goals.Note:If you...

Starting at

£350.00

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sFoundation Inc.

Free 45-min Bookkeeping Needs Assessment W

Book a free session with us!Ask us about the 100% money-back guarantee on our bookkeeping services.

Starting at

Free

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Richelle Skrilec

3 Hour Private QuickBooks™ Bookkeeping Training / Consulting

Is your paperwork piling up? Blue Shadow Solutions can help.During this hands-on, interactive online session, you’ll learn how to turn your receipts and paperwork nightmares into a smooth, easy, and effective bookkeeping process using QuickBooks™ Online or QuickBooks™ Desktop. We will share screens and we’ll start by ensuring your books are set up properly. We’ll also enter some of your actual receipts, expenses, invoices, etc. together, and we’ll cover everything from A/R to A/P, bank feeds to...

Starting at

Free

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Shannon Sonneveldt

Free Consultation

This meeting is to talk more in depth about your needs and challenges to understand how I may be able to help.

Starting at

Free

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Julia Berkhout

15min Call

Please book an appointment time that suits you for your Video conferencing or phone call up to 15 minutes.

Starting at

Free

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Kris Smith

Ask a Bookkeeper - 60 Minutes

Need some help with your bookkeeping but don't really know where to start? Are you stuck and need some guidance working through a problem with your books?Whether you're grappling with categorizing transactions, confused about reconciliations, or would like some advice on how to set up or improve your accounting processes, we are here to lend a helping hand.Bring your questions, concerns, and any relevant documents, and we will work through the problem together. Note that screen sharing is encour...

Starting at

$100.00

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Medlen Bookkeeping

30 Minute Meeting

We’re excited to connect with you for a FREE 30-minute consultation.After you select your meeting date and time, you’ll be prompted to answer a few brief questions. Your responses will help us tailor the conversation to your needs and ensure we’re ready to address your goals efficiently and effectively

Starting at

Free

M

Master Accounting and Tax Service

60 Minute Bookkeeping / Sales Tax / IRS Tax Resolution Consultation with Patricia

Book a meeting with Patricia for 60 minutes! Patricia is an Enrolled Agent (EA) credentialed to represent clients before the IRS. She can assist taxpayers with resolving federal and state tax issues. Patricia is also the bookkeeping manager for Master Accounting and Tax Service and can discuss your bookkeeping and sales tax needs. If you engage us to provide any of these services, the fee for this consultation will be credited to your account.

Starting at

$129.00

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Rochelle Thompson

Discovery meeting

Looking for book-keeping assistance?Book a discovery call with me.

Starting at

Free

G

Gabriela Díaz

Cooperativa

Asesoría personalizada del producto Cooperativa ICIC.Gabriela DíazEspecialista Cooperativa ICICTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

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Edwin Hernández • Adactia Seguros

Asesoría Adactia Seguros • 30 min

Reunión virtual de 30 minutos para asesoría profesional y transparente sobre seguro médico.Si deseas conocer más de nosotros, puedes visitar nuestro sitio web Adactia.mx.Edwin Hernández Lucatero, es director de Adactia y está certificado por la Comisión Nacional de Seguros y Fianzas (CNSF) y cuenta con +9 años de experiencia, especializado en:Seguro médico individual y empresarialAlternativas de ahorro de impuestos con segurosSeguros de ahorro individuales y empresarialesTus datos están seguros...

Starting at

Free

L

Linda Rodriguez

New to Medicare

Book your personalized Medicare review or enrollment appointment now! Our team of expert advisors is ready to assist whether you're new to Medicare or looking to review your current plan. Please have your current medications (dosage & times per day) and doctors ready so we can ensure we pick the best plan for your healthcare needs. Take charge of your healthcare coverage - book today!

Starting at

Free

A

Amazing Financial LLC

Bookkeeping

Help clients get account information for business in order, organized, and set up. This can be done monthly, quarterly, or yearly.Organization of business incomes, expenses, sales, etc.DO NOT EXIT AFTER BOOKING. THERE IS A FORM TO FILL OUT IT WILL REDIRECT YOU TO.*** Prices vary for this service based on work and load of work completed. The price listed is a starting/minimum price amount. The amount charged on a booking will go toward the pricing total. The price listed is a deposit on services....

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

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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

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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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