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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 (369) Tax preparation (105) Financial planning (339) Bookkeeping (76) Insurance consulting (70) Estate planning (10)

Top legal & finance professionals

Heather Hayes

Heather Hayes

15-Minute Consultation

Book a free consultation with me to discuss how we can work together and see if we're a good fit.

Starting at
Free
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Michelle Smith

Michelle Smith

Bookkeeper / VA Power Hour

Are you a Bookkeeper or a Virtual Assistant who needs a confidential ear to bend?Turn 60 minutes into a game-changer! This is dedicated, focused time with me to tackle your biggest challenges head-on.We’ll drill down on what’s holding you back, giving you the clarity and guidance you need to move forward with confidence. You’ll walk away feeling more capable, saving both time and money in the long run.PRICE: £129.99 (inc VAT)Payment TermsAs soon as you book you'll be sent a link to the payment p...

Starting at
£129.99
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Michelle Smith

Michelle Smith

Xero Support (30min)

Ensuring the efficiency of your bookkeeping will save you time and money in your business and this is a great first step!Have you got yourself in a pickle, have a pesky transaction that you're stuck on what to do with, or need some help to get the Xero bank to tie up with real bank balance? Maybe you just want a second opinion on what you're doing to make sure you're on the right track.If so, you can book a half hour slot where we can focus on resolving a specific issue requiring a quick fix.PRI...

Starting at
£74.99
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Elizabeth Frantz

Elizabeth Frantz

Free Inquiry Call

Book this 15 minute Inquiry Call to ask questions you have about my bookkeeping services and availability.

Starting at
Free
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Sue Green

Sue Green

Xero Health Check

We offer a Health Check of your Xero software to identify any potential errors and issues found within your bookkeeping data. We will provide you with a health check report that fully identifies any areas that require attention. We will also include a 30 minute session to discuss the findings of the report for £120.00 + VATThis service is for you if you have concerns over whether you have posted your data correctlyWhat will your report contain?It will identify:Unreconciled bank activityDuplicate...

Starting at
£144.00
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sFoundation Inc.

sFoundation Inc.

30-min Discovery Call EE

Book a 30-minute discovery call with us.CFO and Bookkeeping Services.Ask us about the 100% money-back guarantee on our bookkeeping services.

Starting at
Free
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Dianna Jennings

Dianna Jennings

Client Call

Book a 30 minute client call.

Starting at
Free
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Deb Rowling / Aussie Bookkeeping Basics

Deb Rowling / Aussie Bookkeeping Basics

AMA (Ask Me Anything) - 1 hour

1 hour booking where you can pick my brain about all things bookkeeping.

Starting at
A$99.00
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Jennifer Smith

Jennifer Smith

Quickbooks Consulting Session

This one-on-one session is an opportunity to ask about your payroll, profit margins, income and expenses or how to generate customized reports you may need for inventory, KPI’s or future goal setting.Master QuickBooks Online from basic navigation to advanced reporting with training designed around your needs. Get your notepad ready!

Starting at
CA$275.00
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Covenant Bookkeeping, LLC

Covenant Bookkeeping, LLC

In-Depth Bookkeeping Consultation

Book a 60-Minute Paid ConsultationNeed expert bookkeeping support? Our 60-minute consultation provides focused, personalized assistance tailored to your needs. Whether you require a detailed review or targeted guidance, you can choose the topics that matter most to you. Example topics include:Comprehensive Financial Review: Analyze your financial statements, reports, and transactions for accuracy and insights.Financial Planning Strategy: Discuss and optimize your overall financial strategy.Compl...

Starting at
$80.00
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Colette Woods

Colette Woods

Bookkeeping Document Review

Unorganized books? Unsure how to even START tracking your business financials? Overwhelmed by the thought of trying to balance your books (especially at the end of the year)?Don't stress - bring us the mess!Schedule an exploratory call to discover how our bookkeeping services can support your business. After you upload your documents into our secured portal, we'll discuss your unique needs, answer your questions, and explore how we can help you streamline your financial management.**Thank you fo...

Starting at
$150.00
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Robin Buckallew

Robin Buckallew

60-Minute "Ask A Bookkeeper" Session

Feeling stuck in QuickBooks Online and not sure what to do next?This call is for small business owners who need real-time bookkeeping guidance—without the overwhelm.Whether you’re trying to:👉 Categorize transactions correctly👉 Understand what QuickBooks is actually doing👉 Fix a messy bank feed👉 Clean up uncategorized expenses👉 Troubleshoot reconciliation issues👉 Set up a simple bookkeeping process you can stick with…I’ve got you.What this call looks like:This is a 1-hour working session wh...

Starting at
$100.00
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Jorge Méndez

Jorge Méndez

Seguros

Esta reunión es para explorar y platicar a detalle opciones de seguros que puedan ajustarse a tus necesidades. 😎💰📊📋

Starting at
Free
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Sue Green

Sue Green

Xero Start & MTD Ready Workshop - RixGreen HQ

A hands-on, jargon-free 2-hour training where you set up your Xero, get comfortable using it, and walk away confident and ready for Making Tax Digital for Income Tax.This isn’t just a demo — it’s a live setup + learn session so you leave with a working system, not notes.What attendees get✔ Real, live Xero account setup (no fiddling on their own later)✔ Bank feeds connected (or clear plan if feeds don’t connect)✔ First invoice created & basic expenses logged✔ Dashboard confidence — you’ll kno...

Starting at
£149.00
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Michelle Salinas

Michelle Salinas

Healthcare for Businesses, Families & Individuals Made Easy

Financial Peace in Healthcare!Navigating the world of healthcare insurance doesn’t have to be a headache. Join our streamlined 30-minute session designed to bring you clarity and confidence in your healthcare decisions!Here's what we'll dive into:No-Cost, No-Pressure Guidance: Get the lowdown on your options without the sales pitch stress.Understand Your Plan: Gain insight into your current health coverage and learn what it means for you and your family.Boost Your Coverage Smarts: Discover strat...

Starting at
Free
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Rochelle Thompson

Rochelle Thompson

Discovery meeting

Looking for book-keeping assistance?Let's have a quick chat to see if I can help you -Book a discovery call with me for 15 minutes!

Starting at
Free
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Edwin Hernández • Adactia Seguros

Edwin Hernández • Adactia Seguros

Prestaciones Empresariales / GMM Vida Grupal • 30 min

Reunión virtual de 30 minutos para asesoría profesional y transparente sobre Prestaciones Empresariales como el seguro de gastos médicos mayores y el seguro de vida grupal.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...

Starting at
Free
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De Reizende Boekhouder B.V.

De Reizende Boekhouder B.V.

De boekhoud APK

Voor ondernemers die onzeker zijn over hun boekhouding, het liefst alles zelf blijven doen maar graag samen de puntjes op de i willen zetten.2 uur sparren3 tips voor een betere boekhoudingStappenplan: Om je boekhouding goed te kunnen bijhoudenNa deze meeting weet je waar je nu staat en heb je huiswerk om je administratie op de rit te krijgen. En een goed gevoel dat je alles op orde hebt.Annulering of afspraak vergeten: tot 24 uur van tevoren worden geen kosten berekend, je krijgt in je mail een...

Starting at
€359.40
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Lisa Allen

Lisa Allen

2 Hour- Life and Legacy Session

A Life and Legacy Planning Session is a personalized 2-hour working meeting during where I take the time to understand you - your unique goals, your family dynamics, and your priorities for yourself and your loved ones.Your life is unique and your estate plan should reflect that. This process is not a one-size-fits-all approach; it's designed to create a plan tailored to your specific needs and legacy.

Starting at
Free
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sFoundation Inc.

sFoundation Inc.

20-min Call with a Bookkeeper

Book a 20-minute discovery call with a bookkeeper.

Starting at
Free
Book now

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 4.9 out of 5.

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