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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 (370) Tax preparation (107) Financial planning (339) Bookkeeping (77) Insurance consulting (73) Estate planning (11)

Top legal & finance professionals

Phyllis Krieger

Phyllis Krieger

Business Search and Rescue Consultation

Books a mess? Don't know your bottom line? Let's meet and talk about how I can help you, I will look over your books and evaluate the next step to find peace in your business finances.

Starting at
$50.00
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Traction Bookkeeping, LLC

Traction Bookkeeping, LLC

Pre-Diagnostic Review Discovery Call

Do you struggle to get a clear idea of how your business is doing financially?Do you feel like you are are navigating your business blind and unsure what your numbers are?Schedule this Pre-Diagnostic Review call to book your QuickBooks Diagnostic Review.The Diagnostic Review will help you to:👉 Identify Hidden Errors👉 Spot Inconsistencies & Red Flags👉 Know If Your Books Are Accurate👉 Get Clear, Actionable Recommendations

Starting at
Free
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👋🏼 Jody Seibert | Fix Your Accounting

👋🏼 Jody Seibert | Fix Your Accounting

💸 60-minute Working Meeting

❓You have questions about your bookkeeping, software, workflows, software setup, sales tax, payroll, etc.📅Choose your time and let's get those questions answered.Here's a sample of what we could cover:✍🏼Review accounting software set upPlan/discuss the financial systems for your business.Quickbooks Online or Xero software questionsRecording transactions.Accounting questions (the technical bits).Grant/project tracking.Workflows & integrationsRecording transactionsReports🌐NOTE: Online meet...

Starting at
$265.00
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Vinoth Babu

Vinoth Babu

Palayamkottai Office - 30 Minutes

Direct Discussion in Palayamkottai Office, Tirunelveli

Starting at
Free
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Dan Jones

Dan Jones

Life Insurance

Life Insurance - as important as it is, can be confusing. Why are there so many choices and price variations? We'll discuss what your needs are and the best available options to give you the peace of mind you want with a price you can afford. Some use the acronym L I F E to understand the why's of buying life insurance.L - is for Loans - Do I owe any money I don't want to leave my family paying for.I is for Income - Who is dependent on my income for their lifestyle?F is for Final Expense - What...

Starting at
Free
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Travis Lewis

Travis Lewis

Onboarding

Quick discussion on how we can serve you and your family most effeciently:Make sure all docs are signed (MyAmFam App access)Auto billingPreferred communicationWhat to expect from us as an agencyClaims & Office procedures.

Starting at
Free
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Assurconseils - L'assurance d'être bien couvert

Assurconseils - L'assurance d'être bien couvert

Analyse approfondie – 60 min (CHF 100.–)

Objectif : Étude plus large de votre portefeuille, audit de vos assurances, comparatifs multi-compagnies ou stratégie globale de couverture.Un accompagnement structuré pour revoir votre situation dans son ensemble : analyse de l’ensemble de vos produits, recherche de doublons, évaluations des garanties, comparatifs ou stratégie de réorganisation. Idéal pour les indépendants, dirigeants ou familles avec plusieurs contrats.__________________________________Goal: a broader study of your portfolio,...

Starting at
CHF 100.00
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Broker Seguros

Broker Seguros

Seguro de vida con ahorro 💰

✅ Proteja a su familia y garantice su retiro con el seguro de vida con ahorro que le reintegra el 100% o más de sus pagosEn esta video llamada le mostraremos una propuesta y resolveremos todas sus dudas para que pueda contratar bien informadoIMPORTANTE:📆 Elija el día y la hora que mas le conviene para recibir la video llamada📮 Responda las preguntas así nos preparamos para atenderle mejor📞 ¡Espere nuestra llamada!Nos hablamos pronto 🙌🏻

Starting at
Free
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Dan Jones

Dan Jones

Employee Benefits Enrollment Session Colonial Life

Use this booking to schedule time for an Employee Benefit Session.We can meet at my office, your employment or by video conference. We'll cover your options, answer questions and complete your enrollment for the Employee Benefits you're being offered through your employer.

Starting at
Free
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Inc. to Inc. Justice Hub

Inc. to Inc. Justice Hub

JUST Insurance - Actuary Partnership Meeting

Are we the right partner for your purpose-driven journey? Let’s find out—together.At JUST Insurance, we’re not just launching another product—we're igniting a movement. We’re on the verge of rolling out something bold, groundbreaking, and rooted in justice—and we’re looking for like-minded visionaries to join us.Are you driven by purpose? Do you believe in creating real change in the lives of people who’ve faced systemic barriers—like socioeconomically disadvantaged or justice-impacted communiti...

Starting at
Free
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Mandi Davenport

Mandi Davenport

Let's Find Your Best Rate! ⚡️

You're just one step away!You've already done the hard part. The last step is a quick 15-minute chat so I can finalize your application and shop your file with all our A-rated carriers to get you the absolute best pricing.Grab a spot that works for you. I look forward to speaking with you!– Mandi Davenport HolisticHarbor Financial

Starting at
Free
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Ryan Fox

Ryan Fox

Fox Onsite Wastewater Consulting- 60 Minute Video Call

Personalized guidance from Fox Onsite Wastewater Consulting's 60-minute video call. Our expert consultants will review your subject parcel and walk you through the permitting, testing, and consulting process to develop and/or upgrade your parcel . Get the expertise you need to make informed decisions efficiently.

Starting at
$250.00
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Liz Galvan

Liz Galvan

Estate Plan Document Review (30min)

Estate Plan Doc Review AppointmentReady to review your documents? This 30-minute session is designed to go over your documents and answer any questions. After we review the documents we can help you set up your notary appointment. During this session, we’ll cover:• Review your trust, will, and powers of attorney• Outlining the next steps to finalize your documentsImportant:This is not a legal consultation. I am not an attorney and do not provide legal, tax, or financial advice. This session is s...

Starting at
Free
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Danny GAO

Danny GAO

Free initial consultant

Our first meeting is designed to get a clear picture of your current financial position and discuss how we can support you. Once you've scheduled the appointment, you'll receive a calendar invitation with a Microsoft Teams join link and access to our client portal. Before our session, please take a moment to complete the online fact-finding questionnaire on the client portal. This will allow me to prepare effectively and ensure our time together is well-utilized.

Starting at
Free
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Jon Derkits

Jon Derkits

CML Capital Advisory

A full hour dedicated to your reviewing your financials and advising on sustainable debt options for your business.

Starting at
$499.00
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Tammy

Tammy

Debt / Credit Consultation 1 Hour Session

This is for you if you want to strategize and review to review finances, budget, & any debt or collection challenges.You agree to pay a one time non-refundable fee of $150 for a 1 hour session.

Starting at
$150.00
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Rachel Moore

Rachel Moore

Juneteenth "Each One Teach One" Event

Join us on June 24th at 7pm CST and feed your mind at our Each One Teach One Event. Knowledge is power. We will be showcasing financial concepts geared toward safeguarding your family, understanding the power of taxation, estate planning and much more! Please register below and we will see you on June 24th.

Starting at
Free
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Islamic Finance Singapore (IFSG) and RizqX

Islamic Finance Singapore (IFSG) and RizqX

Halal Investments Mindmap Walkthrough

If you would like us to explain the more than 100 investments available for Singaporeans through our Mind map, then simply book here!

Starting at
SGD 60.00
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Toni Colina

Toni Colina

Business Meeting with Toni

A side business that can build your legacy, dream, and retirement, helping families achieve their financial goals. With a degree in Family Studies, I understand how financial stress is one of the biggest stressors in relationships. That’s why my passion for family life education is geared towards financial wellness for families, because many aspects of family relationships are impacted by finances. This is my way to advocate for children, enabling families to enjoy quality time without the burde...

Starting at
Free
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Erika García Marmolejo

Erika García Marmolejo

Préstamos Sector Gobierno

Asesoría personalizada para la solicitud de un préstamo de Consumo Sector GobiernoErika García MarmolejoEspecialista Préstamos Consumo Sector GobiernoTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
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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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