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 (389) Tax preparation (105) Financial planning (337) Bookkeeping (77) Insurance consulting (77) Estate planning (12)

Top legal & finance professionals

T

True Values Global Corporation

High-Level Trust & Asset Protection

High-Level Trust & Asset Protection is a focused 60-minute session designed to help executives and professionals understand how strategic trust structures can safeguard wealth. In this practical presentation, you’ll learn how irrevocable trusts, 508 trusts, and related tools can preserve capital, reduce risk, and align asset protection with broader financial goals.Attendees will gain actionable insights into leveraging trusts, identify common missteps to avoid, and discover why this protecti...

Starting at

$1,000.00

D

Dr. Wendy G. Wilson

Retirement Planning & Insurance Review Consultation

If you are approaching retirement, or already retired, and want clarity around your financial strategy, this session is designed for you.During this consultation, we will review your current retirement plan, income strategy, and insurance coverage to identify gaps, risks, and opportunities for greater protection and long-term stability.This is not a sales presentation.This is a structured strategy conversation.You will walk away with:• Clear insight into where you stand• Understanding of potenti...

Starting at

Free

O

Odel Hilgendorf

Project Cost Estimation & Budgeting

This 30-minute consultation provides an opportunity to discuss your project’s cost estimation, budgeting strategies, and financial forecasts. I'll help you understand how accurate cost breakdowns and risk-adjusted budgets can protect your margins and ensure the financial health of your project from the start.

Starting at

$200.00

L

Luntadila Paulo, CPA, MBA

Valuation Discovery Call (30-Minute)

Book this call if you need a business valuation for a sale, partner buyout, estate/gifting planning, financing, or internal planning.We’ll clarify the purpose, timeline, required level of valuation, and what information is needed — then outline next steps._______________________________________________________________________________________ To learn more about our firm, visit www.yetoadvisory.com Follow us on social media using the handle @yetoadvisory

Starting at

Free

V

Vince A.

Strategy Session

Unifirst Financial & Tax Consultants offers a Financial Review and Strategy Session for individuals and business owners who want clear guidance on taxes, business structure, bookkeeping, and financial decisions.This session is designed to review your current situation, identify issues or missed opportunities, and discuss practical next steps based on your goals. It is a good fit for those who want clarity before making important tax, business, or financial decisions.After your booking is rev...

Starting at

$50.00

S

Suzy Mallett

Rendez-vous découverte – Audit

Ce rendez-vous est un temps d’échange confidentiel, dédié à ta situation financière pour atteindre tes objectifs.👉 Ici, on ne parle pas d’argent pour se restreindre. On parle d’argent pour se sentir libre, faire des choix conscients et construire une vie qui te ressemble.⏱ Durée : 30 minutes📍 En visio

Starting at

Free

P

Patricia C_Turning Pt Bookkeeping

Bookkeeping_Paid Diagnostic QBO Review with 15 Minute Meeting

Paid Diagnostic QuickBooks Online Review with a 15-minute Zoom meeting!For $257.00We will review your Accounting system file and provide you with a diagnostic report with our findings. In the Zoom meeting, We will go over our suggestions & how we would help you get your booking organized, complete, and ready to file taxes.Process of this service:1. You pay for the Diagnostic Review2. Answer the questions after payment is processed3. We will give you a call and/or email with instructions on h...

Starting at

$257.00

P

Patricia C_Turning Pt Bookkeeping

Bookkeeping_Paid Diagnostic Xero Review with 15 Minute Meeting

Paid Diagnostic Xero File Review with a 15-minute Zoom meeting! For $257.00We will review your Accounting system file and provide you with a diagnostic report with our findings. In the Zoom meeting, We will go over our suggestions & how we would help you get your booking organized, complete, and ready to file taxes.Process of this service:1. You pay for the Diagnostic Review2. Answer the questions after payment is processed3. We will give you a call and/or email with instructions on how to g...

Starting at

$257.00

V

Vinoth Babu

Tirunelveli Sripuram Office - 30 Minutes

Direct Discussion in Sripuram Office, Tirunelveli

Starting at

Free

K

Kris Smith

Ask a Bookkeeper - 30 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

$50.00

H

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

R

RSJ Experts Cap Consultancy

One on one Financial Planning

Having problem with your finances? Doesn't know how to manage your purchases? Book this one on one financial planning so I can help you with your goals this coming 2024! Let's goooo!!! Coach Ruthie

Starting at

$18.00

M

Michael Glowacki

Student Loan Repayment Strategy

In this introductory call, we will discuss how you can significantly reduce, and often eliminate, your student loan payments and utilize that money to build an asset for you, your business, and your family. I will help you determine whether or not you are a good candidate to benefit from this program. My team and I make it our goal to help you save as much as possible and give your business the best opportunity to thrive! 🙌🏽

Starting at

Free

A

Amanda Olson-Eton

60 Minute Meeting

Book your 60-Minute Meeting to talk about YOUR business & it's accounting needs.$60 Pre-pay Meeting

Starting at

$60.00

M

Michelle Smith

Xero Diagnostic (HealthCheck)

We will spend up to 2 hours reviewing your Xero account before our 30min call to talk through our findings and suggestions for improvement.Xero should also be used as a tool to drive your business in the direction you want it to go, so you can achieve your goals.Ensuring the efficiency of your bookkeeping will save you time and money in your business and this is a great first step!Turn you xero data into hero data!Prior to the session we will log into your Xero file and review your organisation....

Starting at

£274.99

M

Maggie Stancheva

30 Minute Meeting

Unlock Expert Guidance: Your Direct Line to UK Tax and Startup Finance Wisdom!Ready to elevate your startup's financial game? With extensive experience in UK tax and accounting, I'm your go-to expert for navigating the complexities of startup finances.Why Talk to Me:Tailored Solutions: Get personalised advice for your unique startup challenges.Proven Expertise: Tap into years of experience in UK tax intricacies and startup financial strategies.Save Time and Money: Cut through the noise and recei...

Starting at

£75.00

M

Maggie Stancheva

60 Minute Meeting

Unlock Expert Guidance: Your Direct Line to UK Tax and Startup Finance Wisdom!Ready to elevate your startup's financial game? With extensive experience in UK tax and accounting, I'm your go-to expert for navigating the complexities of startup finances.Why Talk to Me:Tailored Solutions: Get personalised advice for your unique startup challenges.Proven Expertise: Tap into years of experience in UK tax intricacies and startup financial strategies.Save Time and Money: Cut through the noise and recei...

Starting at

£150.00

A

Angel Hartfield

Tax Cleanup

Hi! How are you today? Thank you for scheduling your Tax Cleanup Session! This session is to help businesses of all sizes navigate the complexities of tax filing with our comprehensive financial cleanup services. We'll leave no stone unturned, ensuring you're fully prepared before tax season ends.

Starting at

Free

D

Dean - PolkaStays

90 Minute Consultancy Planning

This call will allow us to explore your current financial position and future goals in relation to Serviced Accommodation and Holiday Lets. Before the call I will ask you to prepare some items for me to analyse, this will ensure you get the best value from me and we can prepare a detailed stratigic plan for growth.I look forward to collaborating with you and I am excited for your journey.Dean PolkaStays

Starting at

£195.00

C

Cory Burnett

Career Overview

Our firm delivers a top-tier financial services platform and personalized experience to empower you in achieving your financial aspirations. Regardless of your unique journey, our customized financial planning approach will meet you where you are, aligning with your specific objectives. Whether you seek life insurance, retirement savings, or wealth accumulation, our diverse range of products and services, sourced from renowned insurance and financial providers, is designed to fulfill your requir...

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.

Browse more categories

Ready to get started?

Book a top-rated legal & finance professional or create your own booking page.

Browse providers Create your free page

No credit card required