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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 (389) Tax preparation (109) Financial planning (338) Bookkeeping (78) Insurance consulting (79) Estate planning (12)

Top legal & finance professionals

Corey M Stackhouse, CFP®

Corey M Stackhouse, CFP®

(75 min IN PERSON) Current Client Appt Request

These times are available for current clients of Stack Enterprises (Flexible Topic Discussion)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at
Free
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Corey M Stackhouse, CFP®

Corey M Stackhouse, CFP®

(75 min ZOOM) Current Client Appt Request

These times are available for current clients of Stack Enterprises (Flexible Topic Discussion)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at
Free
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John Hagerman

John Hagerman

Free Retirement Audit

It takes more than money in the bank to create a great retirement, it takes a great plan. This conversation will give you an opportunity to explore how prepared you are, and where you need help. You'll get a lot of value from the chat, whether you sign up to work with John or not. Guaranteed. Click on the button to schedule your FREE audit.

Starting at
Free
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Simon Skinner

Simon Skinner

igi

Are you seeking a reliable investment opportunity with a steady 2% monthly return? Look no further than igi's instant access accounts. Or perhaps you're seeking treasury management services that offer impressive returns for your company's investments. If you're a high net worth investor, we invite you to explore igi's professional funds, designed to maximize your investment potential and generate higher returns than our instant access accounts. Let's start a conversation about how igi can help y...

Starting at
Free
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Simon Skinner

Simon Skinner

igi Introducers

Are you looking for an exciting opportunity to introduce your clients to a reputable investment company with a proven track record of generating impressive returns? Look no further than igi! Our instant access accounts offer a steady 2% monthly return, while our treasury management services provide a great option for your company's investments. You can make up to 1% passive income for all funds you have introduced.

Starting at
Free
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Shane Rutledge

Shane Rutledge

Multifamily Passive Investing Call - 30 Minutes

I’m excited you’re booking a call with me. I look forward to getting to know you and learning more about your investment goals. Please let me know if you have any questions or anything specific that you want to talk about to help me prepare for our meeting.

Starting at
Free
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Amazing Financial LLC

Amazing Financial LLC

Credit Repair

Help clients remove, settle, dispute, clean up, etc on their credit report.DO NOT EXIT AFTER BOOKING. YOU WILLL BE REDIRECTED TO NEXT STEP AND NEXT FORM. *** 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. If you are unsure about the services needed and have not had a free consultation already, please book a free...

Starting at
Free
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Enrico Kalinka | Peak Finances

Enrico Kalinka | Peak Finances

Kennenlernen für Sportler/Triathleten

Im Beratungsgespräch erfährst du:auf welche Weise Du dich finanziell so absicherst, dass du keine Angst mehr vor Verletzungen haben musstwie Du dich finanziell so aufstellst, das du dich um die Zukunft nicht sorgen musstwie Du deine Finanzen so strukturierst, dass Du stets den Überblick hast, wie Du Ausrüstung, Trainingslager und Reisen zu Wettkämpfen finanzierstdich voll und ganz auf dein Training konzentrieren möchtest, statt das Kleingedruckte von Versicherungen zu studierenNatürlich lernen w...

Starting at
Free
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sFoundation Inc.

sFoundation Inc.

Free 45-min Financial Projections W

Book a free session with us!Review your financial projections or pro forma.

Starting at
Free
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Ebony Coston

Ebony Coston

Financial Freedom Meeting

Join for a transformative financial freedom meeting where we will explore strategies to break free from debt, build sustainable wealth, save on taxes and increase your income. Discover practical and personalized advice tailored to you. Take the first step towards achieving financial independence and unlocking your full potential.

Starting at
Free
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sFoundation Inc.

sFoundation Inc.

20-min Discovery Call CPS

Book a 20-min discovery call with us.CFO and Bookkeeping Services.https://www.sfoundation.ioAsk us about the 100% money-back guarantee on our bookkeeping services.

Starting at
Free
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sFoundation Inc.

sFoundation Inc.

20-min Discovery Call LP

Book a 20-minute discovery call with us.CFO and Bookkeeping Services.https://www.sfoundation.ioAsk us about the 100% money-back guarantee on our bookkeeping services.

Starting at
Free
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Julie Timms

Julie Timms

60-minute Free Initial Consultation

Unpaid Invoices? Let me tell you something - You’re not alone.This is exactly why most people come to me.But they wouldn't tell you.Think of me as your silent partner - DISCREET. PROFESSIONAL. EXPERIENCED.Does this feel just what you have been looking for?Before commiting to anything and to help put your mind at rest. I offer a FREE, no pressure, no obligation 60-minute online consultation, to help you figure out how I can help you.Think of it as a relaxed, virtual coffee — a space where you can...

Starting at
Free
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La Shay Mayfield

La Shay Mayfield

Discovery Call

Looking for bookkeeping support? Book your discovery call and let's have a quick chat about what your bookkeeping needs are and make sure that we are a good fit for a thriving partnership. If you are short on time, you can also head straight to our Interest form & we'll contact you! Thank you & God Bless

Starting at
Free
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Chris

Chris

Nex Bookkeeping Discovery Meeting - 45 Min

Choose a Zoom call or a phone call: A quick discovery call to learn more about your business and bookkeeping needs. We’ll discuss your current processes, challenges, and goals to see if we’re a good fit. This is also your opportunity to ask questions and get clarity on how I can support your business. Choose a Zoom call or a phone call. Best regards,The Nex Team – Simple. Easy. Good. Done.

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
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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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👋🏼 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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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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AzClearBooks

AzClearBooks

Diagnostic Call

In 15 minutes you'll know exactly where your books stand and what needs fixing first. We'll look at what's working, what's not, and what's costing you time or creating tax risk — then map out a clear next step, whether that's a quick cleanup or ongoing support.No prep needed. No pitch. Just clarity.

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 4.8 out of 5.

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