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

B

Barnhart Financial Group

Job Interview

Join a focused Job Interview session designed to assess fit and potential collaboration. This 30-minute phone interview will provide a concise overview of your background, the role, and next steps.Expect a structured conversation with clear questions and opportunities to highlight your experience. Attending will help you understand how your skills align with Barnhart Financial Group’s objectives and determine if this is the right opportunity for both parties.

Starting at

Free

A

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

B

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

D

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

I

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

M

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

R

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

L

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

M

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

M

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

E

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

S

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

S

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

D

Dianna Jennings

Client Call

Book a 30 minute client call.

Starting at

Free

D

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

J

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

C

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

C

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

T

Trisha Garcia

Virtual Bookkeeping Consultation

Are you overwhelmed with receipts and reconciliations? Is Payroll taking too much of your time? Would it be helpful to schedule a quick 30-minute call or Teams Meeting to see what your needs are and some solutions that might help? I help take the stress off your plate so you can focus on the growth of your business.Schedule your 30-minute Virtual Bookkeeping Consultation to see how I can help.

Starting at

Free

S

Samantha DeBois

Accounting Services (copy)

Accounting ServicesAt Signed & Balanced LLC, we provide full-service accounting tailored to your needs, including bookkeeping, payroll management, and tax preparation. From tracking daily transactions and reconciling accounts to handling payroll and filing accurate taxes, we make sure your financials are organized, compliant, and stress-free. Whether you’re a small business owner, freelancer, or entrepreneur, our goal is to keep your books balanced so you can focus on what you do best.

Starting at

Free

Frequently asked questions

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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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