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 (401) Tax preparation (112) Financial planning (340) Bookkeeping (80) Insurance consulting (81) Estate planning (12)

Top legal & finance professionals

D

Dr. Howard Polansky, DMD, MBA

Cash Flow Analysis from Dr. Polansky

What this is (and isn’t)This is a short presentation for you to review your options. No commitment is required because it's not a sales call. The goal is clarity. Nothing more.We’ve tailored the solution to what matters most to you right now:Sleep (cash cushion)Time (fewer clinical hours)Grow (team or equipment)Relief (personal debt)Why this conversation existsYou’ve already seen the overview and taken the time to share the confidential financial details. The numbers are now crunched. You'll se...

Starting at

Free

E

Enrico Kalinka | Peak Finances

Kennenlernen/Get to know us

Willkommen zu unserem Kennenlerngespräch.Heute geht es vor allem darum, deine aktuelle Situation und deine Ziele besser zu verstehen. Gemeinsam schauen wir uns an, welche Anforderungen, Wünsche und vielleicht auch offenen Punkte dich aktuell beschäftigen.Auf dieser Basis prüfen wir strukturiert und transparent, ob und wie unser Ansatz dich sinnvoll ergänzen kann – sei es beim Vermögensaufbau mit steuerlicher Optimierung oder bei einer durchdachten Absicherungsstrategie.Am Ende des Gesprächs hast...

Starting at

Free

L

Luca Bersella

Pricing conversation

We'll walk through your financial situation, recommend the right pricing for your context, and answer any questions about how we work.

Starting at

Free

P

Patricia C_Turning Pt Bookkeeping

Bookkeeping_15 Minute _Paid Discovery Call

Book a 15-minute Paid Discovery Call with me! $37.99Video meeting call: On this call, you will let us know what kind of help you need for your business. We will get to know you, our new potential client, and see if we can work together.Please complete and answer all the questions after payment is processed. This will help us prepare for our Zoom meeting.Thank you for choosing us for your Bookkeeping Service needs!One Purchase Per Client: Limit one purchase per client. Any duplicate purchases may...

Starting at

$37.99

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Patricia C_Turning Pt Bookkeeping

Bookkeeping_Training for Accounting Software_Three _45 Min

Book 3 Training sessions for cloud Accounting software with me Three - 45 Minutes!The price for this training package is $591.00 ($197.00 per session x 3)This is a 1-on-1 training, one 45-minute weekly session for 3 weeks.I will teach business owners how to use the cloud accounting software they are using for their business's financial books.Pick one of these cloud accounting softwareQuickBooks Online XeroTo understand and learn your cloud accounting systemWe recommend scheduling at least 3 se...

Starting at

$197.00

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sFoundation Inc.

20-min Discovery Call CPI

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.

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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Julia Berkhout

60 Minute Meeting

Book an in person meeting with me for up to 60 minutes!Convenient location to suit to be confirmed after booking

Starting at

Free

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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

J

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

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

C

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

S

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

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

💸 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

A

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

V

Vinoth Babu

Palayamkottai Office - 30 Minutes

Direct Discussion in Palayamkottai Office, Tirunelveli

Starting at

Free

D

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

T

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

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

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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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