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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 (406) Tax preparation (115) Financial planning (341) Bookkeeping (82) Insurance consulting (82) Estate planning (14)

Top legal & finance professionals

Kate De Zoysa

Kate De Zoysa

Financial Planning Discovery Meeting - 45 min

Financial Planning Discovery Meeting

Starting at
Free
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Michelle Salinas

Michelle Salinas

Healthcare Made Easy

Quality Control for Your Health Insurance!Navigating the world of healthcare insurance doesn’t have to be a headache. Join our streamlined 30-minute session designed to bring you clarity and confidence in your healthcare decisions!Here's what we'll dive into:No-Cost, No-Pressure Guidance: Get the lowdown on your options without the sales pitch stress.Understand Your Plan: Gain insight into your current health coverage and learn what it means for you and your family.Boost Your Coverage Smarts: Di...

Starting at
Free
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Humberto Fuenmayor

Humberto Fuenmayor

team-30-minutes

Book a meeting with me for 30 minutes! Enough time to cook a pasta or start an Insurance conversation.

Starting at
Free
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Ensure Benefits

Ensure Benefits

EMPLOYERS: Are YOU Overpaying Uncle Sam?

Designed for: Business Decision Makers who Employ W2 Workers.In this up to 45-minute discovery session led by Ensure Benefits, we'll explore whether your organization is currently overlooking a few well-established tax codes that are commonly overlooked by eligible employers.If your business qualifies for our services, we'll explain in detail the process and mechanics of it as well as easy steps of the implementation that will remedy your current oversight.You can expect an assessment of your cu...

Starting at
Free
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Lisa Allen

Lisa Allen

2 Hour- Life and Legacy Session

A Life and Legacy Planning Session is a personalized 2-hour working meeting during where I take the time to understand you - your unique goals, your family dynamics, and your priorities for yourself and your loved ones.Your life is unique and your estate plan should reflect that. This process is not a one-size-fits-all approach; it's designed to create a plan tailored to your specific needs and legacy.

Starting at
Free
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Jorge Méndez

Jorge Méndez

Seguros

Esta reunión es para explorar y platicar a detalle opciones de seguros que puedan ajustarse a tus necesidades. 😎💰📊📋

Starting at
Free
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Adriano Valente Rocha

Adriano Valente Rocha

[Executive Guard] Conversa com Adriano

Olá!É uma satisfação ter a oportunidade marcar um horário para tratar com você sobre como prevenir perda de renda em função de acidente ou doença, principalmente se você depende exclusivamente da sua condição de saúde para gerar renda.Por gentileza, siga as instruções a seguir para reservar um horário conveniente.E até breve!Adriano Valente RochaValenteRocha Risk SolutionsRua Visconde de Nácar, 1440 - sl 2005Curitiba, PR - 80.410-201valenterocha.com.br/executiveguard

Starting at
Free
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Ireen

Ireen

Estate Planning (For Single Person)

Single Person Estate Planning NotarizationProtect your future with notarized wills, powers of attorney, and healthcare directives. We ensure your documents are valid, secure, and give you peace of mind knowing your wishes will be honored.

Starting at
$195.00
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Edwin Hernández • Adactia Seguros

Edwin Hernández • Adactia Seguros

Prestaciones Empresariales / GMM Vida Grupal • 30 min

Reunión virtual de 30 minutos para asesoría profesional y transparente sobre Prestaciones Empresariales como el seguro de gastos médicos mayores y el seguro de vida grupal.Si deseas conocer más de nosotros, puedes visitar nuestro sitio web Adactia.mx.Edwin Hernández Lucatero, es director de Adactia y está certificado por la Comisión Nacional de Seguros y Fianzas (CNSF) y cuenta con +9 años de experiencia, especializado en:Seguro médico individual y empresarialAlternativas de ahorro de impuestos...

Starting at
Free
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John Sim

John Sim

Estate Planning Workshop for Clients (minimum 2-hrs)

The following standard training topics are available, but topics can created to suit the unique needs of your organisation. Booking fee starts from $500 per engagement (minimum 2 hours).Standard Topics:Wills Made Effective - A Step by Step Guide to Wills that WorkBegin with the End in Mind - Scope and Importance of Estate PlanningBuild a Legacy that Stands the Test of Time - Building & Maintaining Multi-generational WealthInclusive Planning For Special Need FamiliesThe Last Byte - Planning f...

Starting at
Free
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Patricia C_Turning Pt Bookkeeping

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 video call 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 instruction...

Starting at
$257.00
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Patricia C_Turning Pt Bookkeeping

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 video call 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 ho...

Starting at
$257.00
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Vinoth Babu

Vinoth Babu

Tirunelveli Sripuram Office - 30 Minutes

Direct Discussion in Sripuram Office, Tirunelveli

Starting at
Free
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Heather Hayes

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
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Royal Blue Tax Pros

Royal Blue Tax Pros

Bookkeeping Consultation

Welcome to Royal Blue Tax Pros!In this Phone Consultation, discuss your bookkeeping needs and finalize a plan if we are to move forward with the service. If you have any questions, be sure to write them down so that we can answer them during the call. Pick a Date and Time that works best for you!Thank you and we look forward to speaking with you!

Starting at
Free
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Michelle Smith

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
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Michelle Smith

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
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Elizabeth Frantz

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
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Sue Green

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
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sFoundation Inc.

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
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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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