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 (391) Tax preparation (107) Financial planning (338) Bookkeeping (78) Insurance consulting (79) Estate planning (12)

Top legal & finance professionals

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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

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

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

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.

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

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.

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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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

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

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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.

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

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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

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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Vinoth Babu

Palayamkottai Office - 30 Minutes

Direct Discussion in Palayamkottai Office, Tirunelveli

Starting at

Free

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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

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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

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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 4.7 out of 5.

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