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 (369) Tax preparation (105) Financial planning (339) Bookkeeping (75) Insurance consulting (70) Estate planning (10)

Top legal & finance professionals

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Michelle Salinas

Expanding Money: Financial Peace Session

Ready to conquer the world of life insurance with clarity and confidence? Join our 30-minute session tailored just for you!What’s on the agenda? We're here to offer free, no-strings-attached guidance to demystify your options and compare costs and coverage.Walk away with:Practical steps to shield your family’s financial futureA solid understanding of your current planSmart strategies to up your insurance gameThis session is THE go-to if you’re hunting for unbiased advice and straight-up answers...

Starting at

Free

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Dr. Howard Polansky, DMD, MBA

Dr. Polansky — 15-Minute Review of Your Owner Quiz

What this isThis is a private 15-minute review of your cash flow quiz.Dr. Howard Polansky will call you directly from 512-608-1020.Your priorityThis short conversation is designed to help you understand what may be creating friction or uncertainty in your cash flow right now — and whether your quiz answers point to anything worth exploring further.Howard reviews your quiz responses in advance, then walks through what stands out and why. The focus is on clarity, not advice or action.What may be d...

Starting at

Free

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Moses Nelson

Financial Strategy Consult Call (BSL)

Discover how to grow wealth securely, reduce taxes, and create a stream of income you won’t outlive — all while protecting your family’s future.In this consult, we’ll explore strategies that:Provide tax-advantaged access to cash when you need itGrow your money tax free with no market downsideSecure lifelong coverage and peace of mindBuild a legacy that lasts for generationsBook your session today and learn how to design a strategy that works for both today and tomorrow.

Starting at

Free

K

Kameel

Private Financial Wellness Session

A private, one-on-one financial wellness session focused on building calm, sustainable money habits without hustle or overwhelm. Designed to help you gain clarity, confidence, and a system that works in real life. The discussion is curated around your needs.

Starting at

SGD 150.00

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Kanishia Wallace

CEO Tax Prep Organization Assessment

CEO Tax Prep Organization AssessmentThis session is for business owners who want to understand what it will take to organize their finances before filing.During this assessment, we will:Review your intake responsesIdentify gaps in your current organizationDetermine what type of tax prep system you needOutline the number of working sessions required, if support makes senseThe focus is on preparation, clean records, and building an IRS-compliant, audit-resistant system that makes filing easier and...

Starting at

$25.00

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True Values Global Corporation

High-Level Trust & Asset Protection

High-Level Trust & Asset Protection is a focused 60-minute session designed to help executives and professionals understand how strategic trust structures can safeguard wealth. In this practical presentation, you’ll learn how irrevocable trusts, 508 trusts, and related tools can preserve capital, reduce risk, and align asset protection with broader financial goals.Attendees will gain actionable insights into leveraging trusts, identify common missteps to avoid, and discover why this protecti...

Starting at

$1,000.00

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Dr. Wendy G. Wilson

Retirement Planning & Insurance Review Consultation

If you are approaching retirement, or already retired, and want clarity around your financial strategy, this session is designed for you.During this consultation, we will review your current retirement plan, income strategy, and insurance coverage to identify gaps, risks, and opportunities for greater protection and long-term stability.This is not a sales presentation.This is a structured strategy conversation.You will walk away with:• Clear insight into where you stand• Understanding of potenti...

Starting at

Free

O

Odel Hilgendorf

Project Cost Estimation & Budgeting

This 30-minute consultation provides an opportunity to discuss your project’s cost estimation, budgeting strategies, and financial forecasts. I'll help you understand how accurate cost breakdowns and risk-adjusted budgets can protect your margins and ensure the financial health of your project from the start.

Starting at

$200.00

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Luntadila Paulo, CPA, MBA

Valuation Discovery Call (30-Minute)

Book this call if you need a business valuation for a sale, partner buyout, estate/gifting planning, financing, or internal planning.We’ll clarify the purpose, timeline, required level of valuation, and what information is needed — then outline next steps._______________________________________________________________________________________ To learn more about our firm, visit www.yetoadvisory.com Follow us on social media using the handle @yetoadvisory

Starting at

Free

V

Vince A.

Strategy Session

Unifirst Financial & Tax Consultants offers a Financial Review and Strategy Session for individuals and business owners who want clear guidance on taxes, business structure, bookkeeping, and financial decisions.This session is designed to review your current situation, identify issues or missed opportunities, and discuss practical next steps based on your goals. It is a good fit for those who want clarity before making important tax, business, or financial decisions.After your booking is rev...

Starting at

$50.00

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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 Zoom 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 h...

Starting at

$257.00

P

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 Zoom 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 how to g...

Starting at

$257.00

V

Vinoth Babu

Tirunelveli Sripuram Office - 30 Minutes

Direct Discussion in Sripuram Office, Tirunelveli

Starting at

Free

K

Kris & Stephanie Smith

Ask a Bookkeeper

Need some help with your bookkeeping but don't really know where to start? Are you stuck and need some guidance working through a problem with your books?Whether you're grappling with categorizing transactions, confused about reconciliations, or would like some advice on how to set up or improve your accounting processes, we are here to lend a helping hand.Bring your questions, concerns, and any relevant documents, and we will work through the problem together. Note that screen sharing is encour...

Starting at

$50.00

H

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

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

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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 4.9 out of 5.

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