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 (403) Tax preparation (119) Financial planning (341) Bookkeeping (84) Insurance consulting (85) Estate planning (14)

Top legal & finance professionals

K

Karitsa Kerns, CPA, EA

Discovery Call

This is a brief introductory call (15 minutes) designed to assess your needs and determine whether we are a good fit to work together. During this call, we'll identify which of my services - such as tax preparation, tax planning, consultation, or resolution- best align with your situation.Please note: This is not a consultation. No specific tax advice, strategies, or solutions will be provided during this session.If it makes sense to move forward, you'll have the opportunity to book a comprehens...

Starting at

$50.00

B

Bishnu Adhikari

15 Minute - Home Loan Consultation

Hi there,I’ll go the extra mile to help secure a home loan that’s right for you. I can also help with your refinance need.Let's catch up to discuss your need and develop a plan to get your dream home.Kind Regards,Bishnu AdhikariAzure Home LoansMortgage BrokerTel: 0400 77 77 55E:[email protected]

Starting at

Free

B

Ben Ingersoll

Stock Loan Process

15 to 30 Minute Stock Loan Exploration Q&A

Starting at

Free

L

Luntadila Paulo, CPA, MBA

Accounting + CFO Advisory Call (30-Minute)

Book this call if you want clean monthly numbers and CFO-level guidance to run your business with confidence.We’ll review what’s working, what’s unclear, and what support would help most: bookkeeping/accounting, reporting, cash flow, and decision-making.To learn more about our accounting services, visit our website by clicking here!Follow us on social media using the handle @yetoadvisory

Starting at

Free

D

Dr. Breanna BOSS James

Complimentary 30-Minute Strategic Planning Session

Complimentary 30-Minute Strategic Planning SessionLet’s take the guesswork out of life insurance together.During this free 30-minute session, we’ll discuss your current needs, explore the right coverage options for you and your loved ones, and create a personalized strategy to help you build financial security and peace of mind.Whether you're just getting started or reviewing existing coverage, this session is designed to give you clarity and confidence. Book your session today!

Starting at

Free

B

Broker Seguros

Llamada para mas información 🙋🏼‍♂️

Agendemos una llamada de 10 minutos para escuchar su necesidad de seguros o inversionesIMPORTANTE:📆 Elija el día y la hora que mas le conviene para recibir la llamada📮 Responda las preguntas así nos preparamos para atenderle mejor📞 ¡Espere nuestra llamada!Nos hablamos pronto 🙌🏻

Starting at

Free

P

Piero Di Bello

Prenota la tua Consulenza Gratuita

Proteggi la tua Famiglia e la tua ImpresaIn questi 20 minuti sarò a tua disposizione per rispondere a tutte le tue domande.La consulenza è pensata per aiutarti a chiarire dubbi e offrirti un quadro generale e completo della tua situazione.Questo incontro ti permetterà di decidere liberamente se i nostri servizi sono in linea con le tue esigenze.I NOSTRI SERVIZI Asset protection & risk management: proteggi il patrimonio da crisi di liquidità, contenziosi e conflitti familiari. Pianificazione...

Starting at

Free

S

SANDY OSEI

Free Comprehensive Financial consultation

A complimentary 60-minute consultation designed to help you gain clarity on your financial goals, retirement planning, wealth-building strategies, and income protection. Leave with actionable insights and a clearer path forward.

Starting at

Free

E

Enrico Kalinka | Peak Finances

Erstgespräch - Steuern sparen und AV für Unternehmer

Willkommen zu unserem Erstgespräch.Gemeinsam schauen wir uns an, welche Anforderungen, Wünsche und vielleicht auch offenen Punkte Sie aktuell beschäftigen.Auf dieser Basis prüfen wir strukturiert und transparent, ob und wie unser Ansatz Sie sinnvoll ergänzen kann – sei es beim Vermögensaufbau mit steuerlicher Optimierung, aber auch mit einer durchdachten Absicherungsstrategie.Am Ende des Gesprächs haben Sie eine klare Entscheidungsgrundlage, ob eine Zusammenarbeit für Sie echten Mehrwert bietet...

Starting at

Free

M

Megan Herrera

Coffee and Conversation with a Bookkeeper

Hello and welcome! I'd love to get to know you and your business better. Let's chat and discuss your financial management needs and how I may be able to help you with your bookkeeping.

Starting at

Free

D

Dan Jones

Medicare Annual Enrollment Period - Free Evaluation

The Medicare Annual Enrollment Period (AEP) is the time of year when Medicare beneficiaries can change their coverage for the following year. The AEP runs from October 15th to December 7th. Any changes made during this time are effective on January 1.2025 will see some significant changes to Part D, otherwise known as Prescription Drug Coverage, either a stand-alone plan or included in Medicare Advantage Plans ( Part C ). Changes that could impact you include Premiums and Formularies ( if your...

Starting at

Free

A

Alexandre Dussourd

📝 R1 - Audit patrimonial

Durée 90min Au programme :Présentation de ma méthodologie de travailAnalyse approfondie de votre situation personnelle, professionnelle et financièreIdentification de vos projets et objectifs à atteindre☝ Important : Si vous êtes en couple, la présence de votre conjoint(e) est indispensable pour une analyse complète et alignée.🔐 Conformité : Afin de respecter les obligations légales, vous devrez signer un document d'entrée en relation pour accéder à l'intégralité des résultats de mon analyse.

Starting at

Free

E

Empress Josephine

Wealth builder account session with a licensed agent

g

Starting at

Free

R

Ram Bavanari

Annual Review with Ram Bavanari, United Life Financial: Your Path to Financial Security

Secure your financial future! An Annual Review is essential to ensure your policies and investments align with your evolving needs and goals. Our tailored session assesses, optimizes, and answers your questions. Don't miss out on this crucial opportunity. Schedule now!Best regards,Ram BavanariCell: 647-570-9070Email: [email protected]: www.unitedlife.ca

Starting at

Free

M

Matt Schuberg

Intro Call

A free 15-minute call to meet your Planned coach, ask any questions, and see if the coaching plan is right for you. No pressure, no commitment.

Starting at

Free

A

Amy Bell

Free Insurance Consulation - Protect Your Family & Future

Let's simplify your health and life insurance decisions together. In this free call, we'll discuss your needs, answer any questions, and explore the best coverage options for your situation. There is no pressure—just honest help from someone who's been there. Whether you're looking for Marketplace coverage, life insurance, or just need to understand your options, I'm here to guide you. What You'll Get: One-on-one support from a state-licensed agentA custom plan based on your needs and budget Pe...

Starting at

Free

T

Tevis Verrett

Get To Know You Meeting

Networking 1:1 Meeting: Discovery to bring into my sphere of influence/referral network.

Starting at

Free

N

Norbert

Online demo Tracking Contracts

In 15 minuten zie je precies hoe Tracking Contracts je contracten en opzegtermijnen bewaakt en wat dat jouw bedrijf bespaart. Je krijgt het echte product te zien, toegespitst op jouw situatie, met alle ruimte voor vragen. Vrijblijvend, je zit nergens aan vast.

Starting at

Free

V

VELAYOS ADVOCATS

Primera Visita

Durada: 60-90 minuts.Cost: 75€ + iva 21% = 90,75€.En cas de que la visita durés menys de 30 minuts, es fa un descompte especial, essent el preu total de 50 € +iva = 60,50 €Els 10€ de la reserva es descomptaran del preu de la visita.

Starting at

€10.00

A

Arturas

GTE EXPERTS Consultation

At GTE Experts, we specialize in helping students and professionals prepare strong, genuine, and compliant applications for Australian visas. Whether you’re applying for your Student Visa, Graduate Visa, or need professional support for an AAT Appeal, our team is here to guide you every step of the way.💼 Our Services Include:🎓 GTE & SOP WritingProfessionally written or reviewed Genuine Temporary Entrant (GTE) and Statement of Purpose (SOP) letters.Customized based on your academic backgrou...

Starting at

Free

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.

Browse more categories

Ready to get started?

Book a top-rated legal & finance professional or create your own booking page.

Browse providers Create your free page

No credit card required