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 (113) Financial planning (336) Bookkeeping (78) Insurance consulting (80) Estate planning (16)

Top legal & finance professionals

E

Enrico Kalinka | Peak Finances

Strategie Session

Willkommen zu unserem Strategiegespräch.Wir uns deine individuell ausgearbeitete Strategie an, die auf deinen Zielen, Vorgaben und Präferenzen basiert – sofern wir diese bereits im Vorfeld besprochen haben. Falls nicht, klären wir die wichtigsten Punkte kompakt zu Beginn.Anschließend gehen wir strukturiert durch den strategischen Aufbau und zeigen dir, wie Vermögensaufbau, steuerliche Effizienz und Absicherung sinnvoll ineinandergreifen.Ziel des Gesprächs ist es, dass du eine klare, nachvollzieh...

Starting at

Free

A

Angel Hartfield

BookSmart Bookkeeping

Hi! How are you today? Thank you for scheduling your BookSmart Bookkeeping Session! This session is for those who already have a business established. Whether you want us to manage it all or just a little bit, we are here to manage your business so that you can exceed your goals and grow!

Starting at

Free

C

Charles Edwards

Business Loan

Let’s Talk Funding!We have an approval rate of over 90%.Book your free 10–15 minute call to discuss your business loan options. We'll review your pre-qualification answers, answer your questions, and show you the best funding solutions for your unique situation — no pressure, no obligations.

Starting at

Free

V

Vince A.

Become a Referral Partner

Join us as we walk through our Referral Program, designed to reward you for introducing clients to our services. In this session, we’ll cover:How the program works and who qualifiesCompensation and reward structureThe services included under the referral programRules and compliance (can and can’t dos)How to get started and track your referralsThis meeting is your chance to understand how you can benefit while helping others gain access to professional bookkeeping, tax, and financial planning ser...

Starting at

Free

G

Gregory Russell

2nd Follow-Up Meeting (1hr)

Thank you for booking this follow-up appointment.What to expect during this meeting:I will attempt to answer any question you might have reguarding our last meeting.I will show you how you can be able to prepare for you and your family's financial future.Hopefully if you're saticfied with what you are seeing maybe you will move forward with the process.

Starting at

Free

B

Benn Pople

RisKIT Live Demo: ICAAP, ILAAP and RRP Prebuilt Models

A live, screen-shared walkthrough of RisKIT, our pre-built prudential models for ICAAP, ILAAP and Recovery and Resolution Planning.In 45 minutes you will see the models working end to end, with transparent logic and a clear audit trail, plus how your team would own and operate them, and the licensing and support options.Built to cut delivery risk and cost against consultant-built alternatives. Bring your CFO, Head of Risk or model owner. The more technical the questions, the better.Tell us your...

Starting at

Free

D

Dr. Howard Polansky, DMD, MBA

Comprehensive Cash Flow Analysis with Howard

How we will work togetherWe will fill out the cash flow worksheet together during the call. Please do not complete it in advance; having approximate numbers nearby is enough.Why this conversation existsYou’ve already seen the overview. This follow-up is simply to slow things down and look at the numbers together—calmly—to see whether your current cash flow can be improved without changing how you practice day to day or touching accounts receivable.If the math doesn’t show a clear, meaningful imp...

Starting at

Free

A

Au nom de la Liberté

Appel stratégique gratuit - Au nom de la liberté

Réserve 20 minutes avec Eric & Alex pour faire le point sur ta situation.Structuration juridique (LLC US), comptes bancaires internationaux, confidentialité numérique, Bitcoin, résidence fiscale de repli — on identifie ensemble la stratégie adaptée à ton profil.Ce que tu obtiens dès cet appel :— Un diagnostic de ta situation fiscale et patrimoniale— Une recommandation personnalisée (Affranchi, Spectre ou Prometheus)— Des réponses concrètes, pas de la théorieTu es entrepreneur, freelance ou i...

Starting at

Free

U

Uddhav Krishnarao Tulshibagwale

Udyam Investments Appointment

Official Work

Starting at

Free

E

Elite Consulting

📅 Consulenza di 30 Minuti - Offshore

Ogni anno guadagni 100 e te ne restano meno di 60. Con la struttura fiscale giusta, potresti tenerti fino a 95.Non parliamo di scorciatoie: parliamo di ristrutturazione fiscale internazionale, 100% legale e conforme. È quello che fanno già migliaia di imprenditori italiani — e quello che facciamo noi ogni giorno da 7 anni.Durante la sessione strategica analizziamo la tua situazione e ti mostriamo quanto potresti risparmiare concretamente con una struttura internazionale su misura per il tuo busi...

Starting at

Free

V

Vinoth Babu

Palayamkottai Office - 15 Minutes

Direct Discussion in Palayamkottai Office, Tirunelveli

Starting at

Free

F

Flavia Justice

Clean up/ Catch up Books

If you need your books cleaned, or catch up you are in the right place. Book an appointment so we can discuss your needs.

Starting at

Free

A

Amazing Financial LLC

Bookkeeping

Help clients get account information for business in order, organized, and set up. This can be done monthly, quarterly, or yearly.Organization of business incomes, expenses, sales, etc.DO NOT EXIT AFTER BOOKING. THERE IS A FORM TO FILL OUT IT WILL REDIRECT YOU TO.*** 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....

Starting at

Free

M

Michelle Smith

Xero Support (1hr)

Xero isn’t just for bookkeeping—it’s a powerful tool to help steer your business in the right direction and achieve your goals.Streamlining your bookkeeping processes will save you both time and money, making it easier to focus on growing your business.This is a great first step!Need support? Book a session!Each session is fully customised to your business so you can focus on the parts of the system that matter most to you.The sessions tend to last an hour, but if it’s more convenient, you can s...

Starting at

£124.99

J

Jordan Vaillancourt

Grab Your Free 15-Minute Call Here!

See If My Bookkeeping Help Is Right for You!This free 15-minute call is all about you and your business. Share your needs and goals, and see if my services are the right fit—no pressure, no obligation. It’s just a quick, friendly chat to help you figure out your next steps! ✨ Currently offered on Sundays between 5 and 7 PM (EST) ⏰ Spots are limited, so grab your time before they’re gone!

Starting at

Free

S

Stacy Alcorn-Smith

15 Minute Discovery Call

Book a 15-minute Discovery Call with me! We'll discuss your bookkeeping needs and challenges, and how I can help address them.

Starting at

Free

N

Nina

Private Bookkeeping Consultation

Ask your bookkeeping questions and get answers that make sense during your private video call with small business bookkeeper Nina Casey.Perfect for real-time Q&A's, how-to demonstrations and live reviews of your books to identify problem areas you may have missed.

Starting at

$110.00

S

sFoundation Inc.

20-min Call with a Bookkeeper

Book a 20-minute discovery call with a bookkeeper.

Starting at

Free

J

James Dietz

Build your custom plan with me:

Business/Employer Discovery CallIf you're a business and would like to compare options for your employees, then this will be well worth your time. I work with Self-Employed, 1099 Independent Contractors, Small Business and more.James Dietz (JD)Licensed Health Agent in 29+ Stateshttps://www.ushagent.com/JAMESDIETZ

Starting at

Free

G

GooFeather Enterprises

Health Insurance Quote

Health insurance is a crucial investment that can provide you and your family with peace of mind and financial protection against the high costs of medical care. Let me assist you the best way possible for you and your family.

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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