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 (385) Tax preparation (110) Financial planning (339) Bookkeeping (75) Insurance consulting (76) Estate planning (12)

Top legal & finance professionals

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Nate StJohn

Wealth Protection & Growth Strategy

This 15-minute session on Wealth Protection & Growth Strategy delivers a concise, results-focused review of your current asset protection measures and growth opportunities. Expect practical insights, quick-win recommendations, and a clear next-step plan tailored to safeguarding your assets while accelerating wealth growth. Ideal for busy professionals seeking actionable guidance to protect what you’ve built and position it for future prosperity. You will also receive ongoing support beyond t...

Starting at

Free

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Jamie Blair

Document Drop-off

This appointment is for individuals who are interested in working with us but does not want to complete the manual work that it takes to scan and upload to the digital intake form.

Starting at

Free

A

Adriano Valente Rocha

[VR Garantia & Crédito] Conheça esta Inovação em Crédito para Empresas

Vamos conversar sobre o futuro da sua empresa? Atuo como parceiro estratégico para estruturar crédito de alto valor. Reserve um horário para entendermos seus desafios e desenharmos juntos uma solução de 'Capital Estratégico' que viabilize sua expansão e modernização com segurança.

Starting at

Free

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Ryan @AlloFunding

15 Min Business Funding Consultation Call

WARNING: This is NO BS Business Funding Assessment Call.What we will do:Get into the details and understand the story behind the numbers.Map out a 'road-to-capital', not months back and forth.Identify the exact loan products that align with your cash flow.What we WON'T do:Waste your time with 'teaser rates'(e.g 100% financing, no money down) with predatory products that will trap your business.Sugarcoat the reality of your current credit or financial situation just to keep you on the phone.Guara...

Starting at

Free

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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

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Dr. Howard Polansky, DMD, MBA

Cash Flow Analysis from Dr. Polansky

What this is (and isn’t)This is a short presentation for you to review your options. No commitment is required because it's not a sales call. The goal is clarity. Nothing more.We’ve tailored the solution to what matters most to you right now:Sleep (cash cushion)Time (fewer clinical hours)Grow (team or equipment)Relief (personal debt)Why this conversation existsYou’ve already seen the overview and taken the time to share the confidential financial details. The numbers are now crunched. You'll se...

Starting at

Free

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Luca Bersella

Pricing conversation

We'll walk through your financial situation, recommend the right pricing for your context, and answer any questions about how we work.

Starting at

Free

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Patricia C_Turning Pt Bookkeeping

Bookkeeping_15 Minute _Paid Discovery Call

Book a 15-minute Paid Discovery Call with me! $27.99Zoom call: On this call, you will let us know what kind of help you need for your business. We will get to know you, our new potential client, and see if we can work together.Please complete and answer all the questions after payment is processed. This will help us prepare for our Zoom meeting.Thank you for choosing us for your Bookkeeping Service needs!No Refunds for No-Shows Policy for Paid Meetings: If you fail to attend your scheduled meeti...

Starting at

$27.99

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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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De Reizende Boekhouder B.V.

De boekhoud APK

Voor ondernemers die onzeker zijn over hun boekhouding, het liefst alles zelf blijven doen maar graag samen de puntjes op de i willen zetten.2 uur sparren3 tips voor een betere boekhoudingStappenplan: Om je boekhouding goed te kunnen bijhoudenNa deze meeting weet je waar je nu staat en heb je huiswerk om je administratie op de rit te krijgen. En een goed gevoel dat je alles op orde hebt.Annulering of afspraak vergeten: tot 24 uur van tevoren worden geen kosten berekend, je krijgt in je mail een...

Starting at

€359.40

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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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Vinoth Babu

Palayamkottai Office - 30 Minutes

Direct Discussion in Palayamkottai Office, Tirunelveli

Starting at

Free

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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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