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 (115) Financial planning (337) Bookkeeping (80) Insurance consulting (80) Estate planning (15)

Top legal & finance professionals

D

Danny GAO

Free initial consultant

Our first meeting is designed to get a clear picture of your current financial position and discuss how we can support you. Once you've scheduled the appointment, you'll receive a calendar invitation with a Microsoft Teams join link and access to our client portal. Before our session, please take a moment to complete the online fact-finding questionnaire on the client portal. This will allow me to prepare effectively and ensure our time together is well-utilized.

Starting at

Free

J

Jon Derkits

CML Capital Advisory

A full hour dedicated to your reviewing your financials and advising on sustainable debt options for your business.

Starting at

$499.00

T

Tammy

Debt / Credit Consultation 1 Hour Session

This is for you if you want to strategize and review to review finances, budget, & any debt or collection challenges.You agree to pay a one time non-refundable fee of $150 for a 1 hour session.

Starting at

$150.00

R

Rachel Moore

Juneteenth "Each One Teach One" Event

Join us on June 24th at 7pm CST and feed your mind at our Each One Teach One Event. Knowledge is power. We will be showcasing financial concepts geared toward safeguarding your family, understanding the power of taxation, estate planning and much more! Please register below and we will see you on June 24th.

Starting at

Free

T

Toni Colina

Business Meeting with Toni

A side business that can build your legacy, dream, and retirement, helping families achieve their financial goals. With a degree in Family Studies, I understand how financial stress is one of the biggest stressors in relationships. That’s why my passion for family life education is geared towards financial wellness for families, because many aspects of family relationships are impacted by finances. This is my way to advocate for children, enabling families to enjoy quality time without the burde...

Starting at

Free

E

Erika García Marmolejo

Préstamos Sector Gobierno

Asesoría personalizada para la solicitud de un préstamo de Consumo Sector GobiernoErika García MarmolejoEspecialista Préstamos Consumo Sector GobiernoTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

B

BFR Consulting Services

Avec votre service pour discuter de n'importe quel aspect de votre situation financière.

Avec votre service pour discuter de n'importe quel aspect de votre situation financière.90 Euros par heure.

Starting at

€90.00

A

Andrea García Marmolejo

Préstamos Sector Gobierno

Asesoría personalizada del producto Préstamos Sector GobiernoAndrea García MarmolejoEspecialista Préstamos Sector GobiernoTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

E

Erika García Marmolejo

Préstamos IMSS

Asesoría personalizada para un Préstamo IMSSErika García MarmolejoEspecialista Préstamos IMSSTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

A

Alexandre Dussourd

📝 R2 - Analyse patrimoniale

Durée 90min Au programme : Présentation de votre étude de dossier et de la stratégie patrimonialePlanification par étape Objectif : Vous fournir une feuille de route claire et actionnable, avec un accompagnement régulier pour assurer la réussite de vos projets à long terme.

Starting at

Free

F

Fabian Vizcaino

Personal Equity Plan with Custom-Designed Whole Life Policy Application Meeting

This 60-minute meeting is designed to help you gather the necessary details and submit a proposal with an application for a custom-designed Whole Life Insurance policy. This unique policy will serve as the foundation for building your Personal Equity Plan – a strategy designed to create income-tax-free wealth while leveraging the policy as a financial asset to support your cash flow and lifestyle.During this session, we will: • Discuss your financial goals and needs. • Collect the required infor...

Starting at

Free

B

Book a Appointment

Dubai Global Holding

🇹🇷 Lütfen toplantınız için uygun bir gün ve saat ayarlayın.Toplantının verimli geçmesi için lütfen gerekli soruları ve belgeleri önceden hazır bulundurun.🇺🇸 Please arrange a convenient day and time for your meeting.In order for the meeting to be productive, please have the necessary questions and documents ready in advance.🇦🇪 يرجى تحديد يوم ووقت مناسبين لاجتماعكم. ولضمان نجاح الاجتماع، يُرجى تجهيز الأسئلة والوثائق اللازمة مسبقًا.🇷🇺 Пожалуйста, согласуйте удобный день и время для встречи.Чтобы вс...

Starting at

Free

B

Brendon Walker

The Business Lyfe - 45 Minute Meeting

Book Your Intro Strategy Session with Brendon Walker & TeamThank you for your interest in scheduling time with me. This session is designed to help you gain clarity, explore your financial goals, and discover the powerful investment opportunities available through Imagine Financial Group.Whether you're looking to grow your portfolio, increase cash flow, or find smarter ways to secure long-term wealth, this meeting will give you real insight and real options.What to Expect✔ A focused conversa...

Starting at

Free

P

Patricia C_Turning Pt Bookkeeping

Bookkeeping_15 Minute _Paid Discovery Call

Book a 15-minute Paid Discovery Call with me! $37.99Video meeting 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!One Purchase Per Client: Limit one purchase per client. Any duplicate purchases may...

Starting at

$37.99

P

Patricia C_Turning Pt Bookkeeping

Bookkeeping_Training for Accounting Software_Three _45 Min

Book 3 Training sessions for cloud Accounting software with me Three - 45 Minutes!The price for this training package is $591.00 ($197.00 per session x 3)This is a 1-on-1 training, one 45-minute weekly session for 3 weeks.I will teach business owners how to use the cloud accounting software they are using for their business's financial books.Pick one of these cloud accounting softwareQuickBooks Online XeroTo understand and learn your cloud accounting systemWe recommend scheduling at least 3 se...

Starting at

$197.00

K

Kris Smith

Ask a Bookkeeper - 30 Minutes

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

S

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

S

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

J

Julia Berkhout

60 Minute Meeting

Book an in person meeting with me for up to 60 minutes!Convenient location to suit to be confirmed after booking

Starting at

Free

S

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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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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