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 (413) Tax preparation (120) Financial planning (343) Bookkeeping (81) Insurance consulting (84) Estate planning (14)

Top legal & finance professionals

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Liz Galvan

Document Preparation Intake | Preparación de Documentos (Up to 45 min)

🇺🇸 EnglishDocument Preparation Intake AppointmentThis appointment is for clients who are ready to begin their document preparation services.Please reserve up to 45 minutes for your appointment. The actual time will depend on the document(s) being prepared. Some services, such as a deed or Homestead Declaration, may take less time.I’ll walk you through the process and collect the information needed to prepare your documents.If you are preparing a Trust or Will Package, please have the following i...

Starting at

Free

D

Dan Jones

Employee Benefits Enrollment Session Colonial Life

Use this booking to schedule time for an Employee Benefit Session.We can meet at my office, your employment or by video conference. We'll cover your options, answer questions and complete your enrollment for the Employee Benefits you're being offered through your employer.

Starting at

Free

B

Barnhart Financial Group

Job Interview

Join a focused Job Interview session designed to assess fit and potential collaboration. This 30-minute phone interview will provide a concise overview of your background, the role, and next steps.Expect a structured conversation with clear questions and opportunities to highlight your experience. Attending will help you understand how your skills align with Barnhart Financial Group’s objectives and determine if this is the right opportunity for both parties.

Starting at

Free

T

Travis Lewis

Onboarding

Quick discussion on how we can serve you and your family most effeciently:Make sure all docs are signed (MyAmFam App access)Auto billingPreferred communicationWhat to expect from us as an agencyClaims & Office procedures.

Starting at

Free

E

Enrico Kalinka | Peak Finances

Kennenlernen/Get to know us

Willkommen zu unserem Kennenlerngespräch.Hier soll es vor allem darum gehen, deine aktuelle Situation und deine Ziele besser zu verstehen. Gemeinsam schauen wir uns an, welche Anforderungen, Wünsche und vielleicht auch offenen Punkte dich aktuell beschäftigen.Auf dieser Basis prüfen wir strukturiert und transparent, ob und wie unser Ansatz dich sinnvoll ergänzen kann – sei es beim Vermögensaufbau mit steuerlicher Optimierung oder bei einer durchdachten Absicherungsstrategie.Am Ende des Gesprächs...

Starting at

Free

M

Moses Nelson

Annuity Follow Up

Let's use this time to review your annuity options.

5 (1 review)

Starting at

Free

C

Caesar & Gadringer Finanzberatung GmbH

Finanzberatung – persönliches Erstgespräch mit Julia

Im Erstgespräch lernen wir deine persönliche und finanzielle Situation kennen und klären, wobei wir dich unterstützen können. Als Mehrfachagentur und Vermögensberater beraten wir dich zu Versicherungen, Absicherung, Vorsorge, Vermögensaufbau und Finanzierung. Dabei betrachten wir deine Situation ganzheitlich und erarbeiten gemeinsam passende Lösungen.

Starting at

Free

C

Caesar & Gadringer Finanzberatung GmbH

Finanzberatung – persönliches Erstgespräch mit Roman

Im Erstgespräch lernen wir deine persönliche und finanzielle Situation kennen und klären, wobei wir dich unterstützen können. Als Mehrfachagentur und Vermögensberater beraten wir dich zu Versicherungen, Absicherung, Vorsorge, Vermögensaufbau und Finanzierung. Dabei betrachten wir deine Situation ganzheitlich und erarbeiten gemeinsam passende Lösungen.

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

D

Deb Rowling / Aussie Bookkeeping Basics

AMA (Ask Me Anything) - 1 hour

1 hour booking where you can pick my brain about all things bookkeeping.

Starting at

A$99.00

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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

C

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

P

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

A

AzClearBooks

Diagnostic Call

In 15 minutes you'll know exactly where your books stand and what needs fixing first. We'll look at what's working, what's not, and what's costing you time or creating tax risk — then map out a clear next step, whether that's a quick cleanup or ongoing support.No prep needed. No pitch. Just clarity.

Starting at

Free

Frequently asked questions

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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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