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 (398) Tax preparation (112) Financial planning (341) Bookkeeping (81) Insurance consulting (81) Estate planning (17)

Top legal & finance professionals

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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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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

V

Vinoth Babu

Palayamkottai Office - 30 Minutes

Direct Discussion in Palayamkottai Office, Tirunelveli

Starting at

Free

D

Dan Jones

Life Insurance

Life Insurance - as important as it is, can be confusing. Why are there so many choices and price variations? We'll discuss what your needs are and the best available options to give you the peace of mind you want with a price you can afford. Some use the acronym L I F E to understand the why's of buying life insurance.L - is for Loans - Do I owe any money I don't want to leave my family paying for.I is for Income - Who is dependent on my income for their lifestyle?F is for Final Expense - What...

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

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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

A

Assurconseils - L'assurance d'être bien couvert

Analyse approfondie – 60 min (CHF 100.–)

Objectif : Étude plus large de votre portefeuille, audit de vos assurances, comparatifs multi-compagnies ou stratégie globale de couverture.Un accompagnement structuré pour revoir votre situation dans son ensemble : analyse de l’ensemble de vos produits, recherche de doublons, évaluations des garanties, comparatifs ou stratégie de réorganisation. Idéal pour les indépendants, dirigeants ou familles avec plusieurs contrats.__________________________________Goal: a broader study of your portfolio,...

Starting at

CHF 100.00

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Broker Seguros

Seguro de vida con ahorro 💰

✅ Proteja a su familia y garantice su retiro con el seguro de vida con ahorro que le reintegra el 100% o más de sus pagosEn esta video llamada le mostraremos una propuesta y resolveremos todas sus dudas para que pueda contratar bien informadoIMPORTANTE:📆 Elija el día y la hora que mas le conviene para recibir la video llamada📮 Responda las preguntas así nos preparamos para atenderle mejor📞 ¡Espere nuestra llamada!Nos hablamos pronto 🙌🏻

Starting at

Free

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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

I

Inc. to Inc. Justice Hub

JUST Insurance - Actuary Partnership Meeting

Are we the right partner for your purpose-driven journey? Let’s find out—together.At JUST Insurance, we’re not just launching another product—we're igniting a movement. We’re on the verge of rolling out something bold, groundbreaking, and rooted in justice—and we’re looking for like-minded visionaries to join us.Are you driven by purpose? Do you believe in creating real change in the lives of people who’ve faced systemic barriers—like socioeconomically disadvantaged or justice-impacted communiti...

Starting at

Free

M

Mandi Davenport

Let's Find Your Best Rate! ⚡️

You're just one step away!You've already done the hard part. The last step is a quick 15-minute chat so I can finalize your application and shop your file with all our A-rated carriers to get you the absolute best pricing.Grab a spot that works for you. I look forward to speaking with you!– Mandi Davenport HolisticHarbor Financial

Starting at

Free

E

Emiliano López

Consulta profesional

🧑‍⚖️‍📝 Reservar y pagar una sesión de consulta de 45 minutos con el Abogado Emiliano López. 1º) Elige una hora. 2º) Elige teléfono o video. 3º) Describe el problema. 4º) Invita hasta 5 personas. 5º) Envía un documento si lo necesitas, al menos 24 horas antes, para que lo pueda leer. ➡️ Una vez pagada, puedes cambiar la hora y fechas todas las veces que necesites con un día de antelación. ➡️ Recibes un aviso por correo un día antes como recordatorio.➡️ Si se corta internet, segui...

Starting at

€49.00

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John Holder | Founder | KentuckyNotaries.com

Get Your Documents Signed and Notarized Online | Quick, Convenient & Secure

Trying to find a notary public when you need one can be frustrating and time-consuming. We make it easy to get your documents signed and notarized. Simply book a 15-minute appointment and you'll be connected with a professional notary who can quickly step you through the process. It's safe, convenient and secure. Call or text +1 (859) 212-6021 if you have any questions or need further information.One Signer, One Document: $25Note: Real Estate Transactions (Fee Available Upon Request)Requirements...

Starting at

$35.00

J

Joseph

Second-Passport Consultation

👉 I'm looking forward to talking to you about our Second-Passport By Investment Programmes.👉 Discover the freedom to live the life you want👉 Every year, hundreds of wealthy people depend on our knowledge and experience in this area.

Starting at

Free

S

Simon Skinner

Chief

After the resounding success of DebtPanel, we have taken a step forward and developed a comprehensive solution to manage IVA cases from start to finish. Introducing Chief - an all-encompassing platform that enables companies to receive cases from DebtPanel and efficiently handle CAT1's, payments, annual returns, documents, and everything else related to the completion of an IVA. With a built-in reporting and banking suite, you can rest assured that every aspect of your clients' needs will be sea...

Starting at

Free

A

Amazing Financial LLC

Business Entity Setup & Branding Paperwork (EIN, LLC, and more)

Processing paperwork to start a business. 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. If you are unsure about the services needed and have not had a free consultation already, please book a free consultation session. ***

Starting at

Free

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Dhananjay Modgalya

Meeting with Dhananjay! for Your Startup IP

Schedule a 30 minutes chat!Hey 👋Thanks for stopping by! I'm Dhananjay from Startup IP Lab, and over 16 years, as Patent Attorney in India, I’ve worked with 100+ early-stage founders to help them protect their ideas, navigate IP decisions, and get clarity on what really matters when you're building.This call is for you if you're thinking about:🛡️ Should I patent this? What's even patentable?™️ Do I need a trademark yet? Or is it too early?🤔 Is my idea defensible or easy to copy?🧭 How do I alig...

Starting at

Free

L

LaKisha Hughes

General Notary Fee

A $35 deposit for general notary appointments. $15 for the first stamp and $8 per stamp after and $3 recording fee per person.

Starting at

$35.00

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Jennifer Avis

Remote Online Notarization

Session is completed via audio-video communication technology.You will receive your session link via the email provided.Must have original copy of identification in hand.For scheduling assistance please call or text 352-665-2648 **$5.00 deposit required for booking**

Starting at

$5.00

H

Helpsinistre

Entretien-conseil sinistre 30mn

Conseils concrets en cas de sinistre ou litige avec votre compagnie d’assurance.Analyse de votre dossier, explication de vos droits, stratégie à adopter, pistes pour renforcer votre position. A l’issue de l’entretien, si besoin, une proposition d’accompagnement personnalisé pourra vous être faite.Durée : 30 minutes – CHF 60.– TTC📞 Téléphone ou visio – 📂 Analyse rapide – 💡 Conseils juridiques et pratiques_____________________________________Practical advice in the event of a claim or dispute w...

Starting at

CHF 60.00

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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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