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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

João de Saldanha

João de Saldanha

30 Minute Meeting

Book a business meeting with me for 30 minutes!

Starting at
€50.00
Book now
Amrit Rupa

Amrit Rupa

Smart Money Investing Strategy

I help you understand, and find opportunities using analyst forecasts, institutional holdings, and insider trading data in the NYSE and NASDAQ

Starting at
$150.00
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Dr. Anthony Wilson

Dr. Anthony Wilson

Initial Consultation

This meeting serves as an inviting introduction for potential clients eager to explore the valuable opportunities that Covenant Asset Solutions offers. During our discussion, we will cover essential topics according to your needs, including:- Understanding life insurance and its various options- Discovering living benefits and how they can enhance your financial security- The role of life insurance in effective estate planning- Strategies for wealth building through the utilization of life insur...

Starting at
Free
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Crystal

Crystal

Financial Consultation

We will discuss your financial situation. The goal is to identify the gaps and evaluate how to get you to your goal.

Starting at
$500.00
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Dobromir Dikov

Dobromir Dikov

Excel Model Review (including a 60-minute live session)

Are your Excel models delivering the insights you need?Unlock the full potential of your models with a 60-minute Excel Model Review Session!Note: This session requires you to submit a financial model and questions you have in advance. That way, I can prepare for the session, and you can get maximum value out of it.Please submit your files to [email protected] after the session is confirmed.Book your session today, and I'll review your model file in detail, answer your burning questions, and pr...

Starting at
$300.00
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Song Yong

Song Yong

Introductory Meeting

We have helped hundred of professionals and their families manage their retirement planning and save on taxes.Book a meeting with me for 60 minutes to see how we can help you too.More on what we do in my LinkedIn profile page!https://www.linkedin.com/in/leesongyong/

Starting at
SGD 350.00
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Lisa Allen

Lisa Allen

2 Hour- Life and Legacy Session

A Life and Legacy Planning Session is a personalized 2-hour working meeting during where I take the time to understand you - your unique goals, your family dynamics, and your priorities for yourself and your loved ones.Your life is unique and your estate plan should reflect that. This process is not a one-size-fits-all approach; it's designed to create a plan tailored to your specific needs and legacy.

Starting at
Free
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Liz Galvan

Liz Galvan

Estate Plan Intake (45 min)

Trust Intake AppointmentReady to move forward with your estate planning documents? This 45-minute session is designed for clients who are prepared to begin the document preparation process.During this session, we’ll cover:• Collecting the key information needed to complete your trust, will, and powers of attorney• Outlining the next steps to finalize your documentsImportant:This is not a legal consultation. I am not an attorney and do not provide legal, tax, or financial advice. This session is...

Starting at
Free
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Ireen

Ireen

Estate Planning (For Single Person)

Single Person Estate Planning NotarizationProtect your future with notarized wills, powers of attorney, and healthcare directives. We ensure your documents are valid, secure, and give you peace of mind knowing your wishes will be honored.

Starting at
$195.00
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PhD. Alexandra V. Cevillano

PhD. Alexandra V. Cevillano

INTERVENCIÓN ESTRATÉGICA PARA GRANDES PATRIMONIOS.

Ha tomado una decisión que la mayoría posterga:Analizar su estructura patrimonial antes de que el riesgo se materialice.Esta intervención está diseñada para trabajar sobre la protección, organización y continuidad del capital en contextos jurídicos y regulatorios complejos.No es una sesión aislada.Es un proceso estratégico.Cómo se desarrollaAntes de la primera sesión, deberá completar un formulario estratégico.Este paso es obligatorio.La calidad de sus respuestas determina directamente la profun...

Starting at
$2,997.00
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Minnelle

Minnelle

Get It Done Working Session

Planning isn’t about doing everything, it’s about doing something. Join me for a monthly working session where we focus, and make progressMost people know they should plan ahead... but actually sitting down to do it is the hardest part.This monthly working session is a calm, supportive space to help you move forward.Each session includes:A simple breakdown of key items to consider when planningPomodoro Method: Two focused 20-minute work sessions with built-in breaksTime to actually work through...

Starting at
Free
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John Sim

John Sim

Estate Planning Workshop for Clients (minimum 2-hrs)

The following standard training topics are available, but topics can created to suit the unique needs of your organisation. Booking fee starts from $500 per engagement (minimum 2 hours).Standard Topics:Wills Made Effective - A Step by Step Guide to Wills that WorkBegin with the End in Mind - Scope and Importance of Estate PlanningBuild a Legacy that Stands the Test of Time - Building & Maintaining Multi-generational WealthInclusive Planning For Special Need FamiliesThe Last Byte - Planning f...

Starting at
Free
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Heather Hayes

Heather Hayes

15-Minute Consultation

Book a free consultation with me to discuss how we can work together and see if we're a good fit.

Starting at
Free
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Michelle Smith

Michelle Smith

Bookkeeper / VA Power Hour

Are you a Bookkeeper or a Virtual Assistant who needs a confidential ear to bend?Turn 60 minutes into a game-changer! This is dedicated, focused time with me to tackle your biggest challenges head-on.We’ll drill down on what’s holding you back, giving you the clarity and guidance you need to move forward with confidence. You’ll walk away feeling more capable, saving both time and money in the long run.PRICE: £129.99 (inc VAT)Payment TermsAs soon as you book you'll be sent a link to the payment p...

Starting at
£129.99
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Michelle Smith

Michelle Smith

Xero Support (30min)

Ensuring the efficiency of your bookkeeping will save you time and money in your business and this is a great first step!Have you got yourself in a pickle, have a pesky transaction that you're stuck on what to do with, or need some help to get the Xero bank to tie up with real bank balance? Maybe you just want a second opinion on what you're doing to make sure you're on the right track.If so, you can book a half hour slot where we can focus on resolving a specific issue requiring a quick fix.PRI...

Starting at
£74.99
Book now
Elizabeth Frantz

Elizabeth Frantz

Free Inquiry Call

Book this 15 minute Inquiry Call to ask questions you have about my bookkeeping services and availability.

Starting at
Free
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Sue Green

Sue Green

Xero Health Check

We offer a Health Check of your Xero software to identify any potential errors and issues found within your bookkeeping data. We will provide you with a health check report that fully identifies any areas that require attention. We will also include a 30 minute session to discuss the findings of the report for £120.00 + VATThis service is for you if you have concerns over whether you have posted your data correctlyWhat will your report contain?It will identify:Unreconciled bank activityDuplicate...

Starting at
£144.00
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sFoundation Inc.

sFoundation Inc.

30-min Discovery Call EE

Book a 30-minute discovery call with us.CFO and Bookkeeping Services.Ask us about the 100% money-back guarantee on our bookkeeping services.

Starting at
Free
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Dianna Jennings

Dianna Jennings

Client Call

Book a 30 minute client call.

Starting at
Free
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Deb Rowling / Aussie Bookkeeping Basics

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
Book now

Frequently asked questions

Browse the providers listed above, choose one that fits your needs, and click "Book now" to select an available time slot. You can book instantly without creating an account.

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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