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 (390) Tax preparation (105) Financial planning (339) Bookkeeping (78) Insurance consulting (77) Estate planning (12)

Top legal & finance professionals

D

Donna Noyce

Cashflow Consultation

During this discovery call, we will conduct an in-depth overview of your cashflow (money in and money out) as it relates to billing, business solutions, and marketing. We will then analyze the compiled data and based on the findings, provide detailed reporting and/or end-to-end solutions. We will be covering:Payment Processing Methods In UseHow And How Much You Are Being BilledAreas Where There Is Room For Revenue (a.k.a. more money to your bottom line)Cost vs. BenefitsHow A New Solution May Hel...

Starting at

$500.00

R

Ruthie Thee Truth

15 Minute Discovery Call

Welcome to Ruthie’s 15 Minute Discovery Call booking page!Looking to learn more about how to get your credit score to the next level? Or, perhaps you’re wanted to see a trusted professional to guide you through some financial hardships you may be facing right now?Well, look no further… Ruthie Thee Truth has exactly what you need to take your lifestyle from debt to dreams come true!With so many goals in life that simply can’t be accomplished without your finances and credit being in order, you wa...

Starting at

Free

T

TheNerryGroup

Business finance for SME's

Lets discuss how you can save money (and taxes) within your business.Topics we can discuss will include but not limited to;How to file and manage your accounts yourself to not rely on an accountant.What deductions can you utilise in your business now that you may have missed.Reviewing your previous years taxes and how they could have been improved.How to plan your profit to stay under a specific threshold.How to plan the profit in your business to match personal life events and goals.Note:If you...

Starting at

£399.00

T

TheNerryGroup

Business finance for Sole traders

Lets discuss how you can save money (and taxes) within your business.Topics we can discuss will include but not limited to;How to file and manage your accounts yourself to not rely on an accountant.What deductions can you utilise in your business now that you may have missed.Reviewing your previous years taxes and how they could have been improved.How to plan your profit to stay under a specific threshold.How to plan the profit in your business to match personal life events and goals.Note:If you...

Starting at

£399.00

J

João de Saldanha

15 Minute Meeting

Book a discovery call with me for 15 minutes!

Starting at

€1.00

J

João de Saldanha

30 Minute Meeting

Book a business meeting with me for 30 minutes!

Starting at

€50.00

A

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

D

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

C

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

D

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

S

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

C

Christian Gottschling

15 Minuten Telefonat Erbengemeinschaft

Buchen Sie jetzt einen 1:1 Termin1. Termin wählenWählen Sie einen freien Slot aus.2. Teilen Sie uns mit, wer Sie sind Bitte tragen Sie Ihre Kontaktdaten ein - Name, E-Mail, und die Telefonnummer, unter der wir Sie anrufen sollen.3. Teilen Sie uns Ihr Anliegen mit Was ist Ihr Anliegen für das Telefonat?

Starting at

Free

I

InLine Legal

International Trademark Discovery Call

Thank you so much for reaching out for trademark assistance with InLine!With your client ready for expansion into the US, let's use this time to ensure your client is ready for trademark protection in the US and to create an estimate that you can budget from.Please answer the questions below to the best of your ability to make this meeting more efficient.

Starting at

Free

R

Ruth David

Spousal Consultation

Our Spousal Sponsorship Consultation is designed for Canadian citizens and permanent residents who are planning to sponsor their spouse or partner. If you're ready to take the next step in bringing your loved one to Canada, this one-hour session will give you the expert guidance and clarity you need.During the consultation, we will evaluate your eligibility and walk you through the sponsorship process. We’ll explain the required documents, key obligations, and what to expect at each stage. You'l...

Starting at

CA$120.00

H

Hugo Ribeiro

Company Creation / Criação de empresa

Book a meeting with me for 45 minutes! / Criar uma empresa ou atividade como trabalhador independente

Starting at

€70.00

A

Amira Golden

Full Estate Plan & Healthcare Docs

Full Estate Plan & Healthcare DocumentsComprehensive estate plan notarization, tailored to you.Your appointment covers notarization for comprehensive estate plans including 3 or more of the following estate planning documents:✔ Durable Power of Attorney✔ Uniform Statutory Power of Attorney✔ Healthcare Power of Attorney✔ Advance Healthcare Directive✔ HIPAA Authorization✔ Guardianship Designation✔ Texas Directive to Physicians✔ Living Will✔ Final Will & Testament✔ Trust& moreStarts at...

Starting at

$189.00

L

Liz Galvan

📜 Consulta Virtual de 15 Minutos sobre Fideicomisos y Planificación Patrimonial

Consulta de 15 Minutos sobre Fideicomisos y Planificación PatrimonialObtén claridad antes de comenzar con tus documentos de fideicomiso o sucesión. En esta breve sesión revisaremos qué incluye el paquete, qué información necesitas reunir y cómo funciona la cita por Zoom para completar y revisar tus documentos.Importante: Esta no es una consulta legal. No soy abogado(a) y no brindo asesoría legal, fiscal ni financiera.

Starting at

Free

A

Abogado

Consulta informativa estafa financiera. Qubit Legal

Si ha realizado una inversión online y sospecha que puede ser un fraude en esta reunión:Analizaremos su casoComprobaremos si su inversión ha sido real o noLe informaremos de la estrategia para recuperar sus fondosLe explicaremos como trabajamosSomos abogados especializados en fraudes online. Tenemos formación especializada en regulación de productos financieros, no solo legal, sino también técnica, conocemos como funciona internet, los sistemas y la tecnología blockchain, por lo que podemos iden...

Starting at

€179.00

J

Jasmine Howard

Discovery Call: Individual IRS Issues 30 Mins

A 30-minute discovery call to review your IRS situation and explore potential resolution options. This is not a sales pitch — it’s a chance for us to understand your challenges, answer your initial questions, and outline possible next steps. You’ll leave the call with clarity on your situation and whether working together makes sense.

Starting at

Free

N

Nichole Shelton JD MBA MSCTA

Schedule 6-minute CLE Survey

Nichole is conducting research on the experiences and needs of business owners and legal professionals. The survey questions are quick and painless but will give insight on attorneys and business owners like you and what is needed to help improve your practice or business. We'll be sharing the anonymized results with all participants, which could provide valuable insights for your practice. The survey takes only 6 minutes (usually less) to complete, and we'll share the anonymized results with al...

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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