Directory by TidyCal
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 (116) Financial planning (337) Bookkeeping (81) Insurance consulting (80) Estate planning (15)

Top legal & finance professionals

Sanjev Kainth

Sanjev Kainth

Tax planning meeting - All

Book a meeting with me for 60 minutes.

Starting at
Free
Book now
Sven Milder

Sven Milder

Investor Relations Catch Up Call

Pick your preferred slot!

Starting at
Free
Book now
Dr Marilyn

Dr Marilyn

PRIVATE MONEY LOAN CONSULT

BOOK YOUR LOAN CONSULT HERE If ANY of these conditions apply:NEED TO FIX UP YOUR PROPERTIES due to Storms or Pending Storm Threats, etc.?STRUGGLING TO GET THE MONEY YOU NEED to upgrade and protect your non-owner occupied properties for the long haul?LOOKING TO PURCHASE ANOTHER PROPERTYto buy, fix & flip or buy, fix & hold?NEED TO REFINANCE to pull Cash Out of your equity for professional development? New business ventures?? New Property Acquisitions?If you’ve got a deal, we’re here to re...

Starting at
Free
Book now
Corey M Stackhouse, CFP®

Corey M Stackhouse, CFP®

(20 min ZOOM) Quick Conversation

This is a ZOOM Call for discussing quick topics (Flexible Topic Type)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at
Free
Book now
TheNerryGroup

TheNerryGroup

Peggy - 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
£350.00
Book now
Tax Smartermo

Tax Smartermo

Onboarding

This onboarding consultation will walk you through setting up your software system. What We’ll Cover: Complete walkthrough of your software dashboard EFIN verification and office info setup Branding your software (add your logo, pricing, and forms) System preferences (bank enrollment, user setup, and more) Review of your Vault access and starter forms Answering all your setup & tech questionsAt Tax Monarc, your time is valuable—and so is ours. If you miss two (2) scheduled appointments witho...

Starting at
Free
Book now
Diamond Senior Living

Diamond Senior Living

Meet with Richard

"Unlock Your Financial Potential"Meet with Richard, our expert financial advisor, for a quick, personalized session designed to help you achieve your financial goals. Whether you're planning for retirement, saving for a big purchase, or just looking to improve your financial health, a consultation with Richard can put you on the right path. Schedule your session today and take the first step toward a brighter financial future.Notable Accolades:Chief Business Officer of Meridian Venture PartnersE...

Starting at
Free
Book now
Kelly Duckery

Kelly Duckery

Financial Consultation

How Often Do You Think About Money?Are you interested in gaining a better understanding of your financial situation and discovering potential opportunities for growth and improvement? Let's schedule a complimentary Financial Needs Analysis.During this personalized session, I will conduct a comprehensive review of your current financial status, taking into account your income, expenses, savings, investments, and future goals. I will provide valuable insights and tailored recommendations to help y...

Starting at
Free
Book now
GooFeather Enterprises

GooFeather Enterprises

Life Insurance Quote

Life insurance is an essential part of any comprehensive financial plan, providing individuals with the peace of mind that their loved ones will be taken care of in the event of an unexpected death or disability.

Starting at
Free
Book now
Corey M Stackhouse, CFP®

Corey M Stackhouse, CFP®

(45 min ZOOM) Current Client Appt Request

These times are available for current clients of Stack Enterprises (Flexible Topic Discussion)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at
Free
Book now
Aroune Gibirila

Aroune Gibirila

Living Benefits

Thank you for expressing interest in our services. We are happy to offer you a free consultation to discuss how we can best meet your needs. Please provide us with your information and schedule a time for our meeting, which typically lasts between 15 minutes and an hour. We look forward to speaking with you soon.

Starting at
Free
Book now
Ruthie Thee Truth

Ruthie Thee Truth

30 Minute Financial Strategy Call

Welcome to Ruthie’s 30 Minute Financial Strategy Call booking page!Are you still struggling to get your credit and finances back on track?There are so many goals that you simply won’t be able to accomplish without your finances and credit being in order…Parenting Goals, Relationship Goals, Student Loan Debt-Relief Goals, Savings Goals, Financial Investment Goals, Weight Loss Goals, Organization Goals, Buying a new house, car, etc…No matter how many of the goals above are on your list, you will s...

Starting at
Free
Book now
Natasha Carrillo

Natasha Carrillo

Clarity Session

In this meeting, we will: Identify your top 3 goals and prioritiesReview your spending for the past 3 months and determine alignment with your goals.Create an initial action plan to achieve your top 3 goals.Check your email for detailed instructions on pre-work to be completed before our meeting.HomeClarity SessionContact

Starting at
Free
Book now
Savvi Global

Savvi Global

Complimentary Discovery Session

This is an opportunity for you to express your goals and aspirations. We're excited to explore how we can assist you in achieving your desired outcomes.During this time, our focus is on understanding you better and identifying ways we can be of support. It's not just about giving advice; it's about building a partnership based on your unique needs and aspirations. Your financial transformation begins here.

Starting at
Free
Book now
Diamond Senior Living

Diamond Senior Living

Meet with Victor

"Your financial outlook never looked so bright!"A lot can happen when you work with a fiduciary! Meet with Victor, one of our experienced Registered Investment Advisors, to review your finances, address pressing concerns, and get clear, actionable steps to improve your financial well-being. Whether you're a seasoned investor or just starting out, Victor will help you make the most of your money. Schedule your session and take control of your financial future today.Notable Accolades:Chief Executi...

Starting at
Free
Book now
Vinoth Babu

Vinoth Babu

Palayamkottai Office - 15 Minutes

Direct Discussion in Palayamkottai Office, Tirunelveli

Starting at
Free
Book now
Flavia Justice

Flavia Justice

Clean up/ Catch up Books

If you need your books cleaned, or catch up you are in the right place. Book an appointment so we can discuss your needs.

Starting at
Free
Book now
Amazing Financial LLC

Amazing Financial LLC

Bookkeeping

Help clients get account information for business in order, organized, and set up. This can be done monthly, quarterly, or yearly.Organization of business incomes, expenses, sales, etc.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....

Starting at
Free
Book now
Michelle Smith

Michelle Smith

Xero Support (1hr)

Xero isn’t just for bookkeeping—it’s a powerful tool to help steer your business in the right direction and achieve your goals.Streamlining your bookkeeping processes will save you both time and money, making it easier to focus on growing your business.This is a great first step!Need support? Book a session!Each session is fully customised to your business so you can focus on the parts of the system that matter most to you.The sessions tend to last an hour, but if it’s more convenient, you can s...

Starting at
£124.99
Book now
Jordan Vaillancourt

Jordan Vaillancourt

Grab Your Free 15-Minute Call Here!

See If My Bookkeeping Help Is Right for You!This free 15-minute call is all about you and your business. Share your needs and goals, and see if my services are the right fit—no pressure, no obligation. It’s just a quick, friendly chat to help you figure out your next steps! ✨ Currently offered on Sundays between 5 and 7 PM (EST) ⏰ Spots are limited, so grab your time before they’re gone!

Starting at
Free
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.

Browse more categories

Events & Entertainment

104 providers

Consulting

89 providers

Education & Tutoring

73 providers

Health & Wellness

40 providers

Home & Lifestyle

40 providers

Marketing & Growth

20 providers

Ready to get started?

Book a top-rated legal & finance professional or create your own booking page.

Browse providers Create your free page

No credit card required