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 (379) Tax preparation (110) Financial planning (338) Bookkeeping (75) Insurance consulting (74) Estate planning (11)

Top legal & finance professionals

Dianna Jennings

Dianna Jennings

Client Call

Book a 30 minute client call.

Starting at
Free
Book now
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
Jennifer Smith

Jennifer Smith

Quickbooks Consulting Session

This one-on-one session is an opportunity to ask about your payroll, profit margins, income and expenses or how to generate customized reports you may need for inventory, KPI’s or future goal setting.Master QuickBooks Online from basic navigation to advanced reporting with training designed around your needs. Get your notepad ready!

Starting at
CA$275.00
Book now
Covenant Bookkeeping, LLC

Covenant Bookkeeping, LLC

In-Depth Bookkeeping Consultation

Book a 60-Minute Paid ConsultationNeed expert bookkeeping support? Our 60-minute consultation provides focused, personalized assistance tailored to your needs. Whether you require a detailed review or targeted guidance, you can choose the topics that matter most to you. Example topics include:Comprehensive Financial Review: Analyze your financial statements, reports, and transactions for accuracy and insights.Financial Planning Strategy: Discuss and optimize your overall financial strategy.Compl...

Starting at
$80.00
Book now
Colette Woods

Colette Woods

Bookkeeping Document Review

Unorganized books? Unsure how to even START tracking your business financials? Overwhelmed by the thought of trying to balance your books (especially at the end of the year)?Don't stress - bring us the mess!Schedule an exploratory call to discover how our bookkeeping services can support your business. After you upload your documents into our secured portal, we'll discuss your unique needs, answer your questions, and explore how we can help you streamline your financial management.**Thank you fo...

Starting at
$150.00
Book now
Trisha Garcia

Trisha Garcia

Virtual Bookkeeping Consultation

Are you overwhelmed with receipts and reconciliations? Is Payroll taking too much of your time? Would it be helpful to schedule a quick 30-minute call or Teams Meeting to see what your needs are and some solutions that might help? I help take the stress off your plate so you can focus on the growth of your business.Schedule your 30-minute Virtual Bookkeeping Consultation to see how I can help.

Starting at
Free
Book now
Robin Buckallew

Robin Buckallew

60-Minute "Ask A Bookkeeper" Session

Feeling stuck in QuickBooks Online and not sure what to do next?This call is for small business owners who need real-time bookkeeping guidance—without the overwhelm.Whether you’re trying to:👉 Categorize transactions correctly👉 Understand what QuickBooks is actually doing👉 Fix a messy bank feed👉 Clean up uncategorized expenses👉 Troubleshoot reconciliation issues👉 Set up a simple bookkeeping process you can stick with…I’ve got you.What this call looks like:This is a 1-hour working session wh...

Starting at
$100.00
Book now
Assurconseils - L'assurance d'être bien couvert

Assurconseils - L'assurance d'être bien couvert

Conseil personnalisé – 30 min (CHF 60.–)

Objectif : Répondre à une ou plusieurs questions ciblées liées à vos contrats ou à un produit d’assurance.Vous avez des questions précises concernant un contrat, une couverture, un produit, ou vos droits ? Nous vous apportons des réponses claires et objectives selon votre situation, les textes légaux (LCA) et les conditions générales d’assurance.👉 Exemple d’utilisations :Comprendre une clause dans votre contratAnalyser une offre ou une proposition d’assuranceRépondre à un refus de prise en char...

Starting at
CHF 60.00
Book now
Brittney Brock

Brittney Brock

Extended Cancer Protection or Life/Final Expense

Have concerns about some of these areas? Schedule a call to see what you may/may not qualify for.

Starting at
Free
Book now
Broker Seguros

Broker Seguros

Seguro médico 🏥

👩🏻‍⚕️ Proteja su salud o la de su familia haciendo que la aseguradora pague por sus gastos médicos🌎 Planes con cobertura local o mundial con acceso a los mejores hospitales de todo el mundoEn 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 habl...

Starting at
Free
Book now
Broker Seguros

Broker Seguros

Seguro de educación para los hijos 🧑🏻‍🎓

👨‍👩‍👧‍👧 Garantice el futuro y la educación superior de sus hijos con el seguro de educación aún si usted llega a faltar En 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
Book now
Broker Seguros

Broker Seguros

Seguro de protección patrimonial 🏦

💰 Proteja su patrimonio, el de su familia o empresa¿Ha pensado que pasaría si uno de los socios de su empresa o negocio fallece?Le ayudaremos a proteger sus activos sin afectar las utilidades de su empresaIdeal para:Empresarios que no tienen un plan de continuidad en su empresaDueños de negocio que quieran proteger sus bienesEmpresas con pagos de ISR altosEn esta video llamada le mostraremos una propuesta y resolveremos todas sus dudas para que pueda contratar bien informadoIMPORTANTE:📆 Elija...

Starting at
Free
Book now
Gabriela Díaz

Gabriela Díaz

Mejoravit R-R

Asesoría personalizada del producto Mejoravit Renueva/ReparaGabriela DíazEspecialista en Programa Infonnavit Renueva/ReparaTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
Book now
Gabriela Díaz

Gabriela Díaz

Pensiones ISSSTE

Asesoría personalizada del producto Pensiones ISSSTEGabriela DíazEspecialista en Pensiones ISSSTETeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
Book now
Aura Trejo Almazan

Aura Trejo Almazan

Préstamos IMSS

Reunión de 30 minutos Préstamos IMSS.Aura Trejo AlmazánEspecialista Préstamos IMSSTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
Book now
Dan Jones

Dan Jones

Turning 65

I'm turning 65 soon, now what? Medicare can be overwhelming and confusing. No doubt, you've received a lot of mail from different companies. Schedule this meeting to learn what you need to know about Medicare. We'll have in-depth conversation about Medicare choices, including understanding how Medicare works, what it covers and what it does not cover. What choices are there to cover what Medicare does not cover and what your needs are for prescription drug coverage, doctor accessibility, tra...

Starting at
Free
Book now
Dan Jones

Dan Jones

Employee Benefits Enrollment Session

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
Book now
Dan Jones

Dan Jones

Dental | Vision | Hearing

Need a stand-alone Dental, Vision or Hearing plan?We have options available for any age with no health questions to qualify.If you provide the names of your preferred Dentists, Eye Doctors or Audiologist, I can find a plan that works with your preferred providers at a cost you can afford.

Starting at
Free
Book now
Dan Jones

Dan Jones

Extended Cancer, Cardio and Hospital Confinement Protection

A policy that pays you cash should you have a qualifying diagnosis or admission to a hospital can be a very affordable way of providing you needed cash to pay deductibles and Max Out of Pocket (MOoP) expenses as well as expenses not covered by medical insurance, like experimental treatments, travel expenses, time off of work etc.We have options available for any age, some with no health questions to qualify.Schedule a meeting to discuss these options and get a free, no obligation quote

Starting at
Free
Book now
Kristina Heckel

Kristina Heckel

Connect & Review

This is a basic call to introduce myself, learn a little about you and your goals, and review your current coverage and needs.

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 4.9 out of 5.

Browse more categories

Events & Entertainment

123 providers

Consulting

115 providers

Education & Tutoring

86 providers

Home & Lifestyle

51 providers

Health & Wellness

50 providers

Spiritual & Faith

23 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