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 (387) Tax preparation (109) Financial planning (337) Bookkeeping (77) Insurance consulting (80) Estate planning (12)

Top legal & finance professionals

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

R

RSJ Experts Cap Consultancy

One on one Financial Planning

Having problem with your finances? Doesn't know how to manage your purchases? Book this one on one financial planning so I can help you with your goals this coming 2024! Let's goooo!!! Coach Ruthie

Starting at

$18.00

M

Michael Glowacki

Student Loan Repayment Strategy

In this introductory call, we will discuss how you can significantly reduce, and often eliminate, your student loan payments and utilize that money to build an asset for you, your business, and your family. I will help you determine whether or not you are a good candidate to benefit from this program. My team and I make it our goal to help you save as much as possible and give your business the best opportunity to thrive! 🙌🏽

Starting at

Free

N

Neil Sargisian

💼 Book Your 30-Minute Business Financing Consultation

Highbrow Capital–Business Finance Consult Schedule a complimentary 30-minute video consultation with a Business Finance Broker at Highbrow Capital–Business Funding Solutions–a brand of Ecom Economics, LLC.Looking to fund your next stage of growth? Whether you’re launching, expanding, or navigating cash flow challenges, we’ll explore financing options tailored to your business goals—including working capital, lines of credit, equipment financing, and more.✅ What to Expect:A focused conversation...

Starting at

Free

M

Marian

Business Finance or Tax Strategy Consultation

Need help making a smart financial decision for your business? Whether you're thinking about buying new equipment, planning for tax season, or just want a clearer picture of your numbers—this call is for you.During our session, we’ll:✅ Review your current situation or purchase decision✅ Discuss tax strategies like Section 179 or depreciation✅ Explore whether financing or paying cash makes the most sense✅ Map out next steps that align with your goals and cash flowTo make our time together as...

Starting at

$250.00

D

Dr. Cozette M. White

Tax Pro Power Call: Software, Profits & Protection!

Ready to stop overpaying for tax software and start keeping more of your refund advance profits?On this free Tax Pro Power Call, we’ll walk through how Curative Tax Software helps tax professionals like you:Keep more of your bank product feesStay compliant with IRS due diligenceGet real mentorship to grow a profitable, audit-ready tax officeThis isn’t just a demo. It’s your first step to running your office like a CEO.

Starting at

Free

C

Cory Burnett

Follow-Up

This booking is used for many reasons, such as: - Answering important questions after discussing financial concepts and / or the way ahead for your financial journey, - Implement recommendations and solutions to lift you closer to your financial goals. - Complete any unfinished recommendation implementation towards your financial goal. - Revisit all strategies implemented to ensure timelines are being followed. We strive to answer all questions and help you get to your desired financial outc...

Starting at

Free

C

Cory Burnett

Financial Needs Analysis

Are you where you thought you would be financially? Are you satisfied with the balance in your savings and retirement accounts? Do you have the time to do the things you've always wanted to do? When was the last time you took a thorough look at your finances? Schedule a compliementary financial needs analysis to determine where you are right now, and where you can be.

Starting at

Free

P

Peter Tsambounieris

Investment Policy Statement Delivery

We will deliver your Investment Policy Statement, discuss your portfolio's structure and reiterate your goals.We will discuss the account opening and next steps

Starting at

Free

R

Ryan Patrick Hunt

Discovery Call for Veteran Business Lending

Book a Call with the Veteran Lending Team 🇺🇸Welcome! The Veteran Lending Team is dedicated to helping veteran-owned businesses grow, scale, and thrive. Whether you're just starting out or expanding operations, we offer a full suite of funding solutions tailored to your needs — including commercial lending, lines of credit, equipment financing, SBA loans, and more. ✅ Fast, veteran-friendly lending ✅ Personalized funding strategies ✅ Support from a team who understands your missionChoose a time...

Starting at

Free

K

KC de Guzman

Financial Planning

Let’s make your money work for the life you want.🔎 New here? Learn more about me.In this session, we’ll talk about your financial goals—and focus on what matters most to you. Whether that’s:Risk planning (how to protect your income)Wealth planning (how to build and grow your money)Estate planning (how to prepare your legacy)We’ll explore the best strategies and financial instruments that match your needs.This is a personalized consultation, not a one-size-fits-all approach. It’s a two-way conve...

Starting at

PHP 99.00

O

Obsidian Adebayo

Investor Consultation (Creator Economy)

The creator economy is one of the fastest-growing sectors — but identifying real opportunities requires sharp analysis and strategic alignment.In this session, I’ll work with you to:Clarify your risk appetite and investment targetsWalk through current opportunities and market trendsShare actionable recommendations on how to approach this spaceIf you’d like ongoing sourcing of creator economy businesses, I also offer a retainer-based service for deeper deal flow support.

Starting at

£2,500.00

Frequently asked questions

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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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