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 (117) Financial planning (339) Bookkeeping (81) Insurance consulting (80) Estate planning (15)

Top legal & finance professionals

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Patti Bracey

Discovery Call

During this call, we'll take time to understand your unique circumstances, answer your questions about our services, and determine the best path forward. You'll gain clarity on potential solutions while we assess how we can most effectively support your business and financial goals.This no-obligation conversation allows both parties to ensure we're a good fit before moving forward with any formal engagement. Come prepared to discuss your current situation, immediate needs, and long-term objectiv...

Starting at

Free

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Ensure Benefits

BUSINESSES: Fast yet Meaningful: Overpaying Uncle Sam?

In this 18-minute discovery session led by Ensure Benefits, we'll explore whether your organization is eligible to redirect taxes that your company already pays back to your bottom line as well as fund benefit enhancements for your employees.You can expect a rapid assessment of your current benefit structure and tax considerations, along with practical, actionable steps to fix inefficiencies and maximize value for you and your team.Why attend: uncover potential savings, benchmark against best pr...

Starting at

Free

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Due North Creatively & DN Finanical Services - https://duenorthcreatively.com/

Financial Service Direction Consultation

A focused, one-time session to review your current financial or bookkeeping setup, clarify what support you need, and determine the best next step for your business.Booking PolicyThis session requires valid contact information at the time of booking.Appointments missed without notice or booked with incorrect contact details are non-refundable.If you need to reschedule, you may do so up to 12 hours before your session.Account RequirementsNo software is required for this consultation.If you decid...

Starting at

$20.00

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Suzy Mallett

Rendez-vous découverte – Gestion de patrimoine

Ce rendez-vous est un temps d’échange confidentiel, dédié à ta situation financière et patrimoniale.👉 Ici, on ne parle pas d’argent pour se restreindre. On parle d’argent pour se sentir libre, faire des choix conscients et construire une vie qui te ressemble.L’objectif de cet appel n’est pas de vendre à tout prix !C’est de faire le point avec lucidité pour vérifier :si je suis la bonne personne pour t’accompagner,si mon approche correspond à ta manière de vivre et de décider,et si c’est le bon...

Starting at

Free

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Enrico Kalinka | Peak Finances

Strategie Session

Willkommen zu unserem Strategiegespräch.Wir uns deine individuell ausgearbeitete Strategie an, die auf deinen Zielen, Vorgaben und Präferenzen basiert – sofern wir diese bereits im Vorfeld besprochen haben. Falls nicht, klären wir die wichtigsten Punkte kompakt zu Beginn.Anschließend gehen wir strukturiert durch den strategischen Aufbau und zeigen dir, wie Vermögensaufbau, steuerliche Effizienz und Absicherung sinnvoll ineinandergreifen.Ziel des Gesprächs ist es, dass du eine klare, nachvollzieh...

Starting at

Free

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Pablo Prado Marrón

Nos Conocemos y Revisamos el Estado de la Contabilidad, Finanzas y el Control de Negocio en tu Empresa

¿Que vamos a revisar?➜ Sector de tu empresa➜ Tamaño de tu empresa (Facturación, Nº Empleados, unidades de negocio...)➜ Las claves del negocio y de vuestra propuesta de valor➜ Estado actual del área de contabilidad y finanzas➜ Tenéis un presupuesto, modelos de control de negocio, métricas...➜ Estado de la financiación y procesos¿A quién va dirigido?➜ PYMEs / Start-ups de 0-500mil euros de facturación que no tienen Director Financiero interno ni externo y sólo tienen una gestoría/asesoría➜ PYMEs /...

Starting at

Free

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Charles Edwards

Business Loan

Let’s Talk Funding!We have an approval rate of over 90%.Book your free 10–15 minute call to discuss your business loan options. We'll review your pre-qualification answers, answer your questions, and show you the best funding solutions for your unique situation — no pressure, no obligations.

Starting at

Free

B

Ben

Discovery Call U-Tel Auditors

U-Tel Auditors specializes in uncovering hidden savings with no upfront fees.This call is a no-obligation opportunity to understand how our audit process works and explore how much your organization could recover or save.

Starting at

Free

V

Vince A.

Become a Referral Partner

Join us as we walk through our Referral Program, designed to reward you for introducing clients to our services. In this session, we’ll cover:How the program works and who qualifiesCompensation and reward structureThe services included under the referral programRules and compliance (can and can’t dos)How to get started and track your referralsThis meeting is your chance to understand how you can benefit while helping others gain access to professional bookkeeping, tax, and financial planning ser...

Starting at

Free

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Gregory Russell

2nd Follow-Up Meeting (1hr)

Thank you for booking this follow-up appointment.What to expect during this meeting:I will attempt to answer any question you might have reguarding our last meeting.I will show you how you can be able to prepare for you and your family's financial future.Hopefully if you're saticfied with what you are seeing maybe you will move forward with the process.

Starting at

Free

B

Benn Pople

RisKIT Live Demo: ICAAP, ILAAP and RRP Prebuilt Models

A live, screen-shared walkthrough of RisKIT, our pre-built prudential models for ICAAP, ILAAP and Recovery and Resolution Planning.In 45 minutes you will see the models working end to end, with transparent logic and a clear audit trail, plus how your team would own and operate them, and the licensing and support options.Built to cut delivery risk and cost against consultant-built alternatives. Bring your CFO, Head of Risk or model owner. The more technical the questions, the better.Tell us your...

Starting at

Free

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Dr. Howard Polansky, DMD, MBA

Comprehensive Cash Flow Analysis with Howard

How we will work togetherWe will fill out the cash flow worksheet together during the call. Please do not complete it in advance; having approximate numbers nearby is enough.Why this conversation existsYou’ve already seen the overview. This follow-up is simply to slow things down and look at the numbers together—calmly—to see whether your current cash flow can be improved without changing how you practice day to day or touching accounts receivable.If the math doesn’t show a clear, meaningful imp...

Starting at

Free

A

Au nom de la Liberté

Appel stratégique gratuit - Au nom de la liberté

Réserve 20 minutes avec Eric & Alex pour faire le point sur ta situation.Structuration juridique (LLC US), comptes bancaires internationaux, confidentialité numérique, Bitcoin, résidence fiscale de repli — on identifie ensemble la stratégie adaptée à ton profil.Ce que tu obtiens dès cet appel :— Un diagnostic de ta situation fiscale et patrimoniale— Une recommandation personnalisée (Affranchi, Spectre ou Prometheus)— Des réponses concrètes, pas de la théorieTu es entrepreneur, freelance ou i...

Starting at

Free

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Uddhav Krishnarao Tulshibagwale

Udyam Investments Appointment

Official Work

Starting at

Free

E

Elite Consulting

📅 Consulenza di 30 Minuti - Offshore

Ogni anno guadagni 100 e te ne restano meno di 60. Con la struttura fiscale giusta, potresti tenerti fino a 95.Non parliamo di scorciatoie: parliamo di ristrutturazione fiscale internazionale, 100% legale e conforme. È quello che fanno già migliaia di imprenditori italiani — e quello che facciamo noi ogni giorno da 7 anni.Durante la sessione strategica analizziamo la tua situazione e ti mostriamo quanto potresti risparmiare concretamente con una struttura internazionale su misura per il tuo busi...

Starting at

Free

L

Luca Bersella

Pricing conversation

We'll walk through your financial situation, recommend the right pricing for your context, and answer any questions about how we work.

Starting at

Free

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Greg Wilson

Commercial loan Consultation

Describe your loan request.

Starting at

Free

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Christian Gottschling

15 Minuten Telefonat - Marktbericht Essen 2024

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 ich Sie anrufen soll.3. Teilen Sie uns Ihr Anliegen mit Was ist Ihr Anliegen für das Telefonat?

Starting at

Free

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Gebr. Gadee_auto

Discută cu Gadee despre Finanțarea Mașinii Tale

"Discută cu Gadee despre Finanțarea Mașinii Tale" reprezintă calea ta simplă și personalizată spre achiziția ideală a autovehiculului, oferind soluții de finanțare adaptate nevoilor tale.

Starting at

Free

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Stable Credit Academy

Personal Credit Consultation

Book a consultation with us for 30 minutes it’s a ($65.00) none refundable fee! To see if you meet our requirements for a done-for-you service or a DIY do-it-yourself service.

Starting at

$65.00

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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