Legal & Finance

Best legal & finance professionals

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All Legal consulting (370) Tax preparation (106) Financial planning (339) Bookkeeping (77) Insurance consulting (70) Estate planning (10)

Top legal & finance professionals

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Lisa Allen

2 Hour- Life and Legacy Session

A Life and Legacy Planning Session is a personalized 2-hour working meeting during where I take the time to understand you - your unique goals, your family dynamics, and your priorities for yourself and your loved ones.Your life is unique and your estate plan should reflect that. This process is not a one-size-fits-all approach; it's designed to create a plan tailored to your specific needs and legacy.

Starting at

Free

L

Liz Galvan

Estate Plan Intake (45 min)

Trust Intake AppointmentReady to move forward with your estate planning documents? This 45-minute session is designed for clients who are prepared to begin the document preparation process.During this session, we’ll cover:• Collecting the key information needed to complete your trust, will, and powers of attorney• Outlining the next steps to finalize your documentsImportant:This is not a legal consultation. I am not an attorney and do not provide legal, tax, or financial advice. This session is...

Starting at

Free

I

Ireen

Estate Planning (For Single Person)

Single Person Estate Planning NotarizationProtect your future with notarized wills, powers of attorney, and healthcare directives. We ensure your documents are valid, secure, and give you peace of mind knowing your wishes will be honored.

Starting at

$195.00

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Hdg Bookkeeping LLC

Discovery Call

First call to discuss what I can do for your business and cost for services.Please answer the required questions in order for me to give you the most accurate pricing. Pricing is based on amount of work.

Starting at

Free

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Sofia Rocha e Silva

🛟 Explica-me os impostos

Sessão individual de 2 horas para trabalhadores independentesEsta sessão consiste numa explicação, da minha parte, de como funcionam os impostos para trabalhadores independentes para o teu caso em concreto.Pontos da estrutura da sessão:O que é/como funciona o regime simplificadoResumo das obrigações mais importantes para trabalhadores independentesSegurança SocialIVAIRSQuais são os prazos a cumprirQuais são as declarações a entregarEmissão de faturasAjudas específicas (mediante envio prévio de i...

Starting at

€90.00

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BarrettStacey Accounting Limited

Discovery Call with BarrettStacey Accounting

This link is to book a short discovery call. Please allow up to 15 minutes of your time 😊Please ensure the correct telephone number is entered, and provide as much information as possible to help me prepare for our call.If insufficient information is provided, we may need to reschedule our call.Video calls are available on request.I am looking forward to speaking with you and getting to know you and your business.Speak soon...Angie from the BarrettStacey Accounting Team 🤩.

Starting at

Free

S

sFoundation Inc.

20-min Free Accounting, Finance, or Bookkeeping Consultation Yelp

Book a 20-minute free accounting, finance, or bookkeeping consultation call with us.

Starting at

Free

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Elite Consulting

📅 Prenota la tua Consulenza di 30 Minuti

👉 Ogni anno guadagni 100 e te ne restano solo 40. Lo Stato è il tuo socio occulto e prende più di te.Se resti fermo, rischi multe, controlli retroattivi e persino il blocco dei conti.Con Elite Consulting ribalti il gioco: strutturiamo la tua azienda all’estero, ti proteggiamo legalmente e ti mostriamo come ottenere residenza e 0% tasse in totale sicurezza.💼 Durante la call ricevi:Analisi chirurgica della tua situazione fiscaleLa giurisdizione perfetta per il tuo business (Wyoming, Delaware…)Il...

Starting at

Free

N

Nico Fora

The Financial Power Hour

Here's what you get in your 60-minute Financial Power Hour:✅ Your real savings target - Find out exactly how much you actually need✅ Your 2-3 biggest financial obstacles - We pinpoint what's slowing you down right now and what to do about each one✅ Your honest timeline - Know exactly when you'll reach your objective based on where you are today✅ Your starter action plan - The exact next steps to take, in orderYou'll walk away with a clear plan and the tools to execute it.Spots are limited, s...

Starting at

€125.00

J

Julio van Leeuwaarde

15 Minute Meeting

Join Julio van Leeuwaarde for a focused 15-minute session to explore your financial outlook and identify quick, actionable steps you can take. In this fast-paced meeting, you’ll receive a concise forecast—delivered in about 57 seconds—with practical takeaways you can apply right away. The session is conducted in English and priced at EUR 197.00, offering a concise, high-value format for busy professionals seeking clarity and direction on their finances.

Starting at

€197.00

C

Clyde Etiënne

Meeting Etiënne Finance

Welcome to the Etienne Group Strategic Access Calendar.This exclusive booking platform is reserved for business leaders, strategic partners, and investors interested in high-impact opportunities within our ecosystem:• Finance — Precision accounting & strategic financial structuringEvery conversation is confidential, purpose-driven, and centered on mutual value creation.Select a time that works best for you.You’ll receive a confirmation email with your meeting link and any relevant preparatio...

Starting at

Free

B

Broker Seguros

Plan de Retiro Privado 💵

💰 Ahorra hoy y disfruta un retiro con Libertad Financiera Descubre cómo crear tu propio plan de retiro con ahorro y rentabilidad garantizada, sin depender únicamente de la pensión del gobierno.Ideal para:✅ Personas que saben que la pensión pública no será suficiente.✅ Profesionales independientes que no cotizan en un sistema de retiro.✅ Quienes desean vivir con dignidad y estabilidad cuando dejen de trabajar.En esta videollamada conocerás tu propuesta personalizada, entenderás cómo funcionan...

Starting at

Free

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L Scott & Associates

Financial Workflow Strategy Session

During this 30-minute Financial Workflow Strategy Session, we will conduct a targeted AP/AR diagnostic designed to identify: •bottlenecks in invoice processing • vendor onboarding gaps • exception patterns • duplication or syncing errors • delays impacting cash flow, compliance, and reporting accuracyWe’ll review your current systems (AvidXchange, Yardi, QuickBooks Online, Ramp, Bill.com, internal workflows, or custom processes) and provide a clear roadmap to streamline operations, strengthen vi...

Starting at

$175.00

T

Tina Stroman-Valdez - FinFit

60 Minute One-on-One Consultation Meeting

*First‑time clients: use code First20 at checkout for 20% off your first sessionOne-on-One Financial Wellness Consultations - 60 Minute SessionIdentify Your Pain Points: Together we’ll review your completed journal and spreadsheet to uncover your current money challenges and habits.Create Your Personalized Plan: We’ll design a clear strategy that may include paying down debt, automating savings and investments, and building confidence in your financial decisions.See Your Path Forward: You’ll lea...

Starting at

$129.00

T

Taxsmartermo

ADVISORY BUSINESS GROWTH PLAN

Where Strategy Replaces Guesswork.For Serious Business Owners Ready to Save More & Stress LessLLCs • S-Corps • Single-Member LLCs • Service Providers • Multi-Income Households Perfect for businesses earning $75,000–$800,000 WHAT’S INCLUDEDQuarterly Tax Advisory Meetings Full Business Tax Strategy Plan S-Corp Evaluation + Reasonable Compensation Guidance Industry-Specific Deduction Deep Dive Bookkeeping Review & Cleanup Guidance Quarterly Estimated Tax Calculations IRS Transcript Monitori...

Starting at

$250.00

S

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

M

Moses Nelson

IUL Interest Phone Call

Discover how to grow wealth securely, reduce taxes, and create a stream of income you won’t outlive — all while protecting your family’s future.In this consult, we’ll explore strategies that:Provide tax-advantaged access to cash when you need itGrow your money tax free with no market downsideSecure lifelong coverage and peace of mindBuild a legacy that lasts for generationsBook your session today and learn how to design a strategy that works for both today and tomorrow.

Starting at

Free

C

Caroline Passmore

Accounting Clarity Call

Book a clarity call with me for 30 minutes to discuss your specific business needs!I look forward to hearing more about your business.We appreciate you providing the necessary information to make the call more efficient, and agreeing to the terms that our pricing is non negotiable!Thank you!The CRP Specialists, Inc. team

Starting at

Free

E

Ensure Benefits

Deeper Dive: Overpaying Uncle Sam?

For those who want to dive a little deeper.In this up to 40-minute discovery session led by Ensure Benefits, we'll more deeply explore whether your organization is unknowingly overpaying taxes and missing opportunities to optimize benefit packages without increasing anyone's monetary contributions.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 att...

Starting at

Free

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Ensure Benefits

DIVING DEEPER: Overpaying Uncle Sam?

For those who want to dive a little Deeper:In this up to 40-minute discovery session led by Ensure Benefits, we'll more deeply explore whether your organization is unknowingly overpaying taxes and missing opportunities to optimize benefit packages without increasing anyone's monetary contributions.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 att...

Starting at

Free

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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 4.9 out of 5.

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