Financial Clarity for Growing Businesses
Save time. Reduce taxes. Scale with confidence.
Managing your finances shouldn’t feel complicated.
At Freedomfolio, we help business owners simplify payroll, bookkeeping, and tax planning — all in one seamless, CPA-backed solution.
We don’t just balance books — we build strategies that save you money, time, and stress.
Who We Serve
eCommerce Sellers
Scale your online store with integrated bookkeeping and tax automation.
Wellness Professionals
Simplify your books and maximize your deductions with stress-free accounting.
Construction & Trade Business
Outsource payroll. Compliance made simple.
Real Estate Investors
Maximize cash flow and minimize taxes with investor-focused accounting.
Our Services
Smart Financial Solutions, All in One Place
Payroll Services
Stop wasting hours on payroll. We handle every paycheck, filing, and compliance detail — accurately and on time.
Bookkeeping & Reporting
Stay organized, audit-ready, and cash flow confident. Our bookkeeping team keeps your numbers clean and clear so you can make smarter decisions.
Tax Strategy & Planning
Legally minimize your tax bill and keep more of your profits. We help you implement proactive strategies that save thousands each year.
About Freedomfolio
$5MM+
Client Tax Savings
98%
Retention Rate
40%
Monthly Admin Time Saved
See how our clients turned complexity into clarity.
Why Businesses Choose Us
We combine professional accounting expertise with modern automation to make finances effortless.
✅ CPA-backed team — not generic software
✅ Transparent, fixed monthly pricing
✅ IRS and state compliance guaranteed
✅ 100% U.S.-based support and data security
Shanli L. CPA
Managing Partner
Agnes A. CPA
Accounting Manager
Jenebeb A.
Client Success Manager
Qiaolan B. EA
Account Manager
Julie G.
Bookkeeper
Jagdish V.
Tax Director
Lorenz Z.
Bookkeeper
Trusted by Business Owners Nationwide
What Our Clients Say
Shirley and her team have given us fantastic insights into multiple tax saving strategies for our small business. She keeps her eye on the big picture of where we are now and where we hope to get to. She's very responsive and has the resources to help with my many questions. We appreciate working with Shirley and the people on her team!
Valerie Hall
Trade Business Owner
I have work with Shirley for many years. As a small business owner, Shirley helps me with everything that business owner needs, accounting, bookkeeping and taxes. She and her team are very professional and quickly response. Highly recommend!!!
Chenisa Muangma
Spa Owner
As Featured In
Making headlines for our expert advice
"Shanli Liu, CPA at Freedomfolio, helps retirees turn Social Security choices into tax-smart lifetime income."
"Freedomfolio’s Shanli Liu turns subscription creep into savings with simple, calendar-based audits."
“Shanli Liu, CPA at Freedomfolio, champions value-first habits that outlast income levels.”
“Shanli Liu at Freedomfolio coordinates boomer finances — Social Security, accounts, and taxes — into one plan.”
“Shanli Liu keeps clients in control with AI-aware budgeting and privacy-first settings.”
“Shanli Liu, CPA at Freedomfolio, defines ‘enough’ with values-based, tax-efficient planning.”
“Shanli Liu at Freedomfolio turns financial milestones into meaningful, sustainable ‘enough.’”
“Shanli Liu, CPA at Freedomfolio, puts after-tax math behind job-perk decisions.”
“Shanli Liu, CPA at Freedomfolio, integrates Social Security with savings for durable retirements.”
“Freedomfolio’s Shanli Liu bridges fintech innovation with tax-compliant, client-ready outcomes.”
“Shanli Liu at Freedomfolio helps professionals choose cities where paychecks truly stretch.”
How It Works
Book a Free Consultation
Tell us about your business and financial goals.
We Design a Custom Plan
Payroll, bookkeeping, or tax strategy tailored to you.
We Handle the Rest
You get clarity, compliance, and consistent savings.
Ready to Gain Financial Freedom?
Stop juggling payroll, bookkeeping, and tax stress.
Let Freedomfolio take care of your finances — so you can focus on building your business.
As Featured In
