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EXCELLENT Based on 24 reviews Posted on RafaelTrustindex verifies that the original source of the review is Google. We turned to Freedomfolio for a deep accounting cleanup after and the results were game-changing: Capital-gain tax averted: Their cleanup uncovered mis-coded funding that looked like debt. Catching and fixing it spared us a nightmare. Inventory & COGS clarity: They rebuilt our inventory reporting, so cost of goods sold and profit margins are finally accurate and easy to track. Trend & SWOT analysis: Every month we now receive a crystal-clear trend report and SWOT analysis. Seeing our 150 % revenue growth in black-and-white means strategy meetings are data-driven, not guesswork. If you need accounting cleanup, inventory/COGS expertise, or monthly trend + SWOT analysis that drives smart decisions, call Freedomfolio. They transformed our books into a roadmap for future growth with clarity.Posted on Greg ZlevorTrustindex verifies that the original source of the review is Google. I’ve worked with Freedomfolio for the past year and can honestly say they’ve transformed my company’s finances. Tax savings: They uncovered a $12,000 tax-saving opportunity and protected me from paying an extra $23,000 on negative basis issues If you’re looking for cash-management expertise, payroll cost-cutting tactics, and real tax-saving strategies, Freedomfolio is the partner you need. Besides, Shirley is smart and easy to work with.Posted on JacksonTrustindex verifies that the original source of the review is Google. I struggled with taxes and accounting. This team made everything simple and helped me save on taxes. They built a financial system tailored to my needs, making bookkeeping effortless. Highly recommend for small businesses and startups!Posted on DavisTrustindex verifies that the original source of the review is Google. I run a medical spa business, and managing finances used to be overwhelming. They streamlined my accounting, saved me on taxes, and set up an efficient financial system. Now, I have better clarity over my cash flow. Great service for small businesses!Posted on Saad AbbasTrustindex verifies that the original source of the review is Google. If you're a small business owner, I 100% recommend working with Shirley and her team. They just take care of everything from the books, the tax planning (not just doing the return), & business coaching. They're proactive and as a business owner I just want a service provider to do their job without me being involved, which is exactly what Freedomfolio does.Posted on Saad KapadiaTrustindex verifies that the original source of the review is Google. Outstanding eCommerce Accounting and Tax Services! I have been working with Freedomfolio for over a year now, and I couldn't be more impressed with their eCommerce accounting, sales tax, and tax planning services. As an online business owner, managing the complexities of sales tax and financial planning can be overwhelming, but the team at Freedomfolio has made it incredibly easy. From the very beginning, they took the time to understand the unique needs of my business and provided tailored solutions that have saved me both time and money. Their expertise in navigating the ever-changing landscape of sales tax laws and regulations has been invaluable, ensuring that my business stays compliant and avoids costly penalties. What sets Freedomfolio apart is their proactive approach and attention to detail. They are always available to answer my questions, provide detailed explanations, and offer strategic tax planning advice that has significantly improved my financial health. Their virtual practice is seamless and efficient, making it convenient for me to access their services no matter where I am. I highly recommend Freedomfolio to any eCommerce business owner looking for reliable, knowledgeable, and professional accounting and tax services. Their dedication to their clients and exceptional service truly make them a standout in the industry. Thank you, Freedomfolio, for your outstanding support and expertise!Posted on Sidun LiTrustindex verifies that the original source of the review is Google. I started working with Freedomfolio for my accounting needs about a year ago, and I couldn't be more impressed! As a small business owner, finding a reliable and knowledgeable accounting firm is crucial, and Freedomfolio has exceeded all my expectations. They helped me streamline my bookkeeping process by integrating QuickBooks seamlessly with my existing systems. This saved me hours of manual data entry each week, allowing me to focus more on growing my business. As part of their proactive tax planning feature, they identified several deductions and credits that I was missing out on, resulting in significant tax savings. For instance, they advised me on the benefits of the Section 179 deduction, which allowed me to immediately expense the cost of new equipment instead of depreciating it over several years. This move alone saved my business over $12,000 in taxes last year! Their team also helped me set up a Solo 401(k), which not only boosted my retirement savings but also provided a substantial tax deduction. Whenever I have a question or need advice, their team is quick to respond with clear and actionable guidance. It's clear that they genuinely care about their clients and are dedicated to helping small businesses succeed. Freedomfolio has become an indispensable partner in my business's success. I highly recommend them to any small business owner looking for a reliable and knowledgeable accounting firm!Posted on Valerie HallTrustindex verifies that the original source of the review is Google. 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!Posted on Chenisa MuangmaTrustindex verifies that the original source of the review is Google. 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!!!Verified by TrustindexTrustindex verified badge is the Universal Symbol of Trust. 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