Freedomfolio
Freedomfolio, Boston merkezli bir stratejik CPA firmasıdır. Hızla büyüyen girişimcilerin ihtiyaçlarına yönelik çözümler sunarak, onların işlerini daha sağlam temeller üzerine kurmalarına yardımcı olur. Profesyonel ekibimizle, işinizi bir adım öteye taşımak için buradayız.
About Freedomfolio
Who Is Freedomfolio?
Freedomfolio is a Boston-based strategic CPA firm dedicated to assisting founders of rapidly scaling businesses in achieving financial clarity and sustainable growth. Specializing in proactive tax advisory, structured bookkeeping, payroll systems, and forward-looking planning, Freedomfolio partners with founder-led service businesses generating $1M–$10M in revenue, including e-commerce sellers, homecare and wellness companies, real estate investors, and construction and trades businesses. Their mission is to build financial systems that drive clarity, reduce stress, and increase profitability, moving beyond mere compliance to foster growth.
Who Owns Freedomfolio?
Freedomfolio was founded by Shanli Liu, a Certified Tax Planner (CTP) and Certified Public Accountant (CPA). With a passion for real estate investing and a commitment to helping clients optimize their financial strategies, Shanli has been instrumental in shaping the firm's approach to tax planning and business advisory services.
When Was Freedomfolio Founded?
Freedomfolio was established in 2018, with its headquarters located at 53 State Street, Suite 500, Boston, MA 02109.
What Services Does Freedomfolio Offer?
Freedomfolio offers a comprehensive suite of services tailored to meet the unique needs of growing businesses. Their offerings include:
- Bookkeeping: Ensuring accurate and up-to-date financial records for clarity and control.
- Payroll: Streamlining payroll processes to ensure timely and accurate employee compensation.
- Tax Planning: Developing strategic tax plans to minimize liabilities and maximize savings.
- Cross-Border Tax Strategy: Navigating complex international tax regulations for businesses with global operations.
Freedomfolio Business Information
Freedomfolio is a privately held company specializing in accounting services, including tax planning, advisory, real estate strategies, business formation, and full-service accounting. The firm operates with a team of 2–10 employees and has saved clients over $5 million in taxes to date.
Freedomfolio Contact
For inquiries or to schedule a consultation, you can reach Freedomfolio through the following:
- Phone: (781) 309-6778
- Email: inquiries@freedomfolio.net
- Website: freedomfolio.net
- Address: 53 State Street, Suite 500, Boston, MA 02109
Freedomfolio Phone Number
The primary contact number for Freedomfolio is (781) 309-6778.
Freedomfolio Mobile Phone
No mobile phone number could be identified for Freedomfolio; contacting the company directly is recommended for the most up-to-date information.
Freedomfolio Fax
No fax number could be identified for Freedomfolio; contacting the company directly is recommended for the most up-to-date information.
Freedomfolio Email Address
The email address for Freedomfolio is inquiries@freedomfolio.net.
Freedomfolio Address
Freedomfolio is located at 53 State Street, Suite 500, Boston, MA 02109.
Freedomfolio Working Hours
Freedomfolio serves during weekday business hours; please get in touch for exact times.
What Time Does Freedomfolio Open?
Specific opening times for Freedomfolio are not specified; please contact the company directly for detailed information.
What Time Does Freedomfolio Close?
Specific closing times for Freedomfolio are not specified; please contact the company directly for detailed information.
Is Freedomfolio Open on Weekends?
Freedomfolio's weekend availability is not specified; please contact the company directly for detailed information.
Is Freedomfolio Open on Sundays?
Freedomfolio's Sunday availability is not specified; please contact the company directly for detailed information.
Freedomfolio Instagram
No Instagram account could be identified for Freedomfolio; contacting the company directly is recommended for the most up-to-date information.
Freedomfolio Facebook
No Facebook page could be identified for Freedomfolio; contacting the company directly is recommended for the most up-to-date information.
Freedomfolio Twitter (X)
No Twitter (X) account could be identified for Freedomfolio; contacting the company directly is recommended for the most up-to-date information.
Freedomfolio LinkedIn
Freedomfolio has a LinkedIn page with 193 followers, providing updates and insights related to their services and industry.
Reviews 31
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!
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.
So far, I prefer the service and work I've received from Freedomfolio/Creliable to any other accounting firm I've ever used.
Great tax preparation service! Love the interface they provide to upload documents, and am very thankful for all the additional supports given by staff!
Freedomfolio has a wonderful team. I have been with them for 3+ years and recommend using their accounting services.
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.
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.
Shanli is the best to work with. She was able to take care of all our business taxes, bookkeeping, various state filings. Her team went beyond, more than expected, to guide us through various tax strategies that ended up saving us so much money.
After working with several CPAs over the years, we realized something was missing—precision, consistency, and true ownership of our financials. Partnering with FreedomFolio changed everything. They meticulously rebuilt our 2025 financials and established a level of clarity we hadn’t experienced before. Today, our reporting is clean, audit-ready, and delivered with dependable consistency. The result is more than accurate books—it’s confidence at every level of the business. From investor conversations to strategic decisions, we now operate with certainty. If you’re evaluating your options, understand this: FreedomFolio combines deep e-commerce expertise with a genuine commitment to excellence.
Shanli helped us with our cross-border accounting as we expanded to the US from Canada. Her knowledge of both sides of the border was very helpful and made our transition smooth. Worth every penny as she helped us save a lot on taxes. Also responds very quickly. Thanks again from Hubman and Chubgirl!
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