Stronger Projects Start With Stronger Financial Foundations.

At Freedomfolio, we specialize in accounting and tax strategies for construction and trade professionals

Freedomfolio empowers builders, contractors, and trade experts with crystal-clear financial systems — turning job-site chaos into steady cash flow and sustainable growth.

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 Specialized Services for Construction & Trade Businesses

Job-Costing & Project-Based Bookkeeping

We track income and expenses for each project so you know exactly where your money goes. From equipment rentals to subcontractor payments, we help you stay profitable on every job. Gain full visibility into project costs, margins, and cash flow — in real time.

Payroll & Contractor Management

We handle payroll for crews, staff, and subcontractors — ensuring accurate payments, tax compliance, and smooth operations. From W-2 employees to 1099 contractors, FreedomFolio keeps your workforce compliant and your payments on time.

Tax Planning & Compliance for Builders

The construction industry comes with complex tax opportunities — depreciation on vehicles and equipment, mileage deductions, material write-offs, and labor credits. We proactively plan throughout the year to maximize deductions and prevent end-of-year surprises. Our goal: pay less in taxes, legally and strategically.

Financial Forecasting & Advisory

Numbers are more than reports — they’re roadmaps. We help you understand cash flow cycles, plan for slow seasons, and allocate resources wisely. Whether you’re bidding new projects or expanding operations, we’ll give you the financial clarity to make confident decisions.

Pricing

We offer the industry most comprehensive account and tax service offers

**Please note our final pricing is based on after specific client requires and may not reflect below

Tier 1

Compliance Essentials

Startups, solopreneurs, or side hustles wanting to stay compliant at minimal cost.

^$ 495-975/ _Month

Monthly Bookkeeping (Up to 100 transactions)
Annual Business Tax Return Preparation (S Corp, LLC, Sole Prop)
Annual 1099 Filings
Quarterly Tax Estimate via Chat (no Zoom call review)
1x Yearly Tax Strategy Call (30 minutes Zoom call with Senior Preparer)
Point of Contact: Bookkeeping Support Team via chat, Tax Support is via scheduled call only for an additional cost
Response Time: Within 3 business days

Get Consultation

Exclusions / Add-ons

Tier 2

Financial Clarity

Service-based businesses or eCommerce doing $1MM–$3MM in annual revenue.

^$ 750-2,031/ _Month

Everything in Tier 1, plus:
Payroll Processing (Up to 5 employees)
Sales Tax Filing (1 state included)
Deduction Finder Toolkit and Year-End Tax Savings Checklist
4x Tax Strategy and Performance Reviews per Year (1 hour Zoom call with dedicated Account Manager)
Point of Contact: Dedicated Account Manager via Chat
Response Time: Within 2 business days

Get Consultation

Exclusions / Add-ons

Tier 3

Strategic Advisory

6–7 figure business owners who want to delegate financials, tax, and strategy fully.

^$ 1,750-8,692/ _Month

Everything in Tier 2, plus:
Monthly Performance Dashboard (Google Sheets / Notion / Live KPI reporting)
Custom Annual Tax Plan (Designed + Delivered)
Unlimited Chat + Team Access
1x Yearly Tax Strategy Call (30 minutes Zoom call with Senior Preparer)
Year-End Entity Review & Compensation Plan
4x Strategy Sessions per Year (Monthly CFO-style meetings)
Point of Contact: Dedicated Account Manager + Senior Tax Advisor
Response Time: Same-day response (within business hours)

Get Consultation

Exclusions / Add-ons

Freedomfolio Bookkeeping Suite

starting at (excluding software cost)

$495/month

Reconciled books
Monthly P&L, Balance-Sheet, & Cash-Flow
Up to 4 Bank & Credit Card Integrations
Cash and accrual method flexibility
Inventory for ecomm & wholesale
3-way sales reconciliation: order→payout→bank
Income tax deduction optimization
Bills issuance & invoice reconciliation
One eCommerce account

Full Service Tax Solution

Payable for all 12 months included in tax return

$750/month

Annual federal business income tax return prep ready for e-filing
State income tax prep (up to 1 state) ready for e-filing
Form 1099-NEC prep & e-filing
Tax deduction optimization
CPA review & support

Our Team

Smart Financial Solutions, All in One Place

Shanli Liu CPA, CTP

The brains of the team, Shanli brings tremendous operational and strategic experience to the team.

A certified tax planner and public accountant who is among the Top 1% of tax strategists in the country and helped clients save over $5M in taxes.

Shanli can formulate accounting and tax strategies to squeeze the most financial runway out of our eCommerce clients!

Agnes Asor

With over three decades of experience, Agnes has built a distinguished career as a CPA, specializing in accounting, auditing, taxation, and corporate finance. Her expertise was honed in the rapidly evolving power engineering sector, where she played a key role in financial leadership and executive collaboration. Known for her ability to streamline operations and improve financial reporting, Agnes delivers strategic solutions that help businesses grow and thrive.

Julie Amen Gabito

Julie brings over six years of experience in the accounting field and recently joined the firm as an accomplished bookkeeper. With a strong passion for finance, particularly in e-commerce bookkeeping, she is committed to maintaining accuracy and organization in all aspects of her work. Julie’s attention to detail ensures that financial records are meticulously managed and up-to-date.

Understanding the Construction & Trade Industry

$5MM+

Client Tax Savings

98%

Retention Rate

40%

Monthly Admin Time Saved

See how our clients turned complexity into clarity.

Running a trade business is not just about getting the job done — it’s about managing multiple moving parts: labor costs, equipment, materials, subcontractors, invoices, and tight project deadlines.

Cash flow can be unpredictable, tax rules can get complex, and project-based accounting can quickly become overwhelming. FreedomFolio understands these challenges. We simplify financial management, reduce tax exposure, and help construction businesses build stability from the ground up.

FreedomFolio partners with businesses across the trades, including:

✅ Construction companies & general contractors

✅ Electricians, plumbers, and HVAC specialists

✅ Painters, roofers, and flooring contractors

✅ Landscapers, welders, and fabrication teams

✅ Remodelers, cabinet makers, and service trades

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

What Our Clients Are Saying

Our expertise lies in eCommerce, and we’re here to walk you through the entire journey.

“Before Freedomfolio, my books were a mess and tax season was a nightmare. Now I have monthly reports I can trust-and tax planning that actually saves me money. Their team knows eCommerce inside and out.”

-Sarah M.

7-Figure Amazon Seller

“The integration with Freedomfolio gave us visibility into SKU profitability, while ecommerceaccountingcpa handled the books behind the scenes. It’s like having a CFO without hiring one.”