Trade Accounting CPA for High-Growth Businesses & Active Traders
Freedomfolio is a specialized accounting and tax advisory firm built for businesses that import, export, invest, and trade at scale.
We provide precise bookkeeping, financial reporting, inventory tracking, and CPA-led tax strategies so you can grow with confidence, and make data-driven decisions without financial uncertainty.
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.
Features & Capabilities
Trade-Ready Bookkeeping & Financial Accuracy
We manage monthly reconciliations, track transaction fees, record cost of goods, monitor payouts, and classify expenses so your financial records are clean, compliant, and always audit-ready.
CPA-Led Tax Strategy for Trading Businesses
Our licensed CPAs deliver proactive tax planning, quarterly projections, multi-state compliance support, and year-end filings designed specifically for trading, wholesale, and distribution businesses.
Real-Time Trade Financial Insights
Get SKU-level profitability, inventory forecasting, cash flow visibility, and performance analytics through integrated financial reporting tailored to your trading operations.
Multi-Channel Trade Coverage
We support businesses trading across Amazon, Shopify, Walmart, Etsy, WooCommerce, wholesale platforms, marketplaces, and direct sales channels – so all revenue streams are unified in one system.
Inventory & Cost Accuracy for Traders
We align inventory movements, landed costs, and procurement data with your books – so your margins are accurate and your tax returns reflect real business performance.
Advertising & Growth Spend Tracking
We track and categorize ad spend across Google, Meta, and marketplace ads – helping you measure performance, control costs, and optimize return on ad spend.
Cash Flow Forecasting & Financial Planning
Plan for growth with detailed cash flow modeling, budgeting support, and financial forecasting – without the cost of hiring a full-time CFO.
Sales Tax & Nexus Compliance Monitoring
We monitor multi-state sales tax rules, track economic nexus thresholds, and ensure your business is registered where required – keeping you compliant and risk-free.
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.
- 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
Exclusions / Add-ons
- Payroll
- Sales Tax Filings
- Tax Projection
- Cashflow projection
- Custom Advisory
Tier 2
Financial Clarity
Service-based businesses or eCommerce doing $1MM–$3MM in annual revenue.
- 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
Exclusions / Add-ons
- Industry KPI Dashboard
- Customized Tax Advisory
- Audit Support / IRS Letter Responses
Tier 3
Strategic Advisory
6–7 figure business owners who want to delegate financials, tax, and strategy fully.
- 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)
Exclusions / Add-ons
- Bookkeeping catch-up beyond 2 months
- Sales/Excise filings in multiple states
- 401k Setup or Form 5500
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!
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.
Built by Accountants Who Understand eCommerce
$5M+
Client Tax Savings
98%
Retention Rate
40%
Most accountants don’t understand how platforms like Amazon or Shopify work—and how that affects your books. Our team includes licensed CPAs and former sellers who’ve been in your shoes. We’ve built our systems specifically to handle the messy parts: marketplace settlements, ad spend tracking, inventory COGS, multi-state sales tax, and more. Whether you’re a solo founder or managing multiple brands, we make your numbers make sense.
✅ 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
Agnes A. CPA
Jenebeb A.
Qiaolan B. EA
Julie G.
Bookkeeper
Jagdish V.
Lorenz Zamora
Bookkeeper
What Our Clients Are Saying
“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.”
-Emily R.
Co-Founder, Multichannel Beauty
Partnering with best-in-class software
How It Works
Book a Free Consultation
Tell us about your business and financial goals.
We Design a Custom Plan
We Handle the Rest
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.”
As Featured In
Making headlines for our expert advice
Moving vs. Adding an Addition: Experts Explain Which Option Is Better for You Financially
Social Security, Retirement Funds and 3 More Financial Concerns Boomers Should Discuss Before Getting Married
Financial Considerations for Boomers Getting Married: Key Discussions Before Tying the Knot
My Most Controversial Money Opinion? I’d Rather Get These Perks Than Take a Higher-Paying Job
My Most Controversial Money Opinion? I’d Rather Get These Perks Than Take a Higher-Paying Job
Here’s the Six Figure Salary That’s Still Considered ‘Lower Middle Class’ in California
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.