Wellness Professionals Deserve Financial Peace of Mind.

You take care of people. We take care of your numbers.

At Freedomfolio, we provide bookkeeping, tax planning, and advisory services designed specifically for wellness professionals — from solo practitioners to full-service clinics. Our goal is simple: help you focus on your practice while we build the financial structure that keeps it growing.

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 Wellness Professionals

Tailored Bookkeeping for Wellness Practices

We organize your finances with precision — tracking every session, sale, and expense to give you a clear picture of your business health. Our system integrates with tools like Mindbody, Square, and Stripe to deliver clean, accurate, and easy-to-understand monthly reports.

Proactive Tax Planning & Compliance

We plan ahead — not just at tax time. Our proactive tax strategies identify deductions, forecast quarterly liabilities, and structure your entity for maximum savings, keeping your wellness business protected and compliant year-round.

Payroll & Contractor Management

From staff payroll to independent contractor payments, we handle every detail accurately and on time. Our automated systems manage taxes, benefits, and compliance so your team stays focused on serving clients — not chasing paperwork.

Financial Strategy & Advisory

We go beyond bookkeeping to help you grow smarter. Our advisory services reveal your most profitable services, forecast cash flow, and guide data-driven decisions for sustainable, confident expansion.

Pricing

We offer the industry most comprehensive account and tax service offers

At FreedomFolio, we believe great financial support should be simple, predictable, and built around your growth. That’s why we offer flat monthly pricing — no hidden fees, no surprise invoices — just consistent value and measurable results.

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: Bookkeeping Support Team via chat, Tax Support is via scheduled call only for an additional cost
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 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: Bookkeeping Support Team via chat, Tax Support is via scheduled call only for an additional cost
Response Time: Within 2 business days

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 Wellness Business

$5M+

Client Tax Savings

98%

Retention Rate

40%

Monthly Admin Time Saved

See how our clients turned complexity into clarity.

Running a wellness practice is unique — with income flowing from sessions, memberships, and product sales. Freedomfolio simplifies your finances, streamlines cash flow, and optimizes taxes, so you can focus on what you do best: helping others thrive.

We proudly support a wide range of wellness professionals, including:

✅ Chiropractors and physiotherapists

✅ Nutritionists and health coaches

✅ Yoga and Pilates studio owners

✅ Functional medicine and holistic health practitioners

✅ Spa, salon, and massage therapy businesses

✅ Independent trainers and wellness educators

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 Zamora

Bookkeeper

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.”