Smart Accounting for Real Estate Investors
Real-Estate Investors — It’s Time Your Financials Worked As Hard As Your Deals.
No more sloppy spreadsheets, last-minute scrambling or reactive tax support. We build your investor-finance engine.
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 Solution — Accounting Built for Investors
Custom entity & structure design
LLCs, S-Corp elections, holding-companies, multi-owner structures. We align with your portfolio strategy.
Monthly bookkeeping + investor-grade dashboards
Monthly reports that actually tell your portfolio’s story — income, equity, cash flow, and ROI at a glance.
Quarterly strategic tax-planning
Depreciation mapping, cost-seg analysis, 1031/OPZone optimisation, and tax-scenario forecasting.
Cash flow & capital allocation planning
We help you plan reserves, distributions, reinvestment, and debt payments, so every dollar supports your next move.
Payroll & Contractor Management
If you run trades, property managers, staff or vendors, we keep the compliance tight and owner risk low.
Audit-ready compliance & support
IRS or state audit doesn’t slow you; we’ve built the books so they hold up.
Remote / cross-border owner support
US assets, foreign investors, international entities: we speak your language.
Portfolio performance insights & advisory support
We turn financials into clear insights—so you know what’s performing, what’s leaking, and what to do next.
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 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.
Why Real Estate Investors Choose Freedomfolio
$5M+
Client Tax Savings
98%
Retention Rate
40%
Because we speak your language — cap rates, flips, passive income, depreciation recapture — not just spreadsheets and tax codes.
✅ Proactive, Not Reactive — We forecast, not file.
✅ Investor Intelligence — Every report shows where your next profit leak or opportunity hides.
✅ Certified Tax Experts — One of only 800 Certified Tax Planners in the U.S.
✅ Proven Results — Over $5 Million saved for real estate clients through optimized strategies.
✅ Transparent Pricing — Fixed monthly packages that grow with you.
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
Build Your Empire — Without the Tax Headache
Every property should grow your wealth — not your workload.
Let’s make sure your numbers work for you, not against you.