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← Back to Top 24 Bookkeepers in the Boston-Cambridge Area, MA (2026)Freedomfolio
Evidence Score 65/100 at 75% evidence coverage 4 of 24 on the Boston-Cambridge area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Publishes prices
- Local or remote?
- Local + remote
- Software?
- Xero, QuickBooks Online, Paychex, Bill.com, Shopify
Who they say they serve: construction, real estate, ecommerce, manufacturing, e-commerce (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 5 of 5 core services; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Freedomfolio | home page | |
| Website | https://freedomfolio.net/ | home page | |
| Office locality | Boston, MA | home page | |
| Phone | +17813096778 | home page | |
| Offers bookkeeping | Documented: ...proactive CPA firm, our work centers on year-round strategic tax advisory, structured bookkeeping, payroll systems, and forward-looking planning. Whether you need Boston business... | home page | |
| Monthly bookkeeping | Documented: ...and side businesses that need to stay compliant without a large monthly spend. Monthly bookkeeping (up to 100 transactions) Annual business tax return (S-Corp, LLC, Sole Prop)... | /pricing | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...forms (5472, 926, FBAR) that require specialist work. ↑ Higher cost Backlog & Catch-Up Work Books that are more than 2 months behind require a clean-up engagement before ongoing... | /pricing | 5 pts (max 5) |
| AP / AR | Documented: ...activity and surfaced $300k in unprocessed Medicaid/Medicare claims. Created a mirrored A/R sub-ledger inside QBO so every claim is tracked from submission to payment. System... | /pricing | 4 pts (max 4) |
| Payroll coordination | Documented: ...firm, our work centers on year-round strategic tax advisory, structured bookkeeping, payroll systems, and forward-looking planning. Whether you need Boston business tax planning or... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Year 1 $60k+ Total first-year tax savings from new S-Corp + 401(k) 24 hours → 4 hours Month-end close time cut by 80% Audit-ready Systems now meet upcoming state audit... | /pricing | 6 pts (max 6) |
| Industries served (documented) | construction, real estate, ecommerce, manufacturing, e-commerce | home page | 5 pts (max 5) |
| Software supported | Xero, QuickBooks Online, Paychex, Bill.com, Shopify | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /firm-background/meet-the-team | 3 pts (max 3) |
| Pricing approach published | Publishes prices: "$650-$1,100/mo" | /pricing | 6 pts (max 6) |
| What is included / excluded | Documented: ...tiers include chat-based support within defined response windows. Confirm what's included before you sign. State-by-State Add-On Costs If your business has nexus in multiple... | /pricing | 5 pts (max 5) |
| Onboarding described | Documented: ...in cross-border tax strategy for founders operating across jurisdictions. How We Work Step 1: Cross-Border Tax Strategy Every engagement begins here. Investment: $15,000 - $25,000... | /services/cross-border-tax-strategy | 4 pts (max 4) |
| Named contact / team | Shanli Liu, CPA | /firm-background/meet-the-team | 3 pts (max 3) |
| Communication channel / process | Documented: ...entity election or undiscovered deduction often costs more than the price difference No dedicated account manager - you share a general inbox 🟢 When Someone's Much More... | /pricing | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Oct 1, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /firm-background/privacy-policy | 2 pts (max 2) |
Checked and not found
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Freedomfolio' in Boston, MA on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Reporting cadence stated (0 pts, max 4).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Board of Public Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Freedomfolio's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.