Shanli Liu
Managing Partner @Freedomfolio
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WORK HISTORY
Managing Partner @Freedomfolio
Boston, MA, US
1.$5MM + tax saving generated for 100+ business owners2. Cut audit assessed liabilities by 95%(i.e $40,885 to $2,470 in MA use tax)3. Secured more than $1MM in covid reliefs for 10+ clients4. Built remote and AI- enabled accounting stack saving clients 20 hours/month of back office grunt work
EDUCATION
Bentley University
Accounting
Gusto Partner
Certification
Xero Certified Advisor
Certification, Accounting
University of Toronto - Rotman School of Management
Bachelor of Commerce - BCom, Finance and Financial Management Services
University of Toronto - Rotman School of Management
Bachelor of Commerce, Finance/Accounting; economics
IFRS Certificate
IFRS, Accounting
CMA
Professional Designation, Accounting
ABOUT SHANLI LIU
Stop tipping the IRS. After 12 years preparing returns for tech start-ups and $10…
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