Our memberships are designed to meet you where you are and grow with your business. From mastering your own books to earning residual income through lending partnerships or having a CFO on call, each tier offers real tools, real guidance, and real results. Choose the plan that aligns with your goals and start building a smarter financial future with Freedom Tax & Bookkeeping.
“Financial freedom isn’t a one-time service; it’s a partnership. Our memberships give you ongoing access, strategy, and support to keep your business moving forward every month.”
Check out our memberships below.
Freedom Books Academy
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On-demand bookkeeping course library
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Weekly co-working/bookkeeping session (on Zoom)
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Private community (FB, Slack, or Circle)
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Monthly “Bookkeeping Checklist” drop
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QuickBooks tutorials (screen recordings from you)
Lending Leads Club
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Branded Prequal form (white-labeled)
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Paid out commissions for lending deals
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Monthly lending training sessions
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Plug-and-play funding funnel templates
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Affiliate-ready replays, flyers, and scripts
CFO on Call – Monthly Business Financial Coaching
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Monthly financial review or strategy call
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Monthly custom P&L + dashboard (done by your team)
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Slack or Voxer access for business/lending questions
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Tax-saving strategy updates + accountability
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Business plan + funding strategy refresh every 6 months