Freedom Support Solutions Llc

What Freedom Support Solutions Llc does

Freedom Support Solutions LLC is a privately held financial concierge and Daily Money Management (DMM) firm headquartered at 4500 PGA Blvd, Suite 303-B in Palm Beach Gardens, Florida. The company delivers personalized financial management services to four named customer segments — busy executives and professionals, seniors, high net worth individuals, and small business owners — through both in-person engagements (primarily in Palm Beach Gardens and the Southeastern US) and virtual meetings that extend reach nationally.

The core product set is organized into Individual Services (Daily Money Management, bill payment, money and budget coaching, tax organization, home and office organization, transitional preparedness, and family office organization) and Business Services (QuickBooks financial cleanup, vendor and accounts setup, bill payment, bank and credit card reconciliations, payroll setup, financial reporting, and a Fractional Director of Operations offering). The firm's technology backbone is QuickBooks, operated by QuickBooks ProAdvisor–credentialed staff; operations leadership holds Certified Director of Operations credentials through The Ops Authority, and the firm is an active member of the American Association of Daily Money Managers (AADMM). There is no proprietary software product, mobile app, or API platform — services are delivered by certified professionals using commercially available tools.

The business model is straightforward professional services. Individual clients are billed on an hourly basis with flexible scheduling (weekly, bi-weekly, or monthly), while business clients are billed on a flat-rate/value-pricing basis with monthly invoicing. New clients enter through a free consultation. GTM is sales-led, with top-of-funnel demand generated through content marketing (an active blog, email newsletter), organic social across Facebook, Instagram, LinkedIn, Twitter, and YouTube, and referral credibility from AADMM membership. No funding rounds, institutional investors, parent company, or M&A activity are disclosed; ownership appears to be founder/management-led, with Stacy Coffee-Thorne as President and Jocelynne Isaacs as Director of Operations & Bookkeeping.

Name

Freedom Support Solutions Llc

Legal name

Freedom Support Solutions LLC

Website

https://thefreedompros.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Freedom Support Solutions LLC is a Palm Beach Gardens, Florida-based financial concierge firm providing Daily Money Management, QuickBooks bookkeeping, and Fractional Director of Operations services to busy executives, seniors, high net worth individuals, and small business owners across the US.

Ownership category

akta.pro rank

Product category

Daily Money Management Services

NAICS

Office Administrative Services (56111), Business Service Centers (56143)

SIC

Finance Services (6199), Services-Help Supply Services (7363)

akta.pro primary industry

Treasury Operations Support (Cash Management, Bank Reconciliations, Payments Ops) (BPAAAGAH)

akta.pro secondary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Daily money management
• Financial concierge services
• Business bookkeeping services
• Fractional operations management
• Personal bill payment

Headquarters

HQ city

Palm Beach Gardens

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Individual Services: Daily Money Management, bill payment services, budget coaching, tax organization, and home/office organization for individual clients. Services are tailored to individual needs with flexible scheduling.
2. Business Services: QuickBooks financial cleanup, vendor setup, bill payment services, financial reporting, bank/credit card reconciliations, payroll setup and services, and Fractional Director of Operations services for small businesses.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Freedom Support Solutions LLC provides personalized daily money management (DMM) and business bookkeeping services, acting as a financial concierge for individuals and a fractional operations partner for small businesses. Services include bill payment, financial reporting, QuickBooks-based bookkeeping, budget coaching, tax organization, home and office organization, and Fractional Director of Operations support, delivered virtually and in-person primarily in the Palm Beach Gardens, Florida area.

Product overview

Freedom Support Solutions LLC operates as a personal and business financial concierge company offering two primary service categories: Individual Services and Business Services. The core Individual Services include Daily Money Management (where certified DMMs act as personal CFOs handling bill payment, budgeting, financial reporting, document organization, and fiduciary duties) and Financial Coaching. Business Services center around Bookkeeping (QuickBooks Financial Cleanup, reconciliations, payroll) and Fractional Director of Operations (providing executive-level operational support). Additional services include Tax Organization, Transitional Preparedness, Family Office Organization, and CPA/CFO referrals. The company is positioned as a support service that works alongside clients' existing financial advisors, CPAs, and attorneys rather than replacing them.

Differentiator

Problem solved

Functional benefit

Products and services

• Daily Money Management Services Personalized daily money management services where certified Daily Money Managers assist clients with bill payment, budget coaching, financial reporting, document organization, medical claims tracking, and fiduciary services for individuals.
• Business Bookkeeping Services Comprehensive business bookkeeping services for small businesses including QuickBooks financial cleanup, vendor and accounts setup, bill payment services, financial reporting, bank and credit card reconciliations, and payroll setup and services.
• Fractional Director of Operations Executive-level operational insight and support delivered on a fractional basis to help small businesses streamline systems, optimize performance, and scale operations.
• Financial Coaching Services Money and budget coaching services helping individual clients understand their financial picture, build awareness of spending habits, and develop healthier financial habits.
• CPA & CFO Referral Services Coordinated referral services connecting clients with Certified Public Accountants and Chief Financial Officers for comprehensive tax and financial advisory needs.
• Family Office Organization Customized family office organization services for high net worth families, including estate administration and fiduciary support tailored to unique financial situations.

Quantifiable outcome

• Professional financial management and time savings for clients

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Four partnerships are on record, tiered core and minor.

• American Association of Daily Money Managers (AADMM)coreStrategic or Co-development PartnerProfessional membership organization providing credibility, ethics standards, and professional development for Daily Money Managers. Members adhere to strict confidentiality and security standards.
• QuickBooks ProAdvisor ProgramcoreTechnology or IntegrationCertified QuickBooks ProAdvisors providing bookkeeping and financial software services to clients.
• The Ops AuthoritycoreStrategic or Co-development PartnerCertification program for Directors of Operations. Team members receive Certified Director Operations credentials.
• US Christian Chamber of CommerceminorOthersMember of the US Christian Chamber of Commerce, supporting business networking and community connections.

Scale indicators1 record

Recent moves6 records

Expansion highlights6 records

Direct peers

• Bench: Bench is an online bookkeeping service that pairs small business clients with dedicated bookkeepers and provides monthly financial statements. It overlaps directly with FSS's QuickBooks-based business bookkeeping, reconciliations, and financial reporting services.
• BooksTime: BooksTime is an outsourced bookkeeping provider serving US small businesses with QuickBooks-based bookkeeping, reconciliations, and payroll support. It competes directly with FSS's business bookkeeping service line.
• Belay Solutions: Belay provides US-based virtual assistants, bookkeepers, and fractional executives to executives, families, and small businesses. Its concierge-style administrative and bookkeeping services overlap with FSS's DMM and Fractional Director of Operations offerings.
• SilverBills: SilverBills provides personal bill management services for seniors, handling payment of household bills on their behalf. It competes head-on with FSS's personal bill payment and DMM services for older adults.
• Claris Advisors: Claris Advisors provides fractional CFO and controller services to small and mid-sized businesses, including financial reporting, budgeting, and operational support. It directly parallels FSS's Fractional Director of Operations and FP&A-style engagements.
• Pilot: Pilot provides tech-enabled bookkeeping, tax, and CFO services to small businesses and startups using QuickBooks and other tools. It directly competes with Freedom Support Solutions' business bookkeeping and financial reporting offerings, with a similar SMB target market.
• Carefull: Carefull is a financial caregiving platform that helps families and seniors manage day-to-day finances, bills, and protection against scams. It is a direct comparable in the senior-focused daily money management category that FSS serves.

Broad incumbents

• 1-800Accountant: 1-800Accountant is a large national accounting and bookkeeping services firm serving small businesses and individuals. It addresses the same bookkeeping, tax organization, and financial management needs as FSS but at much greater scale and broader scope.
• QuickBooks Live (Intuit): QuickBooks Live is Intuit's bundled bookkeeping service that connects small businesses with QuickBooks-certified bookkeepers for monthly bookkeeping and reconciliations. As a built-in offering from the platform FSS relies on, it represents a significant incumbent competitor.

Others

• The Ops Authority: The Ops Authority provides Director of Operations certification and training, and is a current partner of FSS. It is a thematic comparable in the fractional operations space and an ecosystem/training participant rather than a direct local competitor.

Market position

Strengths5 records

Weaknesses1 record

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/TheFreedomPros
• YouTubeyoutube.com/channel/UCX31W1eNnmisW-CSXr35ytg
• Facebookfacebook.com/FreedomSupportSolutionsLLC
• LinkedInlinkedin.com/company/freedom-support-solutions-llc
• Instagraminstagram.com/freedom_support_solutions?igshid=YmMyMTA2MY2

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Freedom Support Solutions Llc