Finding Freedom Financial Services, LLC

What Finding Freedom Financial Services, LLC does

Finding Freedom Financial Services, LLC is a privately held, founder-operated bookkeeping and financial education business serving retail boutique owners in the United States. Founded in July 2021 by Megan Schmitke, a former corporate accountant with over 10 years of accounting experience, the company provides bookkeeping services, training, and financial coaching tailored to the operational complexity of independent retail boutiques—covering inventory, cost of goods sold, multiple payment processors, and multi-state sales tax. The company is headquartered in Ulen, Minnesota, is structured as a bootstrapped LLC, and has no external investors or parent organization.

The product portfolio is built around QuickBooks Online, Shopify POS, Square, and Google Sheets, layered with proprietary boutique-specific curriculum and templates. Core offerings include the Bookkeeping Made Simple for Boutiques Membership ($39/month or $390/year, with video curriculum, live Q&A, and a private community), Done-for-You Bookkeeping Services (outsourced packages priced from $345/month to $675/month based on transaction volume and channels), the Income & Expense Spreadsheet for Shopify Sellers ($97 one-time Google Sheet download), and a set of boutique-specific templates (Chart of Accounts, Profit First, Tax Deduction Guide). The proprietary content library and the Boutique Bookkeeper Show podcast form the intellectual core of the offering.

Revenue is generated through a hybrid of recurring subscriptions (membership and ongoing bookkeeping contracts), one-time digital product sales, and affiliate commissions from recommended tools including QuickBooks Online, Shopify, and Gusto. Distribution is digital-first and self-serve for membership and template products, with an application-plus-consultation flow for the higher-touch done-for-you service tier. The primary customer segment is independent and small retail boutique operators, predominantly female-owned, running brick-and-mortar stores with Shopify-based e-commerce; a secondary segment consists of newer or pre-revenue boutique owners seeking financial literacy. The company has served more than 50 boutique owners over five years, achieved its first six-figure revenue year in 2024, and deliberately scaled back operations in 2026 to focus on the more scalable membership model.

Name

Finding Freedom Financial Services, LLC

Legal name

Finding Freedom Financial Services, LLC

Website

https://findingfreedomfinancial.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Finding Freedom Financial Services provides bookkeeping, training, and financial coaching for retail boutique owners in the United States. Founded in 2021, the Minnesota-based LLC delivers a boutique-focused membership, done-for-you bookkeeping services, and Shopify-specific templates.

Ownership category

akta.pro rank

Headquarters

HQ city

Ulen

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Bookkeeping Made Simple for Boutiques Membership: Subscription membership providing video curriculum, live Q&A calls, and a private community. Locked-in rate for life of membership. Monthly and annual billing options. Serves boutique owners who want to DIY their bookkeeping with expert guidance.
2. Done-for-You Bookkeeping Services: Monthly outsourced bookkeeping packages. Base package starts at $345/month for up to 50 transactions and 3 accounts. Higher tiers available for more complex businesses (up to $675/month). Pricing is custom based on number of accounts, payment channels, and transaction volume. Clean-up projects available at a discount for multi-month commitments.
3. Income & Expense Spreadsheet for Shopify Sellers: One-time purchase of a digital Google Sheet/Excel template for Shopify sellers. Sold as instant download for $97. Includes video tutorial and lifetime access. Non-refundable after purchase per terms.
4. Tax Deduction Guide for Boutique Owners: Free downloadable guide used as a lead magnet to attract boutique owners and drive enrollment in the membership or services.
5. Make Your Money Make Sense Masterclass: Free 60-minute live masterclass for boutique owners covering bookkeeping basics, common mistakes, and financial reports. Acts as top-of-funnel acquisition tool for the membership and services.

Pricing tiers

Go-to-market motion3 records

Distribution channels2 records

Marketing channels6 records

Core offering

Finding Freedom Financial Services provides bookkeeping, training, and financial coaching exclusively for retail boutique owners. Its core offerings include a recurring Bookkeeping Made Simple for Boutiques Membership ($39/month) with video curriculum and live coaching on QuickBooks Online, tiered done-for-you bookkeeping packages ($345-$675/month) handling transactions, reconciliations, reports, and sales tax filings for Shopify- and Square-based retailers, and a one-time Income & Expense Spreadsheet for Shopify Sellers ($97) for owners not yet ready for full bookkeeping software.

Product overview

Finding Freedom Financial Services offers a tiered product portfolio for retail boutique owners: (1) the Bookkeeping Made Simple for Boutiques Membership at $39/month as the primary self-service educational product teaching QuickBooks Online through video curriculum and live Q&A; (2) Done for You Bookkeeping Services as the premium outsourced service handling all bookkeeping tasks starting at $345/month; (3) the Income & Expense Spreadsheet for Shopify Sellers at $97 as a lower-cost entry-point Google Sheet tool for sellers not ready for QuickBooks; and (4) complementary free resources including the Make Your Money Make Sense Masterclass, Tax Deduction Guide, Chart of Accounts Template, and Profit First Template. The company specializes exclusively in retail boutique bookkeeping with integrations primarily to Shopify, Square, QuickBooks Online, and tools like A2X and Bookkeep.

Differentiator

Problem solved

Functional benefit

Brands

• Bookkeeping Made Simple for Boutiques: Membership program teaching boutique owners how to do their own bookkeeping using QuickBooks Online
• The Boutique Bookkeeper Show
• Income & Expense Spreadsheet for Shopify Sellers
• Make Your Money Make Sense
• Boutique Tax Deduction Guide

Products and services

• Bookkeeping Made Simple for Boutiques Membership Monthly ($39) or annual ($390) membership providing step-by-step video curriculum that teaches boutique owners how to use QuickBooks Online for their Shopify, Square, or other POS-based retail boutique. Includes live Q&A calls and access to a private community. Rate is locked for life of membership.
• Done-for-You Bookkeeping Services Tiered outsourced monthly bookkeeping packages for retail boutique owners starting at $345/month (up to 50 transactions, 3 accounts) and scaling to $675/month for thriving storefront + e-commerce clients (up to 150 transactions, monthly financial reports, monthly review meetings, and monthly sales tax filings in one state). Includes transaction categorization, reconciliation, and annual tax preparation packages. Sold through an application process followed by a free coffee chat consultation and custom proposal.
• Income & Expense Spreadsheet for Shopify Sellers One-time $97 purchase of a Google Sheets/Excel income and expense tracker designed specifically for Shopify sellers not yet ready to invest in QuickBooks Online. Includes video tutorial, monthly checklist, customizable chart of accounts, and reporting tabs (Earnings Overview, Spending Overview, Profit Overview, Income Statement/P&L). Lifetime access; non-refundable.
• QuickBooks Online Clean-Up Services

Quantifiable outcome

• Clients go from avoiding their numbers to completing weekly bookkeeping in 15-30 minutes per week
• +3 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

Feature4 records

Partnerships

Three partnerships are on record, tiered minor.

• ShopifyminorGTM or Marketing PartnerFinding Freedom Financial Services is an affiliate partner of Shopify. Megan recommends Shopify as her favorite POS platform for boutique owners, highlighting its extensive reporting capabilities and best-converting checkout cart on the market. She uses affiliate links in her resource recommendations.
• GustominorGTM or Marketing PartnerFinding Freedom Financial Services is an affiliate partner of Gusto. Megan recommends Gusto as her favorite payroll company, citing its automatic tax withholding at payroll time that prevents surprise quarterly or annual tax payments. She uses affiliate links in her resource recommendations.
• QuickBooks Online (Intuit)minorGTM or Marketing PartnerFinding Freedom Financial Services is an affiliate partner of QuickBooks Online. Megan recommends QuickBooks Online as her preferred bookkeeping software for boutique owners, promoting it as a way to spend less time on bookkeeping while being more confident in numbers. She uses affiliate links in her resource recommendations.

Scale indicators6 records

Recent moves6 records

Expansion highlights4 records

Market position

Weaknesses4 records

Competitive moat4 records

Customer concentration

• Instagraminstagram.com/findingfreedomfinancial
• LinkedInlinkedin.com/company/finding-freedom-financial-services

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Finding Freedom Financial Services, LLC