What are your fees and billing structure?

Our fees vary based on the services you require, and we offer transparent billing with no hidden charges. If you are seeking a price quote for accounting or consulting services, please complete our intake form.

Can you assist with financial statement analysis and provide insights to improve my business's financial health?

Yes, we offer one to one consulting services to provide detailed financial analysis and offer strategic advice to help you improve your business's financial performance. We produce a newsletter semimonthly to keep subscribers abreast of financial resources and money tips.

The Wealth Activator

Accounting firm in Media, PA (show on map)

5.0

★★★★★

35 reviews

Holistic money management service led by Tonita, offering accounting, tax prep, financial coaching, and wealth activation tools.

Call (484) 843-1682

Navigate to Visit website

About

The Wealth Activator, led by Tonita, offers a holistic approach to money management. With over 30 years of accounting and business consulting experience, Tonita combines financial expertise with spiritual wisdom to guide individuals and small business owners toward financial freedom.

Services include contracted CFO support, consulting, budgeting, forecasting, accounting cleanup, CEO support, tax preparation, audit preparation, financial education workshops, and ongoing financial therapy. Tonita emphasizes removing emotional barriers to wealth and provides personalized consultations, activation tools, and community support.

Holistic approach combining financial expertise with spiritual wisdom

Personalized 1:1 consultations and activation tools

Commitment to data security and confidentiality

Membership in accounting and business associations for ongoing education

Services

Income Tax Services

Expertise in small business tax planning, preparation, and compliance, ensuring clients maximize deductions and credits.

Small business tax planning Deduction and credit optimization Compliance with tax laws

Financial Wellness Consultations

Personalized coaching to achieve financial freedom, addressing both practical and psychological barriers.

Holistic financial guidance Business vision support Personal goal alignment

Budgeting and Financial Forecasting

Services to create and maintain budgets, and provide financial forecasts for informed decision-making.

Budget creation Financial forecasting Revenue and expense tracking

Wealth Activation Tools

Products and rituals designed to remove financial blockages and promote abundance.

Personalized consultations Ritual kits Altar candles Abundance oracle card readings

Credentials & Certifications

BBA with Accounting Concentration from University of Pennsylvania Wharton

30+ years of financial accounting experience

25 years as business owner

Reviews

Rating

★★★★★

Reviews

"So knowledgeable, communicative and informative."

Frequently Asked Questions

Can you help me with tax preparation for my small business? +

Absolutely! Our tax experts are well-versed in small business tax planning and preparation, ensuring you take advantage of all eligible deductions and credits while staying compliant with tax laws.

How do you handle non-profit accounting and reporting? +

We specialize in non-profit accounting and can assist with setting up your chart of accounts, generating the appropriate financial reports for non-profit organizations, and ensuring compliance with funders and IRS regulations.

What experience do you have working with businesses in my industry? +

We have over 30 years of experience and maintain a diverse client base serving various industries, including retail, healthcare, social justice organizations and various service providers. Our specialty is in commercial real estate and small business start-ups.

How do you ensure the security and confidentiality of my financial data? +

We prioritize data security and use industry-leading encryption and security measures to protect your sensitive information. You can find a copy of our Cyber Security Plan and our privacy policy on our website.

Can you help me with budgeting and financial forecasting for my business? +

Yes, we provide budgeting and forecasting services to help you make informed financial decisions and plan for the unexpected.

How do you stay updated with the latest tax laws and accounting regulations? +

We maintain membership in various accounting, tax and business associations. Our team regularly participates in continuing education programs and stays abreast of changes in tax and accounting regulations.

What accounting software do you use, and can I access my financial data online? +

We have experience with most industry-standard accounting software and can adapt to our clients’ preferences. Most clients utilize QuickBooks, Xero, Wave and Bill.com. We also offer a secure online portal, Verifyle, allowing you to access your tax and financial data anytime, anywhere.

How do you handle IRS audits or inquiries? +

We partner with Protection Plus each tax season to provide audit and ID theft insurance. We will work together in the event of an audit or inquiry, to represent you and work closely with the IRS to address any issues and provide necessary documentation.