Trust Account Management
Support for trust transactions, client trust records and the bookkeeping routines surrounding client funds.
- Trust account management
- Trust reconciliations
- Three-way trust reconciliations / comparisons
- Client trust reporting
The One Financial Partnership Model
One partner for the numbers behind your business.
From day-to-day bookkeeping and payroll to legal trust accounting, financial reporting, software implementation and business advisory, Taron brings the financial pieces together so owners spend less time coordinating providers and more time running the business.
Law-firm focused
Legal Software experience
Software implementation
On-site + remote support
One relationship. Four outcomes.
Financial support that grows with the business.
01
FoundationAccurate books, reconciliations and controls.
02
ControlPayroll, HST, AP/AR and dependable workflows.
03
InsightReporting, cash-flow visibility and performance analysis.
04
DirectionForecasting, systems and practical decision support.
Bookkeeping → Reporting → Advisory
Why one financial partner?
Less fragmentation. More financial continuity.
The bookkeeping system, payroll process, reporting package and business decisions should not live in separate silos. Taron can support the full financial workflow and coordinate with your external accountant and other advisors when specialized work is required.
One financial picture
Information flows from transactions and reconciliations into reporting and management decisions.
One point of continuity
Reduce hand-offs, duplicated explanations and the gaps that appear when multiple providers work in isolation.
Support that can expand
Begin with bookkeeping or cleanup, then add payroll, software, reporting or advisory as complexity grows.
Experience applied practically
Decades of hands-on bookkeeping, legal accounting, office finance and software implementation inform the work.
Credentials + platform expertise
Experience across the systems modern firms depend on.
Certification and partner credentials reinforce Taron's practical experience in bookkeeping, legal accounting and software implementation. Platform recommendations are based on business fit, workflow and reporting needs—not on forcing every client into the same system.
Service index
Go directly to what your business needs.
Every service can stand alone or work as part of the One Financial Partnership Model.
01
Accounting
A dependable financial foundation.
Accurate accounting should give you a true, usable view of the business—not simply a complete ledger. Taron organizes the financial records behind receivables, payables and the general ledger so owners can understand where cash is going, what is owed and where attention is needed.
Accounts payable (AP)
Accounts receivable (AR)
General ledger maintenance
Journal entries and adjustments
Account review and reconciliations
Month-end and year-end support
02
Full-Cycle Bookkeeping
Keep the books current. Keep the business moving.
Taron manages the detailed financial activity that keeps a business organized, balanced and ready for reporting. Services can be delivered on an ongoing basis, remotely or on-site where the engagement requires it.
Accounts payable and receivable
Bank and credit-card reconciliations
General ledger maintenance
Journal entries and adjustments
Month-end and year-end bookkeeping
Financial record organization
Historical bookkeeping catch-up
HST preparation, calculation and filing
03
Financial Reporting
Turn accurate books into decision-ready information.
Financial statements should help owners understand what changed, why it changed and what deserves attention next. Taron can prepare recurring financial reports and customized management views that make the numbers easier to use.
Monthly financial statements
Profit & Loss Statements
Balance Sheets
Cash Flow Statements
Customized management reports
Trend and account review
04
Payroll + HR Support
Payroll accuracy with the administration around it.
Payroll involves more than issuing pay. Taron supports the recurring calculations, remittances, employee records and related administration that help businesses keep payroll organized as the team grows.
Payroll processing
Payroll remittances
Records of Employment (ROEs)
T4 preparation
Payroll reporting
Vacation and statutory-holiday tracking
Labour union calculations
WSIB administration
Benefit management
Payroll record support for ESA reviews/audits
05
Tax + Compliance Support
Make filing periods a process—not a scramble.
Clean books and current supporting records make tax and regulatory work more manageable. Taron provides recurring filing support, year-end organization and documentation assistance, coordinating with external accountants and professional advisors when required.
HST preparation, calculation and filing
Sales-tax and government filing support
Payroll remittance support
Corporate and individual income-tax preparation where within engagement scope
Tax projection and planning coordination
Year-end preparation for external accountants
CRA audit documentation support
Audit preparation and record assembly
Regulatory reporting support
Financial record reviews
06
Legal Accounting + Trust Accounting
Financial operations built around the realities of legal practice.
Law firms require more than generic bookkeeping. Taron combines direct law-firm experience, legal-accounting software knowledge and disciplined recordkeeping support to help firms maintain accurate trust and operating records, strengthen internal processes and prepare for review.
Law Society Support
Bookkeeping and documentation support designed to make required financial records easier to maintain and review.
- Law Society recordkeeping support
- Law Society audit preparation support
- Financial record review
- Supporting-document organization
Practice Financial Management
Connect legal accounting with the operating side of the firm so partners can see more than trust balances alone.
- General legal accounting
- Billing and receivable support
- Practice-management financial support
- Financial reporting and cash visibility
Current Ontario practice
Trust accounting is a control system—not a month-end afterthought.
Ontario firms that hold client trust funds have specific books-and-records obligations. Monthly trust reconciliations and comparisons are core controls, and the licensee remains responsible for the firm's compliance even when bookkeeping work is delegated. Taron can support the recordkeeping, reconciliation and audit-preparation process.
07
Accounting Software Consulting
Software Selection & Implementation
The best accounting platform is the one that fits the firm's workflow, reporting needs, compliance environment and growth plans. Taron helps clients select, configure, migrate and adopt systems without forcing every business into the same technology stack.
Choose the right system before building around it.
- Accounting software selection
- New software implementation
- Chart of accounts design
- Company file setup
- Data migration
- Cloud accounting migration
Support across legal and general accounting platforms.
PCLaw
Actionstep Legal Accounting (formerly Soluno)
CosmoLex
Clio
LEAP
Klyant
Matteroom
QuickBooks Online
Xero
Sage 50
Zoho
Improve the process around the software.
- Accounting workflow design
- Bookkeeping-process automation
- Invoice automation
- Payment workflow improvements
- Internal financial controls
- Digital record and document organization
- Process documentation
Make the system usable for the people doing the work.
- Individual and small-group training
- PCLaw training from beginner to advanced
- User training and staff onboarding
- Role-based workflow instruction
- Software troubleshooting
- Post-implementation support
A practical selection framework
1. RequirementsTrust, billing, payroll, tax, reporting and integrations.
2. WorkflowHow work moves through the office—not how a demo says it should.
3. MigrationClean data, mapped accounts and controlled transition.
4. AdoptionTraining, documented processes and support after launch.
08
Financial Consultancy & Small Business Advisory
Use the numbers to decide what comes next.
Taron's consulting work connects financial information with the decisions owners face: cash management, hiring, investment, systems, efficiency and growth. The objective is not simply to explain last month—it is to make the next decision with better context.
Financial consulting
- Financial analysis
- Cash-flow analysis and planning
- Budget development
- Financial forecasting
- Profitability analysis
- Business-performance reporting
- Strategic financial guidance
- Owner decision support
Small business advisory
- Fractional bookkeeping support
- Outsourced accounting-department services
- Controller-level bookkeeping support
- Financial system reviews
- Business-process consulting
- Operational-efficiency improvements
- Growth-planning support
- New-business and office setup
Cash
→
Capacity
→
Profitability
→
Forecast
→
Decision
09
Bookkeeping Cleanup + Recovery
When the books are behind, start by restoring order.
Accounting problems are easier to solve once the records can be trusted. Taron provides focused cleanup and recovery work for businesses dealing with backlogs, errors, unreconciled accounts, staff transitions or software conversions.
Bookkeeping catch-up
Error correction
Account reconciliations
Financial record cleanup
Historical transaction review
System cleanup after software conversion
Year-end preparation
Documentation for external accountants
Legal-first. Not legal-only.
Other industries Taron supports.
Law firms are a core specialization, but Taron's broader accounting and operational experience also supports established small and medium-sized businesses that need stronger financial systems, cleaner reporting and experienced hands-on guidance.
Know the job—not only the company total.
Construction accounting support can bring project-level visibility to cost, billing and work in progress.
- Job costing
- Project cost tracking
- Progress billing support
- Subcontractor payment tracking
- Work-in-progress reporting
- Construction financial reporting
Professional firms + consultants
Bookkeeping, payroll, reporting and advisory support for service businesses where people, utilization and cash flow drive performance.
Retail + automotive tooling + manufacturing
Support for businesses managing purchasing, payroll, inventory-related activity, operating costs and more complex transaction flows.
Healthcare practices
Financial organization and reporting support for healthcare, dental, pharmacy and other professional-practice environments.
Small + medium-sized businesses
Flexible bookkeeping, accounting, software and consulting support for owner-led businesses across Ontario and beyond.
Start with the pressure point
You do not need every service on day one.
Begin with the issue that matters now—bookkeeping, legal trust accounting, payroll, a software change, cleanup or financial advisory—and build the relationship as the business evolves.