Monthly Retainer Packages

Structured monthly engagement — not one-time filings. Pick the combination that fits your business.

Trusted by 3,000+ businesses across India | CA-led team | 98% referral-based | 8+ years of trust since 2017

How Taxkitab Works With You

Every client engagement is a monthly retainer. You get a dedicated team, defined scope, fixed monthly deliverables — and a single point of contact. No surprise bills. No chasing for updates.

Our Three Retainer Tiers

Base Retainer

For growing businesses that need compliance handled end-to-end

✓Monthly bookkeeping & accounts
✓GST returns (GSTR-1, GSTR-3B)
✓Payroll processing & PF/ESIC/PT
✓TDS computation & filing
✓Monthly P&L and balance sheet
✓Dedicated accountant on WhatsApp

Best for: IT companies, agencies, trading firms, service businesses with 5–50 employees

Niche Retainer

For businesses in specialised verticals

✓All Base Retainer deliverables
✓MVAT / Hospitality compliance
✓Liquor license renewals & filings
✓Excise duty management
✓Industry-specific MIS reporting
✓Sector-specific audit support

Best for: Hotels, restaurants, bars, hospitality chains, liquor businesses across Maharashtra

Premium Retainer

For businesses that need financial leadership

✓All Base Retainer deliverables
✓Monthly MIS reports (P&L, cash flow, KPIs)
✓Virtual CFO advisory
✓Budget vs actuals review
✓Cash flow forecasting (3–6 months)
✓Quarterly strategic review call
✓Bank liaison & CMA preparation

Best for: SMEs with ₹50L–10Cr turnover, IT companies, growing agencies, overseas businesses

What Every Retainer Includes

✓Dedicated accountant — same person every month, not a rotating team

✓WhatsApp access — direct line to your accountant during business hours

✓Monthly delivery by the 10th — reports and filings on a fixed schedule

✓Compliance calendar — we track every due date so you don’t have to

✓Cloud accounting — Xero, QuickBooks, Zoho, or Tally based on your preference

✓Annual audit support — documentation ready for your statutory auditor

✓No hidden charges — defined scope, fixed monthly fee, no surprise bills

✓8+ years of trust — operating since 2017, 3,000+ businesses served

How to Get Started

Step 1: Schedule a free consultation — we understand your business and monthly needs.

Step 2: We recommend the right retainer tier and send a clear scope document.

Step 3: Onboarding — we connect to your accounting software, collect documents, agree timelines.

Step 4: Monthly cycle begins — deliverables by the 10th, every month, without reminders.

Frequently Asked Questions (FAQs)

Can I start with just one service and add more later?

Yes. Most clients start with bookkeeping + GST and add payroll or MIS as they grow. We structure the retainer to match your current needs.

Is there a minimum commitment period?

We ask for a 3-month initial engagement to ensure proper onboarding and delivery cycles. After that, the arrangement continues month-to-month.

How is pricing determined?

Pricing depends on transaction volume, number of employees, services included, and reporting complexity. We provide a clear fixed monthly fee after a brief discovery call — no vague quotes.

Do you work with businesses outside Pune?

Yes. We work with businesses across Maharashtra, pan-India, and overseas. All work is managed remotely via cloud accounting software.

What if my needs change mid-year?

We review scope quarterly. If your business grows or shrinks, we adjust the retainer accordingly — always with written agreement on the new scope and fee.

Ready to Start a Monthly Retainer?

Tell us about your business — we will recommend the right tier and send a clear proposal within 24 hours.

Schedule a Consultation

Or WhatsApp us directly: +91 7448200422 | Email: info@taxkitab.com