Monthly Retainer Packages

Monthly Retainer Packages

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

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, 500+ 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

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 Free Consultation

Get in touch

Give us a call or fill in the form below and we will contact you. We endeavor to answer all inquiries within 24 hours on business days.
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