Business Retainership
Get structured monthly support for accounting, GST, TDS, ROC, payroll, legal documentation, compliance calendar, MIS, advisory calls, notice response and day-to-day CA/CS/legal guidance without hiring a full in-house team.
Build a monthly compliance and advisory system before filings, notices, payroll and management reporting become chaotic.
A retainership model gives businesses predictable monthly access to accounting, GST, TDS, ROC, payroll, legal drafting, MIS and advisory support with defined scope, deadlines and reporting discipline.
What we review before starting monthly retainership
Retainership scope depends on business size, entity type, monthly transactions, GST/TDS applicability, employee count, ROC obligations, accounting software, reporting needs, pending notices and advisory expectations.
Keep accounting, tax, ROC and advisory work under continuous expert control.
Most compliance problems start when filings, notices, bookkeeping, payroll and legal documents are handled only at the last minute. A retainership creates a monthly operating rhythm so founders can focus on business while experts manage compliance discipline.
Monthly Accounting Review
Keep books, ledgers, reconciliations and expense records organised for decision-making and filings.
GST & TDS Support
Plan return filing, challans, reconciliations, notices, input credit review and vendor follow-ups.
ROC & Company Compliance
Track annual filings, board records, auditor timelines, registers and event-based company law filings.
Payroll & Labour Coordination
Support salary processing, PF/ESI/PT checks, payslips and payroll compliance coordination.
MIS & Founder Reports
Prepare management snapshots, cashflow notes, expense reports and compliance status updates.
Notice & Advisory Support
Get timely guidance for tax notices, agreements, compliance doubts and operational decisions.
Inputs needed for monthly retainership setup.
The exact input list depends on your entity, monthly volume and services selected, but these records help build a clean recurring support process.
Business & Entity Records
- Company, LLP, firm or proprietorship documents
- PAN, GST, TAN, PF, ESI and licence details
- Director, partner or proprietor contact details
- Bank account, branch and payment workflow details
- Existing compliance calendar and filing history
Monthly Accounting Inputs
- Sales invoices, purchase bills and expense vouchers
- Bank statements and payment gateway reports
- Payroll sheets, reimbursement records and vendor ledgers
- Accounting software access or data export
- Previous books, trial balance and financial statements
Compliance & Advisory Inputs
- GST, TDS, ROC and income tax filing status
- Pending notices, queries or portal issues
- Contracts, agreements and legal templates if needed
- MIS format, reporting expectations and review dates
- Escalation contacts and internal approval matrix
How CompanyJi runs your business retainership.
We focus on onboarding, scope mapping, monthly document collection, compliance execution, reporting and advisory review.
Scope Review
We review entity type, transaction volume, filings, payroll, notices and reporting expectations.
Calendar Setup
We map GST, TDS, ROC, payroll, accounting and advisory timelines for every month.
Monthly Execution
We coordinate documents, accounting review, return preparation, challans and compliance tasks.
Review & Reporting
We share status updates, exceptions, pending documents and MIS/compliance snapshots.
Advisory Support
We support tax, ROC, legal, payroll, notice and management queries as per agreed scope.
Monthly Retainership vs One-Time Filing vs In-House Team vs CFO Support.
The right model depends on transaction volume, reporting needs, budget, internal team strength and how much expert oversight your business needs.
Business Retainership FAQs
Category-wise answers covering retainership basics, who should choose it, inputs, process, monthly services, GST/TDS, ROC, payroll, MIS, advisory support and common mistakes.
Basics
Important retainership guidance.
Business retainership is ongoing monthly support where experts handle defined accounting, tax, compliance, legal and advisory tasks for a fixed recurring scope.
Retainership is better when your business needs recurring filing, monthly review, reporting and advisory support rather than only one isolated task.
Yes. Startups use retainership to manage GST, TDS, ROC, accounting, payroll and investor-ready records from early stage.
It can support or supplement accounting work, but the exact model depends on transaction volume and whether daily in-house processing is required.
Yes. Scope can be mapped based on entity type, transaction volume, filings, payroll, MIS and advisory needs.
Fit
Who should choose retainership.
Founders, SMEs, startups, ecommerce businesses, service firms and companies with recurring compliance requirements benefit from retainership.
Yes. Private limited companies need regular accounting, ROC, tax, GST, TDS and board record support.
Yes. LLPs can use retainership for accounting, GST, income tax, partner records and annual LLP filings.
Yes. Retainership can create accounting and compliance discipline before a business needs a full-time CFO or finance team.
Yes. Initial cleanup can be scoped first, followed by regular monthly retainership for ongoing compliance.
Inputs
Records commonly required.
Entity documents, GST/TAN details, bank statements, invoices, expense records, payroll details, prior filings and software access may be required.
Software access helps, but data can also be provided through exports, spreadsheets or structured folders depending on workflow.
Yes. Bank statements help reconcile transactions, identify missing bills and prepare reliable monthly accounts.
Previous returns, ledgers and financial statements help set opening balances and understand compliance history.
Yes. A monthly document checklist and deadline calendar can be shared as part of the retainership workflow.
Process
How retainership moves every month.
CompanyJi reviews your business, transaction volume, filings, pending issues and reporting needs before finalising scope and calendar.
Tasks can be tracked through a compliance calendar, status sheet, email updates or agreed reporting format.
Reporting frequency depends on plan scope, but monthly compliance and accounting status updates are usually preferred.
Urgent queries can be handled within the agreed scope and escalation process.
Yes. Scope can be expanded as transaction volume, payroll, reporting or advisory needs grow.
Services
What can be included.
Accounting review, GST, TDS, ROC, payroll, MIS, notices, agreements and advisory calls can be included depending on scope.
Basic business agreements, notices and legal document review can be included if agreed in the retainership scope.
Payroll processing, payslip preparation and PF/ESI/PT coordination can be scoped where applicable.
Recurring ROC compliance and certain event-based filings can be included subject to scope and professional fee structure.
Notice review and response support can be included or charged separately depending on complexity.
GST/TDS
Tax filing support.
Yes. GSTR-1, GSTR-3B, reconciliation, ITC review and GST challan support can be part of retainership.
Yes. TDS deduction review, challan preparation, return filing and Form 16/16A support can be scoped.
GST notice support can be provided depending on facts, documents and complexity.
Yes. Vendor ITC mismatch review and follow-up lists can be part of monthly GST review.
Annual GST return or reconciliation may be included or separately scoped depending on turnover and complexity.
MIS
Reports and management review.
Yes. MIS can include revenue, expense, cashflow, receivables, payables, GST, payroll and compliance status summaries.
Cashflow tracking can be included when bank, invoice and payment data is provided regularly.
Yes. Review calls can be scheduled based on the plan to discuss accounts, compliance and advisory issues.
Yes. Report formats can be customised based on founder, CFO or investor reporting needs.
Investor-ready reporting can be supported if books are updated, reconciled and reviewed properly.
Compliance
Ongoing statutory control.
Yes. A compliance calendar can track GST, TDS, ROC, payroll, income tax and other recurring dates.
Yes. AOC-4, MGT-7, auditor appointment and other company filing dates can be tracked.
Event-based filings such as director change, share issue or registered office change can be scoped separately or included where agreed.
PF, ESI, PT and payroll dates can be monitored based on applicability and scope.
Yes. Pending filings and historical gaps can be reviewed and regularised through a separate cleanup plan.
Mistakes
Common retainership mistakes.
The biggest mistake is starting without a defined scope, monthly document checklist and responsibility matrix.
Yes. Late invoices, bank statements or payroll data can delay GST, TDS, accounting and MIS work.
Yes. Unclear scope causes missed expectations, delays and disputes, so inclusions and exclusions should be documented.
Yes. Tax, GST, ROC or labour notices should be reviewed quickly to avoid penalties or escalation.
Yes. Poor records can affect bank finance, investor due diligence, tax assessments and management decisions.
Make your business monthly-compliance ready.
Before missed filings, GST mismatches, payroll delays, ROC penalties or unclear financial reports slow your growth, build a structured monthly retainership system with CompanyJi’s CA, CS and legal support.