CA engagement Retainer Agreement template
A ready-to-send retainer agreement for financial services work. Everything below is fully editable — client name, dates and totals become live variables, every priced item turns into an interactive block your client can accept, e-sign and pay in one link. GST, UPI and Razorpay built in.
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Advisory & books · Retainer Agreement
CA engagement
for Acme Industries
Clean numbers and decisions you can trust.
Prepared by Your Studio · 1 August 2026 · Valid until 31 August 2026
Monthly Close | Compliant Filings | Advisory On call |
Dear Acme Industries, this retainer gives your team dedicated, predictable capacity for ongoing CA engagement — billed monthly, no hiring required.
What's included each month
- System setup
- Monthly books
- Filings
- Advisory review
- Monthly review call and a written progress report
- Response within 1 business day (SLA)
Investment
| Item | Amount |
|---|---|
| Discovery & planning | ₹10,000 |
| CA engagement — core delivery | ₹25,000 |
| Reviews, QA & launch | ₹7,500 |
| Handover, documentation & 30-day support | ₹7,500 |
| Total (incl. 18% GST) / month | ₹50,000 / month |
Billed monthly in advance. Pause or cancel with 30 days' notice. Prices include 18% GST.
Why Your Studio
Numbers you trust Reconciled, on time, every month. | Compliant, always Filings handled before deadlines. | Decision partner Advice, not just data entry. |
Terms
- Billed monthly in advance; GST invoice issued on payment.
- Unused capacity doesn't roll over; scope can be rebalanced each month.
- Either party may end the retainer with 30 days' notice.
Next steps
- Review this retainer and leave any questions as comments right on this page — we reply the same day.
- Accept and e-sign below (legally valid under the IT Act, 2000).
- Pay the deposit from this page — UPI, cards and netbanking are supported.
- We schedule kick-off within 2 business days.
Prepared by Your Studio · 1 August 2026
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