Retainership Client Information

Name Of Client

Entity Type

Business Type

Description of Products/Service

Software(s) used Currently

No of Software's to be maintained

No of Purchase Bills Per Month

Average No of items in the purchase bill

No of Sales Bills Per Month

Average No of items in the sales bill

Inventory Management

Last FY's Turnover

How data entry/accounting/GST handled?

GAP Analysis

Services required as per GAP Analysis

Other firms/companies(if any)

Address of Firm

Mobile Number

Email Id


Accounting   Sale Management   Purchase Management   Bank Accounts Management   Vouching   Inventory Reconciliation   Accounts Compilation   Income Tax Audit   TDS Filings   PF/ESI Filings   GST Audit   Company Audit   GST Filings   Party Ledgers/Reconciliation