RETAINER PROGRAM
Running a business today requires more than just bookkeeping. You need financial clarity, proactive guidance, and a trusted partner who understands your goals. That’s exactly what our Retainer Program delivers.
WHY CHOOSE A RETAINER?
Think of it as having your own accounting department—without the overhead. For a predictable monthly fee, you gain direct access to an MBA Services accountant who will not only manage your numbers but also help you understand them, so you can make smarter decisions with confidence.
How It Works
01
Personalized Assessment:
We start by reviewing your business structure, accounting systems, and goals.
02
Tailored Scope of Work:
Based on your monthly, quarterly, and annual needs, we design a custom retainer plan.
03
Predictable Billing:
Your retainer fee is paid monthly in advance and reviewed quarterly to ensure alignment with your service level.
04
Flexibility:
Need more (or fewer) services as your business evolves? Retainers can be scaled up or down at any time.
05
Annual Partnership:
After the first year, your contract automatically renews—ensuring continuity and stability.
As a new Executive Director to a dynamic youth organization in Washington, D.C., MBA Services has been an integral part of my financial and operational orientation to the organization. After a year of working with the MBA Team, it was clear why my predecessor procured their Retainer Services six years ago. Although during my tenure we navigated the additional challenge of Covid19; MBA has been consistent and steadfast in shepherding us through a successful audit, preparing our 990, handling AP, AR, grant reporting and assisting with operational processes when needed. Knowing these important functions are in competent hands has enabled me to focus on leading my organization to its next level of success and opportunity; and not get bogged down in meticulous, yet necessary details.
Nicole Newman
Critical Exposure
01
Fixed Monthly Expense:
Easier budgeting with no surprise invoices.
Benefits of the Retainer Program
02
Cost Savings:
Retainer clients typically save compared to hourly billing for the same services.
03
Dedicated Accountant:
Direct access to your assigned MBA Services professional for analysis, trends, and guidance.
04
Transparency:
Clear scope and deliverables outlined in your agreement.
05
Priority Client Status:
Retainer clients receive member-only attention, resources, and faster response times.
06
Continuity of Knowledge:
With cross-trained Associates and a dedicated account lead, you avoid service gaps when staff transitions occur.
07
Growth Partnership:
We’re invested in your success—the stronger you grow, the more valuable our partnership becomes.
WHO IT'S BEST FOR:
-
Businesses or nonprofits ready to move beyond DIY bookkeeping
-
Organizations that need consistent financial oversight but not a full-time CFO
-
Leaders who value strategic accounting support to fuel growth and stability
Why Retainer vs. Hourly vs. In-House?
Retainer with MBA Services
Hourly Billing
In-House Hire
Predictable monthly fee;
easier to budget
Unpredictable costs; spikes during busy periods
Fixed salary + benefits +
overhead
Dedicated accountant +
backup team
Access only as paid; less
relationship-based
One staff member with
limited expertise
Flexible; scale services up
or down
Pay more each time needs increase
Capacity fixed; costly to
expand
Priority response and
member-only resources
Standard response time
Employee availability
subject to workload/turnover
Continuity of knowledge
across team
No long-term institutional
knowledge
Risk of turnover or
extended onboarding
GET STARTED
The Retainer Program is designed for business owners and nonprofit leaders who want more than compliance—they want partnership, insight, and peace of mind. Contact MBA Services today to explore how a retainer relationship can transform the way you manage your finances.