The free Retainer / Package Builder

What should your monthly package be for this client?

Vendor blogs publish prose ranges and leave you to guess where your client lands. This builder does the beginner's version of the math honestly: a base by transaction volume, an adder per account, step-ups for payroll and sales-tax filing, a floor under every package and a ceiling sanity check against the published top — and it shows you every line, so you learn pricing instead of copying a number. The anchor is the modal monthly fee of $250–$499/mo, inside the full published range of $300–$2,500/mo (Relay 2026 pricing guide / October 2026).

Build the three packages

Tell it the client's size and what the work includes. It builds three monthly packages — Starter, Growth, Full-Service — with the math lines showing, anchored to the modal monthly fee of $250–$499/mo inside the full published range of $300–$2,500/mo (Relay 2026 pricing guide / October 2026). Monthly close and reports are in every package. No login, nothing uploaded.

Sales-tax filing included

Floor rule built in: no package is priced under $200, and none above the $2,500 published top.

Why three packages? A client choosing between three prices is choosing between sizes of yes. The Starter must be a real service — books, monthly close, reports — or the ladder is a trick. Price the middle as the one you expect most clients to take.

The bands behind the builder

Published figureValueSource
Modal monthly fee$250–$499/moRelay 2026 pricing guide / October 2026
Full published monthly range$300–$2,500/moRelay 2026 pricing guide / October 2026
Hourly bookkeeping$30–$90/hrRelay 2026 pricing guide / October 2026

Behind on a client's books instead? Price the catch-up first with the Cleanup Price Calculator. The pricing thinking, in words: how much to charge for bookkeeping.