Free Accounting Invoice Template
Professional invoices for accountants and bookkeepers. Bill for tax preparation, bookkeeping, payroll, financial statements, and advisory services.
What to Include in a Accounting Invoice
A professional accounting invoice should contain the following information to ensure timely payment and legal compliance:
- 1Your accounting firm name, CPA license number, and contact details
- 2Client name and entity type (individual, LLC, corporation)
- 3Tax year or billing period
- 4Services: tax preparation, bookkeeping, payroll, audit, advisory
- 5Hours worked at your hourly rate, or fixed fees per service
- 6Software subscription pass-through if applicable
- 7Government filing fees if paid on client behalf
- 8Retainer balance applied if pre-paid
Accounting Invoicing Tips
- →Invoice for tax preparation in advance of filing to ensure payment before submission
- →Break fixed-fee services into clear deliverables so clients understand what they're paying for
- →Track all advisory and consultation hours separately from compliance work
- →Include your E&O insurance information on your invoice for professional credibility
- →For monthly bookkeeping clients, invoice on the 1st of each month
Create Your Accounting Invoice in 2 Minutes
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Frequently Asked Questions
How do accountants invoice clients?
Accountants use several billing models: hourly for advisory and consulting work, fixed fees for defined services (annual tax return, monthly bookkeeping), or annual retainers. Many practices bill monthly to smooth out revenue over the year.
What should an accountant invoice include?
An accounting invoice should include your CPA/CPA firm details, client entity information, billing period, specific services rendered (with time spent or fixed fee), any government fees paid on their behalf, applicable taxes, and your payment terms.
How do I invoice for tax return preparation?
Invoice for tax preparation as a fixed fee covering the return type (e.g., "1040 Individual Tax Return - $350" or "S-Corp 1120-S - $750"). Include a line for additional schedules if applicable. Invoice upon completion and before e-filing.