Perfect For
This template is designed specifically for accountants and similar professionals.
What's on Your Accountant Invoice
Every professional accountant invoice should include these key components.
Accountant Invoice Features
Everything you need to create professional invoices for your accountant business.
Bill by Engagement/Hour/Retainer
Flexible billing for tax prep, monthly bookkeeping retainers, and hourly advisory work.
Itemize by Service Type
Separate tax preparation, bookkeeping, payroll, advisory, and audit services on one invoice.
Pass Through Filing Fees
Add e-filing fees, software costs, and state filing fees as separate line items.
Professional PDFs
Generate polished invoices that reflect the professionalism of your accounting practice.
Recurring Monthly Invoicing
Set up monthly invoices for ongoing bookkeeping and advisory retainers.
Track Payment Status
See which clients have paid, which invoices are pending, and which are overdue.
Template Preview
| Description | Qty/Hours | Rate | Amount |
|---|---|---|---|
| Accountant Services - Project Work | 10 | $75.00 | $750.00 |
| Additional Services | 5 | $50.00 | $250.00 |
Thank you for your business! Payment is due within 30 days.
Accountant Invoicing FAQs
How should accountants structure their invoices?
Break down by service type: tax preparation (by return type), bookkeeping (monthly hours or flat fee), advisory (hourly), and any filing fees. Clients appreciate seeing exactly what they're paying for.
Should accountants charge hourly or per engagement?
Per-engagement works well for defined work like tax returns. Hourly is better for advisory and audit work. Monthly retainers work best for ongoing bookkeeping. Many firms use a mix based on service type.
What payment terms do accounting firms use?
For tax prep, payment is typically due on completion or filing. For monthly bookkeeping, invoice at the start of each month. For advisory work, Net 15 or Net 30 is standard. Some firms require a retainer upfront.
Should I pass through e-filing and software fees?
Yes — list filing fees, tax software costs, and any third-party fees as separate line items. Be transparent about what's your fee versus pass-through costs.
How do I invoice for tax preparation?
Invoice per return type (1040, 1120, 1065, etc.) with clear descriptions. List any additional schedules, state returns, or amendments as separate line items. Many CPAs collect 50% upfront for new clients.
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