Free Accountant Invoice Template & Generator
Create accounting invoices for bookkeeping, financial statements, audit preparation, and advisory services. Bill monthly or per engagement.
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What to include on a Accountant invoice
Your invoice needs your firm's registered business number and professional designation clearly visible. Include the exact service period you're billing for, not just "accounting services." Break down your time by task: tax preparation took 4 hours, bookkeeping review took 2 hours, consultation took 1 hour. Clients will need this detail for their own records, and if they ever get audited, vague invoices cause problems. Add your hourly rate or the fixed fee you quoted, and make sure any out-of-pocket expenses like filing fees are itemized separately.
Most accountants bill monthly for ongoing work like bookkeeping, while tax preparation gets billed when the return is filed. You can ask for a retainer upfront, especially with new clients. Net 15 or Net 30 terms are standard. For large projects, consider splitting it into phases so you're not waiting months to get paid for work you finished early on.
Send invoices the moment you complete the work, not at month-end when you get around to it. Accountants are terrible about invoicing their own time promptly. The longer you wait, the harder it is for clients to remember the value you provided, and the slower they'll pay.
Frequently asked questions
How do accountants typically bill clients?
Accountants bill hourly ($100–$400), monthly retainer ($300–$2,000 for bookkeeping), or per project (tax returns $200–$2,000+). CPAs generally charge more than non-certified accountants.
What should an accounting invoice include?
Detail services performed (bookkeeping, reconciliation, reporting), period covered, hours worked, software used, and any out-of-pocket expenses like filing fees or software subscriptions.
Should accountants charge for software subscriptions?
If you maintain software (QuickBooks, Xero) on behalf of a client, pass the cost through or include it in your retainer. Be transparent about what's included in your monthly fee.