Free Invoice Template for Accountant
Accountants and bookkeepers provide essential financial services, and your invoices should be impeccably organized — after all, your clients will judge your attention to detail. Our free accounting invoice template supports billing for tax preparation, monthly bookkeeping, payroll services, advisory fees, and audit work. Accounting services are often billed on a recurring basis (monthly bookkeeping, quarterly reviews) or seasonally (tax preparation). Your invoice should clearly indicate the service period, what's included, and any additional charges for complexity (multiple state returns, amended returns, late document fees). For tax preparation, specify which returns were prepared (1040, Schedule C, state returns) and the tax year. For advisory services, reference the engagement letter and describe the advice or analysis provided. Include your CPA license number or EA designation to reinforce credibility.
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Create Accountant Invoice →Common Line Items for Accountant Invoices
- ✓ Monthly bookkeeping
- ✓ Tax return preparation (individual)
- ✓ Business tax return (LLC/Corp)
- ✓ Payroll processing
- ✓ Financial advisory (hourly)
- ✓ Quarterly review
Invoicing Tips for Accountant
- 💡 Specify tax year and return types
- 💡 Include CPA/EA license number
- 💡 Detail service period for recurring work
- 💡 Reference engagement letter
Frequently Asked Questions
How do accountants bill for tax preparation?
Tax preparation is typically billed per return or by complexity. A basic 1040 might cost $200-$500, while business returns range from $500-$2,500+. Itemize each return type on your invoice (1040, Schedule C, state returns, etc.).
Should accountants charge monthly or per project?
Monthly retainers work best for bookkeeping and payroll (predictable revenue). Tax preparation and advisory are better billed per project. Many firms combine both: monthly bookkeeping retainer plus per-return tax prep fees.
What should an accounting invoice include?
Include your firm name, CPA/EA license number, client name, service description, period covered, itemized fees, expenses (software subscriptions, filing fees), payment terms, and accepted payment methods.