Example accounting & bookkeeping invoice
Here is what a typical accounting & bookkeeping invoice built with this template looks like. It bills 4 line items, from “Monthly bookkeeping – up to 150 transactions” to “Advisory call”, for a subtotal of $845.00 before tax. Swap in your own rates; the amounts recalculate automatically.
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Monthly bookkeeping – up to 150 transactions | 1 | $450.00 | $450.00 |
| Payroll processing – 8 employees | 8 | $15.00 | $120.00 |
| Quarterly sales tax filing | 1 | $125.00 | $125.00 |
| Advisory call (hours) | 1 | $150.00 | $150.00 |
| Subtotal | $845.00 | ||
Suggested note for the client: Service period: October. Payment by autopay on the 5th. Tax season returns billed separately.
What to include on a accounting & bookkeeping invoice
- Service period (month or quarter)
- Package or fixed monthly fee and what it covers
- Per-employee or per-transaction fees
- Tax filings and returns prepared
- Advisory or catch-up work billed hourly
- Payment method and autopay status
Accounting & Bookkeeping invoicing tips
- Use fixed monthly packages by transaction volume – clients prefer predictable fees.
- Bill catch-up or clean-up work separately, at a higher rate.
- Invoice tax return preparation on completion, before e-filing.
- Set up autopay for recurring clients to eliminate collection work.
How to use this template
- Replace the sample line items with the work you actually did. The example items show typical accounting & bookkeeping charges and rates – adjust them to your prices.
- Add your business and client details, set the invoice number and due date, and add tax if you are registered to collect it.
- Download the PDF and email it to your client. Your edits are saved in this browser, so next month you only need to change the dates and items.
Need to quote the job first? Use the quote generator. Getting paid late? Work out interest with the late fee calculator, or browse all 50 invoice templates.
Frequently asked questions
How do bookkeepers usually price?
Monthly flat fees based on transaction volume and complexity are the most common, with hourly rates for extra work.
Should I bill before filing a tax return?
Many preparers require payment before e-filing or before releasing the return, and state this policy in the engagement letter.
Is this accounting & bookkeeping invoice template free?
Yes. Edit every field, download as many PDFs as you like and print them. There is no sign-up, no watermark and nothing is uploaded to our servers.
How do I save the invoice as a PDF?
Click "Download PDF / Print" and choose "Save as PDF" as the destination in the print dialog. It works on desktop and mobile browsers.