What to include on a accounting & bookkeeping invoice
Name the period covered
Write the month or quarter being closed, for example 'September bookkeeping', so clients can match the bill to the reports they received.
List tax forms prepared
For tax work, identify the return or form type and tax year, such as a Form 1120-S for 2025, rather than a generic 'tax prep' line.
Separate recurring and one-off work
Keep the fixed monthly fee distinct from extra hourly work so clients understand what is routine and what was additional.
Add your credentials
If you are a CPA or enrolled agent, your designation and firm details on the invoice reinforce professionalism.
Example accounting & bookkeeping line items
These sample entries show how to describe accounting & bookkeeping work clearly. Rates are illustrative only; use your own pricing.
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Monthly bookkeeping - September close (3 accounts) | 1 | $450.00 | $450.00 |
| Payroll processing (biweekly runs) | 2 | $85.00 | $170.00 |
| Prior-year books cleanup (hourly) | 6 | $95.00 | $570.00 |
| Quarterly sales tax filing | 1 | $150.00 | $150.00 |
| Subtotal | $1,340.00 | ||
Payment terms for accounting & bookkeeping invoices
Our suggestion: Due on receipt, ideally via automatic monthly payment.
Sample terms you can paste into the invoice: “Monthly fees are due on receipt. Hourly cleanup work is billed as incurred. Services may be paused on accounts more than 30 days past due.”
Not sure what Net 15 or 2/10 Net 30 mean? Payment terms explained.
Accounting & Bookkeeping invoice FAQ
Should bookkeepers charge hourly or a flat monthly fee?
Many bookkeepers prefer a flat monthly fee based on transaction volume and number of accounts, which gives clients predictable costs. Hourly billing is still common for cleanup, catch-up and advisory work. The template supports both on one invoice.
When should an accountant invoice for tax preparation?
Some firms bill when the return is delivered for signature, while others collect a deposit at engagement and the balance before filing. Whatever you choose, state it in your engagement letter so it is not a surprise.
Is it okay to require autopay for monthly bookkeeping?
Yes, many firms ask clients to keep a card or bank account on file for recurring fees. Disclose the amount and billing date clearly and send an invoice or receipt each month for the client's records.