Accountant Invoice Template
Invoice template for accountants and bookkeepers. Track tax preparation, bookkeeping hours, and advisory services with professional billing formats.
Create Your Accountant InvoiceWhat should a Accountant invoice include?
A Accountant invoice should include your business name, client details, invoice number, date, itemized services with rates, subtotal, applicable taxes, payment terms, and total amount due. Typical line items for Accountant invoices include tax preparation — individual or business return, monthly bookkeeping — transaction categorization and reconciliation, and quarterly review — financial statement preparation.
Typical Line Items for Accountant Invoices
- ● Tax preparation — individual or business return
- ● Monthly bookkeeping — transaction categorization and reconciliation
- ● Quarterly review — financial statement preparation
- ● Annual audit support — documentation and coordination
- ● Payroll processing — per employee per pay period
- ● Tax planning consultation — advisory meeting
- ● State and local tax filing — per jurisdiction
Payment Terms Best Practices
Tax preparation: 50% at engagement, 50% upon filing. Monthly bookkeeping: due on the 1st of each month. Advisory services: Net 30. Offer early filing discounts. Some firms require credit card on file for individual tax clients.
Tax Considerations
Accounting services are generally not subject to sales tax. Software subscriptions used on behalf of clients (QuickBooks, payroll) may be billed as pass-through. Track continuing education expenses and professional membership dues for deductions.
Note: Tax rules vary by state and jurisdiction. Always consult a tax professional for advice specific to your situation.
Professional Tips for Accountant Invoices
- ✓ Price tax returns based on complexity (number of schedules), not hours
- ✓ Offer fixed-fee monthly bookkeeping packages based on transaction volume
- ✓ Include the tax year and form numbers (1040, 1120S, etc.) on invoices
- ✓ List each state filing as a separate line item
- ✓ Bundle common services into tiered packages (Basic, Standard, Premium)
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Frequently Asked Questions
How should I price tax preparation?
Price by complexity: basic 1040 ($200-400), itemized with schedules ($400-800), small business ($500-1,500+). Per-form pricing is clearer than hourly. Research your local market rates and adjust for your experience level.
Should I use fixed fees or hourly billing?
Fixed fees work best for recurring predictable work (tax prep, monthly bookkeeping). Hourly is better for advisory, audit support, and complex one-time projects. Many firms use a hybrid approach.
When should I bill for tax extensions?
Charge a separate fee ($100-200) for preparing and filing an extension. This compensates your time and encourages clients to provide documents earlier. Bill the extension fee immediately, with the remaining prep fee due later.