Accountants and bookkeepers bill recurring monthly services, hourly advisory, and seasonal tax-prep work. This accountant invoice template makes the engagement and period clear, supports retainers and hourly billing, and reads as professionally as the work itself.
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These are the line items accountant businesses bill most often. Add the ones that apply to your job — the generator totals them automatically.
Bill recurring bookkeeping monthly in advance and tax-prep on completion; offer autopay to eliminate chasing predictable monthly fees.
Professional accounting services are exempt from sales tax in most states, though some pass-through software or filing fees may be taxable.
Bill recurring services like bookkeeping at a fixed monthly rate, advisory by the hour, and tax prep on completion. State the period and engagement on each line.
Yes — a fixed monthly fee billed at the start of the month on autopay smooths revenue and removes the friction of chasing predictable charges.
Price cleanup separately from the ongoing engagement, since it's extra scope. Bill it hourly or as a fixed project and reference the periods covered.
Professional services are exempt in most states. Pass-through filing or software fees can be taxable — list them separately if your state requires it.