Accountant & Bookkeeper Invoice Template
Bill your clients professionally with this free Accountant & Bookkeeper invoice template. It comes pre-filled with typical line items — edit them, add your logo and download a PDF in under a minute. Everything runs in your browser, so your client data stays private.
Typical billing: Fees + time + materialsCombine fixed fees, hourly time and materials or expenses, each on its own line.
Opens the free generator with these sample items pre-filled.
Free · No sign-up · PDF download
- Invoice #
- INV-0042
- Issue date
- Nov 2, 2026
- Due date
- Nov 16, 2026
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Monthly bookkeeping — up to 150 transactions | 1 | $400.00 | $400.00 |
| Payroll processing (per employee) | 6 | $15.00 | $90.00 |
| Annual business tax return preparation | 1 | $1,200.00 | $1,200.00 |
| Catch-up bookkeeping (hours) | 5 | $75.00 | $375.00 |
What to include on your Accountant & Bookkeeper invoice
Every invoice should make it effortless for the client to understand what they are paying for — and to pay it.
- Your business name, logo and contact details
- Client name, company and billing address
- A unique, sequential invoice number
- Issue date and payment due date
- Itemized services or products with quantity, rate and amount
- Subtotal, any discounts, tax and the total due
- Payment terms and accepted payment methods
- Your tax ID or VAT number, if you are registered
Specific to Accountant & Bookkeeper invoices
- Period covered
- Transaction volume or employee count
- Tax year for returns
Accountant & Bookkeeper invoicing tips
- Price recurring bookkeeping as a fixed monthly fee based on transaction volume, and bill clean-up work hourly.
- Invoice tax return preparation before filing, or when the return is delivered for signature.
- Bill per-employee payroll fees so the invoice scales with the client's headcount.
- Note the period the work covers (e.g. "September books") on every line.
- Set up automatic recurring invoices for monthly clients to cut down on chasing.
Recommended payment terms
Whatever you choose, agree on the terms before you start, write the exact due date and late-payment policy on the invoice, and send it as soon as the work (or milestone) is delivered.
General information, not legal or tax advice. Invoicing and tax requirements vary by country, state and industry.
Frequently asked questions
Is this Accountant & Bookkeeper invoice template free?
Yes. BillKit is free to use with no sign-up. Fill in the template, download it as a PDF and send it to your client. Your data is processed in your browser and never uploaded to our servers.
What should I put on my Accountant & Bookkeeper invoice?
At minimum: your details, the client's details, a unique invoice number, issue and due dates, itemized services with rates, the total and your payment terms. For Accountant & Bookkeeper invoices it also helps to include: Period covered, Transaction volume or employee count, and Tax year for returns.
What payment terms are typical for Accountant & Bookkeeper invoices?
A common setup is: Monthly fixed fee in advance; tax work due on delivery. Choose terms that fit the size of the job and your relationship with the client, and always put the exact due date on the invoice.
Should I bill by the hour, per project or per item?
Accountant & Bookkeeper invoices usually combine fixed fees, time and materials. Put each on its own line — services, hourly labor, materials or pass-through costs — so the client sees exactly what they are paying for.
Can I change the currency, add tax or use my own logo?
Yes. The generator supports 150+ currencies, tax/VAT lines, discounts and your own logo. The sample on this page uses USD only as an example.
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