Accountant Invoice Template
Accounting work ranges from hourly bookkeeping to flat-fee tax returns to value-based advisory, and clients need to see what they're paying for — especially when the bill covers six months of catch-up work. This template handles hourly billing, project fees, tax prep, and consulting so your services are itemized clearly and professionally.
Enter your firm details and services on the left, preview the invoice on the right, and download the PDF when you're ready. No software to buy, no monthly fees, no account required.
Tip: in the print dialog choose “Save as PDF”.
INVOICE
#INV-0001
Issued: —
Due: —
From
—
Bill to
—
| Description | Qty | Price | Amount |
|---|---|---|---|
| Individual tax return — Form 1040 with Schedule C | 1 | $450.00 | $450.00 |
| Bookkeeping clean-up (Q1 2026, 8 hours) | 8 | $125.00 | $1,000.00 |
| Quarterly tax planning consultation | 1 | $300.00 | $300.00 |
Subtotal$1,750.00
Tax (0%)$0.00
Total$1,750.00
Invoicing tips for accountants
- Charge flat fees for tax returns (easier for clients to budget) but itemize the forms ("1040 + Schedule C + state return") so they see the complexity.
- For bookkeeping, bill monthly or quarterly and specify the period ("January 2026 bookkeeping") so clients know what's covered and what's still due.
- If you charge hourly for advisory or cleanup work, cap the estimate in your engagement letter ("Not to exceed $1,500") so clients aren't surprised by a big bill.
Frequently asked questions
- Should I charge hourly or a flat fee?
- Flat fees work best for recurring services (monthly bookkeeping, annual tax returns) because they're predictable. Use hourly billing for one-off projects, audits, or consulting where scope is unknown upfront.
- When do I invoice for tax preparation?
- Invoice when you deliver the finished return, before filing. Some CPAs collect a deposit at intake (30-50%) and the balance upon delivery. Don't wait until after the client files — that creates collection risk.