Professional Accountant Invoice Template
Transform your accounting practice with our tailored invoice template, designed to save time and enhance professionalism for your billing needs.
Everything You Need for Accountant Invoicing
Our accountant invoice template includes all the features you need to create professional invoices and get paid faster.
Automated Billing Cycles
Streamline your invoicing process with automated billing cycles, reducing manual entry errors and saving valuable time.
Customizable Templates
Easily tailor your invoices to reflect your branding, ensuring a professional look that enhances client trust in your accounting services.
Comprehensive Tax Integration
Simplify tax season with built-in features for tax calculations, ensuring compliance and easing your clients' financial reporting.
Detailed Expense Tracking
Track and categorize client expenses efficiently, allowing for precise billing and improved clarity in your financial reports.
Secure Client Data Storage
Protect sensitive client information with secure cloud storage, ensuring compliance with confidentiality regulations and peace of mind.
Multi-Currency Support
Bill clients globally with multi-currency functionalities, making it easier to work with international clients without hassle.
Complete Guide to Accountant Invoicing
As an accountant, you help clients navigate complex financial matters—from bookkeeping and tax preparation to financial planning and auditing. Your expertise keeps businesses compliant and financially healthy. Professional invoicing ensures you're compensated fairly for your services, maintains the trust your clients place in you, and demonstrates the same financial discipline you advise others to follow. This guide covers everything accountants need to know about professional invoicing.
- Firm Information: Firm name, address, phone, email, CPA license number(s), and any professional designations.
- Client Details: Client name, company name, billing address, phone, and email.
- Invoice Number & Date: Sequential invoice number and issue date for your records and theirs.
- Service Period: The period covered (e.g., Q1 2026 tax preparation, January 2026 bookkeeping).
- Service Description: Detailed description: tax preparation, bookkeeping, financial statements, consulting.
- Service Type: Specify: monthly bookkeeping, quarterly review, annual tax prep, advisory services.
- Hours Worked: If billing hourly: hours by staff member with dates and tasks.
- Staff Rates: Partner, senior, staff, admin rates as applicable.
- Fixed Fees: If applicable: fixed fees for tax returns, audits, or specific engagements.
- Expenses: Filing fees, software costs, travel—with documentation.
- Subtotal, Taxes, Total: Clear breakdown of fees, expenses, taxes, and total amount due.
- Payment Terms: Due date, accepted payment methods, and any retainer application.
- Invoice Promptly: Bill immediately after completing services. Don't let invoices pile up during busy season.
- Detail Your Services: Itemize what you did: returns prepared, meetings held, hours spent on specific tasks.
- Use Engagement Letters: Have signed engagement letters before work begins. Reference them in invoices.
- Track Time by Project: Even for fixed fees, track time to understand profitability and justify value.
- Bill by Staff Level: If hourly, show hours by staff level (partner, senior, staff). Clients expect this.
- Collect Retainers: For new clients or large engagements, collect a retainer upfront.
- Invoice Progress During Busy Season: Don't wait until April 15 to bill. Invoice monthly or at milestones.
- Include Filing Fee Pass-Throughs: Bill for government filing fees, efiling costs, and other pass-throughs.
- Maintain Confidentiality: Invoices may include sensitive info. Use secure delivery methods.
- Follow Up Before Tax Season Ends: Collect outstanding invoices before clients disappear after filing.
Accounting fees vary by service type, complexity, and location. Here's an overview:
Hourly Rates by Level:
- Staff accountant: $75-$125/hour
- Senior accountant: $100-$175/hour
- Manager: $150-$250/hour
- Partner/CPA: $200-$400+/hour
Tax Preparation (Fixed Fee):
- Simple individual (1040): $150-$400
- Complex individual: $400-$1,000+
- Small business (Schedule C): $300-$800
- Partnership/S-Corp: $800-$2,500+
- Corporate (C-Corp): $1,500-$5,000+
- Non-profit (990): $500-$2,500
Bookkeeping (Monthly):
- Basic (<50 transactions): $200-$400/month
- Standard (50-200): $400-$800/month
- Full-service (200+): $800-$2,000+/month
- Controller-level: $2,000-$5,000+/month
Other Services:
- Financial statements: $500-$2,500
- Audit: $5,000-$50,000+ (varies by size)
- Review: $2,000-$10,000
- Compilation: $500-$3,000
- Advisory/consulting: $200-$400/hour
Payment terms for accounting services:
Standard Terms:
- Net 30: Most common for established clients
- Net 15: For smaller engagements
- Due upon receipt: For one-time services
For Tax Preparation:
- 50% deposit at engagement
- Balance due before filing
- Or: Full payment before e-file
For Bookkeeping:
- Monthly invoicing on the 1st
- Payment due by the 15th
- Auto-pay recommended
For Audit/Review:
- Retainer at engagement
- Progress billing (monthly)
- Final payment before report release
Retainer Policy:
- New clients: Retainer equal to estimated first invoice
- Applied to final billing
- Protects against non-payment
Tax Season Policy:
- Payment required before e-filing
- Extensions require deposit
- Outstanding balances = no work on next year
Late Payment:
- 1.5% per month after due date
- No extensions filed for clients with balance due
- Delayed Billing: Invoice immediately after service. Tax season backlog leads to collection issues.
- No Engagement Letter: Have signed engagement letters. Reference them in invoices.
- Vague Service Descriptions: Itemize services: returns prepared, hours spent, meetings held.
- Not Tracking Time: Even for fixed fees, track time to understand profitability.
- Filing Before Payment: Collect payment before e-filing tax returns. Don't lose leverage.
- Missing Staff Level Detail: Show hours by staff level if billing hourly. Clients expect transparency.
- Forgetting Filing Fees: Bill for government fees, e-file costs, and other pass-throughs.
- No Progress Billing: For large engagements, bill monthly. Don't wait until completion.
- Weak Collections: Follow up on overdue invoices. No work on next year until paid.
- Insecure Invoice Delivery: Use secure methods for invoices with sensitive information.
Ready to put these best practices into action?
Use our free accountant invoice template to get started in minutes.
Accountant Invoice FAQ
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