Accounting Invoice Template (CPA & Bookkeeper)
Free accounting invoice template for CPAs, bookkeepers, and tax preparers. Bill hourly, monthly retainer, or per return. Download PDF instantly.
An accounting invoice template for CPAs, bookkeepers, and tax preparers. Bill monthly retainer, hourly consulting, tax return prep, or fixed-fee packages — download a clean PDF.
Download this invoice template
Use Invoxa's free invoice generator to fill in this template and download a professional PDF in under a minute — no signup, no watermark.
What to include on a accountant invoice
- Firm name, CPA license (if applicable), and EIN
- Client business name and period covered
- Service breakdown (bookkeeping, payroll, tax, advisory)
- Hours + rate for consulting work
- Fixed-fee packages listed clearly
- Payment terms and auto-charge disclosure
Example line items
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Monthly bookkeeping — July 2026 | 1 | $450 | $450 |
| Payroll processing (bi-weekly, 2 runs) | 2 | $75 | $150 |
| Sales tax filing | 1 | $120 | $120 |
| Advisory call | 1.5 | $200 | $300 |
Subtotal: $1,020 Total: $1,020
Notes / terms
Auto-charged on the 1st of each month via ACH. All figures based on transactions in the client's connected accounts as of the invoice date.
Legal & billing notes
- Accounting services are generally exempt from sales tax in the US, but a few states (HI, SD, NM, WV) tax them — check your state.
- For monthly retainer clients, include the exact service period so the invoice matches the engagement letter.
- If you're a CPA, referencing 'attest' vs. 'non-attest' services on the invoice helps in review.
Frequently asked questions
How should accountants invoice recurring clients?
Fixed monthly retainer is the cleanest model — one invoice, same amount, same due date every month. Bill anything outside scope (extra advisory, cleanup) as separate line items.
Do CPAs charge sales tax on services?
In most US states no, but Hawaii, South Dakota, New Mexico, and West Virginia tax professional services broadly. Check your state.
What's a good payment term for accounting services?
Retainers: charged on the 1st with auto-pay. Project work (tax prep, cleanup): 50% up front, 50% on delivery, Net 15.
Create this invoice in Invoxa
Ready to send it? Open the free invoice generator or sign up for Invoxa to save clients, auto-number invoices, and track payment.
Related: How to invoice as an accountant.