How accountants and bookkeepers should invoice clients — fixed-fee packages, hourly, monthly close and a template that gets paid on time.

Invoice for Accountants and Bookkeepers

Accountants should invoice like the professionals they are: predictable packages, clear scope, terms that get paid. Here's the exact structure that works for bookkeeping, tax and CAS engagements.

What to include on the invoice

Firm name, address and contact
Client name and engagement / period
Unique invoice number and issue date
Due date and payment terms
Itemized services with quantity, rate and amount
Any applicable taxes
Subtotal, tax, discounts and grand total
Accepted payment methods (ACH preferred)

Sample invoice

Item	Qty	Rate	Amount
Monthly bookkeeping — up to 250 txns	1	$450	$450
Payroll run (bi-weekly, 8 employees)	2	$85	$170
Quarterly sales tax filing	1	$150	$150
Ad-hoc advisory call	0.5	$250	$125

Pricing structures that work

Structure	When to use	Example
Monthly package	Bookkeeping / CAS	$300–$2,500/mo
Fixed fee	Individual/business tax return	$400–$3,000
Hourly	Cleanup, catch-up	$95–$250/hr
Value pricing	Advisory & CFO services

Payment terms

Monthly fee auto-charged on the 1st via ACH.
Tax returns: 50% at engagement, balance at filing.
Cleanup work billed hourly, weekly.
Work paused after 15 days past due.

Get paid faster with Invoxa

Invoxa supports recurring monthly invoices with ACH and card-on-file. Try the free invoice generator.

Frequently asked questions

Should I bill monthly or by return?

Monthly for recurring bookkeeping/CAS. Fixed-fee per return for tax. Avoid pure hourly if you can — it caps your earnings.

How do I raise prices with existing clients?

30 days' notice with a short note tying the increase to expanded scope or inflation. Grandfather only if the relationship is genuinely strategic.

What's the fastest way to get paid?

Auto-ACH on file for the monthly fee, and card-on-file for one-off work. Invoxa supports both.

Invoice for Accountants & Bookkeepers: Template & Pricing (2026)