Free Template
Free Invoice Template for Accountants
Accountants and bookkeepers handle other people's finances, so your own invoices better look sharp. This template covers tax prep, monthly bookkeeping, advisory hours, and software setup in a format that reflects the precision your clients expect.
Create Your Accountant InvoiceSample Line Items for Accountants
| Description | Rate |
|---|---|
| Tax Return Preparation — Individual (Form 1040) | $350.00 |
| Monthly Bookkeeping — March 2026 | $450.00 |
| QuickBooks Cleanup & Reconciliation | $275.00 |
These are examples — customize everything in the invoice creator.
Invoicing Tips for Accountants
- Bill monthly for bookkeeping with a clear date range for the period covered.
- Separate tax prep, advisory, and bookkeeping into distinct line items.
- Include your CPA license number or EA designation on the invoice.
- For seasonal tax work, require deposits in January to lock in your calendar.
Need More Than Just Invoices?
Our free tool is perfect for quick invoices. But if you need expense tracking, recurring billing, or client portals, these tools are worth a look:
QuickBooks
Industry-standard accounting with payroll and tax prep.
FreshBooksTime tracking, proposals, automatic payment reminders.
WaveFree invoicing and accounting for tiny businesses.
See the full list of tools we recommend →