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 Invoice| 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.
- 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.
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:
Best for freelancers and service businesses. Time tracking, proposals, and automatic payment reminders.
QuickBooksIndustry standard for small businesses. Full accounting, payroll, and tax prep built in.
WaveFree accounting and invoicing. Great if you want to track income and expenses without paying monthly.