Free Invoice Template for Accountants
Tax prep, bookkeeping, and advisory invoicing with hourly + flat-fee options.
No signup required. 14-day free trial.
What is a accountant invoice?
An accountant invoice is the bill you send a customer AFTER the work is done. It lists every part, labor charge, and tax, and tells the customer what they owe and how to pay.
What every accountant invoice should include
- License # (CPA/EA)
- Engagement letter signed
- Service scope
- Retainer terms
- Document checklist
Accountant pricing reference (US, 2026)
Common accountant line items. National averages — adjust for your local market.
Individual tax return$200–$800
Business tax return$500–$3,000
Bookkeeping (monthly)$300–$1,500
Advisory (per hour)$150–$400
Payroll service$50–$200/mo
Accountant invoice tips that get you paid faster
- Engagement letter on every client
- Monthly retainer beats hourly
- Tax season prep yields advisory upsell
- Print license # on every invoice
Accountant invoice FAQ
Do I charge sales tax on accounting work?
Most US states tax parts/materials but exempt labor. Use Glo Invoice's per-line tax toggle so each accounting line item is taxed correctly. Check your state — a few (HI, NM, SD, WV) tax services too.
Hourly or flat?
Flat for returns + recurring; hourly for advisory. Quote both.
Retainer?
Yes for monthly clients — locks revenue + commitment.
Other accountant templates
Tools & resources for accountants
Related professional templates
Ready to send your accountant invoice?
Join thousands of accountants using Glo Invoice to get paid faster.