invoices - DOCX / PDF
Accounting Invoice
Bill for bookkeeping, tax preparation, payroll processing, and advisory services by engagement type
Your Company Name
Your Address
INVOICE
Client Name
Client Address
Invoice #
Date / Due Date
| Description | Qty | Rate |
|---|---|---|
| Monthly bookkeeping | ||
| Tax preparation | ||
| Quarterly payroll | ||
| Advisory services | ||
| State/local filings | ||
| Audit support | ||
| Software fees |
Subtotal
Tax
Total
Notes / Payment Terms
For CPAs and bookkeepers billing recurring and one-time engagements.
What’s Included
- Monthly bookkeeping flat rate with transaction volume tier
- Tax preparation by form type (1040, 1120, 1065, etc.)
- Quarterly payroll processing fees per employee count
- Advisory services hourly with engagement letter reference
- State/local filings itemized per jurisdiction
- Audit support hourly rate for IRS correspondence
- Software fees passthrough (QuickBooks, payroll services)
The template supports both value-based and hourly billing models. Engagement letter reference numbers link to scope agreements.
Add your CPA credentials, customize fee schedules, and adjust billing cycles in PDFb2.
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