invoices - DOCX / PDF
Bookkeeper Monthly Invoice
Monthly bookkeeping retainer invoice with transaction counts, reconciliation status, and report delivery
Your Company Name
Your Address
INVOICE
Client Name
Client Address
Invoice #
Date / Due Date
| Description | Qty | Rate |
|---|---|---|
| Monthly retainer | ||
| Bank reconciliation | ||
| Credit card | ||
| Accounts receivable | ||
| Accounts payable | ||
| Payroll processing | ||
| Monthly financial | ||
| 1099 preparation |
Subtotal
Tax
Total
Notes / Payment Terms
For bookkeepers billing monthly retainer based on transaction volume.
What’s Included
- Monthly retainer by transaction tier (0-100, 101-300, 301-500, 500+)
- Bank reconciliation status per account
- Credit card reconciliation per card
- Accounts receivable management
- Accounts payable and bill pay processing
- Payroll processing per employee per pay period
- Monthly financial statements delivery (P&L, balance sheet, cash flow)
- 1099 preparation annual add-on
QuickBooks/Xero access setup included in onboarding. Year-end preparation support pricing listed separately.
Add your bookkeeping firm branding and set tier pricing in PDFb2.
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