Free Accountant Invoice Generator

An accountant's invoice should reference the engagement letter, since accounting scope is governed by that document and accounts payable teams need to match it. List tax prep fees as separate lines per return type, whether an 1120S, 1040, 1065, or state return, so the client sees what each filing costs. Bill monthly bookkeeping in advance or arrears, clearly stated, with the period covered on the invoice. Pass software subscriptions like QuickBooks, Xero, or bill.com through at cost, since clients often want to take these over eventually. Bill advisory and catch-up work as separate lines, since they are typically billed hourly above the monthly retainer. The most common mistakes are bundling tax prep, bookkeeping, and software into one monthly fee, then being unable to justify the price when the client questions it; not passing through software subscriptions transparently, leading to disputes when the client wants to take the subscription over; billing catch-up work without prior authorisation, then having the client refuse to pay for scope they did not approve; and holding tax returns hostage without stating it in the engagement letter. One practical tip: state in the engagement letter that filed returns are released on full payment.