Bookkeeping Invoice Template

A bookkeeping invoice documents financial services including transaction entry, reconciliation, payroll processing, financial reports, and tax preparation support. Create professional bookkeeping invoices with NetInvoice's free template for accounting professionals.

Why this invoice template matters

Bookkeeping involves sensitive financial work that requires clear documentation and trust. Detailed invoices show time spent on transaction entry versus reconciliation versus reporting, helping clients understand the value of accurate books. Breaking down services also makes it easier to sell additional services like payroll or tax prep, and protects you by documenting the specific scope of work performed each month.

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Example line items

DescriptionQtyUnitUnit PriceTotal
Monthly transaction entry and categorization6hours$55.00$330.00
Bank and credit card reconciliation (3 accounts)2hours$55.00$110.00
Accounts payable processing1.5hours$55.00$82.50
Accounts receivable and invoicing support2hours$55.00$110.00
Monthly financial reports (P&L, Balance Sheet)1ea$125.00$125.00
Payroll processing (8 employees)1ea$95.00$95.00
Sales tax filing preparation1ea$75.00$75.00
Total:$927.50

Common invoice notes

  • Monthly bookkeeping package: 15 hours included, 12.5 hours used.
  • Next payroll processing due May 15th.
  • Quarterly tax prep and filing billed separately.

How to create this invoice

  1. 1List monthly recurring services with hours or flat fees.
  2. 2Separate transaction entry from reconciliation and reporting.
  3. 3Itemize payroll processing if provided.
  4. 4Include tax preparation support separately from bookkeeping.
  5. 5Document software subscriptions if billing as pass-through.
  6. 6Note if working on catch-up vs current period books.
  7. 7Track package hours or set monthly retainer terms.

Frequently Asked Questions

How do bookkeepers charge for services?
Bookkeepers charge hourly ($40-$75/hr), monthly packages based on transaction volume ($200-$800/month), or per-service pricing (reconciliation $75-$150, payroll $50-$150). Complexity and business size affect pricing.
Should bookkeeping invoices separate different services?
Yes, break down transaction entry, reconciliation, payroll, and reporting separately. This helps clients understand what they're paying for and makes upselling additional services easier.
How do bookkeepers bill for catch-up work?
Catch-up bookkeeping is charged at higher rates or flat project fees based on months behind. Always quote separately from ongoing monthly bookkeeping and document the period being cleaned up.
Should bookkeepers charge for QuickBooks or software training?
Yes, training and software setup are separate services. Charge $60-$100/hr for training or $200-$500 for complete QuickBooks setup and chart of accounts configuration.

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