Accountant / Bookkeeper Invoice Example
A monthly bookkeeping and year-end invoice for a small business.
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| Description | Qty | Rate | Amount |
|---|---|---|---|
| Monthly bookkeeping and reconciliation | 1 | £240.00 | £240.00 |
| Payroll, up to 5 employees | 1 | £95.00 | £95.00 |
| VAT return preparation and filing | 1 | £130.00 | £130.00 |
| Year-end accounts and corporation tax | 1 | £680.00 | £680.00 |
VAT at 20 percent. Fees per the engagement letter. Direct debit collected on the 1st of the month.
An accountant or bookkeeper invoice bills for recurring financial work: monthly bookkeeping, payroll, tax returns and year-end accounts. Fees usually follow an engagement letter, so the invoice mirrors the agreed services. Many practices collect by direct debit on a set day, and the invoice serves as the record of what that payment covers.
What a accountant / bookkeeper invoice should include
- Your practice name and contact details
- The client business and contact
- Recurring services such as bookkeeping and payroll
- One-off work like a VAT return or year-end accounts
- Reference to the engagement letter
- Tax and payment method, including any direct debit
- Invoice number and period
How to itemise the work
List the recurring services and any one-off work as separate lines matching the engagement letter. A client should recognise every line from the agreement they signed. Where fees are fixed monthly, say so, and where a piece of work such as year-end accounts is annual, keep it on its own line.
Typical rates by region
| Region | Typical billing |
|---|---|
| United States | $150 to $400 per month for small business bookkeeping |
| United Kingdom | £150 to £500 per month |
| Eurozone | €150 to €500 per month |
| Canada | C$200 to C$600 per month |
| Australia | A$200 to A$700 per month |
Indicative ranges for guidance. Your rate depends on experience, location and the job.
Tax and compliance
Accounting is a professional service. Registered practices in the UK and EU charge VAT on their fees. In the US, professional accounting services are exempt from sales tax in most states. Match the invoice to your registration and local rule.
Payment terms
Recurring fees are commonly collected by direct debit on a fixed day, which smooths cash flow for both sides. One-off work such as year-end accounts may be invoiced on completion at net 14 or net 30. Reference the engagement letter so the client can tie the fee back to what was agreed.
Frequently asked questions
Should I bill a fixed monthly fee or hourly?+
A fixed monthly fee, set in the engagement letter, is easier for both sides than hourly billing. The client budgets a known amount and you avoid tracking every minute. Keep annual work like year-end accounts as a separate line so the monthly figure stays stable.
Can I collect accounting fees by direct debit?+
Yes, and many practices do. A direct debit on a set day for the recurring fee smooths your cash flow and reduces chasing. The invoice still goes out as the record of what the payment covers, which keeps the client's own bookkeeping tidy.
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Use this exampleLast reviewed July 2026
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