Accountant & Bookkeeper Invoice Template
You help everyone else with their invoices — but who helps you with yours? This template is built for UK accountants and bookkeepers billing monthly retainers, one-off tax returns, payroll runs, and advisory hours.
Create Your Invoice NowWhat to Include in Your Accountant / Bookkeeper Invoice
- Practice name, address, and ACCA/ICAEW/AAT membership number
- Client name (individual or limited company) and UTR if relevant
- Billing period (month/quarter/year-end)
- Services: bookkeeping hours, tax return prep, payroll, VAT returns, advisory
- Fixed fee or hourly rate with hours logged
- Disbursements (Companies House filing fees, software licences passed through)
- Payment terms (14–30 days standard for accounting)
Accountant / Bookkeeper Invoicing Tips
- 1Bill monthly retainers on the 1st — predictable cashflow for both sides
- 2Separate compliance work (tax returns) from advisory (tax planning) on the invoice
- 3Include your professional body membership number — it's a trust signal
- 4For year-end accounts: invoice 50% upfront, 50% on filing
- 5Auto-send recurring invoices for retainer clients — saves you chasing
Frequently Asked Questions
How should accountants price their services?
Monthly retainers (£50–£300/mo for sole traders, £200–£1000+ for limited companies) are most common. One-off tax returns: £150–£500 depending on complexity. Always quote fixed fees where possible.
Do accountants charge VAT?
If VAT-registered (turnover >£90k), yes — add 20% VAT to your fees. Below threshold, you don't charge VAT but still invoice normally.
Should I charge for phone calls and emails?
For retainer clients, include reasonable support in the fee. For ad-hoc clients, either bill a minimum consultation fee (£50–£100) or track time in 15-min blocks.
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