Bookkeeper Invoice Template
Create professional bookkeeper invoices for monthly bookkeeping, reconciliations, payroll, and financial reporting. Our template supports hourly billing, monthly retainers, and per-transaction pricing. Perfect for freelance bookkeepers and virtual bookkeeping firms. Download instantly in PDF, Word, or Excel format.
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What to Include on a Bookkeeper Invoice
A professional bookkeeper invoice should document:
Business Information- Business name and address
- Phone, email, website
- Tax ID / EIN (if applicable)
- Professional certifications
- QuickBooks ProAdvisor badge (if certified)
- Client/company name
- Contact person
- Billing address
- Account number
- Billing period dates
- Invoice date
- Due date
- Invoice number
- Monthly bookkeeping
- Bank/credit card reconciliations
- Accounts payable/receivable
- Payroll processing
- Financial statements
- Year-end cleanup
- Hours worked or flat fee
- Transaction count (if applicable)
- Additional services
- Software fees (if passed through)
- Subtotal
- Tax (if applicable)
- Total due
- Payment methods accepted
- Late payment policy
Bookkeeping Service Pricing Guide
Standard pricing for bookkeeping services:
Hourly Rates- Entry-level bookkeeper: $25-40/hr
- Experienced bookkeeper: $40-60/hr
- Full-charge bookkeeper: $55-80/hr
- Bookkeeping manager: $65-100/hr
- Sole proprietor (< 50 trans): $200-350/mo
- Small business (50-100 trans): $350-500/mo
- Growing business (100-200 trans): $500-800/mo
- Medium business (200-500 trans): $800-1,500/mo
- Larger business (500+ trans): $1,500-3,000+/mo
- Basic transaction: $1-3 each
- Complex transaction: $3-7 each
- Minimum monthly fee: $150-300
- Bank reconciliation: $50-150 each
- Credit card reconciliation: $35-100 each
- Payroll processing: $50-150 per run
- AP/AR management: $100-300/mo
- Monthly financial statements: $100-250
- Year-end cleanup: $500-2,000+
- QuickBooks setup: $300-1,000
- Software migration: $500-2,000
- Catch-up bookkeeping: $50-100/hr
- Financial analysis: $75-150/hr
- 1099 preparation: $10-25 each
Bookkeeping Billing Models
Choose the right pricing model for your practice:
Hourly Billing- Track time meticulously
- Best for variable workloads
- Clear scope boundaries
- May limit income potential
- Predictable income
- Scope clearly defined
- Based on transaction volume
- Review quarterly for adjustments
- Price based on client value
- Premium positioning
- Requires clear deliverables
- Higher profit margins
- Scales with client activity
- Fair and transparent
- Easy to explain
- Track transaction counts
- Base retainer + hourly overage
- Core services + add-on pricing
- Tiered service packages
- Annual prepay discounts
- Retainers: ideal for most clients
- Hourly: catch-up, cleanup, projects
- Per-transaction: high-volume simple books
- Value-based: advisory services
Managing Bookkeeping Clients
Best practices for bookkeeping client management:
Onboarding- Clear engagement letter
- Define scope of services
- Set communication expectations
- Establish document workflow
- Grant software access
- Set closing schedule
- Deadline for client documents
- Reconciliation timeline
- Report delivery date
- Regular check-ins
- Document everything in scope
- Quote out-of-scope work
- Track additional requests
- Review scope quarterly
- QuickBooks Online/Desktop
- Xero
- FreshBooks
- Bill.com for AP
- Gusto/ADP for payroll
- Receipt Bank/Dext
- Monthly status updates
- Financial report summaries
- Year-end planning meetings
- Responsive to questions
- Specialize in niches
- Offer advisory services
- Build referral network
- Maintain certifications