Bookkeeping Invoice Template

A bookkeeping invoice bills clients for financial services, itemizing the hours, services, and monetary actions to be paid. It informs clients of the owed amount, when it must be paid, and accepted methods of payment. If the bookkeeper is regularly doing work for the client, invoices will often be given on bi-weekly or monthly intervals.

Bookkeeping Invoice Template

A bookkeeping invoice bills clients for financial services, itemizing the hours, services, and monetary actions to be paid. It informs clients of the owed amount, when it must be paid, and accepted methods of payment. If the bookkeeper is regularly doing work for the client, invoices will often be given on bi-weekly or monthly intervals.

Last updated August 9th, 2025

A bookkeeping invoice bills clients for financial services, itemizing the hours, services, and monetary actions to be paid. It informs clients of the owed amount, when it must be paid, and accepted methods of payment. If the bookkeeper is regularly doing work for the client, invoices will often be given on bi-weekly or monthly intervals.

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Services Provided

  • Account Management – Recording and scheduling payments, and managing accounts receivable and payable.
  • Payroll Processing – Calculating employee wages and taxes, and making payments.
  • Financial Reports – Preparing and reviewing balance sheets, cash flow reports, and profit and loss statements.
  • Tax Preparation Assistance – Assuring compliance with tax regulations and requirements.
  • Budgeting – Analyzing areas of the client’s finances and developing budgets to improve their finances.
  • Software Services – Installing and monitoring bookkeeping or accounting software.