# Free Invoice Format for Accountants, CPAs & Bookkeepers

Professional accountant invoice template for CPAs and accounting firms. Bill clients for tax return preparation, audits, and advisory services. Download in Excel, PDF, or Word.

Canonical page: https://invoicemama.com/invoice-template/accounting

**Industry:** Accounting

## Download Your Free Accounting Invoice Template

Professional invoicing for accountants and CPAs. Bill clients for tax preparation, audits, and advisory services. Excel, PDF, or Word with no signup.

- [Excel](https://mr2.invoicemama.com/invoice-templates/excel/accounting-invoice-template-1.xlsx)
- [Word](https://mr2.invoicemama.com/invoice-templates/word/accounting-invoice-template-1.docx)
- [PDF](https://mr2.invoicemama.com/invoice-templates/pdf/accounting-invoice-template-1.pdf)

## Frequently asked questions

### What is an accounting invoice?

An accounting invoice is a document that accountants send to clients requesting payment for services. It details services like tax preparation or audit work, fees, payment terms, and total amount due.

### How to create an accounting invoice?

Start with your firm name and contact details. Add client information and invoice number. List services with fees, payment terms, and due date. Download our free accountant invoice template to get started.

### What should I include on an accounting invoice?

Include firm name, client details, invoice number, dates, service descriptions with fees, taxes if applicable, total amount, and payment terms.

### How do accountants typically charge for services?

Tax returns are often flat fees. Audit engagements may be project-based. Advisory work is typically hourly. Many firms combine models.

### What payment terms should accountants use?

Most accountants use Net 15 or Net 30 terms. For tax preparation, payment upon completion is common.

### Is the accounting invoice template free?

Yes, completely free in Excel, PDF, and Word. No signup required, no credit card needed.

### Can I customize this tax return invoice template?

Yes, fully customizable. Add your logo, adjust service descriptions, modify rates, and include your CPA license number. Excel and Word formats are easy to edit.

## Related templates

- [bookkeeping](https://invoicemama.com/invoice-template/bookkeeping)
- [consulting](https://invoicemama.com/invoice-template/consulting)
- [legal](https://invoicemama.com/invoice-template/legal)

- [Create this in Invoice Mama](https://app.invoicemama.com/sign-up)

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Invoice Mama is invoicing software for contractors, freelancers, and small businesses. It is not a tax, legal, or accounting firm. For current pricing, use the live pricing page.

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