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Invoice Template for Bookkeepers
Bookkeepers manage the financial heartbeat of small businesses, handling transaction categorization, bank reconciliation, accounts payable and receivable, and payroll processing. Monthly retainer billing is the norm, but your invoices should still detail the specific services performed each period. Clients need to see the volume of work involved — number of transactions processed, accounts reconciled, and reports generated. Add-on services like year-end preparation, 1099 filing, and payroll runs should be itemized separately. InvoUno helps bookkeepers create clear monthly invoices that demonstrate the ongoing value of your meticulous financial work.
Sample Invoice for a Free Invoice Template for Bookkeepers
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Monthly Bookkeeping (up to 200 transactions) | 1 | $400.00 | $400.00 |
| Payroll Processing (bi-weekly) | 2 | $75.00 | $150.00 |
| Accounts Receivable Management | 1 | $150.00 | $150.00 |
| Total | $700.00 | ||
This is a sample layout. Customize every detail in the free invoice generator.
Frequently Asked Questions
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Pricing is typically based on monthly transaction volume and complexity. Expect $300-$800/month for small businesses. Additional services like payroll and AR/AP management are priced as add-ons.
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List each service performed (reconciliation, transaction entry, payroll, reporting), the period covered, number of transactions processed, and any additional work beyond the standard scope.
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If you provide the accounting software subscription (QuickBooks, Xero), pass through the cost or include it in your monthly fee. Be transparent about which approach you use.
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