Bookkeeping is usually billed as a recurring monthly retainer, with one-off charges for catch-up work or extra reconciliations. This invoice template separates the recurring fee from add-on project work so clients understand what changed month to month.
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These are the line items bookkeeper businesses bill most often. Add the ones that apply to your job — the generator totals them automatically.
Bill retainers on the 1st of the month in advance rather than in arrears, and quote catch-up work as a fixed project fee based on the number of backlogged months.
Bookkeeping services are taxable in some states as a professional service; check your state's rule since treatment varies more for accounting services than most trades.
Ongoing bookkeeping is almost always billed as a flat monthly retainer for predictability; one-time projects like catch-up work or a single reconciliation are better quoted as fixed fees.
Quote a per-month-of-backlog rate, often higher than your standard monthly fee, since catching up months of unreconciled transactions takes more time than routine upkeep.
Yes — list any client-specific software subscriptions you pay for and re-bill as a separate line item, distinct from your bookkeeping fee, for transparency.