Can I bill bookkeeping and tax prep on the same invoice?

Yes. Add monthly bookkeeping as a recurring line item and tax preparation as a seasonal one-time charge on the same invoice.

How do I tier bookkeeping pricing by transaction volume?

Create line items like "Bookkeeping — up to 200 transactions" with the appropriate rate. Upgrade the line item if the client exceeds the tier.

Can I set up annual tax season invoices?

Yes. Create an annual recurring invoice for tax preparation that generates each year during tax season with the appropriate fees.

How do I bill for payroll as a separate service?

Add payroll processing as a separate line item on the bookkeeping invoice, or create a standalone recurring invoice for payroll services.

Can I include a service summary with each invoice?

Yes. Use the customer notes field to list completed tasks, reports delivered, and upcoming deadlines — this demonstrates value to clients.

Recurring Invoices for Accounting Firms

Automate monthly bookkeeping fees, tax preparation billing, and advisory retainers. Professional invoicing that reflects the quality of your practice.

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Common Billing Cycles for Accounting Firms

Choose the billing frequency that matches your accounting firms business model and client expectations.

Monthly

Monthly bookkeeping, payroll processing, and general accounting services billed on a recurring schedule.

Quarterly

Quarterly tax estimates, financial reviews, and compliance reporting for business clients.

Annual

Annual tax preparation, audit support, and year-end financial statement preparation.

Semi-annual

Biannual financial planning sessions and mid-year tax strategy reviews.

Example Accounting Firms Invoice Line Items

Here is what a typical recurring invoice looks like for accounting firms businesses.

Item	Description
Monthly Bookkeeping	Transaction categorization, bank reconciliation, financial statements, up to 200 transactions
Payroll Processing	Biweekly payroll for 15 employees, tax withholdings, direct deposit, pay stubs
Tax Advisory Retainer	Ongoing tax planning, quarterly estimate calculations, and strategy consultations
Annual Tax Return	Business and personal tax return preparation, e-filing, and compliance review

Add as many line items as you need. Each with quantity and rate — totals calculate automatically.

Accounting Firms Recurring Invoice Best Practices

Follow these tips to get paid faster and maintain great client relationships.

Tier your bookkeeping pricing by transaction volume or complexity so clients pay fairly for the work involved.

Invoice bookkeeping services at the start of the month and tax preparation fees upon completion or in installments.

Include a service summary on each invoice listing completed tasks — bank recs done, reports generated, filings submitted.

Separate recurring advisory fees from seasonal tax prep charges so clients understand their year-round costs.

Set up automatic annual recurring invoices for tax season to ensure timely billing without manual reminders.

Track time per client to ensure your recurring fees accurately reflect the effort required and maintain profitability.

Common Accounting Firms Billing Challenges

Recurring invoicing solves these common pain points for accounting firms businesses.

Seasonal billing spikes

Tax season creates a surge of one-time preparation fees on top of regular monthly bookkeeping invoices.

Transaction volume changes

Client businesses grow, increasing transaction counts and requiring bookkeeping package upgrades mid-year.

Scope definition

Clients may expect advisory services included in a bookkeeping retainer — clear invoice line items prevent misunderstandings.

Year-end billing rush

Q4 combines regular bookkeeping with year-end close, tax planning, and 1099 preparation — all requiring separate billing.

Free to Start, Affordable to Grow

Accounting Firms businesses can start with our free plan — 5 invoices per month, 3 clients, PDF downloads and multi-currency support included. Upgrade to Starter or Pro when your business grows.

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Accounting Firms Recurring Invoice FAQ

: Yes. Add monthly bookkeeping as a recurring line item and tax preparation as a seasonal one-time charge on the same invoice.
: Create line items like "Bookkeeping — up to 200 transactions" with the appropriate rate. Upgrade the line item if the client exceeds the tier.
: Yes. Create an annual recurring invoice for tax preparation that generates each year during tax season with the appropriate fees.
: Add payroll processing as a separate line item on the bookkeeping invoice, or create a standalone recurring invoice for payroll services.
: Yes. Use the customer notes field to list completed tasks, reports delivered, and upcoming deadlines — this demonstrates value to clients.

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Recurring Invoices

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