Free — no sign-up, no watermark

CPA Invoice Template

Engagement reference, services by line, staff-level rates and out-of-scope work. Free PDF.

An accounting firm's invoice is read against an engagement letter, and every dispute is really a dispute about scope. Naming the engagement, splitting the work by service line, and putting out-of-scope work on its own line is what turns a fee conversation into a document both sides can point at.

Issued by

Ashford & Vance CPAs

500 Balance Street

Suite 700

50309 Des Moines, IA

United States

billing@ashfordvance.example

Bill to

Ridgeline Equipment Co.

1800 Machinery Row

50021 Ankeny, IA

United States

controller@ridgelineequip.example

Amount due

$16,105.00

Due in 14 days · Aug 16, 2026

Engagement

Billed under the engagement letter signed for the prior financial year. The review and the returns are fixed-fee under that letter. The advisory work on equipment financing was outside it, was requested by your controller by email, and is billed hourly at the rates in the letter's schedule.

Description	Qty	Rate	Tax	Amount
Financial statement review — prior year Fixed fee per the engagement letter	1	$8,500.00	—	$8,500.00
Corporate tax return and state filings Federal return plus two state returns	1	$3,200.00	—	$3,200.00
Advisory — partner hours Equipment financing structure, out of scope, requested by the controller	6	$395.00	—	$2,370.00
Advisory — senior hours Schedule preparation supporting the above	11	$185.00	—	$2,035.00

Subtotal	$16,105.00
Total	$16,105.00

Amount due

$16,105.00

Terms

Net 30. Returns are transmitted once the balance for the tax service line is settled.

Invoice #INV-0001 · Ashford & Vance CPAs · Page 1 of 1

Edit this template Free, no account, no watermark — download the PDF when you are done.

What to put on a cpa invoice

The engagement letter this work falls under, by date or reference
Each service line separately: compilation, review, tax, advisory, payroll
Staff level and rate where you bill hourly, since a partner hour and a staff hour are not the same product
Work outside the engagement, named, with who authorised it
The period covered, which for tax work is not the period the invoice arrives in
Software or filing fees passed through, where the client bears them

Questions

Why reference the engagement letter?

Because it defines what the fee bought. Almost every fee dispute in this profession is a scope dispute, and an invoice that names the engagement makes the answer a matter of reading rather than remembering.

Should staff levels be shown?

On hourly work, yes. A client who sees forty hours and one blended rate assumes partners did all of it; the same forty hours split between partner, senior and staff reads as a firm managing their cost rather than inflating it.

How should out-of-scope work appear?

As its own line naming the request and who made it. Additional work absorbed silently becomes the baseline expectation; the same work billed and explained is a service the client remembers asking for.

Ready to bill for it?

The template opens in the editor with these lines already on it. Change what you like, download the PDF.

Edit this template

Other trades

Browse all 120 invoice templates