Professional Invoices & Proposals for Accountants
You manage everyone else's finances — let OwnedWork manage your billing so you can focus on your clients.
Accountants and bookkeepers serve clients with a mix of recurring and one-off services. OwnedWork helps you invoice fixed-fee packages, ad-hoc work, and year-end accounts efficiently. Create clear proposals for new clients and recurring invoices for existing ones — all from one simple tool.
The Document Headache for Accountants
How OwnedWork Helps
Fixed-Fee Invoicing
Set up fixed monthly invoices for bookkeeping, payroll, and management accounts. Bill consistently without tracking every hour.
Recurring Invoices
Automate monthly or quarterly invoicing for ongoing clients. OwnedWork generates and sends invoices on your schedule.
Service Proposals
Send professional proposals to new clients detailing your service packages, fees, and payment terms. Convert to invoices when they sign up.
PDF Invoices
Generate branded PDF invoices that meet professional standards. Your clients expect polished documents — OwnedWork delivers.
Receipt Generation
Issue receipts for payments received. Maintain the clean records you would expect from your own clients.
Example Invoice for Accountants
How to Invoice for Accounting Services
Accounting invoices should clearly describe the service provided, the period covered, and the agreed fee. For recurring services like bookkeeping or payroll, specify the month or quarter. For one-off work like tax returns, note the tax year.
Include your practice details, invoice number, payment terms (typically 14 days for small businesses), and bank details. If you are VAT registered, show the VAT breakdown clearly.
OwnedWork generates clean, professional invoices that reflect the standards your clients expect. For a full guide to structuring invoices, see our invoicing guide.
Pricing Accounting Services: Fixed Fee vs Hourly
Most small practice accountants in the UK are moving towards fixed-fee pricing. Clients prefer knowing what they will pay, and it simplifies your billing. Package your services — bookkeeping, accounts, tax returns, payroll — into clear tiers.
When quoting fixed fees, factor in the complexity of the client's affairs. A sole trader with simple records costs less to serve than a limited company with multiple directors and foreign income.
Tip: Use OwnedWork proposals to present your packages with clear inclusions. State what is covered and what is charged as an extra (e.g. Companies House filings, HMRC correspondence).
Invoicing During the Year-End Rush
Tax season creates a bottleneck where invoicing often falls behind. The key is to invoice promptly upon completing each client's accounts or return — do not wait until the rush is over.
OwnedWork's templates and AI drafts let you generate an invoice in seconds, even during your busiest period. Set up templates for common services (annual accounts, SA tax return) and reuse them across clients.
- Invoice immediately upon filing — do not batch invoices
- Use templates for common services to save time
- Set up recurring invoices for monthly services before tax season starts
Frequently Asked Questions
How should I price my accounting services?
Fixed monthly fees are increasingly standard for UK accountants. Package your services into tiers — basic bookkeeping, full accounts, and premium (accounts + tax + payroll). Price based on complexity.
What payment terms should I set for accounting clients?
14 days is common for small business clients. For monthly services billed on retainer, payment on invoice is reasonable since the client knows the amount in advance.
Should I invoice before or after completing the tax return?
Invoice upon completion and filing. Some accountants request payment before filing, which is also reasonable — include this in your engagement letter.
How do I invoice for ad-hoc accounting work?
Bill ad-hoc work (e.g. HMRC correspondence, additional filings) as separate line items at your hourly rate. Make it clear in your proposal what falls outside the fixed fee.
Can I automate monthly bookkeeping invoices?
Yes. OwnedWork's recurring invoice feature generates and sends monthly invoices automatically. Set it up once and it runs on your chosen billing date.
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