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Bookkeeping Service Invoice Template

The bookkeeping service invoice allows a bookkeeper to be paid for organizing financial statements on behalf of a business or individual. The services are commonly charged on a per hour basis with the bookkeeper providing the invoice after a set of hours or major project is completed.

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Same as Company Address


Table of Contents

What does a Bookkeeper do?

A bookkeeper is an unlicensed professional that provides accounting services as an employee or independent contractor. A bookkeeper’s primary duties consist of the following:

  • Balance Checkbooks;
  • Provide Financial Statements (e.g., profit and loss statements, expense reports, etc.);
  • Oversee Financials (e.g., general ledgers, bank statements, etc.);
  • Enter Physical Bills and Receipts into Accounting Software;
  • Provide Budget Estimates;
  • Payroll Responsibilities; and
  • Any other related accounting task that is requested by the client.

All of the above duties are to be completed in accordance with standard accounting procedures.

Bookkeeper vs. Accountant

Some may objectively determine that an accountant and a bookkeeper have similar roles and duties. They both can record financial transactions into a ledger and prepare financial statements for tax purposes. However, there are significant differences between the two (2) titles:


  • No license required. Certifications are available but are nothing more than a standard test in proper accounting methods.
  • No analysis required. The job of a bookkeeper is to enter and export financial statements.
  • No Financial Planning Advice. A traditional bookkeeper has not undergone the education required to provide financial planning advice to an individual or business.
  • May NOT Conduct a Formal Audit.


  • State license required.
  • Analysis required. An accountant may be asked to produce advanced accounting reports based on accounting records.
  • Financial Planning Advice. An accountant is able to provide advice based on tax laws and other metrics to make recommendations to a business or individual.
  • May Conduct a Formal Audit.

Bookkeeper Certifications

There are two (2) national organizations that exist for an individual to become certified:

American Institution of Professional Bookkeepers (AIPB)

  • Requirements: At least two (2) years experience.
  • Cost: $574 (members is $479)
  • Exam: Four (4) parts covering adjusting entries, error correction, payroll, depreciation, inventory, and fraud detection.
  • Passing Score: 70% (open-book portion) and 75% (prometric).
  • Renewal: Must complete sixty (60) hours over a three (3) year period (fees not mentioned).

National Association of Certified Public Bookkeepers (NACPB)

  • Requirements: Take the Training Course or provide documentation of similar courses taken elsewhere.
  • Cost: $150 (Members is $100)
  • Exam: 50 multiple choice questions, minimum 75% correct, 2-hour time limit  (Schedule an Exam)
  • Passing Score: 75%
  • Renewal: $100

Bookkeeper Salary & Hourly Pay ($/hr)

Salary: $34,861 (source: glassdoor)

Hourly Rate: $16.87/hr (source: payscale)



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