Home
Features
Client Manager
Estimates
Invoicing
Company
Pricing
Our Story
Free Invoice Generator
Try It Free
Templates
How to Invoice
What to Include
Scenarios
Line Items
Mistakes
FAQs

Financial Consultant Invoice Template

Free invoice templates for financial consultants built for billable hours, retainer fees, and reimbursable expenses. Download and edit in PDF, Word, Excel, Google Docs, or Google Sheets.

Also called: financial consultant invoice, financial consultant bill, or financial consulting invoice.
Browse Templates
PDF, Word, Excel, Google Docs.
Create Online Invoice
Free Generator. No sign-in.

Download Free Financial Consultant Invoice Templates

Download a template, then edit in PDF, Word, Excel, Google Docs or Google Sheets. Print or email when ready.

Sheets, Excel, Word and Doc Templates Coming November 21, 2025.

Custom Financial Consultant Invoice Template

Best for:
Logo, PO, account and plan IDs.

Editable Financial Consultant Invoice Template

Best for:
Edit scope, reports, retainers, travel.

Printable Financial Consultant Invoice Template

Best for:
Totals, dates, approvals, signatures.

Free Financial Consultant Invoice Template

Best for:
Hours, assets, fees, deliverables.

How to Invoice as a Financial Consultant

A simple workflow that moves from signed scope to paid invoice without friction.
Free Online Invoice Generator
☝️ No sign-in. Save as PDF.
In 5 Steps:
  1. Confirm scope and deliverables in an engagement letter the client signs.
  2. Collect a retainer or deposit and record the balance on the account.
  3. Track billable time, fixed-fee milestones, and reimbursable expenses as you work.
  4. Build the invoice from the log, apply the retainer to this bill, and show what remains.
  5. Send the invoice with clear payment terms and a simple way to pay.
Free Online Invoice Generator
☝️ No sign-in. Save as PDF.

What to Include in a Financial Consultant Invoice

These are the must-have fields for clear, compliant invoices.
These are the must-have fields for clear, compliant invoices.
  • Invoice number
  • Invoice date
  • Client name and billing address
  • Service period covered
  • Engagement or SOW ID
  • Consultant business name, address, and tax ID
  • Professional certification or registration ID (check local rules)
  • Retainer/deposit balance and application
  • Payment terms, due date, and accepted methods
  • Late fee policy and interest terms (check local rules)

Billing Scenarios for Financial Consultants

How to label charges so every invoice makes sense the moment your clients see it.

1.
Monthly retainer; Overage hours
Monthly retainer with agreed hours
Shows the base commitment and any extra time beyond the included hours.
2.
Consulting hours; Prep time
One-off strategy session billed hourly
Separates live time from prep so the meeting cost is crystal clear.
3.
Milestone payment; Final payment
Fixed-fee project with milestones
Ties charges to deliverables and keeps cash flowing as work progresses.
4.
Rush surcharge; After-hours rate
Rush request outside business hours
State terms in days, the due date, late-fee policy, and accepted methods near the total.
5.
Travel time; Travel expenses
Onsite visit requiring travel
Distinguishes your time from out-of-pocket costs with receipts.
6.
Change order; Additional hours
Documents new work separately to protect the original estimate.
Documents new work separately to protect the original estimate.
Free Invoice Generator
No sign-in. Save as PDF.
Create a Free Account
☝️ Risk-free 30-day trial.

Billable services and retainers for financial consultants

List hours, retainers, advisory fees, and expenses with professional invoice line items.

Charge or Service
Unit
Taxable
When to use
How to show it
Financial plan build
Time
Full plan engagement
Hours × hourly rate. Scope the deliverables up front and link to the plan outline in your files.
Cash flow forecast model
Item
Build or refresh model
Fixed fee per model. Include version date and delivery format so stakeholders use the latest file.
KPI dashboard setup
Item
Stand up reporting
Fixed fee per dashboard. Note data sources and handoff steps to keep owners updating it correctly.
Budget & variance analysis
Time
Monthly or quarterly review
Hours × hourly rate. Attach summary notes and action items so finance and ops can act.
CFO retainer
Item
Ongoing fractional leadership
Period × retainer rate. Define included hours and overage rules to prevent scope creep.
Compliance documentation prep
Time
Policy, control, or filing help
Hours × hourly rate. Reference the standard or regulator and store evidence links for audits.
Onsite travel time
Time
Client requests in-person
Hours × hourly rate. Apply round-trip time per policy and list dates visited.
Urgent turnaround surcharge
Item
Rush delivery requested
Qty × after-hours rate. Use only when timelines compress and note the requested deadline.
Printed reports & binders
Item
Taxable
Client keeps printed deliverables
Qty × unit cost × (1 + markup%). List titles and count to match what’s handed over.
Change request labor
Time
New scope after sign-off
Hours × hourly rate. Reference the original SOW and the change note for clear approval.
Save and reuse your financial consulting rates
Create a free account and save hourly rates, retainers, and advisory fees once, so nothing gets retyped.
Create a Free Account
☝️ Risk-free 30-day trial. No card.

Common Financial Consultant Invoicing Mistakes

Real issues that slow cash or spark disputes, with quick fixes that prevent confusion.

Mistake
How to fix it
Vague service descriptions cause pushback and slow payment.
Write clear, outcome-based lines that reference the engagement and deliverables. Use plain verbs and avoid jargon.
Bundling expenses with fees hides true cost and sparks disputes.
List expenses apart from fees with dates and receipts. Keep rate-based services in their own area.
Add your professional certification or registration ID and business license details where required; check local rules.
Add your professional certification or registration ID and business license details where required; check local rules.
State terms in days, the due date, late-fee policy, and accepted methods near the total.
State terms in days, the due date, late-fee policy, and accepted methods near the total.
Inconsistent units or rates confuse reviewers and delay approval.
Stick to one unit per line and show rate × quantity with totals that match your time log.
Duplicate invoice numbers create accounting errors and double entries.
Use unique, sequential numbering with a date or client prefix that never repeats.

Financial Consultant Invoice FAQs

Billing financial planning, FP&A, retainers, success fees, and software pass-throughs gets tricky. Use our Financial Consultant Invoice Template and get clear answers.

How should I structure a monthly retainer for ongoing advisory?

Set a flat monthly amount that covers agreed deliverables and a set number of meetings. Add an overage rate for extra work. Example line items: “Monthly retainer, 20 hrs included: $3,500” and “Overage, 3 hrs @ $185/hr: $555.”

What’s the clean way to price a cash flow forecast project vs hourly?

Quote a fixed fee for a defined scope, with an hourly rate for extras. Tie payment to scope, not time. Example: “12-week cash flow model build: $4,800” and “Out-of-scope analysis, 2 hrs @ $200/hr: $400.”

Can I pass through software and data subscriptions I use on the engagement?

Yes, if the client benefits from them. List the tool, the billing period, and your markup if any. Example: “Fathom analytics subscription, Oct: $79 + 10% admin = $86.90.”

How do success fees work for capital sourcing or debt placement?

Charge a smaller upfront fee plus a success percentage only when funding closes. Spell out the trigger. Example: “Capital raise success fee, 3% of $750,000: $22,500” and “Engagement minimum: $1,500.”

What’s the best way to show milestone billing on a three-phase FP&A build?

Split the project into phases with acceptance criteria. Bill on sign-off for each phase. Example: “Phase 1: Data cleanup delivered: 40% = $2,800,” “Phase 2: Driver-based model: 40% = $2,800,” “Phase 3: Board deck: 20% = $1,400.”

Do I bill travel time for onsite board meetings?

If it eats your day, yes. Set a travel rate or a capped block. Example: “Travel time, 3 hrs @ $120/hr: $360” and “Mileage, 42 miles @ $0.67: $28.14.”

How should I handle mid-engagement change requests?

Use a change order with the new scope, estimate, and timing. Price by hourly rate or mini-fixed fee. Example: “Change request: new KPI pack, 5 hrs @ $190/hr: $950.”

What late fee and payment terms work for corporate clients?

Net 15 or Net 30 is common. Add a simple monthly late charge after the due date. Example: “Terms: Net 30; late fee 1.5% per month on past due.”

Features
Pricing
Resources
Our Story
Contact
Blog
Free Invoice Generator
Request a Feature
Product Roadmap
Terms of Use
Privacy Policy
Cookie Policy

© InvoiceQuick 2025