How to Invoice as a Bookkeeper in San Francisco, CA

Invoicing guide for bookkeepers in San Francisco: 7.25% CA sales tax, 1.5%/mo late-fee cap, plus CA licensing and contractor rules.

Combined sales tax
7.25%
Late fee cap
1.5%/mo
Net terms
15 days
Deposit
0%
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1. San Francisco-specific tax handling

  • State sales tax: 7.25%. Local jurisdictions in San Francisco may add their own rate — verify with your local tax assessor.
  • Late fees: CA statute Cal. Civ. Code §3287; §1671 (penalty rule) caps interest on unpaid invoices at 1.5% per month.

2. Standard bookkeeper line items

  • Monthly bookkeeping — billed by month (~$350 default).
  • Catch-up work — billed by hour (~$65 default).
  • Year-end / 1099 prep — billed by flat.

3. Payment terms that work in San Francisco

Net 15 is standard for bookkeepers.0 Accept card and ACH on the invoice itself — San Francisco customers expect a one-click payment link in their inbox.

4. Licensing & disclosures

No license required. Some clients may request CPB (AIPB) or QB ProAdvisor credentials.

Metro
San Francisco
State
CA
Net terms
15 days
Deposit
0%

Nearby metros

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