How to Invoice as a Bookkeeper in Connecticut

How to invoice as a bookkeeper in Connecticut: CT sales tax 6.35% (applies to services), late fees capped at 1.5%/mo under Conn. Gen. Stat. §37-3a, written contracts required over $200. Step-by-step guide with a free template.

State sales tax
6.35%
Late fee cap
1.5%/mo
Net terms
15 days
Deposit
0%

1. Connecticut-specific invoice requirements

  • Sales tax line: 6.35% state rate. Services billed to CT customers must include sales tax. Many services taxable (e.g., computer/data, repair, advertising). Combined uniform 6.35%.
  • Late-fee cap: Connecticut statute Conn. Gen. Stat. §37-3a caps interest on unpaid invoices at 1.5% per month. Spell out the rate in writing on every invoice and in your contract — courts won't enforce undisclosed fees.
  • Written contract required: Connecticut requires a signed agreement for any job over $200. Reference the contract number on the invoice.
  • Right-to-cancel notice: Customers in Connecticut get 72-hour cancellation rights on certain home-services contracts. Disclose this in your terms.

2. Bookkeeper line items + standard terms

Every bookkeeper invoice in Connecticut should itemize work clearly. Standard bookkeepers use Net 15 terms with no deposit required.

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

3. Bookkeeper licensing in Connecticut

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

4. Send and follow up

Send the invoice the same day work completes. Use software that records open events and offers a one-click online payment so you don't need to chase a check by mail. Connecticut customers expect digital payment options today — accepting card and ACH typically reduces days-to-paid by 30–50%.

Average invoice
$685
State
CT
Net terms
15 days
Deposit
0%

Connecticut metro guides

Metro-specific guides include the combined sales-tax rate and local pricing benchmarks.

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