Prepare your Cash Flow Forecast using the included template.
Cleaning Company
Cleaning Company Financial Forms Bundle — Premium
See all 4 previews- 12 distinct financial record templates — fillable PDF, editable DOCX, and one fill-online HTML bundle
- Includes Cash Flow Forecast, Client Payment Record and Expense Tracker, plus 9 more
- Fillable PDF + DOCX + fill-online HTML · Two secure downloads
Digital downloadFillable PDF + DOCX + fill-online HTMLTwo secure downloads
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12 distinct financial record templates for Cleaning Company businesses, each supplied as a fillable PDF and an editable DOCX file. Every template is also included in one fill-online HTML bundle: add your business details and brand colour in the sidebar of each template (they are saved per document, not shared between templates), then send clients a locked copy they can fill in with one click. Answers you haven't changed for 60 days are deleted the next time you open the form, and ‘Prepare copy for clients’ clears them; your business details and colour are kept. Type into the PDF fields or use a DOCX-compatible editor to change the business name, logo and wording. The delivered bundle includes a second invoice template under a legacy filename in both formats; it is not counted or advertised as a separate form type. These are templates, not automated spreadsheet software or accounting, tax or legal advice.
12 distinct financial form types, each supplied as a fillable PDF and an editable DOCX file, with every document also included in one fill-online HTML bundle
Use a DOCX-compatible editor to change the business name, logo and body wording
Fill in online in your browser: add your business details and brand colour in the sidebar of each template (they are saved per document, so you add them in each one), with every field completable on screen and progress saved on your device. Answers you haven't changed for 60 days are deleted the next time you open the form, and ‘Prepare copy for clients’ clears them; your business details and colour are kept
One click prepares a locked copy to send your clients — they can fill it in but cannot alter your business details, and it all works fully offline with nothing uploaded
A second invoice template under a legacy filename is not counted as a separate form type
Price£19.99
Preview pages
Preview what's inside
In the pack
What's included
- Cash Flow Forecast
- Client Payment Record
- Expense Tracker
- Income Tracker
- Insurance Premium Tracker
- Invoice
- Mileage Log
- Payroll Summary
- Pricing Calculator
- Profit & Loss
- Receipt
- Staff Hours Pay
Preview pages
Who it's for
Who this cleaning pack is for
The Financial Forms Bundle gives a cleaning company 12 money templates, including invoices, a payroll summary, staff hours and pay, a mileage log and a cash flow forecast.
- Domestic and commercial cleaning companies, from a solo cleaner with regulars to a small team.
- Owners who hold client keys and want key access, property condition and COSHH records kept the same way.
- Companies taking on staff who want DBS vetting, contracts and supervision recorded properly.
Made for the work
Put this product to work.
Choose the included record that fits the task, add the details for your business and check the finished copy before using it. The contents listed above apply to this tier.
Start with a task such as:
Prepare your Client Payment Record using the included template.
Prepare your Expense Tracker using the included template.
Compare the tiers
How the tiers compare
These tiers include the same core forms. The difference is the file formats and how you can personalise, fill in and edit them. Pick the format that fits how you want to work.
Scroll sideways to compare tiers.
Compare features
Customisable
£13.99
12 distinct form types
You're viewing
Premium
£19.99
12 distinct form types
Delivered as
Browser-personalisable HTML
Fillable PDF, DOCX + browser
Add your business name
Change design colours
Add your own logo
Re-word the body text
Type into every document field
Print or save as PDF
Extra software required
Only to edit the Word files
You're viewing this
- Instant download
- Built in the UK
- One-time purchase
- Secure checkout
- Refund policy
- Support by email
Frequently Asked Questions
How do I receive Financial Forms Bundle — Premium?
After payment, look for your LaunchKit download email in the inbox you used at checkout. Open its link to your download page and download the files listed for your order. You'll receive two secure downloads: the existing bundle of interactive fillable PDFs plus editable Word (.docx) files, and a separate fill-online HTML bundle containing the browser versions. Nothing is removed, and both downloads are yours to keep. Premium ships blank; Studio does not automatically pre-fill this Premium download. Keep a copy of your downloaded files. If the email is missing or a link is not working, check your spam or junk folder, then contact hello@yourlaunchkit.co.uk with your checkout email address and order number, if you have it, for help recovering your files.
Can I edit these files?
Yes. Your first download contains interactive fillable PDFs plus editable Word (.docx) files. Your second download is the fill-online HTML bundle: open it in a browser, add your business details and brand colour, complete the fields on screen, and prepare a locked copy for a client. Premium ships blank for you to personalise; it is not automatically pre-filled from a website.
Is this legal or tax advice?
No. LaunchKit templates are practical business resources. Review against your own circumstances and check suitability for your business.
Useful next steps
Useful guides for your business.
Falling behind on Self Assessment: what to do in October versus January
If you're a UK sole trader and your Self Assessment for the previous tax year is still untouched, the right next step depends on what month it is when you read this…
Read the guide →Cleaning Business Expense Tracker UK: Stop Overpaying Tax
This guide covers expense-record habits for cleaning businesses and a 2026/27 mileage example. Eligible costs may reduce taxable profit where the relevant rules are met and adequate evidence is…
Read the guide →Cleaning Company Contract Template UK: The Clauses That Actually Get Tested
In cleaning, most disputes can be traced to the same three contract clauses: who holds the key, how a slot gets cancelled, and what "deep clean" actually includes. Sort those before the first regular…
Read the guide →Why LaunchKit
Built for the business you actually run.
Every cleaning company pack is checked so its page says exactly what format you get and what each tier includes. Templates are practical resources, not legal or tax advice — review against your own circumstances before use.
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