Counsellor · Financial Forms
Financial Forms for UK counsellor businesses
Invoices, expenses, quotes, receipts and the financial admin templates a UK counsellor business needs day-to-day. Pick your tier and your business type.
Quick guide
Standard is PDF with fillable header. Customisable is browser-editable HTML. Premium is interactive fillable PDF plus editable DOCX.
Choose your tier
Which tier should you pick?
Standard
£11.99
11 documents
Customisable
£13.99
13 documents
Premium
£19.99
12 documents
Frequently asked
About Financial Forms
Are these bookkeeping software?
No. They are finance-form templates for day-to-day admin. Use separate bookkeeping or accounting software where your business needs it.
Do the tiers include different formats?
Yes. Standard is PDF with fillable header, Customisable is browser-editable HTML, and Premium includes interactive fillable PDF plus editable DOCX.
Can I use these with the MTD workbook?
Yes. The forms can support cleaner record gathering, while the MTD workbook is the separate Excel record-keeping product.
Will this work for both VAT-registered and non-VAT businesses?
Yes. The invoice, quote and receipt templates include a VAT block you can complete or leave blank depending on whether you are VAT-registered. The templates do not handle the VAT return itself — that goes through your own bookkeeping or accountant flow.
Can I customise the invoice with my logo?
Yes on Premium and Customisable. Premium gives editable Word (.docx) files where you can drop a logo and re-style. Customisable gives browser-editable HTML you can re-brand without any software. Standard is PDF with a fillable header for business name only.
Can I send these to my accountant?
Yes. The templates produce consistent records that an accountant can read in seconds. They sit alongside bookkeeping software, not instead of it — most sole traders pair the LaunchKit forms with their existing accounting workflow.
Do these cover late-payment chasing or quote follow-ups?
The Financial Forms Bundle focuses on day-to-day invoicing, expenses and quotes. Dedicated chase-script ladders and quote follow-up packs are separate LaunchKit products. Most businesses start with this bundle then add those when chasing or quoting volume grows.
Why LaunchKit
Designed for the routine money admin a UK trade or service business runs every week.
Templates, not financial or tax advice — review against your own circumstances.
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