Prepare your Cash Flow Forecast using the included template.
Counsellor
Counsellor Financial Forms Bundle — Customisable
Digital downloadBrowser-personalisable HTMLInstant access
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Real-world example
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A short example using the Counsellor Financial Forms Bundle — Customisable.
12 distinct browser-personalisable HTML financial record templates for Counsellor businesses. Add your business name and choose the design colours before saving or printing. Custom does not add logo upload or body-text editing; choose Premium for editable DOCX files. The delivered bundle includes an extra copy of the invoice under a legacy filename; it is not counted or advertised as a separate form.
12 distinct HTML financial form types, matching the included-document list shown on this page
Personalise the business name and design colours in your browser
An extra invoice copy under a legacy filename is not counted as a separate form
Sample pages
Preview what's inside
In the pack
What's included
- Cash Flow Forecast
- Client Payment Record
- CPD Training
- Deposit Booking Terms
- Expense Tracker
- Income Tracker
- Insurance Premium Tracker
- Invoice
- Mileage Log
- Pricing Calculator
- Profit & Loss
- Receipt
Sample pages
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 CPD Training 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.
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Customisable
£13.99
12 distinct form types
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
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- 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 — Customisable?
After payment, a confirmation email with your secure download links is sent to your checkout email within a few minutes. You'll receive a ZIP of customisable HTML templates — open in any browser, personalise with your business name and design colours, then save or print as PDF. If you don’t see the email, check your spam folder. Your download email is your permanent access — keep it. If you ever lose it, contact hello@yourlaunchkit.co.uk and we’ll re-send your files.
Can I edit these files?
Browser-personalisable HTML templates. Add your business name and design colours, then choose Save editable copy to download your working HTML. Reopen that saved file to continue personalising it. This tier personalises the branding only; print the form and complete the answers by hand. Use Print / Save PDF for a separate copy to print. Save your editable copy before closing; changes are not automatically saved.
Is this legal or tax advice?
No. LaunchKit templates are practical business resources. Review against your own circumstances and check suitability for your business.
Real reviews
What customers say
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Useful next steps
Useful guides for your business.
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A UK guide to starting a private counselling practice: training, supervision, insurance, contracts, records, safeguarding and HMRC basics.
Read the guide →Contracting and fees for counsellors: the commercial side of private practice
Many UK counsellors in private practice set their fees once and never revisit them, carry no written contract, and handle the money conversation awkwardly because training rarely covers it. The…
Read the guide →Why LaunchKit
Built for the business you actually run.
Every counsellor pack is reviewed for accurate format and tier disclosure. Templates are practical resources, not legal or tax advice — review against your own circumstances before use.
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