Counsellor
Counsellor Financial Forms Bundle — Customisable
Counsellor custom financial form templates in browser-personalisable HTML. Personalise the pack with your business name before saving or printing. Includes 13 finance forms for routine invoices, payments, expenses and records.
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
- Invoice Tracker
- Mileage Log
- Pricing Calculator
- Profit & Loss
- Receipt
Sample pages
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. You can also recover downloads later at yourlaunchkit.co.uk/downloads using your order ID and email.
Can I edit these files?
Browser-personalisable HTML templates. Open in any browser, personalise with your business name and design colours, then save as PDF or print. No extra software required.
Is this legal or tax advice?
No. LaunchKit templates are practical business resources. Review against your own circumstances and check suitability for your business.
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.
Complete your toolkit
More for Counsellor
Financial Forms Bundle — Premium
Counselling practice income is built on client trust, and the financial administration behind it needs to reflect the same confidentiality and professionalism as the sessions themselves. Invoices go to clients or to EAP providers depending on how the referral came in, expenses include supervision, CPD, room hire, and professional memberships, and the records need to be clean enough for BACP or UKCP requirements as well as HMRC. This set covers the financial forms a counselling practice needs: invoices for private clients and EAP referrals, an expense tracker for supervision costs, room hire, insurance, and CPD, a mileage log for home visits or training, a receipt record, and a monthly income tracker. Fillable PDFs for completing between sessions, editable Word documents to add your practice name and professional branding. Financial admin that is as considered as the practice it supports.
Pricing Calculator — Premium
Counsellors who take the EAP rate as their baseline can find the private-client fee drifting down to match it — and supervision, medico-legal work and group hours get absorbed invisibly. This Premium pricing calculator separates the fee book cleanly. Ten service lines come pre-loaded — individual counselling, couples and relationship counselling, group therapy, online and telephone sessions, Employee Assistance Programme work, corporate contracts, clinical supervision, training and workshops, medico-legal reports, and insurance-funded sessions from Vitality and AXA — each with editable session time and admin overhead input. Enter your hourly rate once and every service rebuilds with margin shown alongside. A quote builder handles corporate and EAP contracts, a session log tracks each client, an expenses tracker keeps overheads visible, and a monthly dashboard shows which work actually pays. Delivered as one Excel workbook for UK counselling practices — no subscription, no login.
MTD Compliance Kit — Premium
Making Tax Digital is becoming part of the record-keeping reality for many self-employed counsellors and psychotherapists, and the real headache isn't the rule — it's keeping records clean across a year of self-pay, insured and package-session income, supplies, CPD, supervision fees and room-rent all tracked against the year. This Compliance Kit is an Excel workbook covering Income Tracker, Expense Log, Expense Summary, Quarterly Summary, Annual Summary, Reconciliation, Mileage Log with a simplified-vs-actual switch, Year-End Adjustments, Tax Reserve Scenarios, Evidence Log, Compliance Warnings, Allowable Expenses Guide, Deadline Calendar, Quarterly Checklist, and an Executive Dashboard that surfaces the figures your accountant actually asks for. Available in England and Scotland versions to match where the business is based. Built for UK sole-trader counsellors and psychotherapists who want quarterly review to be a 30-minute job, not a weekend search through receipts. Not a tax-return tool — a record-keeping workbook for organising your figures — a record-keeping foundation that makes filing simpler.